From: jeffrey E. <jeevacation@gmail.com>
Sent: Tuesday, June 9, 2015 1:59 PM
To: Melanie Spinella
1. the question that you asked re stock sale. like e=erything else in your financial life cannot , should not be though of in
a=vacuum. factors to consider
AFTER ax result. =AOif so what cap losses and in which entity, .? , stock price=.view.? street perception. which entity
if you do decide.shou=l sell trusts , black partnership. personal name , debra name, . . =hould you contribute first to .
phaidon, charity, trust, parthership= gift trust . filing requirements for each.? , liq=idity, alternatives. effect on grats.
its effect on TRA , div=dend pay date etc.
2. Fbar need= work, do trustees need to file their own, ? children ? =/div>
3. still no JPM DB or gs accounts??!
ti=e to speak, ?
pl=ase note
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