THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: November 24, 1999 09:28 PM Wednesday; Rod Welch

Kathleen received letter with guarentee from Walker.

1...Summary/Objective


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CONTACTS 
0204 - James A. Walker Law Offices          530 889 0441 fax 530 889 0284                                                                                                 O-00000729 0101
020401 - Mr. James A. Walker, Esq.                                                                                                                                        O-00000729 0101
020402 - jamesw@eldercareresources.com                                                                                                                                    O-00000729 0101

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 32 0000, ref SDS 31 0000.
040502 -
040503 - Received a letter from Kathleen saying she likes the flowers Millie
040504 - sent today for Bob's memorial. ref DRT 1 0001
040505 -
040506 - She seems to have been to Walker's office today or yesterday, and
040507 - asked for a letter stating he guarentees something.  He was contacted
040508 - by his staff, possibly Katie, and he dictated a letter with a
040509 - guarentee.  Kath feels better having this letter. ref DRT 1 9776
040510 -
040511 - She does not disclose the terms of the guarentee, which was originally
040512 - cited on 991110. ref SDS 22 3135
040513 -
040514 - On 991112 planning was submitted to Kathleen for Walker to work on an
040515 - hourly basis to protect family retirement assets, and to submit an
040516 - estimate of cost along with the steps he would take. ref DIP 16 6004
040517 -
040518 - On 991117 Walker seemed in a call OA 0800 to retract planning on
040519 - 991110. ref SDS 31 3966
040520 -
040521 - Later that day, after meeting with Walker at 0900 Rita reported that
040522 - Kathleen was satisifed with the meeting and intended to hire Walker
040523 - based on paying him $15K. ref SDS 31 2438
040524 -
040525 - Communications were streamlined in order to expedite. ref SDS 31 0877
040526 -
040527 - It is not clear what control has been set up to help Walker maintain
040528 - course, as noted on 991117, e.g., where is Walker's report on the
040529 - meeting with Kathleen and Rita, cited in Rita's letter to Walker on
040530 - 991117. ref SDS 31 2438
040531 -
040532 -
040533 -
040534 -
040535 -