INSIGHTS

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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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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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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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)...