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Re: APO-01
5 messages picture_as_pdf Source PDF
J
Jeffrey E. Nov 12, 2015 6:21 PM
To
Alan S. Halperin
leons wife, ? lets think about a divorce or her pre deceasing him
J
Jeffrey E. Nov 12, 2015 6:37 PM
To
Alan S. Halperin
understood, Im thinking ahead the art use on the walls
A
Alan S. Halperin Nov 12, 2015 11:39 PM
To
Jeffrey E.
Understood. I wish we could so provide. But we are constrained by the documents.
A
Alan S. Halperin Nov 12, 2015 11:54 PM
To
Jeffrey E.
Here is the proposed new trust, and a redline copy comparing it to the existing APO1. Best. Alan
A
Alan S. Halperin Nov 13, 2015 12:23 AM
To
Jeffrey E.
I got your first message. We cannot add beneficiaries via a decanting. The earlier trusts did not provide for future spouses. Accordingly, we cannot include such a person in the new trust.