SAT 05/09/26: ACTIVITY LOG

• JOEL in bay city working remote

• JOEL back from Bay City and by channelview home office to leave items no longer needed and pick up new items

• Filed items from “NEW WORK” folder and transferred to JOEL personal filing cabinet for review and/or work the following day or Monday

• Back to B/friends house on SW side of Houston by 4 pm.

• Short verbal with TOMMY about our planning a joint meeting with siblings to discuss the details of his TRUST arrangement. Began notes on how best to minimize complexity of such a meeting IE: probably most confusing getting everybody with attorney at once due to their 100% lack of how anything we’ve already discussed functions and it would be impossible in a short meeting to bring them up to speed. Main considerations: EAST TX LAND as primary TRUST instrument with other TOMMY based financial accounts being left as they are with beneficiary information designated at said institution. VERSUS retittling everything, brokerage, financial accounts and everything else into the TRUST as the latter would seem to be a cumbersome extra step.