Scott Christopher Lucas's Legal Cases (4)

Tax

Sefton v. Commissioner of Internal Revenue (IRS) U.S.T.C Docket No. 3789-18 L

Jan 17, 2020

OUTCOME: Order Decision for Client-Taxpayer: $0 Owed to IRS on IRS Claim for $3,676,008.73.

IRS made a Restitution Based Assessment ("RBA") against Taxpayer of $8,749,649, which Taxpayer had agreed to and paid in full. However, based upon a General Counsel Memorandum and the Internal Revenue ... Manual, IRS assessed penalties and interests of at least $3,676,008.73 on the RBA. After IRS refused to abate the penalties and interests, Taxpayer filed a Petition in the United States Tax Court challenging IRS authority to charge ANY penalties and interests on RBA assessments. IRS Office of Chief Counsel agreed with Taxpayer's attorney Scott C. Lucas and stipulated to entry of an Order and Decision that Taxpayer owed $0, entered on January 17, 2020.

Probate

Crickman v. Marston

N/A

OUTCOME: Judgement for Plaintiff Clients; $3.6 million recovery.

Defendant Marston utilized his personal attorney to draft a new will for our client's uncle naming himself as the 100% legatee of the estate. Our clients, the niece and nephew, were 50% beneficiaries i ... n a prior will and alleged undue influence and breach of fiduciary duty.

Probate

Goode v. Brown

N/A

OUTCOME: For Defendant Client; Plaintiffs awarded $1 nominal damages for Defendant not following all technicalities of fiduciary duties. Defendant Brown was awarded damages on counter-claims.

Plaintiff children accused their father's long-time girlfriend of breach of fiduciary duty and other misconduct in administering a trust for her and then the children's benefit. They sought hundreds of ... thousands of dollars of actual damages, as well as punitive and other damages. I testified as an expert witness for the defendant during a three day trial for the girlfriend (then deceased) with respect to trust accounting, investment and breach of fiduciary duty issues, opining that Plaintiffs had not suffered any actual damages.

Litigation

Confidential - Accounting Malpractice

N/A

OUTCOME: Settlement after Written Discovery and Mediation for Plaintiff Client Equal to Malpractice Insurance Policy Limits of approximately $1.5 million.

Client corporation sued CPA auditors for failing to warn compensation arrangement between corporation and officers would be challenged by IRS.

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