From: "jeffrey E." <[email protected]> To: Noam Chomsky Subject: Re: trust Date: Wed, 18 Oct 2017 05:43:16 +0000 Inline-Images: image001.gif she should not be inundating you with documents . she should be advising you on what steps to take to accomplish your goals On Wed, Oct 18, 2017 at 2:14 AM, Noam Chomsky < > wrote: What do you think we should do with this? Noam Forwarded message From: Deborah Pechet Quinan Date: Tue, Oct 17, 2017 at 7:21 PM Subject: RE: trust To: Noam Chomsk Cc: Gene Land -, "Valeria Chomsky Hi Noam, Max is asking because he has a duty to balance your interests, with the interests of the children who are the remainder beneficiaries. This is a matter of general fiduciary law governing trustees, absent a provision in the trust that specifically permits a trustee to disregard the interests of the remainder beneficiaries. Such a provision does not appear in Carol's trust. Please see page 2, paragraph 5.1 of the trust, attached. The trust is governed under Massachusetts law (see page 14 paragraph 13.6 of the trust) and it is possible that I may find case law to support the proposition that the interest of the beneficiary who is the surviving spouse takes precedence over the remainder beneficiaries of a marital trust; or a case that provides some guidance, such as to what extent the other financial circumstances of the surviving spouse must be taken into account when a trustee considers making a discretionary principal distribution. Please let me know if you would like me to research these specific issues. This is generally the same issue we grappled with when you requested principal distributions for tax payments. At this juncture I think it is a good idea to review to review the trustee appointment, removal, and resignation provisions of Carol's trust, and the history of the trusteeships. I summarize these provisions for you and Valeria below and I attach all of the referenced documentation. Trustee Removal: You