EFTA00703272.pdf
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From: Eileen Alexanderson <
To: Jeffrey E. <jeevacation(kgrnail.com>
CC: Richard Joslin
Subject: legal bills
Date: Fri, 07 Nov 2014 15:36:31 +0000
Attachments: doc02697120141107093940.pdf; Tax_Advice_and_Estate_Planning_April_l_-
_June_30_2014.pdf; Tax_Advice_and_Estate_Planning_June_11_-_August_31,_2014.pdf
First attachment — bill for Nov 2013-Jan 2014 + bill for Feb/Mar 2014 = $334,076.54
Covers work related to decanting of trusts, review of options for TRA, new Art Partnership, Art use agreements,
new GRATs
Second attachment - April-June 2014 = $128,572.97
Covers work related to art insurance, LDB 2011 restructuring, estate flow analysis, LDB Will and Heritage Legacy
Trust, 1997 Trust decanting, and Apollo ownership, exchange, and resale considerations
Third attachment - June-August =$127,535 regular legal + $98,386 related to townhouse purchase
Covers work related to split interest agreement for purchase of new Townhouse, AOG exchange review, CLAT
analysis, formation of various new LLCs
Ada reviews these bill before I sent to Leon for 'ok to pay. Just yesterday she gave me most recent-her memos with
comments are included in the third scan. Was about to send to Leon, let me know if ok to pay.
Separately, Alan billed kids $2,500 each for their wills.
No bills received yet for service on Ben's townhouse purchase, LDB Warren sale, Shirley Kash Coop sale.
Eileen Alexanderson
Elysium Management
Email:
EFTA00703272
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| Filename | EFTA00703272.pdf |
| File Size | 48.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 1,458 characters |
| Indexed | 2026-02-12T13:46:40.026203 |