EFTA02507089.pdf
Extracted Text (OCR)
From:
jeffrey E. <jeevacation@gmail.com>
Sent:
Monday, July 2, 2018 2:38 PM
To:
Richard Merkin
you will get two documents. 1 a will tha= says everything is put into a pourover trust. . this ke=ps it confidential. the
public has a right to see wills =ut not trusts. . it will have an executor whose only job=is to see that the assets get put
wher they belong , taxes if any filed an= paid. . the trust is the meat. it will have trust=es. or trustee. terms of all
inside trust. benficialries= terms restritions, investment goals. etc. t=usgee releases and responsibilies. . if ther=
are private foundations . they willl be designated, but the t=ustee should have most of the power so you dont try to
dictate from the gr=ve. . in the trust you can leave gifts to pe=ple if you so choose. keep the running of the biz and its
sucs=ions leaders etc. it is one of the rare documents that n=eds two or three witnesses to your signature. . the trus=
is changable. every day. but the idea is to form one ,=C2* fill it. and then tweak each year or anytime you choose
conversation-id 1371 date-last-viewed 0 date-received 1530542283 flags 8590195713 gmail-label-ids 7 remote-id
833117
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EFTA_R1_01637574
EFTA02507089
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Document Details
| Filename | EFTA02507089.pdf |
| File Size | 55.4 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 1,222 characters |
| Indexed | 2026-02-12T18:37:17.646333 |
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