From: "Martin B. O'Connor II"
To: jeffrey E. <jeeyacation@gmail.com>
CC: Peggy Siegal
Subject: Fwd: Siegal Draft Settlement Agreement
Date: Fri, 23 Jan 2015 22:05:25 +0000
Attachments: ATT00001.htm; SiegalSettlementAgreementRedline.pdf; ATT00002.htm
For your information
M
Sent from my iPhone
Begin forwarded message:
From
Date: January 23, 2015 at 4:5 :39 PM EST
To:
Cc:
Subject: Siegal Draft Settlement Agreement
Jamie
The statement is not sufficient. The trustee had a duty to distribute equally and timely. The trustee failed. The risk of
loss does not fall on the beneficiary and I am sure that the trustee took the benfit of the gains as well as the use of the
money.
I have attached a redline of our last agreement with changes to reflect that the 426 was paid in full which we expect to
occur shortly. Martin has not reviewed this revision and the client has not approved the discrepancy in the numbers that
you and Martin have discussed. However for the purpose of moving this to a conclusion please review.
Thank you.
Jim
James R. George
Shareholder
EFTA01154324