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Other Financial Vehicles

This industry comprises legal entities (i.e., funds [except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts]). Included in this industry are mortgage real estate investment trusts (REITs).

De Lage Landen Operational Services, LLC v. Third Pillar Systems

Court strikes expert evidence under Daubert in trade secrets case, because expert failed to pinpoint date on which misappropriation began—a “vital” requirement when applying the Georgia-Pacific framework.

Paskill v. Alcoma

At issue is the fair value of the plaintiff's cashed-out minority shareholders' shares of Okeechobee Inc., which merged with the defendant company.

Investment Company Fair Value Includes Capital Gains Tax Discount, But No Sales Expense Adjustment

This judicial appraisal action arose out of the cash-out merger of Okeechobee Inc. with its majority shareholder, Alcoma Corp.

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