Huguette M. Clark Estate
Transcript of Huguette M. Clark Estate
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Huguette M. Clark Estate Presented by
John D. Dadakis, Esq.
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Part I: Huguette M. Clark and family
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William Andrews Clark 1839 - 1925
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William Andrews Clark Family Tree
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William Andrews Clark Family Tree
MaryJoaquina(“May”or“Maizie”)ClarkCulver
KingdeBrabani1870-1939
CharlesWalker(“CharlieClark”)1871-1933
KatherineLouiseClarkMorris1875-1974
WilliamAndrews(“Will”)Clark,Jr.1877-1934
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Huguette Marcelle Clark 1906 – 2011 Early Life
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Fifth Avenue and 77th Street, New York, NY
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Huguette Marcelle Clark After Father’s death
907 Fifth Avenue 8th Floor, New York, NY
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Bellosguardo, Santa Barbara, CA
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Le Beau Château, New Canaan, CT
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1991 - 2011
Doctors Hospital, NYC
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Doctors Hospital, NYC Beth Israel Medical Center, NYC
1991 - 2011
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Hadassah Peri, Huguette’s nurse for 20 years
Doctors Hospital, NYC Beth Israel Medical Center, NYC
1991 - 2011
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February 26, 2010
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February 26, 2010 August 19, 2010
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July 29, 2010
July 30, 2010
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August 27, 2010
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September 03, 2010
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September 09, 2010
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September 22, 2010
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Part II: The Litigation
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May 24, 2011
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June 23, 2011
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June 22, 2011 Updated 7:24 PM
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December 23, 2011
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Objectants
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Investigation and Depositions
California
54 Depositions 3 Countries
New York
Paris Vienna
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May 29, 2013
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May 29, 2013 June 14, 2013
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September 13, 2013
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Who really knew her?
No No During WWII 1952 No No 1950’s 1957 1951 No 1951
No No Once
12/7/08 Once 12/7/08 No No No No
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Who really knew her?
No No During WWII 1952 No No 1950’s 1957 1951 No 1951
No No Once
12/7/08 Once 12/7/08 No No No No
Edith(“Edee”)WilliamsMacGuire1921–NO
AndreBaeyens1930–NO
GeraldClark
(“Jerry”)Gray1935–NO
AliceCorona(“Wags”)Gray
Coelho1945–NO
ThomasChristopher
Clark1954-NO
CliffordRudd(“Kip”)BerryIII
1958–NO
LisaKatherineBerryLewis1961–NO
JohnHudson(“Jack”)HallIII
1957–NO
RodneyWilliamsDevine1948–NO
MalloryCulverDevineGoewey1946–NO
WilliamAndrewsClark
Berry1964–NO
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Who really knew her?
No No During WWII 1952 No No 1950’s 1957 1951 No 1951
No No Once
12/7/08 Once 12/7/08 No No No No
PatrickBaeyens1935–DuringWWII
JacquelineSuzanne
Baeyens-Clente1942-1952
CeliaTobinGray
Cummings1937–1950s
PaulFrancisAlbert1939–1957
KarineAlbertMcCall1940–1951
LewisRutherfordMorrisHall1909-1951
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Who really knew her?
No No During WWII 1952 No No 1950’s 1957 1951 No 1951
No No Once
12/7/08 Once 12/7/08 No No No No
IanClarkDevine1953–Once
12/7/08
KatherineCarloba
(“Carla”)HallFriedman1952-
Once12/7/08
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September 24, 2013
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Part III: Lessons Learned
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Lifetime Strategy
Implementation and Review
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It takes A LOT of planning and responsible advisors.
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William Andrews Clark Last Will and Testament
Anna E. Clark Last Will and Testament
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Huguette M. Clark Last Will and Testament March 7, 2005
Huguette M. Clark Last Will and Testament April 19, 2005
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Decree
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Estate Planning Is
TEAM WORK
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Estate Planning Has A Vision
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Rockefellers v Clarks
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The role of a Trust.
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$300 Million times
5 Equals
$1.5 Billion
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Ibelieveinthesupremeworthoftheindividualandinhisrighttolife,liberty,andthepursuitofhappiness.Ibelievethateveryrightimpliesaresponsibility;everyopportunity,anobligadon;everypossession,aduty.Ibelievethatthelawwasmadeformanandnotmanforthelaw;thatgovernmentistheservantofthepeopleandnottheirmaster.Ibelieveinthedignityoflabor,whetherwithheadorhand;thattheworldowesnomanalivingbutthatitoweseverymananopportunitytomakealiving.
Ibelievethatthrieisessendaltowellorderedlivingandthateconomyisaprimerequisiteofasoundfinancialstructure,whetheringovernment,businessorpersonalaffairs.Ibelievethattruthandjusdcearefundamentaltoanenduringsocialorder.Ibelieveinthesacrednessofapromise,thataman'swordshouldbeasgoodashisbond;thatcharacter—notwealthorpowerorposidon—isofsupremeworth.
JOHND.ROCKEFELLER,JR.’SPHILOSOPHYFORLIVING
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Huguette M. Clark Estate Presented by
John D. Dadakis, Esq.