EMAIL DETAILS

There is no need for a QRDO. They sent me a form Hunter needs to sign and then they will need a copy of the finalized Divorce Agreement.

Also, Sarah, when you reach back out to Rebekah (with this information) can you ask her to have Kathleen provide Rebekah any tax information (W2’s/1099s, etc.) she has for her own personal income for 2016. I believe Kathleen got paid a small amount from DCVLP. We are sending info to the accountant soon and need that.

Finally, I talked to Kate this morning and Roxanne Roberts called last night to check in. Kate hasn’t called back but Kate thought it would be good for her to be able to get back to Roxanne when Divorce is finalized and under seal with a joint message from Hunter and Kathleen. Either the statement or a message that neither of them are prepared to talk. Let’s discuss.


Eric D. Schwerin
Rosemont Seneca Advisors, LLC
2900 K Street, NW
Suite 507
Washington, DC 20007
(202) 333-1880
eschwerin@rosemontseneca.com <x-msg://59/eschwerin@obblaw.com>
P Consider the environment before printing this email.

WE’VE MOVED: PLEASE NOTE OUR NEW ADDRESS ABOVE

> On Mar 27, 2017, at 8:15 PM, Eric Schwerin <eschwerin@rosemontseneca.com> wrote:
>
> FYI, I should know tomorrow if we need a QRDO for the IRA. Will let you know when I hear back. They were checking as the rules apparently recently changed.
>
> Eric D. Schwerin
> eschwerin@rosemontseneca.com <mailto:eschwerin@rosemontseneca.com>
>
> Sent from my iPhone
>
> On Mar 23, 2017, at 9:29 PM, SMancinelli <SMancinelli@ainbanklaw.com <mailto:SMancinelli@ainbanklaw.com>> wrote:
>
>> Hunter and Eric-
>>
>> See below. I have annotated some comments underneath.
>>
>> From: Rebekah J.H. Sullivan [mailto:RSullivan@ksfmlaw.com <mailto:RSullivan@ksfmlaw.com>]
>> Sent: Thursday, March 23, 2017 12:11 PM
>> To: SMancinelli
>> Subject: Biden
>>
>> Sarah,
>>
>> A few wrap up items for Biden:
>>
>> I. Kathleen received the $15,000 today. Thank you
>> II. We need Hunter’s press statement. I am open to ideas of how to incorporate it into the document, if at all, but we should reach an agreement about what it says (I do not expect issues on that). I can ask Meg for the draft she prepared at mediation and we can start there. We can also add it to the agreement when you sign, Hunter, if we want to.
>> III. We need a QDRO which I am tasked with preparing. Are you able to get me a model? Eric- can you contact the IRA custodian and see if we need a QDRO to do the transfer or if they will take a Letter of Instruction. It is a IRA, correct? Or is it a 401(k) that is being transferred? If it is a 401(k) then it will most likely need a QDRO. If a QDRO is needed, they should have a sample to send us.
>> IV. We need to let the court know we have settled and set an uncontested divorce hearing. I propose we ask in the motion that the Order setting hearing not include the hearing time or date, and that the information be provided to counsel only by email or telephone. OK with you? Great idea.
>> V. We need a Motion to Seal or in the alternative to submit Settlement Agreement under seal. I think we can work up your prior draft with the additional facts of the press coverage the case has already received. This is fine with me and I will work on it.
>>
>> Do you want to take the lead on IV and V? If not, I am happy to do so, but I am out of the office tomorrow and possibly part of Monday.
>>
>> Thank you,
>>
>> Rebekah J.H. Sullivan
>> Kuder, Smollar, Friedman & Mihalik, PC
>> 1350 Connecticut Ave. NW
>> Suite 600
>> Washington, DC 20036
>>
>> www.KSFMLAW.com <http://www.ksfmlaw.com/>
>> Tel: 202/331-7522
>> Fax: 202/331-0388
>>
>>
>> <image001.png>
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