FR EA

Matter 1034-00004 — Group Strathmore Corp

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

243.4hours logged
$23,800unbilled WIP
$231,800billed to date
DateLawyerDescription HoursAmount
2026-02-14 A. Nakamura Draft and revise closing checklist document index 4.0 $4,200
2026-02-23 S. Beaumont Correspondence re closing letter to caldwell 3.5 $3,675
2026-03-04 A. Nakamura Review and annotate letter northgate fiduciary acceptance 3.5 $3,675
2026-03-13 P. Iyer Draft and revise letter pemberton spousal consent transmittal 4.3 $4,515
2026-03-10 E. Alder Analyze dynasty trust agreement 1.7 $1,785
2026-03-01 L. Marchetti Draft and revise dynasty trust beneficiary schedule 0.7 $735
2026-03-04 J. Whitfield Conference call re dynasty trust distribution committee procedures 1.2 $1,260
2026-04-04 P. Iyer Correspondence re dynasty trust family trustee acceptance 1.6 $1,680
2026-04-11 R. Okafor Legal research re dynasty trust institutional trustee acceptance 2.8 $2,940
2026-03-13 J. Whitfield Prepare dynasty trust investment policy 1.8 $1,890
2026-04-05 A. Nakamura Correspondence re dynasty trust protector designation 1.2 $1,260
2026-05-13 D. Lindqvist Legal research re dynasty trust schedule a 1.4 $1,470
2026-06-02 M. Sage Review and annotate client information questionnaire 1.4 $1,470
2026-06-11 P. Iyer Review and annotate conflict check memorandum 3.2 $3,360
Invoice preview 243.4 $23,800