From: Valeria Chomsky
To: "Jeffrey E." <jeevacation®gmail.com>
Subject: Fwd: Meeting with Shari Levitan
Date: Mon, 22 Jan 2018 23:19:24 +0000
I told Shari that is totally unfair to Noam at his age, at this stage of his life, that he has to deal with this situation
-- he being treated as a senile and I being treated as a criminal. All we want is to live our life without
interference.
She mentioned that lawyers don't always have to do what their clients ask for. For example, if I would ask her
for suing Max for defamation, she wouldn't do it. This when I mentioned that Max has been saying things about
me that I would like if he would repeat them in court.
I am so stressed with all these years, that I got too emotional at some points and couldn't control myself,
unfortunately.
Forwarded message
From: Jeffrey E. <jeevacation@gmail.com>
Date: Mon, Jan 22, 2018 at 5:53 PM
Subject: Re: Meeting with Shari Levitan
To: Valeria Chomsky
he should only be released from things he specifies. I was afraid she had already drank the koolaid
On Mon, Jan 22, 2018 at 11:49 PM, Valeria Chomsky > wrote:
As you can see the meeting was a little adversarial towards me, as she was trying to show that the children are
not wrong -- she also said that the money from the trust cannot come to me. And I said I am not expecting so.
At some point, when I was trying to say something, she interrupted me and said: "may I continue?" And I told
her: "not until I finish".
I would say she is going to be very similar to Deborah, perhaps a little harder.
She also asked Noam if his children and Max could claim that Noam is loosing his mind. Noam answered that
there is no such possibility.
She also mentioned that the loan can cause a bad surprise soon, since they might demand payment of principal
and interests, as the money came from the trust and should go back to the trust, although the trustees could
change the conditions totally or partially. But it is totally their decision.
Release Max from all his wrong doing (?) But that's why he doesn't want to send a draft to Noam, but to
Noam's lawyer, such as Deborah or Shari who would advise Noam to sign it to follow an amicable way and get
the information that Noam needs.
All crazy.
----- Forwarded message
From: Jeffrey E. <jeevacation@gmail.com>
Date: Mon, Jan 22, 2018 at 5:16 PM
Subject: Re: Meeting with Shari Levitan
EFTA01037636
To: Valeria Chomsky
did you like her? how do you know what you are releasing him from, ? that is silly, without details
On Mon, Jan 22, 2018 at 11:13 PM, Valeria Chomsky < > wrote:
In the meeting today:
Shari Levitan started the meeting saying that she knows about trusts not only from practice, but also
academically, since she teaches about trusts. She also confirmed that Max talked to her as a possible trustee
and, if not, to request some recommendations.
1) when I asked Shari if she would take the steps to have a litigation against Max, she answered that she
would have to consider the situation and she would prefer to begin following an amicable way.
2) about the release from Max, she said that it is not unusual for a trustee to request a release.
3) she also said that a trustee should not only be involved in the trust issues, but in the beneficiary financial
affairs at a very general level, not in detail. Also that money from the trust could be deposited in a separate
account for specific purposes.
4) when I mentioned that Noam was the grantor of the marital trust, Shari said that the trust was not funded
by Noam's money, but by Carol's Revocable trust, with money that Noam had given to Carol. Carol could
have done whatever she wanted with the money. Therefore the children are right when they say it's their
mother's money.
5) she also suggested that before Max steps down, we have to get an accounting of everything that has been
done during his tenure as trustee, including information about the distributions that were made to non-
beneficiaries without informing Noam and the payments that were supposed to be made to Noam regularly
from income from the trust but which he was never informed about. She said the best way is to proceed
amicably, since Max is legally obligated to do this, and if there is any problem, to take harsher steps.
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The information contained in this communication is
confidential, may be attorney-client privileged, may
constitute inside information, and is intended only for
the use of the addressee. It is the property of
JEE
Unauthorized use, disclosure or copying of this
communication or any part thereof is strictly prohibited
and may be unlawful. If you have received this
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