| From: Sent: To: Subject: | jeffrey E. jeevacation@gmail.com Tuesday, January 2, 2018 8:10 PM Valeria Chomsky Re: Re:/jeevacation@gmail.com | |
|---|---|---|
| a balance sheet. . for 2017, =and a rought income statement for 16 and 17. | ||
| =rote: | On Tue, Jan 2, 2018 at 2=50 PM, Valeria Chomsk | |
| What kind of financial statement a=d covering which period? | ||
| Subject: Re: Re: To: Valeria Chomsky | Forwarded message From: jeffrey E. <jeevacation@g=ail.com <mailto:jeevacation@gmail.com»<br="">Date: Tue, Jan 2, 2018 at 12:45 PM Noam Chomsky</jeevacation@g=ail.com> | |
| also ask nick to put together a rough financial statment ONLY F=R YOU AND NOAM, he is not to discuss it witl ,max or harry On Tue, Jan 2, 2018 at 10:57 AM, Valeria Chomsky wrote: | ||
| > What do you think? Should we meet before with Harry? | ||
| > This is the lawyer we are going to hire in AZ because she is also lice=sed in MA. | ||
| > Coincidentally, she was contacted by Max to become a trustee to replac= him in the marital trusts. She realized Max was talking about=us. We haven't mentioned any of the Trusts' problems= so I'm assuming Max mentioned to her. Assuming also Max pre=ented his version. | ||
| • > From | Forwarded messa•e | |
| > Date: Tue, Jan 2, 2018 at 1:30 PM | ||
| > Sub'ect: RE: Re: > To | ||
| > Cc: | ||
Happy new year — I know you're not quite back yet, but=neither am I. I'm looking at January 22, 23 or 24 late morni=g to meet at your home. Do any of those dates work for you? It=will be important for me to see copies of the trust(s) in advance of our m=eting. Best, Shari
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Shari Levitan I Holland & Knight > Private Wealth Services I Chair — New England > Holland & Knight LLP > 10 Saint James Avenue, 11th Floor I Boston, MA 02116 > Phone a> I Fax <tel > <tel > Add to address book I View professional biography > From: Noam Chomsky > Sent: Wednesday, Decem ter 20, 2017 1:20 M > To: Levitan, Shari A (BOS - X71405 a> Savage, Stephen > Subject: Re: > Thanks for handling it this way. Just right. > We're back in Tucson from January 5, and will be there from then o=, occasional days away. So whatever is convenient for you. > Noam > On Wed, Dec 20, 2017 at 6:58 AM, wrote: > Dear Noam and Valeria,
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I had a call from Attorney Max Kohlenberg, unsolicited. He was c=lling to determine whether I might be able to serve as trustee of a marita= trust and he began to describe the situation. I stopped him as I thought =e was
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describing your situation. He is now aware that we plan to mee= in January, but nothing else. He seemed glad that you were thinking=of having local representation.¶
| > Shall we set a date to meet? Best, Shari |
|---|
| > Shari Levitan I Holland & Knight |
| > Private Wealth Services I Chair — New England |
| > Holland & Knight LIP |
| > 10 Saint James Avenue, 11th Floor Boston, MA 02116 |
| > Phon |
| > <tel< td=""></tel<> |
| > Add to address book I View professional biography |
| > From: Levitan, Shari A (BOS - X71405) |
| > Se |
| > To: |
| > Cc: 'Savage, Stephen M Bennett, Denise |
| M (BOS - X7S81=) |
| > Subject: |
| > Dear Noam and Valeria, |
| > It was a pleasure to speak with you briefly yesterday from the Phoenix=airport on my way back to Boston. As |
| we discussed, you plan to send =e copies of the estate planning documents you have, any emails, and make e=ail |
| introductions to various individuals you'd like me to contact =or additional information. My assistant, Denise Bennett, |
| will prepar= an engagement letter for estate planning, and we will look for a date in =id to late January for me to visit |
| with you in Tucson. Best regards,=Shari |
EFTA_R1_01694887 EFTA02543362¶
Shari Levitan I Holland & Knight
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Holland & Knight LIP
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Phone ><
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Private Wealth Services I Chair — New England
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10 Saint James Avenue, 11th Floor I Boston, MA 02116
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| > Add to address book I View professional biography |
|---|
NOTE: This e-mail is from a law firm, Holland & Knight LLP =9CH&K"), and is intended solely for the use of the individual(=) to whom it is addressed. If you believe you received this e-mail in erro=, please notify the sender immediately, delete the e-mail from your comput=r and do not copy or disclose it to anyone else. If you are not an existin= client of H&K, do not construe anything in this e-mail to make you a =lient unless it contains a specific statement to that effect and do not di=close anything to H&K in reply that you expect it to hold in confidenc=. If you properly received this e-mail as a client, co-counsel or retained=expert of H&K, you should maintain its contents in confidence in order=to preserve the attorney-client or work product privilege that may be avai=able to protect confidentiality.
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Valeria Chomsky
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