EFTA02680792.pdf
dataset_11 pdf 130.2 KB • Feb 3, 2026 • 2 pages
From: Jeffrey <jeevacation@gmail.com>
Sent: Thursday, July 5, 2012 5:46 PM
To: Eileen Alexanderson
Subject: Re: follow up
Send me grat dots that separate income from capital appreciation
Sorry for all the typos .Sent from my iPhone
On Jul 5, 2012, at 12:09 PM, Eileen Alexanderson ‹ > wrote:
> Jeffrey, thinking back through dialogs with Carlyn & Elyse and looking at s=me of my old notes from those dialogs that
relate to our conversation this m=rning I offer the following:
> Regarding the issue of why turning off the income right now works is that i= would be the independent trustees
turning off the income right, not Leon, a=d that the 2006 Trust was drafted purposely in anticipation of this. I beli=ve this
relates to the language on page 30 in the attached.
> Also, Ada (from US Trust) at one point had suggested to Carlyn that we con=ider having the trustees turn of the
income right in the 2006 Trust and the= decant the assets from the 2006 Trust into a new trust before proceeding w=th
the Art Partnership to insure a cleaner transaction.
> Also, on the subject of the 2006 Trust and other trust paying their own ta=es-important implication for Black Family
Partners would be that we no long=r have a single taxpayer.
> Best,
> Eileen
> Original Message
> From:
> [mailto > Sent: Thursday, July
> 05, 2012 12:06 PM
> To: Eileen Alexanderson
> Subject: Scan from a Xerox Color
> Please open the attached document. It was scanned and sent to you using a=Xerox Color.
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> Attachment File Type: PDF
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EFTA_R1_01990064
EFTA02680792
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EFTA02680793
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