EMAIL DETAILS
SUBJECT:
Re: Friday meeting
PRI: NORMAL
FROM:
A
aghilliii@mac.com
DATE:
2014-03-20 14:29:15
MSG_ID:
<EAA96C43-031E-460C-B3B5-43FB2EE4C6DE@mac.com>
RECIPIENTS:
TO:
W
William Isaacson
<wisaacson@bsfllp.com>
CC:
A
Amber Lion
<alion@bsfllp.com>
H
Hunter Biden
<hbiden@rosemontseneca.com>
J
Jonathan Shaw
<jshaw@bsfllp.com>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
> Begin forwarded message: > >> From: aghilliii <aghilliii@mac.com> >> Subject: Re: Spencer Invoice >> Date: March 19, 2014 at 1:04:30 PM EDT >> To: Toni Essner <TEssner@WilmingtonTrust.com> >> Cc: Kim Davis <kdavis@abramsdavis.com>, "Penn, Christine" <CPENN@WilmingtonTrust.com>, "Jones, Amy" <NOlga-Jones@WilmingtonTrust.com>, "Sheena Y. Deadwyler" <SDeadwyler@WilmingtonTrust.com>, "Kevin A. Jacobs" <KJacobs@WilmingtonTrust.com> >> >> Toni, >> >> Kim & I have designated PNC NA as the successor trustee so there is no need to spend additional time and expense on outside legal fees. >> >> Thank you, >> >> >> ALBERT HILL >> aghilliii@mac.com >> >> >>> ALBERT HILL >>> aghilliii@mac.com >>> >>> >>> Begin forwarded message: >>> >>>> From: Kim Davis <kdavis@abramsdavis.com> >>>> Subject: FW: Recall: MHTE - Albert G. Hill, III Trust and Other Trusts >>>> Date: March 18, 2014 at 6:22:23 PM EDT >>>> To: ALBERT HILL <aghilliii@mac.com> >>>> >>>> fyi >>>> >>>> -----Original Message----- >>>> From: Kim Davis >>>> Sent: Tuesday, March 18, 2014 5:43 PM >>>> To: 'Kevin Spencer' >>>> Subject: RE: Recall: MHTE - Albert G. Hill, III Trust and Other Trusts >>>> >>>> Kevin: >>>> >>>> Al and I have spoken with PNC Bank, N.A. They will serve as successor trustee to Wilmington for the MHTE-III and related trusts subject to their due diligence and intake requirements. I am working on answering their questions and providing information. Appears that the PNC due diligence is much like of Regions, Wilmington and others. >>>> >>>> Thanks, Kim >>>> >>>> -----Original Message----- >>>> From: Kevin Spencer [mailto:kevin@spencerlawpc.com] >>>> Sent: Tuesday, March 18, 2014 11:57 AM >>>> To: Kim Davis >>>> Subject: RE: Recall: MHTE - Albert G. Hill, III Trust and Other Trusts >>>> >>>> Please see attached letter. >>>> >>>> Thank you, >>>> Kevin >>>> >>>> SPENCER LAW, P.C. >>>> 2501 Oak Lawn Avenue, Ste 295 >>>> Dallas, Texas, 75219-4079 >>>> (214) 630-4554 >>>> (214) 630-9264 - Fax >>>> kevin@spencerlawpc.com >>>> >>>> Visit our website at: www.spencerlawpc.com >>>> >> On Mar 13, 2014, at 9:19 AM, Essner, Toni <TEssner@WilmingtonTrust.com> wrote: >> >>> Al and Kim: >>> >>> I hope all is well with you both. >>> >>> Attached is a recent invoice from Richard Kevin Spencer’s firm which we are planning to pay tomorrow from the trust. >>> >>> With best regards, >>> Toni >>> >>> Toni Essner >>> Vice President | Wilmington Trust Company >>> Wealth Advisory | Senior Relationship Manager >>> 302.651.8377 | (F) 302.427.4920 >>> tessner@wilmingtontrust.com | wilmingtontrust.com >>> Rodney Square North, 1100 North Market Street, Wilmington, DE 19890 >>> >>> >>> <2013-03 SLPC Invoice for Dec13 thru Feb13.pdf> >> ALBERT HILL aghilliii@mac.com On Mar 19, 2014, at 5:36 PM, William Isaacson <Wisaacson@BSFLLP.com> wrote: > Al, > > We will meet you at the W Hotel at 515 15th Street NW (around F street) at 4 PM > > You can send any background documents to the group on this email. > > Bill > > ************************************ > William A. Isaacson, Esq. > BOIES, SCHILLER & FLEXNER LLP > 5301 Wisconsin Avenue, NW > Washington, D.C. 20015 > General Number: 202.237.2727 > Direct Number: 202.237.9607 > Facsimile: 202.237.6131 > Cell: 202.258.1443 > www.BSFLLP.com > > > IRS Circular 230 disclosure: > To ensure compliance with requirements imposed by the IRS, unless we expressly state otherwise, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. > > The information contained in this electronic message is confidential information intended only for the use of the named recipient(s) and may contain information that, among other protections, is the subject of attorney-client privilege, attorney work product or exempt from disclosure under applicable law. If the reader of this electronic message is not the named recipient, or the employee or agent responsible to deliver it to the named recipient, you are hereby notified that any dissemination, distribution, copying or other use of this communication is strictly prohibited and no privilege is waived. If you have received this communication in error, please immediately notify the sender by replying to this electronic message and then deleting this electronic message from your computer. [v.1]
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