From: Richard Kahn
Sent: Monday, November 6, 2017 9:19 PM
To: Jeffrey E.
Subject: Fwd: Trust Statements

Richard Kahn

HBRK Associates Inc.

Begin forwarded message:

From: =/b>Deborah Pechet Quinan <██████████████

Subject: =/b>RE: Trust =tatements

Date: =/b>November 6, 2017 at 4:21:54 PM =ST

To: =/b>Richard Kahn <████████████████████████>

I know people do remarry though, =nd spouses can make gifts to one another, but if that is the purpose of =11 or a part of a distribution and Max knows it that may be a =egitimate concern. Seems a silly statement to say that Carol =idn't know he would remarry!

Deborah

Deborah Pechet Quinan, Esq. =L.M.
Shareholder
Chair, Trusts =amp; Estates Group
255 State Street, =th Floor I Boston <u>MA 021O9</u>
Direct I Cell:
Assistant - Jayne Mahoney:
Qffice: Fax:
e-mail: mailto I www.riw.com I BIO

From: Richard Kahn imailto
Sent: Monday, November 06, 2017 =:56 PM
To: Deborah Pechet Quinan
Subject: Re: Trust Statements

yes, please reach out to him by =hone or email.

he said the trust is for noams benefit =nd not valerian.

issue is that it was carol and noams =ssets and carol was unaware of the new wife. """"?!

Richard Kahn

HBRK =ssociates Inc.
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On =ov 6, 2017, at 3:54 PM, Deborah Pechet Quinan <██████████> wrote:

Hi =ichard,

I think Max is the one who needs to =etermine what his responsibilities as a trustee are. I can'= advise him as that would be a conflict of interest with my =epresentation of Noam. I can, however, advocate for Noam and urge =ax to be more liberal with regard to distributions. I can also =et Max know that in my view he is not required to confer with Harry =hen making his distribution decisions. Not only is he not =equired to confer with Harry, doing so gives Harry a voice that the =rust prohibits him from having. Perhaps I should give Max a call =o explore why he believes he needs to get Harry on board with the =ecisions, and that might help the situation. I can also write him = letter with regard to my interpretation of the trust terms. All =e is required to do is to consider the interests of the remainder =eneficiaries, not obey them. I agree the whole thing is a bit =dd.

Does this help?

Thanks,
Deborah

Deborah Pechet Quinan, Esq. =L.M.
Shareholder
Chair, Trusts & =states Group
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Assistant - Jayne Mahoney.
Office and fax are censored in the image.
Email is censored in the image.
Website: www.riw.com.
BIO is also mentioned.
Image001.gif is present.

From: Richard Kahn [mailto: —redacted—]
Sent: Monday, November 06
To: Deborah Pechet Quinan
Subject: Re: Trust =tatements

Email addresses in the image are redacted; exact time/year not visible.

deborah,

spoke =o max. he said that the reason he was hesitant about =ending noam money was that in the past approximately 70k had gone to =aleria.

since =t was a marital trust he wanted to protect himself and had a duty to =etermine how the money was going to be spent.

he thought you would have a view as to =is ultimate responsiblity that would inform his decision. I =ind it odd...

Richard Kahn
HBRK Associates Inc.
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On =ov 6, 2017, at 1:26 PM, Deborah Pechet Quinan <> wrote:

Dear Max,

Please send to Rich Kahn, =opied above, all of the trust statements for both trusts, from 2013 =hrough the present. If you have copies of all of the IRA =tatements for both of Noam's IRAs for the same period please =nclude those as well. Please keep me copied on the correspondence =ut please do not send me the statements at this time. Please =rovide this information to Richard by the end of this week, if =ossible.

Richard's complete contact information is as =ollows:

Richard Kahn
HBRK Associates =nc.

Noam, I am basing my =nstruction to Max on your prior notes to me and Max giving us your =ermission to provide Richard with everything that he =equests.

- Sign-off: "Best," + [name redacted]
- Professional line: Esq., LL.M.
- Roles: Shareholder; Chair, Trusts & Estates Group
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  - Fax: [redacted]
  - E‑mail: [redacted]
  - Website: www.riw.com | BIO
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