Hi Michael,
Thank you for putting this together; I think you totally nailed it. I only made a couple small additions/edits, which I bolded.
I think it would be fine to email Trachtman! I'm happy to do so but I haven't spoken with him in 2 years and I'm not sure he'll remember me…do either of you have a closer connection with him?
If the questions look good to you both I can at least reach out to LegalZoom folks asap.
Cheers,
Sarah