Fwd: trust

Dear Max,

I would like to ask for a distribution from one of the marital trusts, for $500,000, to deal with current expenses of mine.

Thanks for your consideration

Noam

Forgive me for asking Noam, but did you mean $500,000, or $50,000?

Thanks,

Max

Sent from my Verizon, Samsung Galaxy smartphone

I meant $500,000.

Noam

Thanks for the quick reply Noam. I will get back to you tomorrow.

Max

Sent from my Verizon, Samsung Galaxy smartphone

Good morning (from Scotland) Noam -

When we were last in touch on this I replied with a cc to Deborah (who I have copied again here) and I understood that you, she and Valeria had discussed my need (as trustee) to know something more about the background for this request and your anticipated needs going forward. Deborah got back to me and indicated that the call she and I had tentatively scheduled was being cancelled.

If you would like me to reschedule a call with Deborah, or a meeting, I’d be glad to do that. I’ll be back on Tuesday.

My best,

Max

I didn't hear from you about this, and would like to know what is happening in this matter. I would like to get on with my life and work without delay. I've worked hard for 70 years, put away a substantial sum of money. I surely have the right to access it. Could you let me know where this stands.

Noam

This is the letter I received from Max, almost immediately after I sent him the letter below. Here's what I was thinking of responding.

There seems to be some confusion. I was responding to your letter of Oct. 16, in which you said you would be getting back to me the next day. That was the last time we were in touch. Since I didn't hear from you, I wrote again, last night.

My letter to you explained the reasons for my request for a distribution from the marital trust. To repeat, "I would like to get on with my life and work without delay. I've worked hard for 70 years, put away a substantial sum of money. I surely have the right to access it."

I don't see what further explanation is necessary, or why it is necessary to bring Deborah into this. I could add that as I approach 90, having worked hard for 70 years and put away a substantial some of money, I not only have the right to some peace and tranquillity to go on with my life and work, but also to do so without facing an inquisition.

I could also add something about the advice and practices of Max and Sam that led to a situation where for the first time in my life, I have to face financial problems. But maybe not.