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⚖️ Active Legal Matters
ICA Review & Update — Arbitration + E&O Clauses
Independent Contractor Agreement needs mandatory arbitration clause, hold harmless, E&O COI requirement
Multi-State Entity Structure
Review LLC structure for TX, FL, AZ, NV, CA expansion — operating vs IP holding company separation
Property Management Referral Agreement — All County
Draft referral agreement with All County Property Management; confirm no PM liability flows to brokerage
📌 Broker Notes to Counsel
Priority items for review:
1. Update ICA — add mandatory arbitration, hold harmless, E&O COI requirement (agent must name Legacy Wealth Realty LLC as additional insured)
2. Confirm that "property management is prohibited under the Legacy license" clause is enforceable in TX
3. Advise on best entity structure for multi-state expansion (operating LLC per state vs single TX LLC with foreign qualification)
4. Draft All County Property Management referral agreement — we refer PM business, they pay 15% referral fee, zero PM liability to Legacy
5. Review Blueprint tech platform IP ownership — ensure it's held in separate entity from brokerage
1. Update ICA — add mandatory arbitration, hold harmless, E&O COI requirement (agent must name Legacy Wealth Realty LLC as additional insured)
2. Confirm that "property management is prohibited under the Legacy license" clause is enforceable in TX
3. Advise on best entity structure for multi-state expansion (operating LLC per state vs single TX LLC with foreign qualification)
4. Draft All County Property Management referral agreement — we refer PM business, they pay 15% referral fee, zero PM liability to Legacy
5. Review Blueprint tech platform IP ownership — ensure it's held in separate entity from brokerage
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Suhail — Broker
Welcome to the legal portal. Priority items are listed in the Overview — please start with the ICA update (mandatory arbitration + E&O clauses) and the All County referral agreement. Let me know if you need any background documents.
Today, 9:14 AM
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