Trusts and Pension Plans

Forensic Economics has consulted on damages resulting from breach of fiduciary duty involving improper investments by trusts and pension plans.

Experience

  • Dumont Trust v. Chase Manhattan Bank
  • James Bayer, et al., v. The Harris Bank, N.A.
  • The Matter of the Ruth Lilly Charitable Remainder Annuity Trust #1 U/A/ January 18, 2002, National City Bank of Indiana, Trustee
  • Elizabeth Frazer, et al., against Richard L. Klass, Anne S. Klass and Connectucut Capital Markets, LLC
  • Patrick P. Lee and Richard J. Ryan, as trustees of the Moog Controls Inc Retirement Plan v. Manufacturers & Traders Trust Company
  • Parsky and Raontree v. First Union Corporation
  • Minnesota Orchestral Association v. Piper Capital Management, Inc., Piper Jaffary Inc., and Piper Jaffary Companies, Inc.