Tabibzadeh v. Blank
Published: Sep. 4, 2002 | Result Date: Jun. 4, 2002 | Filing Date: Jan. 1, 1900 |Case number: BC227059 Verdict – $0
Judge
Court
L.A. Superior Central
Attorneys
Plaintiff
Malcolm S. McNeil
(ArentFox Schiff LLP)
Defendant
Ian R. Feldman
(Clausen Miller PC)
Experts
Plaintiff
Ronald Greene
(technical)
Defendant
Barbara Luna
(technical)
Lawrence Mitchell
(technical)
Facts
The defendant served as the plaintiffs' tax preparer from 1991 through 1998.
In 1997, the defendant referred the plaintiffs to an actuary to obtain advice about defined benefit plans. The
actuary set up a plan in April of 1997.
At that time, the plaintiffs asked why the defendant had not advised them about a defined benefit plan earlier.
The plaintiffs filed the lawsuit on March 22, 2000.
Settlement Discussions
The plaintiff served a statutory offer to compromise for $750,000. The defendants served a statutory offer to compromise for $150,000.
Damages
The plaintiff's claimed lost investment opportunity and tax savings until retirement of $1 million.
Deliberation
three hours
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