The Estate of John R.H. Thouron v. Gibbs Professional Corp.
United States District Court, Eastern District of Pennsylvania
What the Case Involved:
Our client is an attorney sued for legal malpractice by the trustee to a multi-million dollar estate related to a failure to properly elect the deferred payment option on the estate tax return, resulting in the imposition of in excess of $1 million in interest and penalties by the I.R.S. upon the estate.
Result:
Marks & Sokolov took over defense of the case just four months prior to the close of discovery, moving quickly to obtain and review 40,000 pages of documents and take depositions of key players, including the trustee to the estate and other legal professionals which had provided legal and tax services to the estate. Our questioning at depositions established our client had no involvement in the preparation of the estate tax return in question and revealed that attorneys from the firm representing the estate in its claims against our client were involved with in the preparation and filing of the estate tax return. Following completion of depositions, the estate quickly dismissed our client with prejudice. Tom Sullivan served as lead trial counsel.The Estate of John R.H. Thouron v. Gibbs Professional Corp.
United States District Court, Eastern District of Pennsylvania
What the Case Involved:
Our client is an attorney sued for legal malpractice by the trustee to a multi-million dollar estate related to a failure to properly elect the deferred payment option on the estate tax return, resulting in the imposition of in excess of $1 million in interest and penalties by the I.R.S. upon the estate.
Result:
Marks & Sokolov took over defense of the case just four months prior to the close of discovery, moving quickly to obtain and review 40,000 pages of documents and take depositions of key players, including the trustee to the estate and other legal professionals which had provided legal and tax services to the estate. Our questioning at depositions established our client had no involvement in the preparation of the estate tax return in question and revealed that attorneys from the firm representing the estate in its claims against our client were involved with in the preparation and filing of the estate tax return. Following completion of depositions, the estate quickly dismissed our client with prejudice. Tom Sullivan served as lead trial counsel.
