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The Legal Intelligencer

Calculating Your Tax on Capital Gains and Losses

As we approach the final months of 2014, individuals begin to evaluate income earned for the year and deductions incurred. This is being done with the goal of minimizing their tax liability. Many individuals will concentrate on the amount of income they earned through their investments, which inevitably leads to a review of their capital gains and losses.
3 minute read

New York Law Journal

The Fiduciary Duty to Account

Bruce M. DiCicco writes: One of the most common issues arising in the context of estate and trust administration in my experience is the refusal or failure of a fiduciary to account to the beneficiaries and/or the cestui que trust. Related to that issue are demands for an accounting when there is no right to request an accounting.
11 minute read

The Legal Intelligencer

Joan I. Glisson Trust v. Greater Del. Valley Sav. Bank, PICS Case No. 14-1622 (Pa. Super. Oct. 8, 2014) (memorandum) Ott, J. (22 pages).

By | October 21, 2014
Commercial Pledge and Guaranty • Breach of Contract • Negligence • Bailment • Statute of Limitations
4 minute read

The Recorder

Stine v. Dell'Osso

By | October 20, 2014
4 minute read

Texas Lawyer

Handling of Handwritten Will Lands Lawyer In Legal-Mal Lawsuit

"My clients disputed it from day one. That should have been examined," said Houston solo William Robertson, who represents 15 relatives embroiled in a probate dispute.
3 minute read

New York Law Journal

Estate of Lambert

By | October 16, 2014
Amidst Disharmony, Court Disqualifies Parties From Serving as Estate Administrator
2 minute read

Litigation Daily

Wife of Ex-SAC Trader Martoma Asks Court for Lifeline

Rosemary Martoma was never implicated in her husband Mathew's insider trading scheme, which entailed using confidential drug trial information to help SAC make a windfall $275 million profit. Now her lawyers at Goodwin Procter say she shouldn't have to pay for his crimes.
2 minute read

Litigation Daily

Judge Sets AriZona Cofounder's Stake at $1 Billion

After nearly seven years of litigation, a state judge in Mineola, N.Y., ruled Tuesday that the cofounder of the company that makes AriZona iced tea owes his former business partner about $1 billion for his ownership share in the company.
4 minute read

New York Law Journal

Matter of McIntosh

By | October 14, 2014
Executor Shows That Decedent's Withdrawal From IRA Was Less Than Applicable RMD
2 minute read

The Legal Intelligencer

In re the Estate of John Bower, Sr. PICS Case No. 14-1593 (C.P. Lycoming Sept. 23, 2014) Gray, J. (16 pages).

By | October 14, 2014
Petition To Remove Administrator • Beneficiary Favoritism and Bias • Discontinuation of Litigation
4 minute read

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