EFTA02571586

From: Valeria Chomsky < Sent: Tuesday, November 7, 2017 3:37 PM To: Jeffrey E. Subject: Harry's denial -- Funds from the Trust for taxes payment Inversion of roles!!! From: =C24, Noam Chomsk «mailto To: Harry Chomsk= < Cc:= Avi Chomsky < Date: =C240 19/04/2017 14:55 Subject: 40=A0Re: taxes l&#=9;m sorry that I have not made myself clear. > > > > », Diana Chomsky You are the trustee fo= the marital trust, not for my assets. We are in charge of our asset=. There are no mixed signals. As I have explained, the marita= trust was set up many years ago on the assumption that the funds would be=available both to Carol and me, and to the survivor -- which we took for g=anted would be Carol, which is why it is in her name. After I appoin=ed you as trustee a few years ago, you certainly have the legal right to d=termine whether funds should be available, even for partial tax payments as in this case. <=r>I am indeed surprised, in fact shocked, that you feel that you cannot pe=mit a small payment from the marital trust -- even less that what I was pr=viding annually as distributions and for Alex's health care -- without=insisting on some professional supervision of my financial affairs. =t of course never would have occurred to me over the years to ask for anyt=ing similar. That is the sole issue. Nothing else. We t=ke care of our own financial affairs, just as you do of yours. It is=no one else's concern. The marital trust, and that alone, is you= proper concern, since the time when I appointed you as trustee. I =ill not ask for anything further from the marital trust, and there is no r=ason for you to ask again to be involved in our financial affairs. On Wed, Apr 19, 2017 at 2:00 PM, Harry Chomsky <-> wrote: Dear Doddoy,<=r> It sounds like you are very angry about my decision yesterday, and I=#39;m deeply sorry that it has come to this. I still hope that we ca= sit down at a meeting someday and resolve this. I'd like to use the funds from the marital=trust to support you, but I can't do that without some understanding o= your overall financial picture. If we were to meet with any profess=onal advisor of your choosing, I'm confident we could work out a plan =hat ensures your long-term solvency and comfort, helps Valeria after your =eath, and uses the marital trust in a way that we both agree is reasonable=and EFTA_R1_01740509 EFTA02571586 sustainable. It would be up to you how much detail to share with=me at this meeting and how much to keep private. The more I understa=d your circumstances, the better I can fill my role as trustee. =br>You are sending me mixed signals about whether you want me involved in =our financial affairs or not. Several times you've declared that=your own IRA is plenty, you are managing fine without using the marital tr=st, and you don't want to discuss it with me anymore. But yester=ay you came to me out of the blue, demanded a six-figure sum on three hour=' notice, and reacted angrily when I insisted on taking time to discus= it first. You can&ft=93 have it both ways. I am the trustee for part of your assets, lik= it or not, and you have to decide whether to include me in a genuine ongo=ng conversation (with professional advice) about your finances, or forgo y=ur access to this money. I'd like to know which it is going to b=. Please don't ask for further trust distributions until we have=begun a conversation. I will be ready for the conversation an=time you like. 2 EFTA_R1_01740510 EFTA02571587