Legal Opinion · Concurrence

Pereira v. Farace - concurrence

Court of Appeals for the Second Circuit

Decided June 30, 2005No. Docket 03-5053(L), 03-5055(CON)Published

1Concurrence

*344JON 0. NEWMAN, Circuit Judge,

concurring.

Whether a jury is available for a claim against a fiduciary for money damages for breach of fiduciary duties is, for me, a close question. The Court is confident that a jury trial is available. I find that proposition at odds with centuries of equitable proceedings involving claims against trustees, estate executors, and other fiduciaries, although I acknowledge that the proposition finds some support in the two cases from the 1960s cited by the Court and, more significantly, in the dictum recently stated by the Supreme Court in Great-West Life &…

2Cases cited16 opinions

  1. Great-West Life & Annuity Insurance v. KnudsonSupreme Court of the United States · 2002
  2. Ross v. BernhardSupreme Court of the United States · 1969
  3. In re the Estate of RothkoNew York Court of Appeals · 1977
  4. In re Interborough Consol. Corp.Court of Appeals for the Second Circuit · 1923
  5. Depinto v. Provident Security Life Insurance CompanyCourt of Appeals for the Ninth Circuit · 1963

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