News & Blog

Category: Complex Litigation

Tips when Addressing Insurance at Mediation

March 9, 2012 • Posted By Susan A. Romano • Complex Litigation


Addressing coverage and insurance issues at mediation can present challenges, in particular other parties and the mediator can view discussions regarding coverage as an impediment to the mediation, especially if the position threatens settlement.  Nevertheless, coverage issues at mediation can be successfully raised to bolster the likelihood that the carrier’s position will be appropriately considered.

Read More

Foreign Service by Mail Now Allowed in Three out of Four Departments

February 28, 2012 • Posted By Tara Bhupathi • Complex Litigation

process server

On February 16th, 2012, the Supreme Court Appellate Division of the Third Department overturned the Department’s previous interpretation of Article 10(a) of the Hague Convention, which did not allow service by mail on foreign defendants.  The issue arose in a suit filed by the New York State Thruway Authority against Nathan Fenech and Silver Creek Transport, Ltc, Canadian residents.  Both defendants were served via mail and sought dismissal of the complaint on the grounds of invalid service.  The Supreme Court’s Judge Platkin granted the motion to dismiss, however, in his opinion, Judge Platkin suggested a revisit of the precedent relied upon.   Naturally, New York Thruway appealed the ruling, allowing the Appellate Division to review the court’s 1985 ruling in Reynolds v. Wossop Koh which has disallowed foreign service by mail for almost three decades.

Read More

The State of Estate Legal Malpractice Following Schneider

November 15, 2011 • Posted By Ruth A. Kavanagh • Complex Litigation


In June 2010, the New York Court of Appeals rendered a controversial decision in Estate of Schneider, 15 N.Y.3d 306, 907 N.Y.S.2d 119 (2010), wherein the Court overturned long-standing precedent that the fiduciaries of an estate had no standing to bring a legal malpractice action against a decedent’s estate-planning attorney.  In Schneider, the Court held that the personal representative of a decedent’s estate had the capacity to maintain a malpractice action against an attorney for negligently causing the estate to incur enhanced tax liability.  The Court stated that the decedent’s estate essentially stood in the shoes of the decedent and thus, privity, or a relationship approaching privity, existed between the personal representative of the estate and the estate-planning attorney.  While the Court limited its holding to the fiduciaries and declined to extend a cause of action to the decedent’s beneficiaries, the decision nonetheless raised serious concerns amongst estate-planning practitioners.

Read More

Sporting Participant’s Assumption of Risk

August 17, 2011 • Posted By Jenna E. Elkind • Complex Litigation

New York Courts have long had to answer the question of what duties are owed to a participant in a sporting activity.  Courts have consistently held that “risks involved with sporting events are incidental to a relationship of free association between the defendant and the plaintiff in the sense that either party is perfectly free to engage in the activity or not as he wishes.”  Conning v. Dietrich, 2011 NY Slip Op 513404, citing Turcotte v. Fell (Sup. Ct. Kings Cty. July 15, 2011), 68 N.Y. 2d 432 (1986).  Because participants are free not to engage in the activity, defendant’s only duty is “to make the conditions [of the event] as safe as they appear to be.”  Id.  “If the risks of the activity are fully comprehended or perfectly obvious, plaintiff [is deemed to have] consented [to the risks] and defendant has performed its duty.” Id.

Read More

An Overview of the Federal Estate Tax and the New York Estate Tax and the Use of Disclaimer Credit Shelter Trusts

July 7, 2011 • Posted By Moira E. Casey • Complex Litigation

Federal Estate Tax

Under the “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010”, the federal estate exemption is $5 million for decedents passing away in 2011 and 2012.  Amounts in excess of $5 million will be taxed at a rate of 35%.  Estates of individuals who pass away in 2011 and 2012 will be entitled to a full step-up in basis, so no capital gains taxes will be owed on inherited assets.  This eliminates 2010’s carry-over basis regime and the accounting nightmare of calculating basis on assets purchased decades ago.

Read More

Fair Labor Standards Act and Class Certification – Kopera v. Home Depot.

March 17, 2011 • Posted By Rosalyn Maldonado • Complex Litigation

Fair Labor

Recent trends in the courts have given the defense bar the impression that defeating class certification in Fair Labor Standard Act cases is highly unlikely.  But then there is the decision in Kopera v. Home Depot, 2011 U.S. Dist. LEXIS 3382, *7 (S.D.N.Y. 2011), that demonstrates that when the defendants are able to put forth sufficient evidence to contest the underlying facts relating to class certification, defendants can successfully defeat class certification, a huge victory because it significantly reduces the number of potential claims against a defendant-corporation. 

Read More

When is a Signed Release/Liability Waiver Valid & Enforceable?

May 13, 2010 • Posted By Douglas R. Rosenzweig • Complex Litigation, Contracts

Hand Writing

Both our corporate and individual clients often ask us whether the waiver they have prepared or signed is valid and binding in a Court of law.  Our clients are specifically interested in the validity of a clause in a release waiving any the rights to sue for any injuries, even if those injuries are caused by the negligence of the party seeking the release.

Read More