EFTA00681930.pdf

From: "Peggy Siegal" 1IIIMIEe To: "Felicia Monte" <I IMIM>,"Felicia Monte" alMIM> Cc: "="6.1111r,"Klingel, John" c:MINIMIn,"Carly Grant" Subject: Re: Annette Siegal's estate/Gary Siegal Date: Wed, 17 Apr 2013 17:39:29 +0000 Importance: Normal I am on a plane tomorrow. Carly send the time I take off and land and set phone Thursday or Friday. Would like Jeffrey on the call too. Peggy Siegal Company Original Message From: "Michaels, Philip J." <I IMIM> Date: Wed, 17 A r 2013 14:17:48 To: ; Monte, Felicia Cc: ; Klingel, John Subject: RE: Annette Siegal's estate/Gary Siegal Peggy We have almost completed our analysis of the "statements/accounting" for the trust under your father's Will and your mother's estate. I will be sending our analysis later this afternoon. What was presented to us is NOT a typical trust or estate accounting and thus we have a number of questions. After I email everyone our analysis this afternoon, we can set up a conf call tomorrow or Friday to discuss. Thanks Phil Original Message From: Peggy Siegal [mailto: Sent: Tuesday, April 02, 2013 9:18 AM To: Michaels, Philip J.; Monte, Felicia Cc: == Subject: Annette Siegal's estate/Gary Siegal Philip: #1. Thank you again for your insightful attention yesterday. #2. Can you please inquire about the details of the loans forgiveness to Gary made by my mother Annette AND father Martin. Thank you. Peggy Peggy Siegal Company EFTA00681930 To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to any party any transaction or tax-related matter[s]. Fulbright & Jaworski will join forces with Norton Rose on June 1, 2013, offering significant depth of experience across Africa, Asia, Australia, Canada, Central Asia, Europe, Latin America, the Middle East and the United States. This email message and any attachments are for the sole use of the intended recipient(s). Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message and any attachments. To reply to our email administrator directly, send an email to EFTA00681931