Re: Hallie's Trust

Thanks so much and of course no burden at all. Speak to you soon. Hunter

Sent from my iPhone

On Apr 24, 2017, at 10:31 AM, Louis Freeh <freeh@freehsporkinsullivan.com> wrote:

Dear Hunter

Good afternoon from Europe and I hope you and the family had a great Easter.

I had a good meeting in Bucharest with the SRI director and we're hopeful that it may have  a positive impact on the case.

As you know, our family foundation made a $100K contribution to Hallie's children's trust last year. My accountants (PWC) now advise that since the grant did not go to a 501(c) organization, it was not a proper foundation gift. So we've been in touch with the IRS and PWC and want to correct the situation as follows: I'll make a new $100k gift to Haley's trust, and Hallie's trust will reimburse the foundation by paying it $100k. 

I can handle this with the lawyers (see attached) but wanted to let you know first before doing anything-so it's clear what we're trying to do.

Please call me if you have any questions and I'll proceed to contact the attorneys to get this done-the IRS has given us a May 5th response date.

Sorry for the extra burden.

Best regards and warm regards to Hallie, Dad and Mom,

Louie

202 215-8321

Sent from my iPhone

Begin forwarded message:

From: ray.rossignol@us.pwc.com
Date: April 24, 2017 at 3:17:00 PM GMT+1
To: Louis Freeh <freeh@freehsporkinsullivan.com>@INTL, Justin Freeh <justin.freeh@gmail.com>
Cc: Marilyn Freeh <Freeh2@comcast.net>, "Matthew P. D'Emilio" <mdemilio@coochtaylor.com>
Subject: Re: CFF Audit

As discussed this morning, attached is the letter from last April from the attorney who managed the Biden Trust.

Regards
Ray



 
 

Ray Rossignol,  Partner, PwC, Global Mobility Services

2001 Market Street  •  Philadelphia, PA  •  19103
Office: 267.330.2371  Mobile: 856.261.2961

Email: Ray.Rossignol@us.pwc.com

www.pwc.com/globalmobility@pwc_mobility

 


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<Biden Trust Contribution Letter 4.26.16.pdf>