EFTA00705648.pdf

From: Ada Clapp <1 To: jeffrey E. <jeevacation@gmail.com> CC: Eileen Alexanderson < Subject: FW: Leon and Debra Black Estate Planning Overview Date: Thu, 19 Jun 2014 12:39:03 +0000 Attachments: Estate_Plannig_Overview-Comparisonflor 6.19.14_all_hands_meeting).pdf; Black_EstatePlanningOverview_04-16-14_($25)(AS)_v1(6.12.14).plpdf; Black_EstatePlanning_Overview_04-16-14_($27.92)(AS)_v1_(3)(6.12.14).pf.pdf; Black EstatePlanningOverview 04-16-14_($30)(AS)_v1(6.12.14).plpdf Good morning! I will have copies for you and Leon at the meeting. From: Ada Clapp Sent: Wednesday, June 18, 2014 7:41 PM To: Halperin, Alan S; Eileen Alexanderson; Lawrence Delson Richard Kahn Subject: Leon and Debra Black Estate Planning Overview ; Richard Joslin; Richard D'Agostino; Attached are the Estate Planning Overviews (3 scenarios) that were discussed at the last meeting, together with a new summary comparison of several schedules of the three illustrations. Please print out and bring with you what you would like to have at tomorrow's meeting. Thank you. Best regards, Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Direct Dial: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, by any person or entity for the purposes of (i) avoiding tax related penalties imposed by any governmental tax authority, or (ii) proposing, marketing or recommending to another party any transaction or matter discussed herein. I advise you to consult with an independent tax advisor on your particular tax circumstances. This communication and any attachment is for the intended recipient(s) only and may contain information that is privileged, confidential and/or proprietary. If you are not the intended recipient, you are hereby notified that further dissemination of this communication and its attachments is prohibited. Please delete all copies of this communication and its attachments and notify me immediately that you have received them in error. Thank you. EFTA00705648