Legal Opinion
Carole M. Karam v. Sagemark Consulting, Inc., F/k/a Cigna Financial Advisors, Inc.
Court of Appeals for the Sixth Circuit
Decided September 10, 2004No. 03-1763PublishedCited by 29 opinions
1Opinion of the Court
OPINION
RONALD LEE GILMAN, Circuit Judge.
The decedent, Abraham Karam, executed a trust agreement in 1987 that divided his assets equally between a marital trust and a residual family trust. In 1994, the decedent entered into a contract with Sagemark Consulting, Inc. (then known as Cigna Financial Advisors, Inc.) to review his personal finances for a $2,500 fee. The contract provided that Sagemark would prepare a personal financial plan based upon its evaluation of relevant documents to be furnished by Karam. Despite Sage-mark’s awareness of the trust agreement and its repeated requests to be…
2Cases cited7 opinions
- Weisgram v. Marley Co.Supreme Court of the United States · 2000
- Nationwide Mutual Insurance Company v. Home Insurance CompanyCourt of Appeals for the Sixth Circuit · 2003
- United States Postal Service v. National Association of Letter Carriers, Afl-CioCourt of Appeals for the Sixth Circuit · 2003
- James Hall, Plaintiff-Appellant/cross-Appellee v. Consolidated Freightways Corporation of Delaware, Defendant-Appellee/cross-AppellantCourt of Appeals for the Sixth Circuit · 2003
- Edgar D. Laperriere, Jr. v. International Union, United Automobile, Aerospace and Agricultural Implement Workers of AmericaCourt of Appeals for the Sixth Circuit · 2003
2 more not listed; retrieve them via the Exa API.
3Cited by29 opinions
- In re Anheuser-Busch Beer Labeling Marketing & Sales Practices LitigationCourt of Appeals for the Sixth Circuit · 2016
- Martinique Stoudemire v. Mich. Dep't of CorrectionsCourt of Appeals for the Sixth Circuit · 2013
- Ford v. County of Grand TraverseCourt of Appeals for the Sixth Circuit · 2008
- United States of America, Ex Rel. A+ Homecare, Inc. v. Medshares Management Group, Inc. Trevecca Home Health Services, Inc., Stephen H. WintersCourt of Appeals for the Sixth Circuit · 2005
- Bach v. First Union National BankCourt of Appeals for the Sixth Circuit · 2005
24 more not listed; retrieve them via the Exa API.