From: "Jeffrey E." <[email protected]> To: Melanie Spinella Subject: Date: Tue, 09 Jun 2015 13:59:29 +0000 1. the question that you asked re stock sale. like everything else in your financial life cannot , should not be though of in a vacuum. factors to consider AFTER ax result. if so what cap losses and in which entity, .? , stock price .view.? street perception. which entity if you do decide.shoudl sell trusts , black partnership. personal name , debra name, . . should you contribute first to . phaidon, charity, trust, parthership/ gift trust . filing requirements for each.? , liquidity, alternatives. effect on grats. its effect on TRA , dividend pay date etc. 2. Fbar needs work, do trustees need to file their own, ? children ? 3. still no JPM DB or gs accounts??! time to speak, ? please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected], and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00854937