Invoice Summary Total Current Invoice $587,698 · Stinson Leonard Street LLP Invoice Detail File...
Transcript of Invoice Summary Total Current Invoice $587,698 · Stinson Leonard Street LLP Invoice Detail File...
PO Box 843052Kansas City, MO 64184-30521.800.846.1201
November 12, 2016
BTNAAttn Deb FasenBremer Wealth Management80 S 8th St Ste 240Minneapolis, MN 55402
Invoice No: 40037568Traci Bransford
Re: General
File No: 3009435.0002
Payment Terms: Net 30
Tax ID #44-0643135
Invoice Summary
Professional services and disbursements rendered through October 31, 2016
Current Professional Services $586,315.50
Current Disbursements $1,382.66
Total Current Invoice $587,698.16
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Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 2
Invoice No: 40037568
Timekeeper Summary
Timekeeper Rate Hours Amount
Catherine H Young
Charles Redd
Daniel L Scott
David R Crosby
David S Ezrilov
Elizabeth C Kramer
Jill R Radloff
Joel Abrahamson
Joel Leviton
Katherine A Moerke
Laura E Halferty
Michelle L Rehbein
Peter Thrane
Stephen R Litman
Todd Phelps
Traci Bransford
Kate A Kosiek
Lauren W Routhier
Sarah J Hewitt
Sharma Foley Affeldt
Alice McGlave
Cynthia Maust
Janette Aalbers
Lee Sanford
Pam J Uran
Charles Miller
John Kragness
John Dolen
Current Professional Services 1,267.00 $586,315.50
Professional Services
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Date Timekeeper Description Hours Amount
09/07/16 Charles Redd Telephone conference with and to discuss
10/01/16 David R Crosby Review miscellaneous correspondence regarding document production and new filings in court system.
10/01/16 Traci Bransford Telephone conference with and email exchanges with beneficiary counsel regarding
; telephone conference with
.
10/01/16 Traci Bransford Email exchange with representative of
.
10/01/16 Traci Bransford Telephone conferences and email exchange with and regarding
.
10/01/16 Traci Bransford Email exchange and telephone call with representative of
.
10/01/16 Traci Bransford Email exchange with regarding request for
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Date Timekeeper Description Hours Amount
10/01/16 Pam J Uran Production of discovery documents related to .
10/01/16 John Dolen Email with potential beneficiary counsel regarding
.
10/02/16 Traci Bransford Review email from
10/02/16 Traci Bransford Email exchange with regarding and telephone
conference with regarding
.
10/02/16 Traci Bransford Email exchange with heirs counsel regarding
review proposal from regarding same.
10/02/16 Traci Bransford Telephone conference with regarding
.
10/02/16 John Dolen : updates to potential beneficiary
counsel access on and email to SLS partners regarding same.
10/03/16 Catherine H Young Prepare the
; circulate internally for
comment and revise accordingly; prepare the
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Date Timekeeper Description Hours Amount
.
10/03/16 Daniel L Scott Attention to
conferences with and
concerning same.
10/03/16 David R Crosby Review and produce additional documents; telephone conference
with review
memorandum and ; legal
research regarding same; telephone conference with
; review .
10/03/16 Elizabeth C Kramer Attend team meeting to
; communicate with
follow up regarding .
10/03/16 Jill R Radloff Telephone conference with regarding ; telephone conference with regarding same.
10/03/16 Jill R Radloff Attend
telephone conference with on .
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Date Timekeeper Description Hours Amount
10/03/16 Katherine A Moerke
Review letter from
.
10/03/16 Katherine A Moerke
Work on several court-related matters and motions, including
10/03/16 Laura E Halferty Prepare list of outstanding tasks and status of each item in advance of meeting regarding same.
10/03/16 Laura E Halferty Execute disallowances of claims.
10/03/16 Laura E Halferty Conference regarding
.
10/03/16 Laura E Halferty Review voice message from attorney for ; telephone conference with
regarding same; review brief and affidavits ; follow-up regarding additional information discovered in materials being reviewed.
10/03/16 Laura E Halferty Review and respond to email from .
10/03/16 Laura E Halferty Follow-up regarding
10/03/16 Laura E Halferty Telephone conference with regarding
; review and follow-up with
regarding ; update heirs counsel regarding same.
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Date Timekeeper Description Hours Amount
10/03/16 Laura E Halferty Telephone conference with and
regarding
; review
same.
10/03/16 Todd Phelps Meetings with City staff regarding ; prepare for and attend
City Council meeting.
10/03/16 Traci Bransford Telephone conference with
regarding ; review
discussions with SLS team regarding same.
10/03/16 Traci Bransford SLS team meeting regarding next steps following judge's order.
10/03/16 Traci Bransford Email exchanges with regarding as cited by
from ; review .
10/03/16 Traci Bransford Review several email requests from
; review requests for
review the requests and conduct telephone conferences regarding same.
10/03/16 Traci Bransford Telephone conference and email exchange with
; email exchange with
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Date Timekeeper Description Hours Amount
representative for
and request to meet with advisors,
.
10/03/16 Traci Bransford Several emails with
; telephone conferences with
regarding proposed ; and review
; email requests for heirs counsel input to
.
10/03/16 Traci Bransford Email exchange and review of file for proposed in response to requests for
.
10/03/16 Traci Bransford Review and email exchange
with museum team regarding same.
10/03/16 Traci Bransford Review emails and telephone conference with regarding
10/03/16 Alice McGlave Review and update spreadsheet.
10/03/16 Alice McGlave Review .
10/03/16 Lee Sanford Work on estate tax return and tax calculations; review asset information.
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Date Timekeeper Description Hours Amount
10/03/16 Lee Sanford Attend team meeting regarding status and next steps.
10/03/16 Lee Sanford Review court filings; update pleadings and index; locate and review
; correspondence to
regarding same.
10/03/16 Pam J Uran Provide ; summarize
in a spreadsheet and provide same to with
regarding already compiled and additional
request for information as well as discussion regarding the .
10/03/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage.
10/04/16 Catherine H Young Strategize regarding
strategize regarding and make revisions to proposed
; review correspondence with ; revise correspondence to
;
revise the ; address
.
10/04/16 Daniel L Scott Confer with counsel for
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Date Timekeeper Description Hours Amount
; further attention to
confer with regarding these and the Estate and procedural and strategic considerations regarding same.
10/04/16 David R Crosby Office conference with regarding
; prepare and serve response to ; review and produce
additional documents; efforts regarding ; prepare correspondence to advisor rgarding
status; review correspondence regarding .
10/04/16 Elizabeth C Kramer Revise
, and ask for additional research.
10/04/16 Jill R Radloff Multiple telephone conferences and email exchanges regarding
10/04/16 Jill R Radloff Multiple telephone conferences regarding .
10/04/16 Joel Leviton Work on ; correspondence regarding
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Date Timekeeper Description Hours Amount
same.
10/04/16 Joel Leviton Review various same; review
information about and
consider strategy for same; confer with regarding
10/04/16 Katherine A Moerke
Advise on ; respond to
.
10/04/16 Katherine A Moerke
Work on motion to .
10/04/16 Katherine A Moerke
Work on issues related to obtaining documentation from
.
10/04/16 Laura E Halferty Numerous telephone conferences with client and follow-up regarding
10/04/16 Laura E Halferty Follow-up regarding ; conference with regarding same.
10/04/16 Laura E Halferty Review status update regarding i ; conference regarding same.
10/04/16 Laura E Halferty Review ; conference regarding
.
10/04/16 Laura E Halferty Conference regarding ; dictate
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Date Timekeeper Description Hours Amount
regarding same.
10/04/16 Laura E Halferty Review and respond to regarding information on certain pending claims.
10/04/16 Laura E Halferty Review issues regarding heirship; follow-up with regarding recommended position of Special Administrator.
10/04/16 Michelle L Rehbein Conferences with regarding responses to
; email correspondence to regarding payment on
validated invoices; email correspondence with .
10/04/16 Todd Phelps Teleconferences regarding action and ;
; teleconference with
regarding same; numerous media inquiries; prepare
; submit same.
10/04/16 Traci Bransford Telephone conferences with SLS team and team regarding update for
and telephone conference with SLS, Bremer trust
and telephone conference regarding
as led by SLS team, ; SLS and update
conference call; email exchange and telephone conference with regarding update on status of
.
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Date Timekeeper Description Hours Amount
10/04/16 Traci Bransford Several email exchanges and telephone conferences with
10/04/16 Traci Bransford Review several
and telephone discussion regarding same.
10/04/16 Traci Bransford Email exchange and review of file for proposed
;
review royalty statements; telephone conference with
10/04/16 Traci Bransford Review court order and telephone conference
with regarding proposed
10/04/16 Traci Bransford Several email exchanges and telephone conferences with
and review confirmation
letter and telephone discussion with regarding
same; review earlier draft of for suggested revisions to
.
10/04/16 Traci Bransford Review files for
and determine if such
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Date Timekeeper Description Hours Amount
telephone conference with regarding same.
10/04/16 Traci Bransford Several emails with counsel for
; telephone conferences with
regarding proposed ; and review
.
10/04/16 Traci Bransford Several telephone conferences with third parties seeking the right to
; review
requests and discuss
with SLS team to provide responses to third parties.
10/04/16 Traci Bransford Email exchange and telephone conference with
.
10/04/16 Lauren W Routhier Begin to review court filings from heirship claimants.
10/04/16 Lauren W Routhier Coordinate ; telephone conference
with regarding same.
10/04/16 Alice McGlave Meet with regarding .
10/04/16 Alice McGlave Review incoming
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Date Timekeeper Description Hours Amount
10/04/16 Lee Sanford Prepare Affidavit regarding ;
update Claims spreadsheet.
10/04/16 Lee Sanford Review corresponds related to ; determine materials
we currently have in response to documentation request; correspondence to
regarding same.
10/04/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage; update
facilitate continue
review process.
10/05/16 Catherine H Young Attend to ; attend to
; review outstanding items required of and begin correspondence related to the same; review
; strategize with Bremer regarding the provision of .
10/05/16 Daniel L Scott Numerous conferences with
concerning same; further attention to
in ongoing
attempt to resolve same; further confer with
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Date Timekeeper Description Hours Amount
regarding same; confer with regarding
, and further analysis of same; telephone conference with
regarding .
10/05/16 David R Crosby Review and produce additional documents; legal research regarding
; review new claimants of heirship; review correspondence regarding .
10/05/16 Jill R Radloff Telephone conference with ; telephone conference with
City of Chanhassen regarding ; organize telephone conference
regarding .
10/05/16 Jill R Radloff Coordinate .
10/05/16 Jill R Radloff Various e-mails and telephone conferences regarding .
10/05/16 Joel Abrahamson Work on ; email to
regarding
10/05/16 Joel Leviton Telephone conference with
; update
telephone conference with
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Date Timekeeper Description Hours Amount
; prepare email
.
10/05/16 Joel Leviton Review prior correspondence with prepare email to
10/05/16 Joel Leviton Correspondence to regarding ; confer with
regarding same.
10/05/16 Joel Leviton Correspondence with regarding
.
10/05/16 Joel Leviton Review information and correspondence about
compile list of links; prepare correspondence to
review
information about .
10/05/16 Katherine A Moerke
Consult with about status conference regarding unsealing divorce records; work on
; review and revise first draft of memorandum regarding
10/05/16 Laura E Halferty Review brief regarding .
10/05/16 Laura E Halferty Follow-up with client regarding .
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Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/05/16 Laura E Halferty Dictate regarding access to .
10/05/16 Laura E Halferty Follow-up regarding
.
10/05/16 Laura E Halferty Review and respond to multiple e-mails regarding and attend to details regarding same.
10/05/16 Todd Phelps Correspondence regarding .
10/05/16 Todd Phelps Prepare for and attend meeting with
regarding
10/05/16 Traci Bransford Several telephone conferences with regarding
outstanding issues for
10/05/16 Traci Bransford Review
email from regarding same; email exchange with
regarding
several email exchanges with entertainment attorneys from beneficiary counsel regarding
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Date Timekeeper Description Hours Amount
; participate in telephone conference with monetization advisors and representatives from beneficiary counsel on call regarding
conference with
10/05/16 Traci Bransford Email exchange and telephone discussion with regarding
review
; several emails with
; telephone conferences with regarding
proposed ; and review ; email requests for heirs
counsel input to entertainment representatives of beneficiary counsel; email exchange with
review same; review
.
10/05/16 Traci Bransford Telephone conference with and
review emails regarding proposed
; review
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Date Timekeeper Description Hours Amount
10/05/16 Traci Bransford Review several invoices and emails from representatives of regarding
review emails from
10/05/16 Traci Bransford Several email exchanges and telephone conferences with
; email exchange with regarding same; review several
requests for
regarding same.
10/05/16 Traci Bransford Email exchange with regarding needed for and telephone discussion with regarding same.
10/05/16 Traci Bransford Email exchange with
state; review royalty statements; telephone conference with
telephone
conference with regarding results of
10/05/16 Traci Bransford Several telephone conferences with regarding
request to review
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Date Timekeeper Description Hours Amount
from and telephone discussion with regarding the same; review email exchange from
and
regarding the same; review email from
email exchange
with and regarding same.
10/05/16 Lauren W Routhier Telephone conferences with heirship claimants; continue to review filings regarding
; telephone conference with regarding same; analyze case
law and commentary regarding same; prepare correspondence with
10/05/16 Lauren W Routhier Continue to arrang
10/05/16 Lauren W Routhier Prepare memorandum regarding
telephone conference with regarding same.
10/05/16 Sharma Foley Affeldt
Telephone conference with ; edits to memorandum and
.
10/05/16 Alice McGlave Review .
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Date Timekeeper Description Hours Amount
10/05/16 Alice McGlave Review and search database for .
10/05/16 Lee Sanford Request certified copies of pleadings from Carver County probate court; review pleadings and update index; analysis of asset lists; correspondence to regarding invoices uploaded to research pleadings regarding all filings of
; office conference with regarding and our
memorandum related to .
10/05/16 Lee Sanford Receipt and review of correspondence from regarding
; request certified copies of Orders and Letters of Special Administration.
10/05/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage; update inventory spreadsheet with content information; facilitate
review process.
10/05/16 Pam J Uran Analysis of ; compile information and prepare spreadsheet for
.
10/05/16 Charles Miller Query and export requested documents in PDF format for legal team review.
10/05/16 John Dolen Update user access rights for potential beneficiary counsel team
; email with SLS team regarding which documents to post for
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Date Timekeeper Description Hours Amount
potential beneficiary counsel review and related review of same to provide a summary of options to team; creation of folder on
, related rights management, and email to potential beneficiary counsel regarding
.
10/05/16 John Dolen , review materials to locate relevant
.
10/06/16 Catherine H Young Multiple telephone conferences to discuss
analyze the ; revise the amendment
to the ; attend to necessary
.
10/06/16 Daniel L Scott Review of
confer with Team to discuss impact upon claims against Estate and efforts relating thereto; confer with
regarding outstanding and resolved claims against Estate; further attention to and ; confer with
10/06/16 David R Crosby Telephone conference with counsel for
prepare correspondence regarding same to Bremer; review and revise
; review amended order regarding ; prepare correspondence regarding same to internal legal team; respond to inquiry from
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Date Timekeeper Description Hours Amount
10/06/16 Jill R Radloff Prepare amendment to
; various telephone conferences regarding .
10/06/16 Joel Leviton Correspondence and advice regarding ;
review information from correspondence regarding
10/06/16 Joel Leviton Telephone conference with regarding
; confer with regarding same; leave voicemail
message for further email
correspondence regarding same.
10/06/16 Joel Leviton Work on updating schedule of active trademark applications and registrations.
10/06/16 Katherine A Moerke
Review Court orders; assist on briefing regarding
10/06/16 Katherine A Moerke
Work on
10/06/16 Michelle L Rehbein Claims review meeting with ; preparation for
same; conferences with regarding
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Date Timekeeper Description Hours Amount
10/06/16 Todd Phelps Numerous teleconferences and correspondence with City of Chanhassen officials regarding ; teleconferences and correspondence with
regarding same.
10/06/16 Traci Bransford Several telephone conferences and email exchanges regarding entertainment counsel representatives for
several telephone conferences with
regarding
telephone conference with regarding same; review correspondence from
and review corresponding documentation.
10/06/16 Traci Bransford Email exchange and telephone conference with
; email exchanges with
10/06/16 Traci Bransford Several email exchanges regarding
; several email exchanges with representatives of regarding proposed
.
10/06/16 Traci Bransford Several telephone conferences with regarding
;
review draft agreement.
10/06/16 Traci Bransford Email exchange with
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regarding ; review
regarding same.
10/06/16 Traci Bransford Review several requests for
10/06/16 Kate A Kosiek Prepare memorandum regarding .
10/06/16 Lauren W Routhier Telephone conference with regarding ; telephone conference with regarding same; coordinate uploading same to site; prepare correspondence with counsel regarding review of same; telephone conference with regarding same.
10/06/16 Lauren W Routhier Telephone conference with heirship claimant; prepare correspondence with same regarding protocol; telephone conference with
regarding response to motion; prepare correspondence with
regarding same.
10/06/16 Lauren W Routhier Continue to coordinate prepare
correspondence with regarding same.
10/06/16 Sharma Foley Affeldt
Prepare draft of memorandum regarding classification of frivolous litigation for filings
.
10/06/16 Alice McGlave Update proposals spreadsheet with recent requests; review and add to requests spreadsheet.
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Date Timekeeper Description Hours Amount
10/06/16 Janette Aalbers Respond to inquiry from regarding
.
10/06/16 Lee Sanford Attend .
10/06/16 Pam J Uran Compile additional documentation for and edit entity status spreadsheet as
necessary.
10/06/16 Pam J Uran Continue review and analysis of
review process.
10/06/16 Charles Miller Query and export requested documents in PDF format for legal team review.
10/06/16 John Dolen : email with potential beneficiary counsel regarding access to extranet database.
10/06/16 John Dolen reconciliation of , updates to related datasheet, and creation of weekly report to assist
with drafting a related document.
10/06/16 John Dolen email, database searches and related phone call regarding
.
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10/07/16 Catherine H Young Attend team meeting to discuss outstanding action items; prepare
t, potential successor fiduciary for the Estate; revise correspondence to the
regarding
revise the Estate's ; revise the
and send the
drafts to for review; analyze the status of
10/07/16 Daniel L Scott Conferences with
concerning Special Administrator's efforts to address
attention to , and confer with
Bremer Trust team regarding same, and follow-on communications with regarding same; confer with
regarding various claims against Estate, status of same, and
10/07/16 David R Crosby Attend team meeting regarding update on various issues; telephone conference with
produce more
documents regarding
10/07/16 Jill R Radloff Email correspondence regarding ; attend status
meeting on estate administration and open items; review correspondence to
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monetization expert on additional deals.
10/07/16 Jill R Radloff Revise
as venues; multiple telephone conferences and e-mails regarding same; update non-excluded heirs on
; telephone conference with
feedback and meeting with the City of Chanhassen; email correspondence with
regarding
telephone conference with
10/07/16 Katherine A Moerke
Work on licensing issues, including related to requests to
10/07/16 Katherine A Moerke
Work on court matters, including reviewing orders with respect to
and court approval, working on motion to approve fees, and redacting invoices.
10/07/16 Katherine A Moerke
Draft letter to regarding
10/07/16 Laura E Halferty Review documentation requested for ; conference regarding information that
can be provided and follow-up regarding same.
10/07/16 Laura E Halferty Prepare for and attend team meeting.
10/07/16 Laura E Halferty Review revised court order; conference regarding next steps, and motions needed prior to discharge.
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Date Timekeeper Description Hours Amount
10/07/16 Laura E Halferty Review brief and statutes; conference with regarding
.
10/07/16 Laura E Halferty Review status of and information request; conference with regarding same; follow-up with
regarding documents needed.
10/07/16 Laura E Halferty Review e-mails regarding ; coordinate
; email personnel regarding same.
10/07/16 Laura E Halferty Review voice message from regarding status of
confirm status and follow-up with regarding same.
10/07/16 Michelle L Rehbein Attend and report on claims .
10/07/16 Michelle L Rehbein Telephone conference with counsel for business creditor; conference with
regarding payments on outstanding invoices; investigate additional supplemental information
advise Special Administrator regarding same.
10/07/16 Stephen R Litman Review non-disclosure agreement and prepare memorandum regarding
.
10/07/16 Todd Phelps correspondence
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regarding same.
10/07/16 Traci Bransford Review royalty statements following telephone conference with in response to list for
.
10/07/16 Traci Bransford Review draft of ;
review initial draft of ;
telephone conferences and email exchanges with
10/07/16 Traci Bransford Several email exchanges with regarding various
aspects of ; email exchanges with regarding upcoming .
10/07/16 Traci Bransford Review revised list of financial documentation requested by and .
10/07/16 Traci Bransford Several email exchanges with
; email exchanges with regarding same; review ; several telephone
conferences
.
10/07/16 Traci Bransford Review and email exchanges regarding
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10/07/16 Traci Bransford Attend SLS team meeting via telephone.
10/07/16 Traci Bransford Telephone conference regarding
; email exchanges regarding requested financial information for proposed successor special administrator and review email containing requested financial information as sent from non-excluded heirs counsel.
10/07/16 Traci Bransford Several email communications with regarding
10/07/16 Traci Bransford Email exchanges with regarding provisions to
.
10/07/16 Kate A Kosiek Prepare memorandum regarding .
10/07/16 Alice McGlave Attend internal team status meeting.
10/07/16 Alice McGlave Review documents for additional
statements.
10/07/16 Lee Sanford Attend team status meeting.
10/07/16 Pam J Uran Review asserted and unpaid claims filed against ; update loan information spreadsheet with claim information; telephone conference with the
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 33
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/07/16 Pam J Uran Attend BTNA update and strategy meeting.
10/07/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage.
10/07/16 Charles Miller Communication with third party regarding electronic transfer of Royalty statements. Download statements and stage documents for legal team review.
10/07/16 John Dolen find an provide all relevant legal billing invoices for draft brief, categorize and summarize totals for same.
10/07/16 John Dolen email and phone calls regarding downloading of royalty statements and dissemination to team and . Email and phone calls regarding same to and
10/08/16 Daniel L Scott Confer with regarding efforts to
10/08/16 David R Crosby Review request for information from certain non-excluded heirs; prepare and serve correspondence regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 34
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/08/16 Jill R Radloff Email correspondence regarding and other
10/08/16 Traci Bransford Review several emails between
regarding draft ;
telephone conferences with regarding same; review
.
10/08/16 Traci Bransford Telephone conferences and email exchanges with regarding proposed
; review claim and discuss same with
10/08/16 Traci Bransford Email exchanges with regarding
.
10/08/16 John Dolen At the direction of modification of user rights for potential beneficiary counsel in regards to
10/09/16 Jill R Radloff Review City of Chanhassen October Board meeting video streaming to prepare for work session.
10/09/16 Joel Abrahamson Review of and
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 35
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/09/16 Laura E Halferty Review draft agreement for compliance with estate administration duties; email comments regarding same.
10/09/16 Laura E Halferty Review draft letter to ; comment
regarding same.
10/09/16 Laura E Halferty Review draft correspondence to
10/09/16 Traci Bransford Review draft ;
telephone conference and email exchange with regarding same.
10/09/16 Traci Bransford Email exchanges with regarding upcoming
review emails from production team
seeking proposed
email with regarding same.
10/09/16 Traci Bransford Email exchange with regarding order to approve
recommended entertainment deals and review proposed
.
10/09/16 Traci Bransford Review correspondence from counsel to and corresponding
communications with .
10/10/16 Catherine H Young Revise the
;
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 36
Invoice No: 40037568
Date Timekeeper Description Hours Amount
respond to client inquiries regarding the same and send marked documents for client review; prepare ; address outstanding claims administration issues; strategize with regarding next steps to complete the
.
10/10/16 Daniel L Scott Confer with regarding
confer with concerning same;
attention to ; confer with
regarding
.
10/10/16 David R Crosby Review correspondence among counsel; review filings from website; review and produce additional documents.
10/10/16 Jill R Radloff Prepare for City of Chanhassen work session; telephone conference with
regarding same; attend City of Chanhassen work session and City Council meeting.
10/10/16 Joel Leviton Correspondence with
; review notice sent by fan about links to unauthorized music files and merchandise, and prepare correspondence to
.
10/10/16 Katherine A Moerke
Work on communications with
communications with other parties and related issues.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 37
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/10/16 Katherine A Moerke
Work on issues related to
10/10/16 Katherine A Moerke
Work on ; review court filings.
10/10/16 Laura E Halferty Telephone conference with regarding working meeting with
the Chanhassen city counsel; email interested party counsel status update.
10/10/16 Michelle L Rehbein Review business records regarding open vendor invoices in connection with past negotiated amounts for same; investigate substantiation offered to support claims, including contacting past employees for information; email correspondence with Special Administrator regarding analysis of new claims for personal property.
10/10/16 Michelle L Rehbein Telephone call from regarding disallowance and referred to Carver County Court for additional information.
10/10/16 Michelle L Rehbein Review draft brief regarding approval of legal invoices; dictation to
regarding preparation of vendor invoices for exhibits.
10/10/16 Stephen R Litman Telephone conference with prepare email correpsondence to
10/10/16 Todd Phelps Prepare for and attend City Council work session and council meeting; teleconferences and correspondence regarding same.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 38
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/10/16 Traci Bransford Preparation for and office meeting with SLS counsel regarding
review file regarding status of
; email exchange with SLS counsel regarding future communications and Bremer position regarding
; telephone conference with regarding
same; review
and redlines and email exchanges and telephone conferences with Bremer representative, regarding same; telephone conference with
and office conference with regarding .
10/10/16 Traci Bransford Review court order regarding
telephone discussion with SLS counsel regarding same and email communications with
regarding ; review
; telephone conference with SLS team regarding
; review draft correspondence regarding
.
10/10/16 Traci Bransford Several emails and conference calls with
regarding
discussion with Bremer regarding status of and telephone conference with
regarding same
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 39
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/10/16 Traci Bransford Several emails with and regarding proposed
and proposed telephone conference with
regarding same; telephone conference with regarding
.
10/10/16 Traci Bransford Review emails from
telephone conference and email exchange with regarding same as to
; review draft and email exchange with
regarding same.
10/10/16 Traci Bransford Several email exchanges and telephone conferences with
10/10/16 Traci Bransford Several telephone conferences with
telephone
conference and email exchange with
email exchange with regarding
.
10/10/16 Traci Bransford Review file and review royalty statements for publishing and recording
r and office conference with regarding same; telephone conference with
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 40
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding same.
10/10/16 Traci Bransford Several email exchanges regarding licensing requests from
review requests and email correspondence to heirs counsel regarding same.
10/10/16 Lauren W Routhier Interview .
10/10/16 Sharma Foley Affeldt
Meeting with and ; call to
10/10/16 Alice McGlave Review and create log of recent royalty statements.
10/10/16 Lee Sanford Assembly of documents in response to ; conference with
regarding documents; conferences with regarding responses to document requests; review orders related to
; correspondence to regarding Orders.
10/10/16 Lee Sanford Receipt and review of motion for fees; review affidavit exhibits.
10/10/16 Pam J Uran Review and email correspondence for references to
.
10/10/16 Pam J Uran Continue review and analysis of
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 41
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; inventory boxes
provide documents relating to
10/10/16 Charles Miller Prepare statements for processing in database for use by legal team.
10/10/16 John Dolen , accounts and access to same for the
representatives on database and adjusting similar folders
and accesses to allow for easier management of current and future 3rd party document access; Email to regarding document access; Managing folder/document access for
database; Managing access to additional documents for Potential Beneficiary Counsel;
.
10/10/16 John Dolen At the direction of : redaction of pdf exhibit for upcoming brief
, brief discussions regarding on point paragraphs for redaction and related review;
, related excel work and
discussions/coordination with on creation of exhibit for same.
10/11/16 Catherine H Young Strategize with regarding ; research
; review
conference call with to discuss the potential transition of the Special Administration; prepare for
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 42
Invoice No: 40037568
Date Timekeeper Description Hours Amount
in advance of the same; strategize regarding the
revise the for and prepare an email
memorandum describing changes to the same.
10/11/16 Daniel L Scott Work on claims against Estate, including
and other claims; confer with concerning same; confer with regarding
and documentation concerning
same; confer with
10/11/16 David R Crosby Review emails among heirs' counsel on miscellaneous issues; review filings; review and revise fees motion brief.
10/11/16 Elizabeth C Kramer Assist in addressing
; revise memorandum in support of motion to approve July and August fees; review proposed redactions to July and August bills for submission to NEH counsel.
10/11/16 Jill R Radloff Prepare to submit ; telephone conferences
regarding City of Chanhassen ; office conference with
regarding ; office conference with
regardin
email correspondence regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 43
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; telephone conference with regarding museum dates.
10/11/16 Joel Abrahamson Review of
; analysis of ; conference with
regarding same.
10/11/16 Joel Leviton Work on updated chart of trademark portfolio.
10/11/16 Joel Leviton Review information about and correspondence with
10/11/16 Katherine A Moerke
Communicate with client and revise letter to
10/11/16 Laura E Halferty Review and respond to email from
10/11/16 Laura E Halferty Review and respond to e-mails from regarding NDA agreement and conference call; prepare agenda for same; telephone conference with personnel regarding outstanding issues in special administration and due diligence regarding for successor special administrator.
10/11/16 Laura E Halferty Finalize letter to and regarding winding down
of special administration.
10/11/16 Laura E Halferty Review and respond to e-mails regarding
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 44
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/11/16 Laura E Halferty Review court filings related to
10/11/16 Michelle L Rehbein Telephone conference with Bremer Bank regarding ; email correspondence and telephone conference with
; conferences with regarding new disallowances.
10/11/16 Michelle L Rehbein Conference with regarding for affidavit
in support of motion; conference with regarding confirming details of
same.
10/11/16 Todd Phelps Teleconferences with City staff regarding
10/11/16 Traci Bransford Telephone conference with representatives from and
regarding proposed special administration for the estate; conference with
.
10/11/16 Traci Bransford Several email exchanges regarding
; review emails regarding
and email to regarding same; email exchange with
regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 45
Invoice No: 40037568
Date Timekeeper Description Hours Amount
telephone conference with regarding
telephone conference and email exchanges with
.
10/11/16 Traci Bransford Review revised request list from regarding
review royalty statements and telephone conference with regarding the same.
10/11/16 Traci Bransford Telephone conferences with and email exchanges with
regarding
10/11/16 Traci Bransford Several telephone discussions and email exchanges with
and review
.
10/11/16 Traci Bransford Telephone conference with
and email exchange with SLS team regarding document collection in furtherance of ; telephone conference with regarding .
10/11/16 Traci Bransford Various email exchanges and telephone conferences regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 46
Invoice No: 40037568
Date Timekeeper Description Hours Amount
email exchange wit regarding same and
email exchange with heirs counsel representatives regarding same.
10/11/16 Traci Bransford Review revised and provide revisions; telephone conference with
regarding same.
10/11/16 Lauren W Routhier .
10/11/16 Alice McGlave Review and categorize recent royalty statements for review.
10/11/16 Cynthia Maust Review, revise and finalize chart of trademarks owned by
10/11/16 Lee Sanford Analysis of court record and notice of new volume; update pleadings; update index of pleadings; analysis of prior affidavit
10/11/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage;
.
10/11/16 John Dolen Email with partners regarding
drafts of email to same counsel in regards to same for partner review; Email and brief discussions with
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 47
Invoice No: 40037568
Date Timekeeper Description Hours Amount
and regarding posting agreements to
10/11/16 John Dolen ; Continue work on reconciliation of
10/12/16 Catherine H Young Strategize with Bremer regarding make revisions to the
same; strategize regarding
revise ; assist with the
; review
10/12/16 Daniel L Scott Confer with
; continued work including
.
10/12/16 David R Crosby Review and respond to inquiry from counsel, ; prepare outline
for supplemental submission on
10/12/16 Elizabeth C Kramer Participate in strategy conference regarding
10/12/16 Jill R Radloff Email correspondence regarding
10/12/16 Jill R Radloff Telephone conferences regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 48
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; email exchanges regarding ; telephone conference with
regarding same.
10/12/16 Katherine A Moerke
Revise letter regarding
10/12/16 Katherine A Moerke
Work on motion for fees and other upcoming briefing and court matters.
10/12/16 Laura E Halferty Conference with regarding
dictate regarding next steps and follow-up.
10/12/16 Laura E Halferty Conference with regarding status items and outstanding
issues.
10/12/16 Laura E Halferty Review and revise draft of brief regarding fees and draft of motion; review affidavit; conference with client regarding same.
10/12/16 Laura E Halferty Conference regarding
dictate regarding same.
10/12/16 Michelle L Rehbein Provide remarks to
10/12/16 Michelle L Rehbein Conference with
10/12/16 Peter Thrane Strategy conference with regarding
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 49
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/12/16 Todd Phelps Teleconferences and correspondence regarding ; attend to same.
10/12/16 Traci Bransford Review and telephone
discussion with regarding the same.
10/12/16 Traci Bransford Several email exchanges with and
;
telephone conferences and email exchanges with
10/12/16 Traci Bransford Email exchange with regarding revisions to
with estate regarding .
10/12/16 Traci Bransford Review email from ; review the
consolidated statement and prepare email to
.
10/12/16 Traci Bransford Review several
; several email exchanges and telephone conferences regarding terms for
.
10/12/16 Traci Bransford Review
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 50
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/12/16 Traci Bransford Telephone conference and email exchange with regarding proposed meeting with SLS and Bremer for consideration as replacement special administrator; review the fees brief and provide revisions.
10/12/16 Traci Bransford Several telephone conferences with
review royalty statements for recent period; email exchanges and telephone conferences with
; email exchange with
regarding same.
10/12/16 Traci Bransford Several telephone conferences with
and conference with
regarding
; telephone conference with
regarding same.
10/12/16 Traci Bransford Office meeting with and conference call with regarding
occur; review emails regarding
conference call with
regarding same.
10/12/16 Alice McGlave Review and update requests spreadsheet.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 51
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/12/16 Janette Aalbers Research transmit
same to
10/12/16 Lee Sanford Analysis of legal fee invoices; determine new fees to be included in Affidavit
10/12/16 Pam J Uran Update
10/12/16 Pam J Uran Provide copies of
to .
10/12/16 John Dolen At the direction of : modifications of access to
documents for
10/12/16 John Dolen , continue to work with and
creation of exhibits .
10/13/16 Catherine H Young Strategize with regarding ; discuss the
review
;
meeting with the responsible for the
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 52
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/13/16 Daniel L Scott Numerous conferences throughout day with
regarding
; work with
concerning
; confer with regarding further development; confer with regarding status of .
10/13/16 David R Crosby Prepare and revise telephone
conference with regarding same; legal research regarding same; review
; review information from court and court's website.
10/13/16 Elizabeth C Kramer Review revised memorandum regarding
and give recommendation on next steps to team; review and revise fees brief.
10/13/16 Jill R Radloff Email correspondence regarding .
10/13/16 Jill R Radloff Telephone conference with regarding
10/13/16 Joel Abrahamson Work on new
, respectively; emails to and from attorney regarding same.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 53
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/13/16 Joel Leviton Correspondence with
.
10/13/16 Joel Leviton Telephone conference regarding requesting return of .
10/13/16 Joel Leviton Correspondence with.
10/13/16 Katherine A Moerke
Work on various court matters, including briefing regarding , briefing regarding
and , including and
drafting a proposed order.
10/13/16 Laura E Halferty Telephone conference with regarding
follow-up with
briefing team regarding same.
10/13/16 Laura E Halferty Telephone conference with regarding claims, fees and cash flow.
10/13/16 Laura E Halferty Work on brief and affidavits.
10/13/16 Laura E Halferty Follow-up regarding ; review research regarding steps needed to ; conference regarding same.
10/13/16 Laura E Halferty Telephone conference with do regarding status of matters, successors, options.
10/13/16 Laura E Halferty Review and respond to e-mails regarding successor special administrator/personal
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 54
Invoice No: 40037568
Date Timekeeper Description Hours Amount
representative; coordinate meeting.
10/13/16 Laura E Halferty Follow-up regarding additional information needed from .
10/13/16 Laura E Halferty Review letter from ; conference with regarding same.
10/13/16 Michelle L Rehbein Meeting with to review open invoices and personal property claims; mark revisions to correspondence to claimants; conference with regarding
; conference with
regarding same and regarding response to open invoices; conference with
regarding
10/13/16 Peter Thrane Telephone conference with regarding potential
10/13/16 Todd Phelps Teleconference with attend to same.
10/13/16 Traci Bransford Review
tasks
conference with regarding same.
10/13/16 Traci Bransford Office conference with
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 55
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding
10/13/16 Traci Bransford Office meeting with regarding outstanding claims surrounding
; review invoices regarding same.
10/13/16 Traci Bransford Several telephone conferences and email exchanges regarding
and telephone conference with regarding same; revise
; email exchange and telephone conference with
regarding .
10/13/16 Traci Bransford Review email from regarding required
information for telephone conference
with
and review file for existing royalty statements and forward same to
.
10/13/16 Traci Bransford Meeting with regarding
; several telephone conferences with
regarding
; several telephone conferences and email exchanges regarding review of
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 56
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; telephone conference with Bremer Trust representatives regarding same; email exchanges with Bremer representatives regarding
.
10/13/16 Traci Bransford Several telephone conferences with
; review and email exchange regarding same with both beneficiary counsel and third parties.
10/13/16 Traci Bransford Telephone conference with regarding
and email exchange with regarding same.
10/13/16 Lauren W Routhier Telephone conference with heirship claimant; prepare correspondence with heirship claimant; telephone conference with
regarding response to
10/13/16 Lauren W Routhier Evaluate
office conference with
regarding
10/13/16 Sharma Foley Affeldt
Review
same.
10/13/16 Alice McGlave Meet with regarding review
spreadsheet.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 57
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/13/16 Alice McGlave Review
10/13/16 Pam J Uran Continue review and analysis of
inventory
boxes for contents and label for off site storage.
10/13/16 Pam J Uran Submit an
10/13/16 John Kragness Import of new evidence for review, redaction, and production in ongoing matter.
10/13/16 John Dolen creation of weekly spreadsheets for meeting with client regarding claims processing.
10/13/16 John Dolen assisting Potential Beneficiary Counsel with technical issues accessing agreements on database.
10/13/16 John Dolen Email with partners regarding numbers for brief as related to prepared exhibits from earlier in the week.
10/14/16 Daniel L Scott Receive and review memo from concerning claims against Estate;
confer with regarding same; confer with regarding ; confer with
regarding claims against Estate.
10/14/16 David R Crosby Finalize submission on heirship questions;
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 58
Invoice No: 40037568
Date Timekeeper Description Hours Amount
prepare for and attend telephone conference with judge and counsel; office conference with Bremer team regarding same; review
review emails from legal team on various issues.
10/14/16 Elizabeth C Kramer Prepare for and participate in
10/14/16 Jill R Radloff Review and revise ;
telephone conference with regarding ; telephone conference with regarding .
10/14/16 Katherine A Moerke
Work on numerous court matters including briefing regarding whether
; researching
reviewing briefing regarding
, and finalizing and filing motion for fees.
10/14/16 Katherine A Moerke
Evaluate notice of disallowance with respect to
.
10/14/16 Laura E Halferty Conference with in advance of court status
conference; attend
10/14/16 Laura E Halferty Review and finalize brief regarding filings as frivolous; sign and coordinate filing.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 59
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/14/16 Laura E Halferty Review and finalize brief in support of legal fees and special administrator fees; review and finalize affidavit regarding same; review and finalize draft of proposed order regarding same; coordinate filing.
10/14/16 Laura E Halferty Conference regarding
telephone conference with
; email regarding confirmation that
; execute disallowance.
10/14/16 Laura E Halferty Review e-mails regarding discovery and depositions; review motion to compel and revised affidavit from expert.
10/14/16 Laura E Halferty Review with Bremer Trust and coordinate signature; forward same to
a potential telephone
conference with team leads.
10/14/16 Laura E Halferty Review and respond to email from regarding meeting on Wednesday
afternoon, agenda and attendees.
10/14/16 Laura E Halferty Review court order.
10/14/16 Laura E Halferty Review supplemental filing by Special Administrator regarding
.
10/14/16 Laura E Halferty Review and respond to e-mails regarding appointment of
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 60
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/14/16 Michelle L Rehbein Meetings regarding email correspondence regarding
claims validation and requesting additional substantiation documents; email correspondence regarding payment of allowed claims.
10/14/16 Todd Phelps Teleconferences regarding attend to
same.
10/14/16 Todd Phelps Teleconference and correspondence with regarding City of Minneapolis
10/14/16 Traci Bransford Several email exchanges with heirs counsel regarding and telephone conferences with
regarding same.
10/14/16 Traci Bransford Review claims submitted for payment regarding and
10/14/16 Traci Bransford Review nondisclosure agreements as sent to and t
and discuss same with .
10/14/16 Traci Bransford Review
10/14/16 Traci Bransford Several email exchanges with representatives of
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 61
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; several email exchanges with representatives of
10/14/16 Traci Bransford Office meeting as follow-up to court call with SLS litigation team and Bremer representatives regarding next steps for continued special administration and regarding
10/14/16 Traci Bransford Court call with Bremer representatives and SLS litigation team; conference call with
review emails regarding proposed successor special administrators.
10/14/16 Lauren W Routhier Review supplemental submission regarding ; prepare
correspondence with regarding same.
10/14/16 Lauren W Routhier Prepare correspondence with
; prepare correspondence with and regarding a summary of proposals we have received.
10/14/16 Sharma Foley Affeldt
Call with ; edits to memorandum
.
10/14/16 Alice McGlave Continue review of ; load relevant statements to
.
10/14/16 Alice McGlave Redact and quality check
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 62
Invoice No: 40037568
Date Timekeeper Description Hours Amount
motion.
10/14/16 Lee Sanford Edit correspondence to ;
conference with regarding disallowances to be served today; prepare Affidavits of Service.
10/14/16 Lee Sanford Analysis of ; edit Affidavit of ; determine balances due for selected months.
10/14/16 John Dolen Work on reconciliation of all outstanding claims for the estate, management of related documents and entries to datasheet tracking of same. Related email to partners of updates to
10/14/16 John Dolen Email and brief meetings with regarding brief redactions.
10/14/16 John Dolen At the direction of partners: adjustments to document access to for various users and email to
regarding same.
10/15/16 Todd Phelps Prepare for and attend meeting with
.
10/15/16 Traci Bransford Several emails regarding
discussions with regarding
; review several posts as provided by ; review
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 63
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/15/16 Traci Bransford Review file for documents in response to
10/15/16 Traci Bransford Review email revisions from
review
10/15/16 Traci Bransford Telephone conferences with
telephone
conferences with regarding
review .
10/15/16 Traci Bransford Email exchange and review
10/15/16 Traci Bransford Email exchange and telephone conference with
10/16/16 Daniel L Scott Confer with new , concerning
claim against Estate and scheduling of conference or meeting.
10/16/16 Jill R Radloff Email correspondence regarding
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 64
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/16/16 Traci Bransford Several emails regarding
discussions with regarding
; review several posts as provided by ; review
for upcoming discussion with
10/16/16 Traci Bransford Several telephone conference with and emails to
regarding
10/17/16 Catherine H Young Multiple conferences with to discuss ; strategize regarding the revise and send
analyze and respond to
address NDA issues; analyze and propose changes to the ; prepare the first draft of a associated with
10/17/16 Daniel L Scott Attention to various claims against Estate, including
; further attention to and inquiry regarding
same; confer with concerning certain Estate claims and
; confer with regarding allowance and/or
disallowance of certain claims against Estate and
.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 65
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/17/16 David R Crosby Review correspondence from legal team and claimants on various issues.
10/17/16 Elizabeth C Kramer ;
analyze .
10/17/16 Jill R Radloff Telephone conference with
; telephone conference with
10/17/16 Joel Leviton Review various ; prepare summary of same; confer with regarding .
10/17/16 Joel Leviton Review
confer with regarding same; send correspondence to regarding .
10/17/16 Joel Leviton Prepare draft
; confer with regarding same.
10/17/16 Katherine A Moerke
Work on
10/17/16 Katherine A Moerke
Research .
10/17/16 Katherine A Moerke
Evaluate identify
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 66
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/17/16 Katherine A Moerke
Review letter from attorneys for and identify
10/17/16 Laura E Halferty Conference call regarding status of , timeframe and meetings.
10/17/16 Laura E Halferty Telephone conference with regarding status of outstanding matters and proposed next steps.
10/17/16 Laura E Halferty Conference regarding outstanding matters; review terms.
10/17/16 Laura E Halferty Follow-up telephone conferences regarding
10/17/16 Laura E Halferty Review and respond to email regarding
10/17/16 Laura E Halferty Review conference
.
10/17/16 Laura E Halferty Review details of conference with
regarding same.
10/17/16 Laura E Halferty Review letter from ; conference regarding same; strategize regarding response; conference with
regarding same.
10/17/16 Laura E Halferty Follow-up with regarding NDA and authorized individuals; coordinate same.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 67
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/17/16 Michelle L Rehbein Email correspondence with regarding response
to claimants and disallowances; email correspondence with claimants regarding payment on open invoices and email correspondence with regarding same; email correspondence with claimants to request additional substantiation documentation.
10/17/16 Stephen R Litman Review issues regarding
conferences with regarding foregoing; telephone conference with
and prepare email memorandum regarding ; telephone conference with
10/17/16 Todd Phelps Attend to various
prepare for and attend teleconference with
regarding same; teleconference with regarding .
10/17/16 Traci Bransford Telephone conference with and museum team regarding update for the city of Chanhassen
; several telephone conferences and emails regarding same; email exchange and telephone conference with regarding and email exchange with regarding same.
10/17/16 Traci Bransford Review
and review email from regarding same; review email posts
from from
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 68
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/17/16 Traci Bransford Several telephone conferences with regarding outstanding
checklist of items for completion and next steps to accomplish ; review emails from various third parties seeking contact with special administrator regarding PRN issues generally and review emails and field telephone calls from third parties regarding same.
10/17/16 Traci Bransford Telephone conference regarding with SLS team, Bremer
and entertainment advisors; review and office conference with
regarding same.
10/17/16 Traci Bransford Review several ; telephone
conference with representatives same; email exchanges with beneficiary counsel representatives regarding
; several telephone conferences with representatives of
and review emails regarding same; telephone conference
and with
regarding same.
10/17/16 Traci Bransford Email exchange with
regarding same; review emails forwarded from
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 69
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/17/16 Traci Bransford Review
and email with regarding
same; telephone conference with regarding necessary revisions to
review draft
; several email communications with representatives of regarding
10/17/16 Traci Bransford Several emails and telephone conferences with nk regarding terms of and telephone conference with
10/17/16 Traci Bransford Telephone conference with
; review letter from
, regarding
prepare responsive correspondence; review emails from nonexcluded heirs counsel regarding same.
10/17/16 Traci Bransford Review draft letter for
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 70
Invoice No: 40037568
Date Timekeeper Description Hours Amount
and telephone discussion with regarding
same; review letter to and email
comments from regarding same.
10/17/16 Traci Bransford Telephone conference with of regarding needed backup
documentation for telephone conference with
; review
emails from review updated request list
from and email regarding same.
10/17/16 Traci Bransford Email exchange with regarding upcoming office
meeting with Bremer Trust and SLS team leads for proposed role as successor special administrator and telephone discussion with
regarding same.
10/17/16 Traci Bransford Review
as drafted by and proposed by Bremer Trust.
10/17/16 Lauren W Routhier Prepare correspondence with
prepare correspondence with
; review .
10/17/16 Alice McGlave Review
10/17/16 Alice McGlave Continue review of ; upload relevant to for
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 71
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/17/16 Lee Sanford Review materials produced by
10/17/16 Lee Sanford Prepare Affidavits regarding Disallowances; edit correspondence to
10/17/16 Pam J Uran Provide copies of
10/17/16 Pam J Uran Update tracking spreadsheet regarding
10/18/16 Catherine H Young Present the related to the as a potential successor candidate for the Special Administrator role; address claims issues associated with
; address potential claims asserted by ; review the comments provided
by non-excluded beneficiary counsel to the ; telephone
conference with regarding the same; strategize regarding
.
10/18/16 Daniel L Scott Lengthy telephone conference with new
; receive another email communication
exchange with ,
and continuing
; confer with regarding
same; establish call with
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 72
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/18/16 David R Crosby Review pleadings and filings; review memorandum
; legal research regarding same.
10/18/16 Elizabeth C Kramer Analyze issues relating to
10/18/16 Jill R Radloff Telephone conference with ;
email correspondence with group regarding same; telephone confernece regarding
; assemble
10/18/16 Jill R Radloff Discuss
.
10/18/16 Joel Abrahamson Analysis of
review of correspondence from
; emails to
and from attorneys regarding same; revisions to draft
teleconference with regarding
10/18/16 Joel Leviton Confer with regarding begin review of
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 73
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/18/16 Joel Leviton Review ; identify ; prepare
correspondence to regarding same.
10/18/16 Joel Leviton Team meeting regarding
10/18/16 Katherine A Moerke
Continue to work on .
10/18/16 Katherine A Moerke
Review documents; draft response to letter.
10/18/16 Katherine A Moerke
Review and evaluate
10/18/16 Katherine A Moerke
Provide
10/18/16 Katherine A Moerke
Communicate with team and counsel for regarding
.
10/18/16 Laura E Halferty Prepare for telephone conference; telephone conference with regarding Special Administration and service as possible successor Special Administrator/Personal Representative.
10/18/16 Laura E Halferty Conference regarding ,
.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 74
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/18/16 Laura E Halferty Follow-up regarding terms and provisions regarding
10/18/16 Laura E Halferty Follow-up regarding dissallowance of claim; and files.
10/18/16 Laura E Halferty Follow-up regarding pending claims and outstanding issues related to same.
10/18/16 Laura E Halferty Review ; review draft response.
10/18/16 Laura E Halferty Review and execute
10/18/16 Michelle L Rehbein Review and respond to email correspondence regarding claims administration; email correspondence to
10/18/16 Todd Phelps Teleconferences with
report; teleconference with regarding
; correspondence regarding same.
10/18/16 Traci Bransford Telephone conference with ,
upon their request for call as potential successor special administrator to Bremer Trust.
10/18/16 Traci Bransford Telephone conference with
and telephone
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 75
Invoice No: 40037568
Date Timekeeper Description Hours Amount
conference with representatives of Bremer Trust regarding same; review
and of Bremer Trust regarding same; review
10/18/16 Traci Bransford Telephone call wit
following communications regarding the upcoming from the estate and regarding
; review
and forward same to Bremer Trust; review
and several telephone conferences with regarding same; review
10/18/16 Traci Bransford Several emails with representative and
regarding
10/18/16 Traci Bransford Meeting with SLS team regarding
10/18/16 Traci Bransford Review telephone conferences with
10/18/16 Traci Bransford Review letter from
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 76
Invoice No: 40037568
Date Timekeeper Description Hours Amount
review emails from non-excluded heirs counsel regarding same; several office conferences regarding
; telephone conference and email exchange with
regarding email exchange and
telephone conference with
; review
and review email exchange regarding same and provide email to SLS team for update.
10/18/16 Traci Bransford Telephone conference with regarding
following their request and email
exchange with regarding same; several email exchanges regarding
.
10/18/16 Traci Bransford Email exchanges with regarding
.
10/18/16 Lauren W Routhier Telephone conference with heirship claimant; review non-excluded heir submission regarding heirship claim of
10/18/16 Lauren W Routhier Office conference with regarding contract to engage
prepare
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 77
Invoice No: 40037568
Date Timekeeper Description Hours Amount
correspondence with regarding same; telephone conference
with .
10/18/16 Alice McGlave Continue with ; load relevant settlement statements to
for appraisal information.
10/18/16 Janette Aalbers Telephone conferences with customer service representatives at
; prepare report to
regarding , and
.
10/18/16 Lee Sanford Compile pleadings to date; confirm all pleadings filed under seal have been included; update pleadings index; research court website regarding Orders issued; upload all current pleadings to special administrator's site.
10/18/16 Lee Sanford Review Amended Claim of ; correspondence to regarding late claim; prepare Disallowance of Amended Claim; prepare correspondence to
regarding
10/18/16 Pam J Uran Search for
; update entity assets spreadsheet to include
locate
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 78
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/18/16 Charles Miller Import of for use by legal team. Export
production documents in PDF format for attorney review.
10/19/16 Catherine H Young Negotiate the ; strategize
with regarding proposed revisions to the same; discuss the Estate Administration with multiple beneficiary counsel; strategize regarding
analyze estate administration issues related to the with , including but not limited to the
request
; strategize with
; provide comments ; review proposed
and provide with an email memorandum
discussing modifications to the same; correspond with regarding her outstanding claim.
10/19/16 Daniel L Scott Telephone conference with regarding updates on
telephone
conference with
10/19/16 David R Crosby Office conference with legal team regarding ; review
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 79
Invoice No: 40037568
Date Timekeeper Description Hours Amount
various correspondence on multiple topics; respond to inquiry from court regarding October 21 hearing.
10/19/16 Elizabeth C Kramer Strategy conference regarding
; participate in strategy regarding
.
10/19/16 Jill R Radloff Email correspondence regarding ; follow-up with
.
10/19/16 Joel Abrahamson Review of history of documentation with ; work on draft of
; email to
regarding same.
10/19/16 Joel Leviton Analyze and work on.
10/19/16 Joel Leviton Review ; confer with
10/19/16 Katherine A Moerke
Continue to
, including revising communicating with client .
10/19/16 Katherine A Moerke
Continue to work on
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 80
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/19/16 Katherine A Moerke
Continue to work on , including possible
10/19/16 Katherine A Moerke
Work on
10/19/16 Katherine A Moerke
Gather more information and revise letter to
10/19/16 Laura E Halferty Review and respond to email regarding
telephone conference with regarding .
10/19/16 Laura E Halferty Prepare for and attend meeting with regarding status of estate
administration.
10/19/16 Laura E Halferty Conference regarding
; review and revise same.
10/19/16 Laura E Halferty Review additional court filings; conference regarding same.
10/19/16 Michelle L Rehbein Telephone conference with regarding claims in process; email correspondence with creditors regarding payments on open invoices; prepare and review claims report in preparation for meeting with Bremer Trust regarding processing of open claims.
10/19/16 Stephen R Litman Telephone conference with
; review
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 81
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/19/16 Todd Phelps Review and provide comments to
prepare and transmit correspondence regarding same; teleconference with
regarding same.
10/19/16 Todd Phelps Prepare for and attend meeting with non-excluded potential heirs' counsel; provide update on real estate matters.
10/19/16 Traci Bransford Meeting with
representatives of nonexcluded heirs counsel regarding update and status of special administration.
10/19/16 Traci Bransford Several email exchanges and telephone conferences with regarding
several email exchanges with
review and revise initial correspondence as drafted by and review files for email correspondence.
10/19/16 Traci Bransford Review several requests for
exchanges with representatives regarding the same.
10/19/16 Traci Bransford Telephone conferences with regarding
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 82
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/19/16 Traci Bransford Email exchange and telephone conference with regarding
.
10/19/16 Traci Bransford Review email from regarding proposed
10/19/16 Traci Bransford Review
several telephone conferences with
regarding
.
10/19/16 Traci Bransford Review
email exchanges and telephone conferences with
; email exchange and telephone conference with regarding same.
10/19/16 Traci Bransford Telephone conference and email exchange with ,
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 83
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/19/16 Traci Bransford Several email exchanges with regarding the for
and telephone conference with
regarding proposed terms.
10/19/16 Traci Bransford Review email and communication regarding following upcoming
Bremer Trust term and telephone conferences with SLS team and Bremer Trust representatives regarding same.
10/19/16 Lauren W Routhier Respond to
10/19/16 Lauren W Routhier Analyze
; begin to prepare memorandum regarding same.
10/19/16 Lauren W Routhier Preparation for office conference with
office conference with .
10/19/16 Sharma Foley Affeldt
Attend
10/19/16 Alice McGlave Review and update requests spreadsheet with same.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 84
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/19/16 Lee Sanford Office conference with regarding management of associated with Estate.
10/19/16 Lee Sanford Conference with regarding site for sharing documents and information with potential successor Special Administrator candidates; analysis of file structure on site; analysis of potential documents to upload; work on site for providing documents to Special Administrator candidates.
10/19/16 Pam J Uran Provide and
10/19/16 Pam J Uran Submit
10/20/16 Catherine H Young Strategize with
provide to if it is
; telephone conference with Bremer
to discuss proposed
; participate in the
, both internally and with Bremer; correspond with
revise ; strategize with
regarding the t; prepare, revise and send an
; provide
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 85
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/20/16 Daniel L Scott Meeting with regarding status of claims against Estate.
10/20/16 David R Crosby Telephone conference with legal team regarding ; prepare for October 21 hearing; telephone conference with
; review correspondence on various issues.
10/20/16 Elizabeth C Kramer Draft letter response to ; participate in strategy
conferences regarding ; consult regarding
10/20/16 Jill R Radloff Office conference with
; review ; telephone conference with
; office conference with regarding same.
10/20/16 Jill R Radloff Telephone conference with regarding
.
10/20/16 Joel Abrahamson Series of calls and emails with regarding drafting strategy in
connection with ; work on
edits to draft of ;
conference call with and regarding next steps.
10/20/16 Joel Leviton Review
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 86
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding same.
10/20/16 Joel Leviton Confer with
.
10/20/16 Joel Leviton Conference with in preparation for meeting regarding .
10/20/16 Joel Leviton Conference with regarding .
10/20/16 Katherine A Moerke
Review e-emails regarding ; communicate with
team, client, and counsel about same; provide .
10/20/16 Katherine A Moerke
Prepare for and participate in call with client regarding
related issues; revise draft correspondence regarding discussion.
10/20/16 Katherine A Moerke
Review, revise, and update
10/20/16 Katherine A Moerke
Review and provide comments.
10/20/16 Laura E Halferty Review recent filings; prepare for hearing; conference with
10/20/16 Laura E Halferty Review prior court orders regarding
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 87
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/20/16 Laura E Halferty Conference regarding
10/20/16 Laura E Halferty Follow-up regarding ; conference
regarding status of claims and .
10/20/16 Laura E Halferty Conference regarding preparation of same.
10/20/16 Laura E Halferty Review
10/20/16 Michelle L Rehbein Email correspondence with regarding payments on allowed
claims and invoices and email correspondence with vendors regarding same; review disallowance notices for new disallowed claims.
10/20/16 Todd Phelps Prepare for and attend meeting with regarding
, and strategy with
10/20/16 Traci Bransford Review schedule of collection
telephone conference with
representative of
; several telephone
conferences with both
; prepare
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 88
Invoice No: 40037568
Date Timekeeper Description Hours Amount
review
exchange and telephone conference with
; review
review several statements and provide information for payments to and coordinate communication between
;
review
same; review
and
10/20/16 Traci Bransford SLS team meeting regarding telephone conference with
Bremer representatives regarding same.
10/20/16 Traci Bransford Telephone conference with regarding
review ; review
and telephone conference with regarding same; telephone conference with
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 89
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding .
10/20/16 Traci Bransford Several telephone discussions with and representatives
from
; telephone conference wit
; review emails regarding
and telephone conference with regarding same.
10/20/16 Traci Bransford Several telephone conferences wit
; several emails
from
review regarding same; review
and
and email exchange with
10/20/16 Traci Bransford Telephone conference and email exchange with
; email exchange regarding same.
10/20/16 Traci Bransford Several office conferences with SLS colleagues regarding
telephone
conference with regarding
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 90
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/20/16 Traci Bransford Review revised NDA from and telephone conference with
.
10/20/16 Traci Bransford Review invoices from
10/20/16 Lauren W Routhier Follow up regarding .
10/20/16 Lauren W Routhier Prepare memorandum regarding
.
10/20/16 Alice McGlave Review and update requests spreadsheet
with same.
10/20/16 Lee Sanford Create and organize shared website for documents to be shared with potential successor Special Administrators; compile asset documents and information for inclusion on shared website.
10/20/16 Lee Sanford Research ; correspondence to
regarding same.
10/20/16 Pam J Uran Confirm
; provide documentation and respond to questions
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 91
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/21/16 Catherine H Young Prepare
; revise ; multiple telephones conferences
to ; review correspondenc
10/21/16 David R Crosby Review ; prepare for and attend hearing
10/21/16 Elizabeth C Kramer Review and revise responsive letter to ; revise
; monitor ; participate in call regarding
.
10/21/16 Jill R Radloff Review ; telephone conference
with regarding same.
10/21/16 Jill R Radloff Review
10/21/16 Joel Abrahamson Review of draft and emails to and from
regarding same.
10/21/16 Joel Leviton Review correspondence from regarding
review ; review
; prepare
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 92
Invoice No: 40037568
Date Timekeeper Description Hours Amount
forward same to .
10/21/16 Joel Leviton Analyze ; prepare email
summary of same; telephone conference with regarding same.
10/21/16 Joel Leviton Review letter from ; prepare
10/21/16 Katherine A Moerke
Begin ; review draft
; review court filings and address related issues; get court update.
10/21/16 Katherine A Moerke
Draft
10/21/16 Laura E Halferty Review pleadings in preparation for hearing; conference with ; attend hearing and status conference following.
10/21/16 Laura E Halferty Review correspondence from regarding claim and .
10/21/16 Todd Phelps Numerous teleconferences with
attend to same.
10/21/16 Traci Bransford Several telephone conferences and email exchanges surrounding the
; review draft press release; telephone conference with and email exchange with Bremer team regarding
; email exchange with
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 93
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/21/16 Traci Bransford Several email exchanges and telephone conferences with
; several telephone conferences
and email exchanges with representatives from
.
10/21/16 Traci Bransford Telephone conference with and non excluded
heirs counsel regarding ; and review comments from regarding same.
10/21/16 Traci Bransford Several telephone discussions and email exchanges with
regarding
; email exchange and
telephone conference with
; telephone conference with
regarding review
telephone
conference with regarding
.
10/21/16 Traci Bransford Review correspondence from regarding
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 94
Invoice No: 40037568
Date Timekeeper Description Hours Amount
review emails exchanges between SLS colleagues regarding .
10/21/16 Traci Bransford Telephone conference with regarding
10/21/16 Alice McGlave Review review
notice of intentions and update requests spreadsheet with same.
10/21/16 Lee Sanford Continued compilation of documents and information to be shared with potential Successor Special Administrators, including
and pleadings filed under seal
10/22/16 Catherine H Young Prepare and send email memorandum to describe
prepare redlines of all ; revise
and send draft
10/22/16 Michelle L Rehbein Review correspondence regarding and
10/22/16 Traci Bransford Review the initial draft ;
telephone conference with
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 95
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding same; review
.
10/23/16 Catherine H Young Prepare and send email memorandum to describe
prepare revise
and send draft
10/23/16 Michelle L Rehbein Analysis regarding
10/24/16 Catherine H Young Extended telephone conference with Bremer and
; prepare proposed
; strategize with regarding
; review and
provide proposed revisions to review
; comment upon
; review recent court pleadings to
.
10/24/16 David R Crosby Review correspondence regarding ; review emails regarding
miscellaneous issues; review correspondence regarding ; review correspondence regarding update; review correspondence from
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 96
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; review and revise extension order.
10/24/16 Elizabeth C Kramer Revise letter to draft
proposed order extending Bremer's authority as special administrator; review
10/24/16 Jill R Radloff Review ; discuss ; telephone
conference with regarding questions on
email follow-up with team ; attend City of Chanhassen
working session and city council meeting.
10/24/16 Joel Abrahamson Work on teleconference with
; email to regarding proposed changes to draft of
; preparation of draft email to
.
10/24/16 Joel Leviton Review ; prepare
correspondence regarding
10/24/16 Joel Leviton Review
10/24/16 Katherine A Moerke
Draft letter to ; finish ; evaluate
; review and respond to
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 97
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; review and revise ; contact
10/24/16 Katherine A Moerke
Communicate with
10/24/16 Katherine A Moerke
Communicate with counsel for; set up
procedures for same.
10/24/16 Laura E Halferty Conference call with clients and regarding
; dictate regarding additional research needed; confirm
; follow-up conference regarding same; review
review research.
10/24/16 Laura E Halferty Telephone conferences with the
; dictate regarding next steps; email
beneficiary counsel regarding multiple possible candidates and confirmation that all will receive information requested.
10/24/16 Laura E Halferty Telephone conference with regarding
; email counsel for potential beneficiaries regarding .
10/24/16 Laura E Halferty Respond to multiple telephone messages from prospective successor special administrators; review and revise portal with confidential information for review.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 98
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/24/16 Michelle L Rehbein Conference with regarding
; dictation to regarding same; revise notice of disallowance.
10/24/16 Michelle L Rehbein Conference with regarding
10/24/16 Todd Phelps Teleconferences regarding ; review revisions to same.
10/24/16 Traci Bransford Conference call with and representatives of Bremer
Trust and regarding
; review
review attachments to
; several
telephone conferences with regarding same.
10/24/16 Traci Bransford Review and telephone conference with
regarding same; telephone conference and email exchange with
; conference call with Bremer representatives and SLS team regarding
10/24/16 Traci Bransford Several email exchanges and telephone conferences with
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 99
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/24/16 Traci Bransford Email exchange with following review of
.
10/24/16 Traci Bransford Email exchanges with and regarding
.
10/24/16 Traci Bransford Email exchanges with and regarding and
requested financials for .
10/24/16 Lauren W Routhier Office conference with regarding
begin to research same.
10/24/16 Sharma Foley Affeldt
Office conference with ; review and conduct research regarding
10/24/16 Alice McGlave Review
10/24/16 Lee Sanford Conference with regarding documents to be made available to potential Successor Special Administrators; compile documents for successor site.
10/24/16 Lee Sanford Review ; prepare
; prepare Affidavit.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 100
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/24/16 Pam J Uran Update tracking spreadsheet regarding ; notify
.
10/24/16 Pam J Uran Analysis of correspondence and emails regarding
.
10/24/16 John Dolen , email, and conference regarding recent disallowance letters and tracking on the datasheet.
10/25/16 Catherine H Young Strategize with
prepare memorandum for Bremer that describes
analyze
with the same; review
; telephone conference with
to discuss
prepare and send update to to describe
10/25/16 David R Crosby Review correspondence regarding ; review correspondence regarding
; review and revise draft order ; review order from court
regarding same; review and revise ; correspondence with
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 101
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/25/16 Elizabeth C Kramer Participate in call with clients regarding
; revise proposed order regarding same; strategy conference with regarding reviewing documents
.
10/25/16 Jill R Radloff Multiple emails regarding
; prepare ; review
.
10/25/16 Joel Abrahamson Revisions to draft of email to
; revisions to draft
; series of emails to an
; additional work on
review of correspondence with
review of data from
; work on NDA for use with
10/25/16 Joel Leviton Further work on ; organize and participate in call
with , counsel to potential heirs, and Bremer team; correspondence with
regarding ; telephone
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 102
Invoice No: 40037568
Date Timekeeper Description Hours Amount
conference with regarding ; prepare
further updates .
10/25/16 Katherine A Moerke
Work on various court matters, including
; revising and sending correspondence to ; reviewing and revising draft pleadings, including
revising proposed correspondence regarding
.
10/25/16 Katherine A Moerke
Communicate with counsel for regarding document production;
evaluate approaches regarding same.
10/25/16 Katherine A Moerke
Continue to communicate with
10/25/16 Laura E Halferty Prepare and circulate requested nondisclosure agreements; conference regarding nondisclosure agreement needed for
; review and respond to e-mails regarding same.
10/25/16 Laura E Halferty Conference with Bremer team regarding court hearing and extension of term; revise and finalize draft court order extending appointment; review order filed by court; follow-up with clients regarding same.
10/25/16 Laura E Halferty Review and finalize disallowance of
.
10/25/16 Laura E Halferty Finalize letter to ; finalize and sign
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 103
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/25/16 Laura E Halferty Review and respond to multiple e-mails regarding ; and
.
10/25/16 Laura E Halferty Review ; conference regarding same; review ; conference regarding conclusions and support for same.
10/25/16 Laura E Halferty Review and coordinate ; strategize
regarding same.
10/25/16 Michelle L Rehbein Conferences with and regarding
.
10/25/16 Michelle L Rehbein Review and comment on proposed order extending Special Administrator's term.
10/25/16 Todd Phelps Review correspondence
regarding same.
10/25/16 Todd Phelps Prepare and transmit correspondence
; correspondence regarding
.
10/25/16 Traci Bransford Review prepare
; review
; several telephone conferences with regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 104
Invoice No: 40037568
Date Timekeeper Description Hours Amount
the
10/25/16 Traci Bransford Review
; several telephone conferences with
telephone conferences with
; internal office conference with regarding
10/25/16 Lauren W Routhier Continue to analyze
10/25/16 Sharma Foley Affeldt
Follow-up with and revisions
prepare proposed order and follow-up regarding signatures.
10/25/16 Alice McGlave Review incoming
spreadsheet with same; review update requests spreadsheet.
10/25/16 Lee Sanford Analysis of documents and upload relevant documents to potential Special Administrator site.
10/26/16 Catherine H Young Attend presentation hosted at SLS's offices with Bremer Trust to discuss the representation of the Estate with ; attend to real property matters with
, specifically ; revise
; send memorandum
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 105
Invoice No: 40037568
Date Timekeeper Description Hours Amount
regarding ; meet with
Bremer Trust to
send a memorandum to
; have a
telephone conference with
.
10/26/16 David R Crosby Telephone conference with
review heirship order ; prepare correspondence regarding same to internal legal team; efforts regarding
.
10/26/16 Elizabeth C Kramer Review ;
communicate with team about .
10/26/16 Jill R Radloff Follow-up on ; prepare
.
10/26/16 Katherine A Moerke
Review, revise, and update ;
review court filings.
10/26/16 Katherine A Moerke
Continue to communicate with
10/26/16 Laura E Halferty Review e-mails regarding court of appeals matters; review court order
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 106
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/26/16 Laura E Halferty Review e-mails and follow-up with regarding .
10/26/16 Laura E Halferty Review and finalize
; review memo; conference with regarding same.
10/26/16 Laura E Halferty Prepare for and meet with regarding succesor special
administrator position.
10/26/16 Laura E Halferty Telephone conference with regarding serving as
successor; telephone conference with regarding serving
as successor; follow-up regarding NDA to
10/26/16 Stephen R Litman Telephone conference with regarding status; review and research
10/26/16 Traci Bransford Attend meetings with regarding their
request to seek consideration as successor special administrators to Bremer Trust.
10/26/16 Traci Bransford Review
10/26/16 Traci Bransford Review
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 107
Invoice No: 40037568
Date Timekeeper Description Hours Amount
review
telephone conference with
email exchange regarding same.
10/26/16 Lauren W Routhier Continue to analyze
10/26/16 Lauren W Routhier Office conference with Stinson and Bremer team regarding .
10/26/16 Sarah J Hewitt Email exchange with regarding ; review and revise
.
10/26/16 Sharma Foley Affeldt
Office conference with and
.
10/26/16 Alice McGlave Review
10/26/16 Alice McGlave Review from previous day and update requests spreadsheet with same.
10/26/16 Lee Sanford Prepare
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 108
Invoice No: 40037568
Date Timekeeper Description Hours Amount
Claim; prepare correspondence to
; prepare Affidavit; edit correspondence to
10/26/16 Pam J Uran Update .
10/27/16 Catherine H Young Multiple telephone conferences with
telephone conference and email correspondence with Bremer
revise
; review
; strategize regarding
.
10/27/16 David R Crosby Review and respond to emails on various issues, including
; review motions of appellants on court of appeals briefing; telephone conference with
review and respond to various correspondence on various issues; review draft
.
10/27/16 David S Ezrilov Review review correspondence with
; prepare summary correspondence regarding
.
10/27/16 Elizabeth C Kramer Review and comment
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 109
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; strategy conference regarding
10/27/16 Jill R Radloff Finalize
; telephone conference with regarding
10/27/16 Jill R Radloff Telephone conference with regarding
10/27/16 Joel Abrahamson Review of draft correspondence
review of
preparation of
10/27/16 Joel Leviton Further review of and revisions to ; conference with
regarding ; send updated
heirs.
10/27/16 Katherine A Moerke
Review and respond to
.
10/27/16 Katherine A Moerke
Assist with review and analysis of
10/27/16 Katherine A Moerke
Work on various court matters, including finalization and service of ; review of Court orders; drafting communication to potential heirs regarding
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 110
Invoice No: 40037568
Date Timekeeper Description Hours Amount
requests.
10/27/16 Katherine A Moerke
Draft summaries of
10/27/16 Laura E Halferty Review email from
.
10/27/16 Laura E Halferty Review circulate motion and order to
nonexcluded potential beneficiaries for review and comment.
10/27/16 Laura E Halferty Review e-mails regarding conference regarding
same.
10/27/16 Michelle L Rehbein Review weekly report of open claims and payments in satisfactions of claims; meeting with Bremer Trust regarding open claims and processing payment on open claims; conference with
regarding claims disallowances.
10/27/16 Todd Phelps Attend to issues relating to planned unit development.
10/27/16 Lauren W Routhier Analyze court order
10/27/16 Alice McGlave Review incoming update spreadsheet
with same.
10/27/16 Alice McGlave Review incoming notice of intentions and update requests spreadsheet with same.
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 111
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/27/16 Lee Sanford Attend weekly claims meeting with regarding
claims; conference with regarding claims to be allowed.
10/27/16 Lee Sanford Conference with regrading disallowed claims and time for disallowance; update claims spreadsheet; edit
; update calendar for appeal periods for disallowances.
10/27/16 Pam J Uran Analysis of documents regarding
10/27/16 Pam J Uran Analysis of documents regarding
10/27/16 John Dolen At the direction of : update weekly datasheet and report for client meeting.
10/28/16 Catherine H Young Revise multiple non-disclosure agreements for potential successor special administrators and send the same; analyze
; review the Court's most recent order; discuss
; review and provide
.
10/28/16 Daniel L Scott Further receipt and review of and confer with
; receive and review
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 112
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; confer with regarding
.
10/28/16 David R Crosby Telephone conference with court of appeals regarding respndents' right for filing briefs; review fee order; review miscellaneous correspondence on variety of issues; review court of appeals orders regarding briefing; legal research regarding
10/28/16 Elizabeth C Kramer Review fees order and revise follow up letter to court.
10/28/16 Jill R Radloff Review ;
telephone conference with and regarding same.
10/28/16 Joel Abrahamson Review of history of correspondence with ;
preparation of independent contractor agreement for use with
email to regarding same.
10/28/16 Joel Leviton Review comments provided by counsel for potential heirs regarding ; prepare response to same; consider
; telephone conference with
regarding confer
with regarding ; conference with
and
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 113
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/28/16 Katherine A Moerke
Work on court-related matters, including reviewing Court order regarding fees,
.
10/28/16 Katherine A Moerke
Review latest correspondence from counsel from
10/28/16 Laura E Halferty Revise .
10/28/16 Laura E Halferty Review order; finalize letter to court regarding
conference with ; telephone conference with ; conference with
regarding
10/28/16 Laura E Halferty Status conference regarding merchandising deal; review e-mails.
10/28/16 Todd Phelps Correspondence and teleconference with
10/28/16 Todd Phelps Teleconference and correspondence with the Site
Improvement Development Agreement.
10/28/16 Alice McGlave Review .
10/28/16 Lee Sanford Research court website
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 114
Invoice No: 40037568
Date Timekeeper Description Hours Amount
.
10/28/16 John Dolen At the direction of : updating access to Successor SA Administrator board for various entities, and related email communications.
10/29/16 Jill R Radloff Review
10/29/16 Todd Phelps Review Road,
10/30/16 Catherine H Young Revise the
10/30/16 Traci Bransford Email exchanges with
10/30/16 Traci Bransford Email to team regarding
10/30/16 Traci Bransford Review email from
and review
10/31/16 Catherine H Young Telephone conference with to discuss the
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 115
Invoice No: 40037568
Date Timekeeper Description Hours Amount
; revise and send ; correspond with
Bremer regarding .
10/31/16 David R Crosby Telephone conference with regarding
n; review orders from court of
appeals regarding respondent identification issue; review correspondence on miscellaneous topics, including vault
; legal research regarding
10/31/16 David S Ezrilov Prepare confidentiality agreement for and attend to discussions with regarding terms of NDA; analyze status of outstanding NDA's and .
10/31/16 Elizabeth C Kramer Assist in finalizing email regarding review appellate
filings.
10/31/16 Jill R Radloff Revise
10/31/16 Jill R Radloff Follow-up on .
10/31/16 Joel Abrahamson Review of draft of analysis of
participation in
; post-conference call strategy discussion with regarding next steps; review of materials provided by
.
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 116
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/31/16 Katherine A Moerke
Work on several court-related matters, including and communications with counsel regarding court-approved deals.
10/31/16 Katherine A Moerke
Review and revise
.
10/31/16 Laura E Halferty Telephone conference with .
10/31/16 Laura E Halferty Review and respond to various requests from prospective successor administrators; review court filings.
10/31/16 Laura E Halferty Conference regarding review request
for additional information.
10/31/16 Laura E Halferty Review claims filings by ; conference with
regarding same.
10/31/16 Laura E Halferty Recirculate ; follow-up with counsel regarding same.
10/31/16 Laura E Halferty Review list; telephone conference with Bremer and team regarding
10/31/16 Michelle L Rehbein Telephone calls with ; review new claims and
dictation to regarding disallowances for same; conference with
regarding email correspondence
to claimants requesting additional
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 117
Invoice No: 40037568
Date Timekeeper Description Hours Amount
substantiation documentation.
10/31/16 Stephen R Litman Review asset summaries and charts regarding ownership of assets.
10/31/16 Todd Phelps Teleconference with regarding ; prepare and transmit
correspondence to ;
correspondence with the City of Chanhassen regarding signage and concrete median.
10/31/16 Traci Bransford Review requests
; email response to regarding same; conference call with counsel for
10/31/16 Traci Bransford Telephone conference with regarding
email and
telephone call with
and
10/31/16 Traci Bransford Telephone conference with by
10/31/16 Alice McGlave Review .
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 118
Invoice No: 40037568
Date Timekeeper Description Hours Amount
10/31/16 Alice McGlave Summarize most recent synchronization requests and send to for her review.
10/31/16 Lee Sanford Analysis of correspondence to
regarding same; research
.
10/31/16 Lee Sanford Receipt and review of by ; conference with
regarding allowance or disallowance of claims.
10/31/16 John Dolen At the direction of : updating access to Successor SA Administrator board for various entities, and related email communications, and phone call. Email update to partners regarding payments made to counsel subject to recent order.
10/31/16 John Dolen At the direction of : create month end updated claims report
. Reconcile and update related documents/datasheet on . Made adjustments after later corrections and related email.
Current Professional Services 1,267.00 $586,315.50
Disbursements
Date Description Amount
09/28/16
09/28/16
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 119
Invoice No: 40037568
Date Description Amount
10/04/16
10/06/16
10/17/16
10/26/16
Total Disbursements $1,382.66
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Carver County, MN
Stinson Leonard Street LLP Invoice Detail
File No. 3009435.0002 Page 120
Invoice No: 40037568
Outstanding AR Summary
Date Invoice Number Amount Payments Balance
11/12/16 40037568 $587,698.16 $0.00 $587,698.16
Total Balance: $587,698.16
AR Balance:
0-30 31-60 61-90 91+ Total
$587,698.16 $0.00 $0.00 $0.00 $587,698.16
Questions or concerns, please call 800-846-1201 or email [email protected]
10-PR-16-46 Filed in First Judicial District Court1/30/2017 5:54:27 PM
Carver County, MN