EFTA01805004.pdf
dataset_10 PDF 126.0 KB • Feb 4, 2026 • 2 pages
From: Brad Wechsler
Sent: Friday, March 4, 2016 1:14 PM
To: jeevacation@qmail.com
Subject: Re:
Jeffrey-given delays at PW on estate flow doc (and Akin on death implications memo on brh/bfp/tra) we have to resched
next tuesday meeting. Today I can forward you: 1. Heather note on operating mechanics of art pshp; 2. Trust and Ldb
balance sheets. 3. A first draft of akins note (tho I'd prefer we/alan interact with akin before distributing). 4. Summary of
all estate docs. 5. Previously you r'cd all art pshp docs. 6. I don't believe we can get to you the fire drill docs today since
yesterday afternoon I told ada, alan and PW actuarial to take their foot off the gas (and not work on this material last
night). These items shld be complete next week for a conversation the week after. 7. Happy to talk to you on the phone
abt the broad sweeps which are all somewhat obvious when discussed.
8. Wld like to understand how the phaidon t/a did or shld effect art pshp docs. Thx, b
From: jeffrey E. [mailto:jeevacation@gmail.comj
Sent: Friday, March 04, 2016 07:43 AM
To: Brad Wechsler; Melanie Spinella
Subject:
fire drill report? leon, i have free time sunday, if you want to review will plus details. need a fixed time to call today,
re questions to finish partnership docs
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- Feb 4, 2026