<table><tr><th>From:</th><th>J &lt;jeevacation@gmail.com&gt;</th></tr><tr><td>Sent:</td><td>Saturday, October 26, 2013 9:17 PM</td></tr><tr><td>To:</td><td>Eileen Alexanderson</td></tr><tr><td>Subject:</td><td>Re: Forwarded from my home email</td></tr></table>

8 or 9 drafts of a grat reflects issues . I will spend time with both Ada a=d Alan week of 6

Sent from my iPad

On Oct 26, 2013, at 3:32 PM, Eileen Alexanderson <redacted> wrote:
> 
> 
> 
> 
> ----- Original Message -----
> From: Tom & Eileen [mailto:redacted]
> Sent: Saturday, October 26, 2013 03:30 PM Eastern Standard Time
> To: Eileen Alexanderson
> Subject: Additional thoughts

>

> Just a follow up to our conversation yesterday - There has certainly been a= issue of timeliness with Alan and maybe a push from Karp changes that. As l=said to you yesterday, maybe Alan's client load needs to be narrowed to ena=le him to service Leon Properly. We have questioned whether Alan is "smart"=enough and "well equipped" enough in terms of level of his planning experierce but, thinking more about what has transpired during the past several mon=hs, I would like to suggest maybe we need to think about this a little diff=rently.

>

> Maybe the greater issue is difference of style. We knew Alan was a conserv=tive practitioner when we hired him. I believed that would be a complement t= your style but I am feeling like, instead, it has created conflict. Yes, i= a few cases, the 'delay' may have been a function of Alan not having seen c=rtain things done the way you've suggested (raising the issue of whether he=has sophisticated enough planning skills for a client like Leon) but more o=ten, I believe, he was conversant but disagreed, and the delay was a functi=n of time spent by Alan to research further to decide whether he could come=around to agree with your plan. My observation would be that both Alan and A=a are well able to hold there own when in debate with you which, in itself,=speaks well for both of them given the level at which you operate. I've tol= you previously that I am a great believer in a dialog of constructive crit=cism getting a team to the best possible decision. Somehow, our dialogs jus= seem more painful for both sides than they need to be. I know sometimes th= dialog is necessary just for you to get Alan where he needs to be on a sub=ect, and sometimes I think Alan knows he is waging a losing battle. I think=Ada and Alan are very similar stylistically. I may be on thin ice here (wit=out any legal background) but from my perspective, I'm not sure Alan brings=a much higher level of expertise than we have with Ada. If we are going to p=y for outside counsel that is something we should be looking for.

>

> Having just presented the thought that maybe the issue is style rather tha= smarts, I must admit that the fact that the quality of drafting in the doc=ments we received for the new GRAT and related trusts has been lacking, we c=n't dismiss the issue of "how well equipped". I know you said these are the=sorts of documents that should reflect Alan's longtime efforts to craft a g=od document that is then ready to go when needed. You are the better judge=but it seems to me we did not have the same quality issues in the documents=we received in the planning steps earlier this year related to the substitu=ion, will, etc.

>

> To me, there is sort of a journey that you travel getting to a good workin= relationship with Leon. I've traveled that path, and I see Ada doing that c=rrently. Maybe Alan is just doing the same thing but I am not so sure. I fe=I more like

you and Leon should be deciding NOW whether you believe Alan ca= service Leon's needs because, In my opinion, it is not fair to ask Alan to=rearrange his book of business for us if you already believe he is not up t= the job. I will tell you Alan has put tremendous effort into servicing us a=d maybe a kick in the butt from Karp prompts Alan to move to the necessary I=vel and this all works out fine. Personally, as a Manager, I've never belie=ed you are doing someone a favor by keeping them in a job they don't belong=in. Maybe we need to consider moving on after this leg of the planning. I a= not completely sure, I just know this is almost torturous. After one of hi= recent meetings with Leon, Alan said to me "I am not used to having unhapp= clients." Remember, he came well recommended by people Leon respects but L=on is not the typical UHNW client. This is someone's career we are dealing w=th, and likewise, for Leon, this is of the utmost importance for him and hi= family. Working with Leon is a great opportunity but it is not for everyon=.

>

> I send this in the spirit of providing good food for thought.
> Best, Eileen
>
>
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