Subject: Re: Educational Trust Fund
From: "Hallie Biden" <[email-masked]>
To: "Michael C. Hochman" <[email-masked]>
Cc: <[email-masked]>
Date: Wed, 18 Nov 2015 11:22:04 -0500

​Great, thanks. Can you drop by on your way home tonight at my house with
the forms?

On Wed, Nov 18, 2015 at 11:18 AM, Michael C. Hochman <[email-masked]>
wrote:

> Sure.  I will revise the Trust Agreement.  I can give you the college fund
> forms for each of you to sign too.
>
>
>
> Michael C. Hochman
> Monzack Mersky McLaughlin and Browder, P.A.
> 1201 N. Orange Street
> Suite 400
> Wilmington, DE  19801
> (302) 656-8162
> (302) 656-2769 (Fax)
> [email-masked] <[email-masked]>*
>
> IMPORTANT NOTICE:  This email, including all attachments, may contain
> attorney-client communications or other privileged, confidential,
> protected, and/or non-public information.  If you are not an intended
> recipient (even if it was sent to your email address), please notify the
> sender by replying to this message and then deleting it.  Unintended
> recipients may not use, store, reproduce, distribute, disseminate, or
> retransmit this message or its contents.
>
> IRS CIRCULAR 230 NOTICE:  Unless otherwise specifically stated, U.S. tax
> advice contained in this communication (or in any attachment) 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 in this communication (or in any attachment).
>
>
>
> *From:* Hallie Biden [mailto:[email-masked]]
> *Sent:* Wednesday, November 18, 2015 8:27 AM
> *To:* Michael C. Hochman
> *Cc:* [email-masked]
>
> *Subject:* Re: Educational Trust Fund
>
>
>
> Can you please have the Successor's be me, Hunter and Nana? ​
>
>
>
> On Tue, Nov 17, 2015 at 2:47 PM, Michael C. Hochman <[email-masked]>
> wrote:
>
> One of three successor trustees if I am unable to serve.  From Trust
> Agreement:
>
>
>
> (1)         Naming Individual Successor or Substitute Trustee.  If the
> individual Trustee should fail to qualify as Trustee hereunder, or for any
> reason should cease to act in such capacity, the successor or substitute
> Trustee who shall also serve without bond shall be the next person willing
> to serve from the list below in the order named:
>
>
>
> R. Hunter Biden
>
> ashley biden
>
> Hallie O. Biden
>
>
>
> Each needs to sign 529 paperwork to have “doomsday” authority to
> administer Trust.
>
> Michael C. Hochman
> Monzack Mersky McLaughlin and Browder, P.A.
> 1201 N. Orange Street
> Suite 400
> Wilmington, DE  19801
> (302) 656-8162
> (302) 656-2769 (Fax)
> [email-masked] <[email-masked]>*
>
> IMPORTANT NOTICE:  This email, including all attachments, may contain
> attorney-client communications or other privileged, confidential,
> protected, and/or non-public information.  If you are not an intended
> recipient (even if it was sent to your email address), please notify the
> sender by replying to this message and then deleting it.  Unintended
> recipients may not use, store, reproduce, distribute, disseminate, or
> retransmit this message or its contents.
>
> IRS CIRCULAR 230 NOTICE:  Unless otherwise specifically stated, U.S. tax
> advice contained in this communication (or in any attachment) 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 in this communication (or in any attachment).
>
>
>
> *From:* [email-masked] [mailto:[email-masked]]
> *Sent:* Tuesday, November 17, 2015 2:37 PM
> *To:* Michael C. Hochman
> *Cc:* Hallie Biden
>
>
> *Subject:* Re: Educational Trust Fund
>
>
>
> What does Ashley have to do with this?
>
> RHB
>
> 202-333-1880
>
>
> On Nov 17, 2015, at 10:54 AM, Michael C. Hochman <[email-masked]>
> wrote:
>
> Morning.  I have a set of papers that I need both of you and Ashley to
> sign for Natalie and Hunter’s 529 college funds.  Are you available
> sometime this week to sign?
>
>
>
> Michael C. Hochman
> Monzack Mersky McLaughlin and Browder, P.A.
> 1201 N. Orange Street
> Suite 400
> Wilmington, DE  19801
> (302) 656-8162
> (302) 656-2769 (Fax)
> [email-masked] <[email-masked]>*
>
> IMPORTANT NOTICE:  This email, including all attachments, may contain
> attorney-client communications or other privileged, confidential,
> protected, and/or non-public information.  If you are not an intended
> recipient (even if it was sent to your email address), please notify the
> sender by replying to this message and then deleting it.  Unintended
> recipients may not use, store, reproduce, distribute, disseminate, or
> retransmit this message or its contents.
>
> IRS CIRCULAR 230 NOTICE:  Unless otherwise specifically stated, U.S. tax
> advice contained in this communication (or in any attachment) 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 in this communication (or in any attachment).
>
>
>
> *From:* Hallie Biden [mailto:[email-masked] <[email-masked]>]
>
> *Sent:* Thursday, November 05, 2015 12:01 PM
> *To:* Michael C. Hochman
> *Cc:* R. Hunter Biden ([email-masked])
> *Subject:* Re: Educational Trust Fund
>
>
>
> thanks Michael! ​
>
>
>
> On Thu, Nov 5, 2015 at 10:54 AM, Michael C. Hochman <[email-masked]>
> wrote:
>
> List attached.  let me know if any questions.
>
>
>
> See you soon.
>
>
>
>
>
> Michael C. Hochman
> Monzack Mersky McLaughlin and Browder, P.A.
> 1201 N. Orange Street
> Suite 400
> Wilmington, DE  19801
> (302) 656-8162
> (302) 656-2769 (Fax)
> [email-masked] <[email-masked]>*
>
> IMPORTANT NOTICE:  This email, including all attachments, may contain
> attorney-client communications or other privileged, confidential,
> protected, and/or non-public information.  If you are not an intended
> recipient (even if it was sent to your email address), please notify the
> sender by replying to this message and then deleting it.  Unintended
> recipients may not use, store, reproduce, distribute, disseminate, or
> retransmit this message or its contents.
>
> IRS CIRCULAR 230 NOTICE:  Unless otherwise specifically stated, U.S. tax
> advice contained in this communication (or in any attachment) 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 in this communication (or in any attachment).
>
>
>
> *From:* Hallie Biden [mailto:[email-masked]]
> *Sent:* Thursday, November 05, 2015 10:23 AM
> *To:* Michael C. Hochman
> *Cc:* R. Hunter Biden ([email-masked])
> *Subject:* Re: Educational Trust Fund
>
>
>
> Yes, both are our good email addresses.
>
> thanks​
>
>
>
> On Thu, Nov 5, 2015 at 9:50 AM, Michael C. Hochman <[email-masked]>
> wrote:
>
> Hi.  Have list for you, which I will email, but wanted to make sure these
> are good email addresses first.  Write back to confirm, then I will send
> the list.
>
>
>
> -M
>
>
>
> Michael C. Hochman
> Monzack Mersky McLaughlin and Browder, P.A.
> 1201 N. Orange Street
> Suite 400
> Wilmington, DE  19801
> (302) 656-8162
> (302) 656-2769 (Fax)
> [email-masked] <[email-masked]>*
>
> IMPORTANT NOTICE:  This email, including all attachments, may contain
> attorney-client communications or other privileged, confidential,
> protected, and/or non-public information.  If you are not an intended
> recipient (even if it was sent to your email address), please notify the
> sender by replying to this message and then deleting it.  Unintended
> recipients may not use, store, reproduce, distribute, disseminate, or
> retransmit this message or its contents.
>
> IRS CIRCULAR 230 NOTICE:  Unless otherwise specifically stated, U.S. tax
> advice contained in this communication (or in any attachment) 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 in this communication (or in any attachment).
>
>
>
>
>
>
> --
>
> Hallie Olivere Biden
>
>
>
>
> --
>
> Hallie Olivere Biden
>
>
>
>
> --
>
> Hallie Olivere Biden
>

-- 
Hallie Olivere Bide