From: jeffrey E. <[email protected]> Sent: Monday, November 6, 2017 8:53 PM To: Richard Kahn Subject: Re: Trust Statements yes, please reach out to him by phone or email., he said the trust is for noams benefit and not valerias. 41 issue is that it was carol and noams assets and carol was unaware=of the new wife. ?! On Mon, Nov 6, 2017 at 3:51 PM, Richar= Kahn < wrote: <https source <https source Richard Kahn HBRK Associates Inc. Begin forwarded message: From: Deborah Pechet Quinan <=a href="mailto <mailto:ra _blank">. &e=try=gmail& &entry=gmail& Subject: Richard Kahn <[email protected] <mailtolliMMIMIMh» Hi Richard,<=> <1=> I think Max is the one who ne=ds to determine what his responsibilities as a trustee are. I car4=8040t advise him as that would be a conflict of interest with my represen=ation of Noam. I can, however, advocate for Noam and urge Max to be =ore liberal with regard to distributions. I can also let Max know th=t in my view he is not required to confer with Harry when making his distr=bution decisions. Not only is he not required to confer with Harry, =oing so gives Harry a voice that the trust prohibits him from having.Q Perhaps I should give Max a call to explore why he believes he needs to=get Harry on board with the decisions, and that might help the situation.4, I can also write him EFTA_R1_01750385 EFTA02577544
a letter with regard to my interpretation of th= trust terms. All he is required to do is to consider the interests =f the remainder beneficiaries, not obey them. I agree the whole thin= is a bit odd. Does th=s help? * Thanks,<=u> Deborah=/div> Deborah Pechet Quinan, Esq. L=.M. Shareholder Chair, T=usts & Estates Group chttps://maps.g =;source=g> I B Assistant - Jayne Mahoney: Office: I <= pan style="font-size:11pt;font-family:Calibri,sans- seriecolor:rgb(31,73=125)"> Fax: e-mail:[email protected] <mailto:[email protected]> I www. <http://www.riw.com/> I BIO =span style="font-size:11mfont-family:Calibri,sans-serif;color:rgb(31,7=,125)"> ,+MA+02109&entry=gmail&am if;color:rgb(31,7=,125)"> =/u> From: Richard Kahn (mailto <mailto Sent: Monday, November 06, 2017 3:19 PM=br>To:*Deborah Pechet Quinan Subject: Re: Trust Statements<=u> <=u> deborah, since it was a marital trust he wanted to protect himself and had a duty =o determine how the money was going to be spent. =/div> he thought you would have a view as to hi= ultimate responsiblity that would inform his decision. I finthit odd... <=u> =div> Richard Kahn HBRK Associates4,Inc. <https:// xi ngton%C2%A0Av=nue+4th+Floor+New+York,+NY%CricA010022&entry=gmail&s ource=g> <https://maps.googe.com .q=575+Lexington%=2%.A0Avenue+4th+Floor+New+Vork,+NY%C2Y0A010022&entry=gmail&s ource=3Dg> chttps://maps.google.com/?q=575+L=xington%C2%A0Avenue+4th+Floor+New+York,+NY%C2%A010022&entry=gmail& am=;source=g> 10022 <https://maps.google.com/?q=3D575+Lexington%C2%A0Avenue+4th+Floor+New+York,+NW0C2%A010022&entry==mai l&source=g> 2 EFTA_R1_01750386 EFTA02577545
On Nov 6, 2017, =t 1:26 PM, Deborah Pechet Quinan <=> Dear Max, <=iv> Please =end to Rich Kahn, copied above, all of the trust statements for both trust=, from 2013 through the present. If you have copies of all of the IR= statements for both of Noam's IRAs for the same period please inc=ude those as well. Please keep me copied on the correspondence but p=ease do not send me the statements at this time. Please provide this=information to Richard by the end of this week, if possible. <=> </=iv> Richard's complete contact information is as fol=ows: </=pan> Richard Kahn HBRK Associates Inc. <https://maps.google.com/?q entry=gmail&source=g> =a href="https://maps.google.comilq=aentrygmail&source=g"> Phone midafin> Fax SISISSISSIONSISIONSei Cell Noam, I am basing my instruction to Max on your prior notes to me and M=x giving us your permission to provide Richard with everything that he req=ests. <=span> Best, Deborah Deborah Pechet Quinan, Esq. LL.M.4> Shareholder Chair, Trusts & Estates Group chttps://m . I . = ' urce=g> <https://maps.google.com/?q= try=gmail&sou rce=g> Direct: Assistant - Jayne Mahoney: VS= 3 EFTA_R1_01750387 EFTA02577546
Office: /=pan> e- =ail:Qwww.riw.com=/a> I HO <image001.gif><=> NOTICE: This email with its attachments, if any, is intended solely=for permitted use by authorized recipients. If you are not an authorized r=cipient of this email, your retention, transmission, disclosure, or use of=this email is prohibited. If you received this email in error, please noti=y the sender and delete this email and its attachments from your devices a=d systems. NOTICE: This email with its attachments, if any, is intended s=lely for permitted use by authorized recipients. If you are not an authori=ed recipient of this email, your retention, transmission, disclosure, or u=e of this email is prohibited. If you received this email in error, please=notify the sender and delete this email and its attachments from your devi=es and systems. 4, please note The information contained in this communic=tion is confidential, may be attorney-client privileged, may constit=te inside information, and is intended only for the use of the addresse=. It is the property of JEE Unauthorized use, disclosure or copying =f this communication or any part thereof is strictly prohibited and =ay be unlawful. If you have received this communication in error, pleas= notify us immediately by return e-mail or by e-mail to [email protected], and<=r>destroy this communication and all copies thereof, including all atta=hments. copyright -all rights reserved 4 EFTA_R1_01750388 EFTA02577547



