Contract analysis
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Contract analysis / letter-to-client-settlement-terms.eml
letter-to-client-settlement-terms.eml
High · 0
Medium · 1
Standard · 0
1. All interests in Caldwell Meridian Capital LLC (85% ownership; assets under management
1. All interests in Caldwell Meridian Capital LLC (85% ownership; assets under management approximately $1.4 billion);
2. All interests in Caldwell Realty Holdings LP (12 properties; $63,800,000 appraised valu
2. All interests in Caldwell Realty Holdings LP (12 properties; $63,800,000 appraised value; $18,700,000 in debt; $45,100,000 net equity) and Caldwell Realty GP LLC;
3. The marital residence at 14 Gramercy Park South, Apt. PH-A, New York, NY 10003 (subject
3. The marital residence at 14 Gramercy Park South, Apt. PH-A, New York, NY 10003 (subject to the buyout payment described above);
4. Your separate brokerage account at Mercer & Hall Securities LLC (Account ending 4477; c
4. Your separate brokerage account at Mercer & Hall Securities LLC (Account ending 4477; current value approximately $14,300,000);
5. The 2018 Porsche 911 Turbo S (valued at $175,000);
5. The 2018 Porsche 911 Turbo S (valued at $175,000);
6. The balance of the art collection (approximately $950,000);
6. The balance of the art collection (approximately $950,000);
7. The joint savings account at Trident National Bank (Account ending 3301; balance approx
7. The joint savings account at Trident National Bank (Account ending 3301; balance approximately $1,200,000) — we will need to confirm the allocation of this account in the final agreement; and
8. The balance of your 401(k) after the QDRO transfer (marital portion was $2,300,000; $60
Medium
⚑ Liability cap to check against exposure
8. The balance of your 401(k) after the QDRO transfer (marital portion was $2,300,000; $600,000 transferred to Dr. Caldwell; $1,700,000 remaining marital portion retained by you). --- **F. Prenuptial Agreement** As part of the global settlement, Dr. Caldwell has agreed to **withdraw her challenge** to the validity of the prenuptial agreement dated June 7, 2008. The agreement will be upheld in its material terms, incl