Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / conflict-check-memorandum.docx
conflict-check-memorandum.docx
Parties
HARKNESS LLP
Caldwell Ridgeline Capital LLC
Stonecrest Realty Holdings LLC
Caldwell Ridgeline Fund VI LP
Strauss LLP
Meridian Crest Partners LLC
Fairchild LLP
M. Hartfield
Dates
February 10, 2023
February 6, 2023
February 15, 2023
October 3, 2010
Amounts
$300,000,000
$15,000,000
$2.1
$12,000,000
$14,000,000
$134,000,000
Obligations
The engagement may proceed, subject to the following conditions, each of which must be satisfied prior to or contemporaneously with the commencement of substantive legal work on the matter: 1
The engagement letter, to be dated February 15, 2023, must clearly and unambiguously identify Jonathan R
The engagement letter must include an express disclaimer of any attorney-client relationship between the firm and any other member of the Caldwell family, including Eleanor V
Caldwell must retain and be represented by independent counsel for her interests in the estate plan
Informed consent must be obtained from Jonathan R
The engagement letter must describe the scope and non-fiduciary character of the trust protector role and the firm's analysis that the dual role does not present a conflict of interest