Re:
CALL ME RE ART AND TAX CREDITS,
try home with mcgraw if possible
On Sat, May 12, 2012 at 2:24 PM, Morris, Paul V wrote:
EFTA00934962
Tried you cell and home, call me around all weekend Paul Morris JP Morgan Private Bank
client buying a huge art work, what form should he buy it in.. delaware trust. 4 kidsl . 11c.. need answer mon night. (the scream , for your info only)
On Sat, May 12, 2012 at 3:11 PM, Morris, Paul V < > wrote: I left him a message and will call you, I believe he was out of town. Paul Morris JP Morgan Private Bank
us
On Sat, May 12, 2012 at 5:23 PM, Morris, Paul V < > wrote: Ok will come back to you asap Are they U.S or foreign? Paul Morris 1P Morgan Private Bank
keep , foundaiotn or children
On Sun, May 13, 2012 at 7:55 PM, Morris, Paul V < > wrote: Afew things he should be thinking about so we can be more thoughtful on our recommendation.
Does he know whether he may: 1. Keep painting long-term or sell it? 2. Any plans to donate in future or after he dies, 3. Will he loan it?, 4. Is it for his personal enjoyment? 5. If he dies owning it will it be sold to pay estate tax? Or other liquidity to to pay it or will pass to charity? 6 does he have any trusts for the kids? (Possible for kids trust to buy and loan to him). I should speak with mcgraw tonight.
Paul Morris
JP Morgan Private Bank