House Oversight — Estate records
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Date: Mon, Oct 26, 2015 at 8:37 PM Subject: To: Brad Wechsler < >, Melanie Spinella < x — x . gain at 20 % not 28. . so total , 35.8%. tax rate. same for boat. and plane each around 10 m so total 7 m savings if both sold Date: Tue, Oct 27, 2015 at 11:35 AM Subject: Detailed constructive list. To: Melanie Spinella < ________ Cc: Brad Wechsler <I In> Deciisions needed asap 1 phaidon. topco etc. . ( cash needs) many wires needed !! 2 new trustee or not. - new decantings 3 art in art partnership.??! .overdue ?! 4 grats? window - 5 art space. .6 regan arts. .7 plane simplify re strucuture re finance re purpose . 8 .boat restrucutre, sister, 9 re fresh estate plan. to consider modifications Alex Victoria equal does not mean same. 10. tra review, sale. , 11 brh, doc review, 12. sale of stock or art ? tax, rent sale 13 . gifts of art. 14. charity current and future pledges, gifts, 15 cash flow. . 16 . new IT and new personnel. 17. operational re-do ( bill pay etc) . 18 debra and children ? current and future involvement . notifications etc. . new dynasty trust ? 19. tax plan and dislosures gaming. foreign apollo and phaidon related. 20. investments rationalize incl trading accouints . 21. bank loans . rates ? ? terms etc. consolidate, plane boat houses. disclosures? 22 . consolidate and review and reduce the number of all bank accounts and legal entities. decanting liquidating etc. . 23 all outside consultants? valuations etc. 24 review legal bills carefullly. 25. third party responsibilty Bens house, alex films. etc. Date: Wed, Oct 28, 2015 at 5:56 AM Subject: Fwd: Detailed constructive list. To: Lesley Groff <=111.01 please print two copes . re formattted so leon can go line by line ie . answer. blank who responsible. time frame. fee paid when? heading s question, gift Date: Tue, Oct 27, 2015 at 6:35 AM Subject: Detailed constructive list. To: Melanie Spinella <!__________________________> Cc: Brad Wechsler <__________________________I> D […]