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decedent. Thereafter, in approximately February of 1994, Michael
and decedent met in California with John G. Coulter, Jr., an
experienced real estate developer familiar with the Hawaii
market. Michael had previously contacted Mr. Coulter, asking him
to review documents relating to the Hawaii lawsuit and to offer
his advice. After reviewing the documents and speaking to a
gentleman involved in management of the condominium, Mr. Coulter
expressed his concern that Lynn had gotten herself into “deep
water”; that is, into a situation where “if she takes additional
steps which could injure her further, her loss could go beyond
the judgment”. He also recommended that they evaluate her legal
counsel and suggested that “they get involved with her in the
management of her assets through a trust or some other form of
involvement.” Several weeks after the meeting, Michael
accompanied Mr. Coulter to Hawaii for the purpose of being
introduced to other potential representatives for Lynn. On March
23, 1994, the attorney who had represented Lynn in the AOAO
proceeding filed a complaint against her alleging unpaid legal
fees in the amount of $18,153.92.
At a time not entirely clear from the record, decedent made
the decision to form a limited partnership and to contribute
thereto the majority of his assets. An Agreement of Limited
Partnership for Harper Financial Company, L.P. (HFLP), was
prepared and sets forth the governing provisions for the entity.
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