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 1.2 55 years of marriage
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1.3 End-of-life goals
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1.4 The three non-negotiable objectives: financial security; lifetime control/use; peace, privacy and tranquility
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2.1 1980 purchase and original condition
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2.2 45 years of improvements
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2.3 Property characteristics and assets
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2.4 Historical/current valuation information
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3.1 Original concept and purpose
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3.2 Offering Level 1 — Property only
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3.3 Offering Level 2 — Property + Development Project
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3.4 Offering Level 3 — Property + Development Project + Personal Assets
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3.5 Original marketing websites/presentations
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4.1 Scott initially acting as salesperson/agent
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4.2 Proposed $100,000 commission
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4.3 Information you shared with him
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4.4 Development of friendship/trust
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4.5 Scott becoming prospective buyer
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4.6 What Jim & Sandy offered Scott
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4.7 Special discounts/accommodations
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4.8 Mortgage discussions
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4.9 $15,000 monthly payment discussions
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4.10 No-interest arrangement
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4.11 What Scott represented about how the transaction would work
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4.12 Drafts and negotiations before closing
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4.13 What was never discussed
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5.1 Documents Scott drafted/prepared
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5.2 Documents your attorney reviewed
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5.3 What Jim & Sandy understood they were signing
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5.4 What Scott said the documents accomplished
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5.5 Final signed documents
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5.6 Closing
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5.7 Actual legal/economic structure created
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5.8 Differences Between Intended Transaction and Executed Transaction
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6.1 Payments actually made
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6.2 Mortgage payments
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6.3 Capital contributions
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6.4 Ownership percentages
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6.5 Accounting treatment
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6.6 Communications
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6.7 Board/member actions
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6.8 When $15,000 payments stopped
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6.9 Capital default or alleged default
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6.10 Current financial position
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7.1 When Jim & Sandy first discovered the differences
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7.2 Original attorney's involvement
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7.3 Subsequent attorneys
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7.4 Accountants
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7.5 Advice received
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7.6 Attempts to amend/correct the agreement
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7.7 Scott's responses
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8.1 Current ownership percentages
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8.2 Manager/control provisions
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8.3 Voting requirements
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8.4 Deadlock
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8.5 Capitalization consequences
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8.6 Potential management transfer
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8.7 Divorce provision
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8.8 Death provisions
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8.9 Confidentiality provisions
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8.10 Amendment restrictions
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8.11 Other disputed provisions
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9.1 Contractual remedies
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9.2 Potential legal issues for counsel
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9.3 Negotiated restructuring
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9.4 Amendment possibilities
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9.5 Buyout possibilities
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9.6 Dissolution/reconstruction questions
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9.7 Attorney-related claims/issues
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9.8 Risks and counterarguments
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9.9 Friday meeting preparation
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 Purchase price
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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 $15K payments
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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 Mortgage
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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 Lifetime control
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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 Property transfer
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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 LLC control
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Jim & Sandy's stated intention
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Evidence of what Scott was told
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What Jim & Sandy say Scott represented
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What signed documents actually provide
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What happened
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