Katie Gregory looking
5. Follow up with John Suydam regarding dissolving AIF IV. Ada/Eileen
into this. 2.13.14
EFTA00619529
OPEN ITEMS LIST
As of February 28, 2014
ACTION TO BE TAKEN ... Determine whether to retain joint life insurance or exchange or cash in the policies Ada/Eileen
Bryant Group 2.20.14
Confirm that Trustees of insurance trusts are doing periodic policy reviews ... Ada/PW
Review governing instrument for Leon's foundation to determine if provisions still
4. Ada/Eileen In progress
reflect Leon's intentions regarding current and future governance.
Z. ADMINISTRATION OF TRUSTS