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Bank One Arizona v. Benchmark Valuation Consultants

At issue is the claim of professional malpractice.

Appraisal Firm Not Liable for Professional Malpractice ESOP Trustee Must Prove Justified Reliance

This trial court matter arose as a result of prior litigation in which the trustee of the Kroy ESOP was found liable for breach of its fiduciary duty.

Price Paid PA&E Stockholders

This is the latest installment in the lengthy saga of Howard v. Shay , a case of ESOP participants suing for undervaluation on termination of the ESOP and sale of its 38.6% stock interest to a trust controlled by the controlling stockholder.

Montgomery v. Aetna Plywood

At issue is the valuation of ESOP shares at the time of a stock transaction.

No Independent Appraiser Sought: ESOP Fiduciaries Clearly Liable for Breach

This case involves the sale of the controlling block of stock of Aetna Plywood Inc. held by the company's employee stock ownership plan (ESOP) to the company in a leveraged buyout.

Howard v. Shay (remanded to District Court)

At issue is breach of ESOP fiduciary duties.

9th Circuit Reverses PA&E District Court Decision

Pacific Architect and Engineers Inc. (PA&E ) ESOP sold its 40% stock interest to a family trust established by the stockholder, Edward Shay, who owned the other 60%.

Howard v. Shay (US Appeals Court)

At issue is the valuation of a real estate holding company.

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