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Reich v. Hall Holding Company, Inc.

At issue is breach of fiduciary duty and the valuation of stock as defined by ERISA.

Value increase nonmarital property even with spouse company president

Issue: Whether the increase in value, during marriage, of the stock of a holding company whose primary asset was Preferred State Bank was or was not marital property. The stock was acquired from th ...

Scottston v. Scottston

At issue is the valuation and nonmarital classification of bank holding company stock.

Smith v. Smith

One issue was whether the trial court correctly valued the business using the excess earnings approach while determining the capitalization rate on its own.

Estate of Titus v. Commissioner

Issue was the fair market value of 2,148 shares in a one-bank holding company.

Estate of Feldmar v. Commissioner

At issue is the date of death fair market value of 767,800 shares of United Equitable Corporation common stock owned by Milton Feldmar at his death.

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