I guess the storm is about to end (????)

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It sounds as if the threat–the thought–of termination is becoming a reality. J____, our legacy planner, just wrote me a letter:

John,

This email I just received from C____ [the attorney to whom he introduced us] only further confirms my decision to discontinue working with your family. Exactly when was I going to hear about this new development?

May God bless you as you play the role of owner and quarterback.

You will be receiving a letter of termination from us and a refund of your unused quarterly fee within the week.

I wish you well in your planning. I genuinely regret that our working relationship has ended up this way.

Blessings,

J____
President
[Company Name]

—–Original Message—–
From: C______
Sent: Monday, April 21, 2008 7:32 PM
To: J____
Subject: Re: FW: Exchange Fund Update

J____:

Did you hear John Holzmann has another proposal he’s considering, so he told me to stop working? He didn’t give any details. . . .

C____

I wrote him back:

J____:

You asked when you were going to hear.

Please look in your email box. I sent you a copy of the very email I sent C____. The email to which she is referring. It is dated this morning, 9:31 AM MDT (11:31 AM your time, I believe):

—–Original Message—–
From: John Holzmann
Sent: Monday, April 21, 2008 9:31 AM
To: C______
Cc: Sarita Holzmann; J______; L______
Subject: RE: 501(c)(3) Research Engagement Letter

C____:

Thanks so much for answering my email so thoroughly and thoughtfully.

At this time, we are seeking a “second opinion” on J____’s overall proposal. Based on information we gathered over the weekend at a “Generous Giving” conference, we have been led to believe there may be some significantly easier, more straightforward, and far less risky means to achieve many (if not all) of the same goals J____ has hoped to achieve via a 501(c)(3).

We have asked a second counselor, then, to render a “second opinion” in our case concerning 501(c)(3) and alternatives.

THEREFORE . . . we would like to place on a FULL HOLD any research you had considered doing in our behalf. Depending on what comes of our “second opinion” research, we may–or may not–decide to proceed with you.

I hope this makes sense.

Thank you.

John Holzmann

Thank you.

John

And now he has replied to me again:

John,

Yes, thank you for pointing that out. I apparently did get this email during the time we were talking. I failed to read it because after we got done talking, I was really rushed to get all the other things done I needed to do before I leave for ________ tomorrow and never got back to my emails.

This email only confirms the whole point of my conversation with you today - you insist on being the quarterback. As the owner, you can certainly be the quarterback if you wish. I hope you can lead your team to victory.

I still hope we will part company as friends. Life is too short to carry broken relationships for years into the future. So, I there will be no ill-will between us going forward.

Blessings,

J_____

Not to sound bitter, but this response really doesn’t sit well with me.

My desire to get a second opinion amounts to me insisting on being a quarterback?
He hopes to “part company as friends”? What? We’re going to maintain contact after he terminates the relationship?
“Blessings”?

Okay.

Rate this:

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Welcome, visitor!

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Sincerely,

John Holzmann

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This entry was posted on Monday, April 21st, 2008 at 8:56 pm and is filed under estate planning, legacy planning. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.