Document Mentions (3 shared documents)

EFTA00305992

2 mentions1 same-page

Page ?Same page

o, Etc (Cash needs) Many wires needed? 2. New Trustee or not-new decantings 3. Art in Art Partnership? Overdue? 4. Grats? Window 5. Art Space 6. Regan Arts 7. Plane Simplify restructure, refinance, repurpose 8. Boat restructure, sister 9. Re Fresh Estate Plan to consider modifications, Alex/Victoria e

Doc Review 12. Sale of Stock or Art? Tax, rent sale 13. Gift of Art EFTA00305992 14. Charity current & Future Pledges, Gifts 15. Cash Glow 16. New IT & New Personnel 17. Operational re-do (bill pay, etc) 18. Debra & Children? Current & Future Involvement, Notifications, Etc., New dynasty trust? 19. Tax Plan & d

EFTA00305990

2 mentions1 same-page

Page ?Same page

Doc Review 12. Sale of Stock or Art? Tax, rent sale 13. Gift of Art EFTA00305990 14. Charity current & Future Pledges, Gifts 15. Cash Glow 16. New IT & New Personnel 17. Operational re-do (bill pay, etc) 18. Debra & Children? Current & Future Involvement, Notifications, Etc., New dynasty trust? 19. Tax Plan & d

EFTA00305986

2 mentions1 same-page

Page ?Same page

ation- 30-40m 2. New Trustee or Not- New Decantings No New 3. Art in Art Partnership? Overdue 4. Grats? Window-Amount Yes 5. Art Space Yes 6. Regan Arts? 7. Plane Simplify Restructure, Refinance, Repurpose- Do It? Yes- ASAP- Before Dec. 8. Boat Restructure, Sister- Do It? EFTA00305986 ASAP- Sept

. Sale of Stock or Art? Tax, Rent Sale 13. Gift of Art 14. Charity Current & Future Pledges, Gifts ?? 15. Cash Flow 77- Need EFTA00305987 16. New IT & New Personnel 17. Operational Re-Do (Bill Pay, etc)-Credit Card? Approval Process 18. Debra & Children? Current & Future Involvement, Notifications, Etc., New D