San Diego, CA
Tax Lawyer at San Diego, CA
Practice Areas: Tax, Probate ... +2 more
OUTCOME: Audit reversal client refund of $2,202.77
UNITED STATES TAX COURT - IRS AUDIT OF PROMINENT PHYSICIAN: $495,537 Proposed IRS Tax Increase on audit reversed. $60,872 Failure to File penalty abated. $40, 581 Failure to Pay Penalty abated. $5,520 ... Estimated Tax Penalty abated. Physician client received $2,202.77 refund.
OUTCOME: All day mediation ends in $110,000 settlement for client
Sons of Anarchy. San Diego Superior Court Probate Division - Bitter brotherly love dispute over father's personal property, Harley Davidson and division of inheiritance from the sale of the father's h ... ome. Negotiated $110,000.00 distribution for client after all day mediation. Two of the brothers walked out the the mediation friends.
OUTCOME: Chula Vista California vacant land appraised by potential beneficiary trustee at $1,600,000. Client's settlement offer$400,000. Neutral trustee sold the property for $3,100,000. $750,000 recovery for client.
San Diego Superior Court Probate Division. Petition on behalf of elderly trust beneficiary to appoint neutral professional fiduciary trustee over competing beneficiary. Petitioner alleged potential ben ... eficiary trustee would not be fair to all beneficiaries.
OUTCOME: Proposed $700,000 IRS Audit Assessment Reversed
$700,000 IRS ASSESSMENT REVERSED. $489,000 IRS tax liability reversed and client found to be due a refund. $110,000 Failure to File Penalty abated. $46,000 Failure to Pay Tax Penalty abated. March, 201 ... 5
OUTCOME: $266,549 verdict for client
Trial Verdict San Diego Superior Court Probate Division - Removal of Trustee who breached his fiduciary duty to trust beneficiaries. Surcharge(Verdict) against Trustee for $222,000. $161,256.00 recove ... ry for client plus $105,293 attorney fees awarded to client.
OUTCOME: Settlement for client without emotionally painful trial
$190,000+ settlement: Civil murder case. California Probate Code Section 250 & 252. Representation of daughter of decedent. New wife of decedent accused, but at the time of litigation not yet arrested ... and charged, of strangling and murdering her husband for financial gain including life insurance benefits. We turned our discovery, documents and information over to the authorities. Subsequent to the conclusion of our case the defendant was charged, prosecuted and found guilty of murder and sentenced to life in prison without the possibility of parole. Riverside, California.
OUTCOME: Favorable client settlement
$66,000 Settlement: TRUST ADMINISTRATION LITIGATION Jurisdiction: Orange County Client: Confidential v. Confidential Nature of Case: Trust litigation concerning two separate trusts created by clients ... ' parents and dispute between sibling beneficiaries as to what assets were funded into each trust. Nature of Engagement:Trial lawyer Status: Settled.
OUTCOME: Successful action against manufacturers of airline flight control systems
Aircraft Accident of December 20, 1995 near Cali Columbia - American Airlines Flight #965. Jurisdiction: Florida-Southern District Client: American Airlines Nature of Case: Airline accident with is ... sues concerning the flight control computer, the data base contained within and the many processes involved in creating the data base. Several companies and many computer systems were involved. Nature of Engagement: Analyze legal theories available to American Airlines against supplier of database and flight management system. Legal research, drafting to assist with recommendations for pleading options to be included in Cross-Claim filed by American Airlines. Assist in the review and analysis of data to be used at trial. Represented by: Sullivan, Johnson & Manfredi-Los Angeles, CA Status: Jury verdict finding data base supplier and flight computer manufacturer partially responsible for the crash-June 2000.
OUTCOME: Jury verdict for $130,000 plus $60,000 punitive damages. Proved fraud - promise with not intent to perform
$193,000 Jury Verdict: FRAUD AND BREACH OF CONTRACT Jurisdiction: San Diego Superior Court Nature of Case: Caterer and live-in significant other promised to pay $130,000 in exchange for client signin ... g over title to condominium property as security. Defendant Ritson never intended to pay plaintiff or sign over condominium. Nature of Engagement: Trial lawyer.
OUTCOME: Jury verdict $134,000
$134,000 Jury Verdict: Personal Injury Jurisdiction: San Diego Superior Court Client: Tracy Simmons v. Allen, Wolfsont Nature of Case: The client was an exceptional softball player and earned a ful ... l scholarship to Florida State University where she intended to become a woman's softball coach. Just prior to starting college she was struck by two separate automobiles in two separate accidents only weeks apart. The client sustained "soft tissue" injuries and a keloid scar on her left knee. Nature of Engagement: Trial lawyer. Status: Jury verdict for $134,000.
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