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Contract analysis / letter-yamamoto-forensic-income-scope.docx
letter-yamamoto-forensic-income-scope.docx
High · 0
Medium · 4
Standard · 3
1. Introduction and Purpose of Engagement
Standard
⚑ Commercial term
1. Introduction and Purpose of Engagement This firm represents Marguerite D. Fonseca ("Ms. Fonseca") in a custody and child-support proceeding currently pending before the Superior Court of California, County of Los Angeles, Case No. 22STFL09847. The matter concerns the establishment of child support for the benefit of two minor children: Isabela Luz Fonseca-Medrano (date of birth February 11, 2017) and Mateo Elías F
2. Background on Respondent's Employment and Income Structure
Medium
⚑ Liability cap to check against exposure
2. Background on Respondent's Employment and Income Structure By way of background, Mr. Medrano is a freelance cinematographer and director of photography who works primarily in the feature film and episodic television industries. He has been active in the entertainment industry for approximately fifteen years and maintains professional relationships with a number of major studios, independent production companies, a
3. Scope of Forensic Income Analysis
Medium
⚑ Liability cap to check against exposure
3. Scope of Forensic Income Analysis We ask that YBL's forensic income analysis encompass the following specific areas of inquiry. Each subsection below is intended to describe a discrete category of analysis; however, we recognize that these areas are interrelated, and we trust your professional judgment to pursue additional lines of inquiry that may arise during the course of your work to the extent they fall withi
4. Documents to Be Provided
4. Documents to Be Provided We will provide you with all available financial documents obtained through the discovery process in this matter, as well as other documents in our client's possession that may be relevant to the analysis. The documents we currently anticipate providing include the following: • Mr. Medrano's individual federal and California state income tax returns for the years 2020, 2021, and 2022, incl
5. Deliverables
Standard
⚑ Commercial term
5. Deliverables The primary deliverable for this engagement is a comprehensive written forensic income analysis report prepared by YBL and signed by you as the engagement partner. The report should be suitable for use in the following contexts: • As the basis for inputting accurate income figures into the California guideline child-support calculation software (DissoMaster or XSpouse), which will be used to generate
6. Fee and Billing
Standard
⚑ Commercial term
6. Fee and Billing The engagement shall be performed on a flat-fee basis of Fourteen Thousand Seven Hundred Fifty Dollars ($14,750.00). The flat fee covers all work described within the scope of this engagement as set forth above, including document review, analysis, preparation of the written forensic income analysis report, and one round of revisions to the draft report based on attorney review and feedback from th
7. Timeline
7. Timeline We propose the following timeline for this engagement, understanding that it is subject to adjustment depending on the pace and completeness of discovery production from Mr. Medrano's side: (a) Document Production to YBL: We anticipate providing the initial set of financial documents to YBL within approximately two weeks of the date of this letter — that is, by approximately June 5, 2023. Supplemental doc
8. Confidentiality and Privilege
Medium
⚑ Liability cap to check against exposure
8. Confidentiality and Privilege All communications between YBL and Calderwood & Harkness LLP in connection with this engagement, including without limitation all written correspondence, emails, telephone consultations, draft and final work product, and any oral or written opinions or analyses, are made in furtherance of legal advice to our client, Ms. Fonseca, and are intended to be protected by the attorney-client
9. Confirmation and Next Steps
Medium
⚑ Confidentiality undertaking
9. Confirmation and Next Steps We kindly request that you take the following steps to confirm and formalize this engagement: (a) Please sign and return a copy of this letter to confirm your acceptance of the engagement on the terms described herein. A signature block for this purpose is provided at the end of this letter. A signed copy may be returned by mail, by hand delivery, or by email in PDF format to the unders