What's your availability for a telephone conference, say next
Monday? I have court first thing in the morning on Monday, but will
be available any time after 11:00 a.m (PST). Just let me know.
Phil
-----Original Message-----
From: neal@puckettfaraj.com
To: pgarnoldlaw@aol.com
Cc: neal@puckettfaraj.com
Sent: Thu, Oct 29, 2009 3:44 pm
Subject: Re: Spoke with Ken
Thanks, Phil. Let me know what would be a good time for us to chat
about a general vs. specific amendment to his trust and tax
implications. I gather it would be helpful if he could give more
specific guidance re: who should and who should not share in the
proceeds of the trust? I'd like for you to educate me so I can
explain it to him.
S/f,
Neal
Neal A. Puckett, Esq.
LtCol, USMC (Ret)
The Law Firm of Puckett & Faraj, PC
Washington DC - San Diego CA
www.puckettfaraj.com
888.970.0005
Quoting pgarnoldlaw@aol.com:
Hi Neal:
I spoke with Ken a little while ago and (as you said) he wants you
> to be designated as the beneficiary to, in affect, use your >
discretion to disburse his estate amongst the Puckett kin "as you >
see fit" He says he trusts you implicitly and I believe him! I'm >
also more than satisfied that he is of sound mind and fully knows
> what he's doing. I tried to get him to be more specific, but he
> just didn't want be. I think he felt that he might inadvertently
> exclude somebody by doing so.
Do you have a general idea of whom he is probably talking about? >
There are some tax issues to consider if he just leaves it up to
you > in terms that are too general. We should probably talk about
that > before he actually executes the amendment.
Anyway, I just thought I'd let you know he called me back. In the >
meantime, I will start drafting the amendment so we can get this >
taken care of ASAP, ie. next week?
Let me know your thoughts.
Phil