Legal Opinion

Kaplan v. MORGAN STANLEY & CO., INC.

Supreme Court of Vermont

Decided July 28, 2009No. 08-099PublishedCited by 82 opinions

1Opinion of the Court

¶ 1. Plaintiffs are employees of the Town of Stowe Police Department who decided to convert from a defined-benefit to a defined-eontribution retirement plan in September 1997. Nearly ten years later, plaintiffs filed this lawsuit against Morgan Stanley & Company, Inc., the company that handled investments for the new retirement plan, its local representative, Rebecca Graddock, and the Town, alleging that plaintiffs lost substantial retirement benefits as a result of defendants’ fraudulent omissions and misrepresentations concerning the plan’s nature and performance. The trial court dismissed…

2Cases cited15 opinions

  1. Tellabs, Inc. v. Makor Issues & Rights, Ltd.Supreme Court of the United States · 2007
  2. Collins v. Morgan Stanley Dean WitterCourt of Appeals for the Fifth Circuit · 2000
  3. Alternative Energy, Inc. v. St. Paul Fire & Marine InsuranceCourt of Appeals for the First Circuit · 2001
  4. Mark Levy, Derivatively on Behalf of Immunogen Inc. v. Southbrook International Investments, Ltd. And Immunogen, Inc., Nominal-Defendant-AppelleeCourt of Appeals for the Second Circuit · 2001
  5. Robert W. Heidgerd v. Olin CorporationCourt of Appeals for the Second Circuit · 1990

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3Cited by82 opinions

  1. Birchwood Land Company, Inc. v. KrizanSupreme Court of Vermont · 2015
  2. Huntington Ingalls Industries, Inc. v. Ace American Insurance CompanySupreme Court of Vermont · 2022
  3. Davis v. The American Legion, Department of VermontSupreme Court of Vermont · 2014
  4. Dernier v. Mortgage Network, Inc.Supreme Court of Vermont · 2013
  5. Hooper v. Ebenezer Senior Services & Rehabilitation CenterSupreme Court of South Carolina · 2009

77 more not listed; retrieve them via the Exa API.

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