From: "Jeffrey E." <[email protected]> To: Ada Clapp Subject: Re: Fire Drill Date: Sat, 17 May 2014 13:51:36 +0000 the stock price must be headlined on page I. 2. I see debra is not on the loan , is that because it comes due on death? On Fri, May 16, 2014 at 1:28 PM, Ada Clapp < > wrote: Jeffrey and Eileen, Attached is the Estate Planning Overview prepared by US Trust. I am sending it to you before the broader team in case you want to make changes/revisions. Of course, the cash needs pages show one version of how assets would be sold to pay estate taxes and can be revised to better reflect the family's wishes in that regard. I look forward to receiving your comments. Ada Clapp Elysium Management LLC 445 Park Avenue Suite 1401 New York, New York 10022 Direct Dial: Fax: Email: IRS Circular 230 Disclosure: Pursuant to IRS regulations, I inform you that any tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, by any person or entity for the purposes of (i) avoiding tax related penalties imposed by any governmental tax authority, or (ii) proposing, marketing or recommending to another party any transaction or matter discussed herein. I advise you to consult with an independent tax advisor on your particular tax circumstances. EFTA00989219