FR EA

Matter 1026-00005 — Briarwood Family Office LLC

2024 · 12 documents · M&A / Corporate · S. Beaumont

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Files Time & billing
Analyses 2 files
DOC Analysis / memo tax-analysis-in-kind-distributions.docx DOC Analysis / memo trustee-succession-memo.docx
Closing 3 files
DOC Engagement letter closing-checklist.xlsx DOC Contract / agreement funds-flow-memorandum.xlsx DOC Contract / agreement receipt-and-release-agreement.docx
Correspondence 2 files
EMAIL Correspondence email-client-re-trust-termination.eml EMAIL Contract / agreement letter-to-reedlaw-stein-re-distribution.eml
Engagement 1 files
DOC Engagement letter engagement-letter-briarwood-trust.docx
Transaction Documents 4 files
DOC Contract / agreement consent-and-distribution-agreement-redline.docx DOC Contract / agreement consent-and-distribution-agreement.docx DOC Analysis / memo distribution-schedule.xlsx DOC Other trustee-succession-certificate.docx

Chronology

2024-05-20 closing-checklist.xlsx
2024-05-20 funds-flow-memorandum.xlsx
2024-05-20 email-client-re-trust-termination.eml
2024-05-15 closing-checklist.xlsx
2024-05-15 receipt-and-release-agreement.docx
2024-05-15 email-client-re-trust-termination.eml
2024-05-01 closing-checklist.xlsx
2024-05-01 receipt-and-release-agreement.docx
2024-05-01 email-client-re-trust-termination.eml
2024-04-22 closing-checklist.xlsx
2024-04-22 funds-flow-memorandum.xlsx
2024-04-22 receipt-and-release-agreement.docx
2024-04-22 email-client-re-trust-termination.eml
2024-04-22 consent-and-distribution-agreement.docx
2024-04-22 distribution-schedule.xlsx
2024-04-15 closing-checklist.xlsx
2024-04-15 funds-flow-memorandum.xlsx
2024-04-15 receipt-and-release-agreement.docx
2024-04-15 email-client-re-trust-termination.eml
2024-04-15 consent-and-distribution-agreement.docx
2024-04-08 closing-checklist.xlsx
2024-04-08 funds-flow-memorandum.xlsx
2024-04-08 receipt-and-release-agreement.docx
2024-04-08 consent-and-distribution-agreement.docx