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Huguette M. Clark Estate Presented by
John D. Dadakis, Esq.
Part I: Huguette M. Clark and family
William Andrews Clark 1839 - 1925
William Andrews Clark Family Tree
William Andrews Clark Family Tree
MaryJoaquina(“May”or“Maizie”)ClarkCulver
KingdeBrabani1870-1939
CharlesWalker(“CharlieClark”)1871-1933
KatherineLouiseClarkMorris1875-1974
WilliamAndrews(“Will”)Clark,Jr.1877-1934
Huguette Marcelle Clark 1906 – 2011 Early Life
Fifth Avenue and 77th Street, New York, NY
Huguette Marcelle Clark After Father’s death
907 Fifth Avenue 8th Floor, New York, NY
Bellosguardo, Santa Barbara, CA
Le Beau Château, New Canaan, CT
1991 - 2011
Doctors Hospital, NYC
Doctors Hospital, NYC Beth Israel Medical Center, NYC
1991 - 2011
Hadassah Peri, Huguette’s nurse for 20 years
Doctors Hospital, NYC Beth Israel Medical Center, NYC
1991 - 2011
February 26, 2010
February 26, 2010 August 19, 2010
July 29, 2010
July 30, 2010
August 27, 2010
September 03, 2010
September 09, 2010
September 22, 2010
Part II: The Litigation
May 24, 2011
June 23, 2011
June 22, 2011 Updated 7:24 PM
December 23, 2011
Objectants
Investigation and Depositions
California
54 Depositions 3 Countries
New York
Paris Vienna
May 29, 2013
May 29, 2013 June 14, 2013
September 13, 2013
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
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
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
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
September 24, 2013
Part III: Lessons Learned
Lifetime Strategy
Implementation and Review
It takes A LOT of planning and responsible advisors.
William Andrews Clark Last Will and Testament
Anna E. Clark Last Will and Testament
Huguette M. Clark Last Will and Testament March 7, 2005
Huguette M. Clark Last Will and Testament April 19, 2005
Decree
Estate Planning Is
TEAM WORK
Estate Planning Has A Vision
Rockefellers v Clarks
The role of a Trust.
$300 Million times
5 Equals
$1.5 Billion
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
Huguette M. Clark Estate Presented by
John D. Dadakis, Esq.
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