From: Ada Clapp
To: jeffrey E. leevacationiagmall.com>
Subject Re: Fire Drill
Sent Saturday, May 17, 2014 7:21:19 PM
Ok. Good point. Yes re BAC loans.
Sent from my iPhone
Ada
On May 17, 2014, at 9:52 AM, "Jeffrey E." <jeevacation@,gmail.com> wrote:
the stock price must be headlined on page I. 2. I see debra is not on the loan ,
is that because it comes due on death?
On Fri, May 16, 2014 at 1:28 PM, Ada Clapp wrote:
Jeffrey and Eileen,
Attached is the Estate Planning Overview prepared by US Trust. I am sending it
to you before the broader team in case you want to make changes/revisions. Of
course, the cash needs pages show one version of how assets would be sold to
pay estate taxes and can be revised to better reflect the family's wishes in that
regard.
I look forward to receiving your comments.
Ada Clapp
Elysium Management LLC
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