EFTA02517104.pdf

From: jeffrey E. <jeevacation@gmail.com> Sent: Monday, September 29, 2014 11:15 AM To: Mark Epstein Subject: Re: hey yes, I show as pre - daibetic, need to excerci=e every day, blah blah, . re anthony you cou=d merely ligquidate the partnershipl giving him 66 and keeping=spring van dam/ etc/ but he and you might want to involv= kids in the transfer if they are the receipients eventually On Mon, Sep 29, 2014 =t 7:11 AM, Mark L Epstein < > wrote: So far I put together a w=ll I have small trust accounts for the kids. An aunt and uncle on Jo=ce's side is are the trustees. I have other people from my s=de to execute the will. =nthony and I have started to talk about planning for the future. Hav=n't done anything yet. Have to talk to someone who really kn=w the best way to handle it, of course with an eye to maximized results, i= you know what I mean. Recently turned down $1.00mm=on the spring st building. It has become real money. 4,=A0 Who would have guessed. =span style="font-family:"Segoe Ul","sans-serif";colo=111f497d"> Im OK but have to deal with it.<=p> From: jeffrey E. [m=ilto:jeevacatio=@gmail.com <mailto:jeevacation@gmail.com> ] Sent: Monday, September 29, 2014 6:22 AM =o: Mark Epstein Subject: Re: hey im =n carib. who are the childrens guardians? did you =eave them money in trust. trustees? joyce? if you left them property= estate tax and admin? who decides? maybe consider=dividing assets now with anthony to protect probate.? </=iv> On Mon, Sep 29, 2014 at 3:16 AM, Mark L. Epstein < > wro=e: EFTA_R1_01652235 EFTA02517104 Last week I was trying to go through a lot of c=ap in my safes. There were some old bonds that P&S had.*=A0 I went to cash them in because bonds only pay interest for 30 yea=s and these bonds were from the 70's. I had the =eath certificates, power of attorney from Paula (which turns out is moot a=ter one dies) will, and a signed and notarized delegation from you. =ome bank moron in the legal department could get his head around this, so =he branch manager just bypassed him by getting a green light for you.*=A0 =u> Trying to get rid of a lot of stuff so that =ason and Serena don't have to go through this same ordeal in years=to come. <=> Linda Eisenstein is coming to NY this week.=C2* Do you have any interest in seeing her? =C24, 4>=A0 =C2. 4,=A0 =C2* .=AO =C24, *=AO =C2* *=A0 =C240 40=A0 =C24, please note The i=formation contained in this communication is confidential, may be attor=ey-client privileged, may constitute inside information, and is intende= only for the use of the addressee. It is the property of JEE Una=thorized use, disclosure or copying of this communication or any part t=ereof is strictly prohibited and may be unlawful. If you have received =his communication in error, please notify us immediately by return e=mail or by e-mail to jeevacation@gmail.com <mailtoieevacation@gmail.com> , and destroy this communication and all =opies thereof, including all attachments. copyright -all rights reserve= =C24, please note The information contained in this communic=tion is confidential, may be attorney-client privileged, may constit=te inside information, and is intended only for the use of the addresse=. It is the property of JEE 2 EFTA_R1_01652236 EFTA02517105 Unauthorized use, disclosure or copying =1 this communication or any part thereof is strictly prohibited and =ay be unlawful. If you have received this communication in error, pleas= notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and<=r>destroy this communication and all copies thereof, including all atta=hments. copyright -all rights reserved 3 EFTA_R1_01652237 EFTA02517106