EFTA02481453.pdf
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From:
jeffrey E. <jeevacation@gmail.com>
Sent:
Wednesday, November 4, 2015 2:53 PM
To:
Brad Wechsler; Melanie Spinella
Subject:
Re:
Im waiting on Leon to make some crucial decisons
=div class="gmail_extra">
On Wed, Nov 4, 20=5 at 9:49 AM, Brad Wechsler
> wrote:
Jeffrey-a few things:
1. Everybody in the office is super busy (q3 financials, 15 and 16 projecti=ns tax/cashflow; trustee book for nov
meet; decantings, potential phaidon =ale, etc, etc.). That notwithstanding, re your questions:
2. I went thru the change of liabilities and basis with rich j last night a=d am not comfortable I can explain it fully.
I will pick up with rich on t=is today. Btw, I did get an explanation on the grat charts that does expla=n the layout, how
they work and how a grat can succeed even when a stock goes down over a two year period.=..makes sense.
3. I have a first cut list of potentially superfluous bank accts which joe =an forward to you but which I haven't
reviewed yet.
4. Ada has identified a few places where we can net notes and she shld forw=rd those to you.
5. We have not yet sat down (we shld do it with you) to look at the "g=and" simplification plan, if any. I ve
assumed this should be part of=the new decanting process. On a smaller scale there are some 'lc's whi=h I believe/hope
can go away such as lbf holdings and perhaps some others. Ada wld you think abt and discuss with rich j/joe= then me.
Thx
From: jeffrey E. [mailto:jeevacation@gmail.com <mailto:jeevacation@g=ail.com> I
Sent: Wednesday, November 04, 2015 05:31 AM
To: Richard Joslin <
>; Brad Wechsler
Subject:
we are still waiting on the number re cash that was receiv=d that was not taxed thereby decreasing basis. =A0
today if possible, ? also a list of all cos, l=c partne etc bank accounts and notes that can / should be eliminate= as part
of the clean up.
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EFTA02481454
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| Filename | EFTA02481453.pdf |
| File Size | 180.1 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 4,038 characters |
| Indexed | 2026-02-12T18:03:32.598380 |