From: Ada Clapp To: jeffrey E. leevacationiagmall.com> Subject Re: Fire Drill Sent Saturday, May 17, 2014 7:21:19 PM Ok. Good point. Yes re BAC loans. Sent from my iPhone Ada On May 17, 2014, at 9:52 AM, "Jeffrey E." <jeevacation@,gmail.com> wrote: 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 EFTA_R1_00048747 EFTA01750953