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Succession Planning

Group of professionals engaged in a serious business meeting around a table in a modern office setting.

2 min read

Howard v. Cherokee: 6th Circuit Affirms Dismissal of Bias Claims

Jeffrey Howard began working with Cherokee Health Systems as a college intern and later became its chief financial officer around 2000. He served in...

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Skyline of Ohio state capital Columbus

2 min read

Ames v. Portage Cty.: Succession Plan Talk Allowed in Closed Session

Brian M. Ames filed a complaint against the Portage County Board of Commissioners alleging violations of Ohio’s Open Meetings Act (Sunshine Law). He...

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Hand holding key in front of a house in the background that is out of focus

2 min read

Tax Court Accepted Discounted Valuation in Estat Insurance Dispute

The Estate of Clara M. Morrissette petitioned the U.S. Tax Court to challenge the Internal Revenue Service’s determination of a $13.8 million estate...

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A hand places a small model house into a glass jar filled with coins, next to three stacks of coins topped with miniature houses

2 min read

Valuation Dispute Involving Buy-Sell Agreement & Estate Tax Assessment

Dispute over valuation for estate tax The Estate of George C. Blount filed a petition challenging the Internal Revenue Service's assessment of the...

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closeup of peoples' hands around an office desk as they discuss and negotiate business matters

2 min read

Coster v. UIP: Delaware Court Upholds Stock Issuance Decision

The dispute in Coster v. UIP Companies, Inc. centered on a corporate deadlock and the board's decision to issue stock to a key employee. The conflict...

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two business professionals shake hands over a desk

2 min read

Succession of Schimek: TOD Beneficiary Dispute Clarifies Louisiana Law

In Succession of Schimek, the Louisiana Fourth Circuit Court of Appeal addressed whether securities accounts designated as Transfer on Death (TOD)...

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