Envelope-to: craig@dapaero.com
Delivery-date: Wed, 29 Jan 2025 19:11:26 -0600
Content-Type: multipart/alternative;
 boundary="------------Be5jo3i5cSUgBSPlXO0zNt0A"
Message-ID: <2e7b4e8f-17d2-4be4-8816-6fdfddc6952d@aol.com>
Date: Wed, 29 Jan 2025 17:11:12 -0800
MIME-Version: 1.0
User-Agent: Mozilla Thunderbird
Subject: Re: TEDRA ok?
To: DAP AERO <craig@dapaero.com>
References: <047fa207-55ff-41cb-bb6f-07aaae614735@aol.com>
 <1F85928A-CF47-4322-97FF-0E47C1371E96@dapaero.com>
Content-Language: en-US
From: Curtis Andrews <andrewscc@aol.com>
In-Reply-To: <1F85928A-CF47-4322-97FF-0E47C1371E96@dapaero.com>
Content-Length: 3762

This is a multi-part message in MIME format.
--------------Be5jo3i5cSUgBSPlXO0zNt0A
Content-Type: text/plain; charset=UTF-8; format=flowed
Content-Transfer-Encoding: 8bit

What if their attorney asks why it is not half of the estate, then we 
look bad.

On 1/28/25 7:46 pm, DAP AERO wrote:
> I think we do the $250k now which satisfies the trust.
>
> Mom may want to contribute to their Roth with Carole’s annual gift.
>
>> On Jan 28, 2025, at 6:39 PM, Curtis Andrews <andrewscc@aol.com> wrote:
>>
>> ﻿
>>
>> Are we ready to send out the TEDRA for nat and mat to review?
>>
>> we need to decided if $250k now and more later or $280K  now and less 
>> later.
>>
>> Technically the TEDRA only deals with the $2,193,000 in dad's trust, 
>> but if we have the cash, we could do 1/9th of Dad's half and then be 
>> done (unless mom wants to fund their ROTHs next year with her half)
>>
>>
>> -- 
>> Thank You
>>
>> Curtis Andrews
>> 1336 E Oak St.
>> Othello WA 99344
>> andrewscc@aol.com
>> 509 346 8108

-- 
Thank You

Curtis Andrews
1336 E Oak St.
Othello WA 99344
andrewscc@aol.com
509 346 8108

--------------Be5jo3i5cSUgBSPlXO0zNt0A
Content-Type: text/html; charset=UTF-8
Content-Transfer-Encoding: 8bit

<!DOCTYPE html>
<html>
  <head>
    <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
  </head>
  <body>
    <p><font face="Times New Roman, Times, serif">What if their attorney
        asks why it is not half of the estate, then we look bad. </font><br>
    </p>
    <div class="moz-cite-prefix">On 1/28/25 7:46 pm, DAP AERO wrote:<br>
    </div>
    <blockquote type="cite"
      cite="mid:1F85928A-CF47-4322-97FF-0E47C1371E96@dapaero.com">
      <meta http-equiv="content-type" content="text/html; charset=UTF-8">
      <div dir="ltr">I think we do the $250k now which satisfies the
        trust. </div>
      <div dir="ltr"><br>
      </div>
      <div dir="ltr">Mom may want to contribute to their Roth with
        Carole’s annual gift. </div>
      <div dir="ltr"><br>
        <blockquote type="cite">On Jan 28, 2025, at 6:39 PM, Curtis
          Andrews <a class="moz-txt-link-rfc2396E" href="mailto:andrewscc@aol.com">&lt;andrewscc@aol.com&gt;</a> wrote:<br>
          <br>
        </blockquote>
      </div>
      <blockquote type="cite">
        <div dir="ltr">﻿
          <meta http-equiv="content-type"
            content="text/html; charset=UTF-8">
          <p><font face="Times New Roman, Times, serif">Are we ready to
              send out the TEDRA for nat and mat to review? </font></p>
          <p><font face="Times New Roman, Times, serif">we need to
              decided if $250k now and more later or $280K  now and less
              later.</font></p>
          <p><font face="Times New Roman, Times, serif">Technically the
              TEDRA only deals with the $2,193,000 in dad's trust, but
              if we have the cash, we could do 1/9th of Dad's half and
              then be done (unless mom wants to fund their ROTHs next
              year with her half)     <br>
            </font></p>
          <p><font face="Times New Roman, Times, serif"><br>
            </font></p>
          <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated moz-txt-link-freetext"
          href="mailto:andrewscc@aol.com" moz-do-not-send="true">andrewscc@aol.com</a>
509 346 8108</pre>
        </div>
      </blockquote>
    </blockquote>
    <pre class="moz-signature" cols="72">-- 
Thank You

Curtis Andrews
1336 E Oak St. 
Othello WA 99344
<a class="moz-txt-link-abbreviated" href="mailto:andrewscc@aol.com">andrewscc@aol.com</a>
509 346 8108</pre>
  </body>
</html>

--------------Be5jo3i5cSUgBSPlXO0zNt0A--