Blum v. Pension Investors Corp.

SCHWARTZ, Chief Judge.

Dr. Blum, a shareholder in the qualified pension plan of his P.A., sued his attorneys and the entity hired to handle the dissolution of the plan for alleged misadvise concerning the requirement that, to qualify for a valuable federal income tax benefit, funds distributed from a terminated plan be “rolled over” into another investment within one calendar year. 26 U.S.C.A. § 408(d)(3)(B) (West Supp.1995). The trial judge entered summary judgment for the defendants on the ground that these Florida common law claims for professional malpractice were precluded by the…