Preview
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
Gaber Affirmation
Exhibit 14
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
Message
From: Jay Brancaleone [jay. brancaleone@aon.com]
on behalf of Jay Brancaleone [jay.brancaleone@aon.com]
Sent: 1/7/2021 9:16:53 PM
To: Patrick Birney [patrick.birney@trumporg.com]
CC: Donna Kidder [donna.kidder@trumporg.com]; Ron Lieberman [ron.lieberman@trumporg.com]
Subject: RE: Worker's Comp policies for Ivanka
Hi Patrick,
It looks like the audit generates some time in February after the policy expires. It's sent to us, so I will be sure
to forward it once we receive it. It's an online response system, so the reporting is very easy.
In terms of the disability. It doesn't look like we have any disability policies in place now. I know this coverage
is required in NY, but Aon does not place this coverage for JK & IT. I reached out to my colleagues in Florida to
inquire about whether disability is required and they advised that it is not. I know that we are able to place this
coverage for our NY clients through a specialized broker, but we do not place these policies in any other state
apart from NY. I was advised by our Life and Health specialist that disability coverage usually comes from the
payroll provider (ADT, Paychex, etc.).
Best,
Jay
Jay R Brancaleone, CAPI I Director, Eastern Region
Aon Private Risk Management
Office Address: One Liberty Plaza I New York, NY 10006
Mailing Address: Aon — MSC# 17837 1 PO Box 6718 1 Somerset, NJ 08875
t: (617) 457-7762 1 c: (617) 275-9886 1 o: (866) 225-5266
iay.brancaleone(caon.com i aon.com
From: Patrick Birney
Sent: Thursday, January 7, 2021 10:33 AM
To: Jay Brancaleone
Cc: Donna Kidder ; Ron Lieberman
Subject: Re: Worker's Comp policies for Ivanka
ALERT: This message originated outside of Aon's network. BE CAUTIOUS before clicking any link or attachment.
Thanks Jay. When will we receive the audits?
Will we have disability coverage in all 3 states?
Patrick J. Birney
The Trump Organization
Assistant Vice President, Financial Operations
725 Fifth Avenue I New York, NY 1 10022
p. 212.836.3216 If 212.832.5396
pbirney(a).trumporq.com I trump.com
FOIL EXEMPT I HIGHLY CONFIDENTIAL TTO_01503099
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
On Thu, Jan 7, 2021 at 10:21 AM Jay Brancaleone <)ay.brancaleone@aon.com> wrote:
Hi Patrick,
That does make sense. We can add the state of FL to the policy and leave DC on there as well. Ultimately, as
long as it is reported correctly during the audit and the territories are listed on the policy, then there is full
coverage. In terms of NY, we do have the separate policy in place and that will not change.
The disability coverage is separate from the WC.
Best,
Jay
Jay R Brancaleone, CAPI I Director, Eastern Region
Aon Private Risk Management
Office Address: One Liberty Plaza I New York, NY 10006
Mailing Address: Aon — MSC# 17837 1 PO Box 6718 1 Somerset, NJ 08875
t: (617) 457-7762 1 c: (617) 275-9886 1 o: (866) 225-5266
a .brancaleone aon.com aon.com
From: Patrick Birney
Sent: Thursday, January 7, 2021 10:17 AM
To: Jay Brancaleone
Cc: Donna Kidder ; Ron Lieberman
Subject: Re: Worker's Comp policies for Ivanka
ALERT: This message originated outside of Aon's network. BE CAUTIOUS before clicking any link or attachment.
Jay,
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FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
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The lease in DC is over 1/31/21 and some of those employees will not be coming to Florida so I think we will need
coverage for both locations from 1/18/21 to 1/31/21. Does that make sense?
In addition, there will still be one employee in NY (Carmina) so we will still need the NY WC policy.
What about disability? Do these policies provide coverage for disability too or is that a separate placement?
Thank you,
Patrick
Patrick J. Birney
The Trump Organization
Assistant Vice President, Financial Operations
725 Fifth Avenue I New York, NY 110022
p. 212.836.3216 If. 212.832.5396
pbirneyC_trumporg.com i trump.com
On Thu, Jan 7, 2021 at 9:54 AM Jay Brancaleone wrote:
Good morning All,
Just circling back on the Worker's Comp insurance. I spoke with our underwriter at AIG and since there is an
existing worker's compensation policy for these employees that is rated out of Washington, DC, we are able
to amend the coverage territory to Florida. We, therefore do not need a new policy, but will amend the
existing policy accordingly. I will ask them to process the territory change as of 1/18/2021 to be in-line with
the start date of the new lease in Florida and will forward along the policy change once it's available.
Please let me know if you have any questions.
Best,
FOIL EXEMPT I HIGHLY CONFIDENTIAL TTO_01503101
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
Jay R Brancaleone, CAPI I Director, Eastern Region
Aon Private Risk Management
Office Address: One Liberty Plaza New York, NY 10006
Mailing Address: Aon —MSC# 17837 PO Box 6718 I Somerset, NJ 08875
t: (617) 457-7762 1 c: (617) 275-9886 1 o: (866) 225-5266
iay.brancaleoneCa7aan.aam acn.com
From: Jay Brancaleone
Sent: Tuesday, January 5, 2021 2:05 PM
To: Donna Kidder ; Ron Lieberman
Cc: Patrick Birney < atrick.birne @trum or .com>
Subject: RE: Worker's Comp policies for Ivanka
Thanks, I've requested a quote from AIG. I'll get that over asap.
Jay R Brancaleone I Director
Certified Advisor of Personal Insurance (CAPI)
Aon Private Risk Management
Office Address: One Liberty Plaza I New York, NY 10006
Mailing Address: Aon — MSC# 17837 PO Box 6718 1 Somerset, NJ 08875
t: (617) 457-7762 1 c: (617) 275-9886
0:(866) 225-5266
lay.brancaleone aon.com i aon.com
crt: ~r Linkedln Tavitter acebook
..................
I am honored to have been named a 2017 and 2018 Risk & Insurance Power Broker Award Winner — Private Client
FOIL EXEMPT I HIGHLY CONFIDENTIAL TTO_01503102
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
From: Donna Kidder
Sent: Tuesday, January 5, 2021 1:13 PM
To: Ron Lieberman
Cc: Jay Brancaleone ; Patrick Birney < atrick.birne @trum or .com>
Subject: Re: Worker's Comp policies for Ivanka
ALERT: This message originated outside of Aon's network. BE CAUTIOUS before clicking any link or attachment.
correct -
so far a personal assistant
two nannies and a chef
On Tue, Jan 5, 2021 at 12:59 PM Ron Lieberman wrote:
Thanks Jay. I believe it is for her home staff like a chef and nanny. Patrick or Donna can explain exact title.
On Tue, Jan 5, 2021 at 12:54 PM Jay Brancaleone wrote:
Hi Ron,
Thanks for your note. There is a NY worker's compensation policy that is in place already. That is for one
domestic employee. The state of Florida actually does not require worker's compensation insurance — it is
optional. I am happy to obtain a quote for the coverage, however. Can you just confirm the type of
employee(s) they will have in Florida?
Best,
Jay
Jay R Brancaleone I Director
FOIL EXEMPT I HIGHLY CONFIDENTIAL TTO_01503103
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
Certified Advisor of Personal Insurance (CAPI)
Aon Private Risk Management
Office Address: One Liberty Plaza I New York, NY 10006
Mailing Address: Aon — MSC# 17837 1 PO Box 6718 I Somerset, NJ 08875
t: (617) 457-7762 1 c: (617) 275-9886
0:(866) 225-5266
LaY__brancaleone aon_cam. ; aon_corn
c~r_r~rt, I L_intedin I Twitter. I Egg. k~cck
I am honored to have been named a 2017 and 2018 Risk & Insurance Power Broker Award Winner — Private Client
:: : Linked
From: Ron Lieberman
Sent: Tuesday, January 5, 2021 12:40 PM
To: Jay Brancaleone
Cc: Donna Kidder ; Patrick Birney
Subject: Worker's Comp policies for Ivanka
ALERT: This message originated outside of Aon's network. BE CAUTIOUS before clicking any link or attachment.
Hi Jay,
With all the emails, I just want to make sure you are locking in workers comp insurance for Ivanka's employees
both in Florida and in NY. I've copied Patrick and Donna for any details that may be needed.
Thanks,
Ron
FOIL EXEMPT I HIGHLY CONFIDENTIAL TTO_01503104
FILED: NEW YORK COUNTY CLERK 10/26/2023 10:48 AM INDEX NO. 452564/2022
NYSCEF DOC. NO. 1614 RECEIVED NYSCEF: 10/26/2023
Ronald C. Lieberman
The Trump Organization
Executive Vice President Management & Development 725 Fifth Avenue I New York, NY 1 10022p. 212.715.7220
f. 212.832.5396
Ron.lieberman@trumporg.com I ce
tru
_corer
Ronald C. Lieberman
The Trump Organization
Executive Vice President Management & Development 725 Fifth Avenue New York, NY 10022p. 212.715.7220
f. 212.832.5396
Ron.lieberman@trumporg.com I trump.com
Donna Kidder
Assistant Controller
The Trump Organization
725 Fifth Avenue I New
York, NY 1 10022
p. 212.715.7225 I
donna:kids or. trur porq.corn
trum .con,
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