Legal Opinion

Alpert v. Shea Gould Climenko & Casey

Appellate Division of the Supreme Court of the State of New York

Decided July 19, 1990PublishedCited by 52 opinions

1Opinion of the Court

OPINION OF THE COURT

Smith, J.

These consolidated actions arise out of investments made by plaintiffs-appellants George Alpert (Alpert) and Lee Wolfman (Wolfman) in a tax shelter known as the Logan Properties Program (Logan) and the issuance of tax opinions by the defendant law firms in connection therewith.

On December 30, 1977 Alpert and Wolfman, who were facing substantial income tax liability for that year, invested $52,500 each in Logan which was structured by the defendant Esanu, Katsky and Korins (the Esanu firm) and managed by Churchill Coal Corporation. The chief attraction of this…

2Cases cited18 opinions

  1. Ultramares Corp. v. ToucheNew York Court of Appeals · 1931
  2. White v. GuarenteNew York Court of Appeals · 1977
  3. Reno v. . BullNew York Court of Appeals · 1919
  4. Eiseman v. StateNew York Court of Appeals · 1987
  5. Ossining Union Free School District v. AndersonNew York Court of Appeals · 1989

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

3Cited by52 opinions

  1. Lama Holding Co. v. Smith Barney Inc.New York Court of Appeals · 1996
  2. Streber v. HunterCourt of Appeals for the Fifth Circuit · 2000
  3. Greenberg Traurig of New York, P.C. v. Moody, Texas Court of Appeals, 14th District (Houston)2005
  4. Petrillo v. BachenbergSupreme Court of New Jersey · 1995
  5. Sofi Classic S.A. de C.V. v. HurowitzDistrict Court, S.D. New York · 2006

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

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