Lerman v. Lerman
Aug 04, 2009OUTCOME: won reversal on appeal
Fought to have the assets held by a Florida discretionary trust exempt from an NJ creditor of a child support judgment
Florham Park, NJ
Tax Lawyer at Florham Park, NJ
Practice Areas: Tax, Estate Planning ... +3 more
OUTCOME: won reversal on appeal
Fought to have the assets held by a Florida discretionary trust exempt from an NJ creditor of a child support judgment
OUTCOME: won affirmance of NJ Superior Court ruling
Won approval of a settlement over a late protest by a relative of the decedent in a case alleging undue influence
OUTCOME: Pioneered this type of damages in a case of first impression in NJ
Won a ruling allowing for interest paid to the IRS as damages in an accountant malpractice action
OUTCOME: Full victory for client
Based upon the change in the innocent spouse tax law brought about in Congress in part through the efforts of a client of mine and myself, the taxpayer in Friedman was permitted to gain full innocent s ... pouse status
OUTCOME: Affirmed in part, reversed and remanded, in part.
Taxpayer sought relief as innocent spouse for federal income taxes. The 2nd Circuit Court of Appeals held that the capital loss carryover deduction was not grossly erroneous so as to qualify taxpayer ... for innocent spouse exemption, and (2) taxpayer established by preponderance of evidence lack of knowledge required to claim innocent spouse protection.