Epstein Secrets

ked out the estate planning a long time ago, with Eric Menoyo and (later) Palmer Dodge when he moved th

ettle all of this quickly. D On Fri, Jun 30, 2017 at 1:56 PM, Diana Chomsky wrote: As promised, please find attached a memo with information about the Marital Trust, and in particular the conditions on the loan from the Trust, which are somewhat different from what you indicated to us in your previous email. We

ney to grant and when. You don't seem happy with the procedure, but the only person you can blame for setting up the trust this way is Eric Menoyo. Eric would never have conceived of the ludicrous interpretation of the trust that Max has given — and that I've asked you repeatedly whether you agree wi

is again shocking, and I will respond in due course. But perhaps you answer the specific question that I posed to you: do you accept the version of the Marital Trust that Max presented? I will repeat what I have written repeatedly, and you continue to avoid. According to Max, the Marital Trust was set up so that

ney to grant and when. You don't seem happy with the procedure, but the only person you can blame for setting up the trust this way is Eric Menoyo. Eric would never have conceived of the ludicrous interpretation of the trust that Max has given -- and that I've asked you repeatedly whether you agree w

is again shocking, and I will respond in due course. But perhaps you answer the specific question that I posed to you: do you accept the version of the Marital Trust that Max presented? I will repeat what I have written repeatedly, and you continue to avoid. According to Max, the Marital Trust was set up so that

ion.Q As you note, I was not working with you at the time=you and Carol drew up your wills and trusts, but what you describe is not =onsistent with Eric's notes (which I have), nor with the facts as I understand them. You are right that tax savings were = major driver to the planning (and the plan d

Max,=u> I presume it is clear that the rec=nt proposal transmitted by Harry's lawyer that I should be satisfi=d with a handout of 100k a year from the Marital Trust is too disgraceful for comment. I would like to know what further info=mation you require for reimbursement for tax payment. We have previously t=an

on.40 As you note, I was not working with you at the time=you and Carol drew up your wills and trusts, but what you describe is not =onsistent with Eric's notes (which I have), nor with the facts as I understand them. You are right that tax savings were = major driver to the planning (and the plan d

mailto: I presume it is clear that the rec=nt proposal transmitted by Harry's lawyer that I should be satisfi=d with a handout of 100k a year from the Marital Trust is too disgraceful for comment. I would like to know what further info=mation you require for reimbursement for tax payment. We have previously t=an

ed out the estate planning a long time ago, with Eric Menoyo and (later) Palmer Dodge when he moved the

his quickly. </riv> D c=r> On Fri, Jun 30, 2017 at 1:56 PM, Diana Chomsk= wrote: As promised, please find attached a memo with information about the Marital Trust, and in particular the conditions on the loan from the Trust, which are somewhat different from what you indicated to us in your previous email. W

clearly=understood by Carol and me, and of course Eric Menouya, was that it would =e available to the su

g to do with the technicalities of the handout that Har=y is graciously offering. I'll review the background, once again= As I've discussed before, the Marital Trust was established=in Carol's name for tax purposes. The obvious intention, clearly=understood by Carol and me, and of course Eric Menouya, was that it

clearly understood by Carol and me, and=of course Eric Menouya, was that it would be available to the su

g to do with the technicalities of the handout that Har=y is graciously offering. I'll review the background, once again= As I've discusse= before, the Marital Trust was established in Carol's name for tax pur=oses. The obvious intention, clearly understood by Carol and me, and=of course Eric Menouya, was that it

ked out the estate planning a long time ago, with Eric Menoyo and (later) Palmer Dodge when he moved th

ll of this quickly. D On Fri, Jun 30, 2017 at 1:56 PM, Diana Chomsky «=> > wrote: As promised, please find attached a memo with information about the Marital Trust, and in particular the conditions on the loan from the Trust, which are somewhat different from what you indicated to us in your previous email= We

my "individual=property,"and the other to for M to manage her "individual prope=ty." We had property jointly, not divided into mine and hers. A=ain, Eric suggested this pretense solely for tax purposes. We agreed, but =he idea that you (and Max) express could never have occurred to us, and I =ind it

ased on the technicality that=in setting up the trust in M's name for tax purposes, the funds were f=rst assigned to her revocable Trust and then to the Marital Trust, which w=s, of course, intended for the use of the survivor -- which is, for exampl=, why I have always selected the Trustees and should continue to