Re: Jeffrey meeting THURS NOv. 19th 3-6pm
I know and I do not know Leon's plans for after. PLEASE let this wait until I talk to Leon tomorrow!!!!
Sent from my iPhone
Hi Brad,
Ok to add a meeting with you and Jeffrey to the calendar for this Thursday at 4:00pm at our office?
Yvonne
Jeffrey-so we don't torture our assts, here's what I know:
I. We have a trustee meeting thursday @ 200 at apollo. Shld be over at 330.
- You and I thgt it wld be a gd idea to meet together with alan and go thru the steps of the decanting. I wld propose to do that at apollo at 330.
- 2a. I would also like to invite ada to that because she will be prime administrative organizer. Wld like your sign-off tho think its impt.
- You indicated it wld be nice to meet with leon as well thursd aft. Let's have melanie coordinate that if leon can/desires to do it. The subject matter, I believe, is general trust and estates issues where you wld like leon's focus if possible.
Jeffrey, this make sense?
ok with me. not sure about ada. i vote no. we wont have much time to listen to all her comments which usually are silly, but leon needs to decide. after talking to me. agenda. phaidon. new trustee.? airplane. children dispositions. art partnership. loan payoffs. decanting. boat ? . debra, . new will, . new entities to borrow. tax returns, castrucii role. ? children trusts . dynasty trust vs heritage trust..