Matter 1034-00004 — Group Strathmore Corp

2023 · 75 documents · M&A / Corporate · J. Whitfield

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Closing 2 files

DOC Other closing-checklist-document-index.xlsx DOC Other closing-letter-to-caldwell.docx

Correspondence 2 files

DOC Other letter-northgate-fiduciary-acceptance.docx DOC Other letter-pemberton-spousal-consent-transmittal.docx

Dynasty Trust Documents 8 files

DOC Contract / agreement dynasty-trust-agreement.docx DOC Contract / agreement dynasty-trust-beneficiary-schedule.docx DOC Other dynasty-trust-distribution-committee-procedures.docx DOC Other dynasty-trust-family-trustee-acceptance.docx DOC Contract / agreement dynasty-trust-institutional-trustee-acceptance.docx DOC Contract / agreement dynasty-trust-investment-policy.docx DOC Contract / agreement dynasty-trust-protector-designation.docx DOC Contract / agreement dynasty-trust-schedule-a.docx

Engagement & Administrative 7 files

DOC Engagement letter client-information-questionnaire.docx DOC Analysis / memo conflict-check-memorandum.docx DOC Other data-request-letter-counterparty.docx DOC Engagement letter engagement-letter-caldwell.docx DOC Engagement letter engagement-scope-addendum-tax-advisory.docx DOC Other preliminary-asset-inventory.xlsx DOC Analysis / memo staffing-budget-memorandum.docx

GRAT Documents 12 files

DOC Other assignment-crc-interests-grat-c.docx DOC Other assignment-stonecrest-interest-grat-b.docx DOC Other grat-a-annuity-payment-schedule.xlsx DOC Contract / agreement grat-a-schedule-a-funded-property.xlsx DOC Contract / agreement grat-a-securities-trust-agreement.docx DOC Other grat-b-annuity-payment-schedule.xlsx DOC Contract / agreement grat-b-realty-trust-agreement.docx DOC Contract / agreement grat-b-schedule-a-funded-property.docx DOC Contract / agreement grat-c-annuity-payment-schedule.xlsx DOC Contract / agreement grat-c-carried-interest-trust-agreement.docx DOC Contract / agreement grat-c-schedule-a-funded-property.docx DOC Other grat-trustee-acknowledgment.docx

Gift Tax & Valuation 5 files

DOC Filing / regulatory draft-form-709-gift-tax-return.xlsx DOC Other gift-tax-return-supporting-schedules.xlsx DOC Engagement letter letter-ashford-appraisal-engagement.docx DOC Correspondence letter-gift-tax-coordination.docx DOC Analysis / memo review-memo-ashford-appraisals.docx

ILIT Documents 6 files

DOC Other ilit-annual-premium-funding-letter.docx DOC Other ilit-crummey-withdrawal-notice-form.docx DOC Other ilit-policy-assignment.docx DOC Contract / agreement ilit-schedule-a.docx DOC Contract / agreement ilit-trust-agreement.docx DOC Contract / agreement ilit-trustee-acceptance.docx

Memoranda & Analyses 13 files

Powers of Attorney & Health Care 4 files

DOC Other durable-power-of-attorney-caldwell.docx DOC Other health-care-proxy-caldwell.docx DOC Other hipaa-authorization-caldwell.docx DOC Filing / regulatory living-will-caldwell.docx

Private Foundation Documents 10 files

DOC Other foundation-bylaws.docx DOC Filing / regulatory foundation-certificate-of-incorporation.docx DOC Other foundation-conflict-of-interest-policy.docx DOC Analysis / memo foundation-determination-letter-transmittal-memo.docx DOC Other foundation-form-1023-application.docx DOC Other foundation-gift-acceptance-policy.docx DOC Filing / regulatory foundation-grantmaking-policy.docx DOC Contract / agreement foundation-initial-contribution-agreement.docx DOC Other foundation-investment-policy.docx DOC Filing / regulatory foundation-organizational-resolutions.docx

Revocable Trust & Will Documents 6 files

DOC Filing / regulatory amended-restated-revocable-trust.docx DOC Other pour-over-will-caldwell.docx DOC Other revocable-trust-certification.docx DOC Other revocable-trust-schedule-a.xlsx DOC Other self-proving-affidavit.docx DOC Other spousal-consent-acknowledgment.docx

Chronology

2026-06-01 closing-letter-to-caldwell.docx

2026-06-01 dynasty-trust-schedule-a.docx

2026-06-01 assignment-crc-interests-grat-c.docx

2026-06-01 grat-c-annuity-payment-schedule.xlsx

2026-06-01 grat-c-carried-interest-trust-agreement.docx

2026-06-01 grat-c-schedule-a-funded-property.docx

2026-06-01 grat-trustee-acknowledgment.docx

2026-06-01 draft-form-709-gift-tax-return.xlsx

2026-06-01 letter-gift-tax-coordination.docx

2026-06-01 federal-estate-gift-tax-analysis.xlsx

2026-06-01 grat-sensitivity-analysis.xlsx

2026-06-01 state-income-tax-planning-memorandum.docx

2026-05-31 grat-c-carried-interest-trust-agreement.docx

2026-05-01 closing-letter-to-caldwell.docx

2026-05-01 dynasty-trust-schedule-a.docx

2026-05-01 grat-b-annuity-payment-schedule.xlsx

2026-05-01 grat-b-realty-trust-agreement.docx

2026-05-01 grat-trustee-acknowledgment.docx

2026-05-01 draft-form-709-gift-tax-return.xlsx

2026-05-01 letter-gift-tax-coordination.docx

2026-05-01 federal-estate-gift-tax-analysis.xlsx

2026-05-01 grat-sensitivity-analysis.xlsx

2026-05-01 state-income-tax-planning-memorandum.docx

2026-04-30 grat-b-realty-trust-agreement.docx