EFTA02398741.pdf
Extracted Text (OCR)
From:
Halperin, Alan
Sent:
Tuesday, April 14,
:
To:
Jeffrey E.
Subject:
Paralegal Secondment
Jeffrey, please let me provide you with a timeline a=d a description of projects.
A.
Timeline
1.
On Tuesday, February 24th, Brad requeste= a paralegal "to review and organize some files on all of our inter =ntity
notes that currently exist or might have existed in the last 36 mont=s." In response to my inquiry as to how long the
person would be needed, Brad responded that he hoped it would=take three to four days.
2.
As we sought to locate the appropriate paralegal wi=h the requisite skills, our assistant manager of corporate
paralegals, Dan=elle Martin, coordinated with Ada. We asked for starting and ending =aces. Ada suggested that the
paralegal start on February 26th and conclude on March 6th.
3.
We arranged for Will Holstrom, a recent college gra=uate, to report to Elysium on Thursday, February 26th.
4.
On Friday, March 6th, Ada and Rich DR=7;Agostino advised Will that they would need him to work on the following
=onday and Tuesday, March 9th and 10th.
5.
On March 10th, Ada advised Will that he =ould be needed through March 20th.
6.
At that point, we realized that, given the extended=stay, we needed to have a formal secondment letter. I
therefore sent=a letter, on March 13th, memorializing the understanding that E=ysium seconded Will, commencing on
February 26th and continuing through March 20th. We agr=ed to charge Elysium our cost ($5,262 per month), rather
than Will&S=217;s billable rate of $245 per hour.
7.
On March 19th, Will reminded Ada that hi= last day would be March 20th. She asked Will if he would=be willing to
stay longer. He indicated that, as he enjoys his Paul, Weiss=job, he would like to return. Ada asked whether he would be
in a position to complete the existing projects by the=following day, and he confirmed that he would be able to do so.
He c=mpleted the open projects.
B.
Projects
EFTA_R1_01433214
EFTA02398741
1.
Will created a spreadsheet of all of the intra-fami=y notes, mostly involving the trusts. I am told there were
approximately 8= notes. Once the spreadsheet was completed, Will located bank statements o= other back-up materials
to match up with the numbers in the spreadsheet. This was the main project.
2.
Will created several structure charts, all for the =ame entities, but reflecting different information (for example,
managers,=officers and flow of funds).
3.
Will also scanned and filed documents, as requested=
Alan
Alan S. Halperinq=pan> I Partner
Paul, Weiss, Rifkind, Wharton & Garrison LLP
<mailto
I
This message is intended only for the use of the Addressee and may contain =nformation that is privileged and
confidential. If you are not the intend=d recipient, you are hereby notified that any dissemination of this
commun=cation is strictly prohibited. If you have received this communication in=error, please erase all copies of the
message and its attachments and noti=y us immediately.
2
EFTA_R1_01433215
EFTA02398742
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Document Details
| Filename | EFTA02398741.pdf |
| File Size | 140.0 KB |
| OCR Confidence | 85.0% |
| Has Readable Text | Yes |
| Text Length | 3,057 characters |
| Indexed | 2026-02-12T16:17:17.527053 |
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