Legal Opinion
Perez v. Bruister
District Court, S.D. Mississippi
Decided October 16, 2014No. Civil Action Nos. 3:13cv1001-DPJ-FKB, 3:13cv1081-DPJ-FKBPublishedCited by 6 opinions
1Opinion of the Court
ORDER
DANIEL P. JORDAN III, District Judge.
This ERISA dispute is before the Court for judgment following a 19-day bench' trial. For the reasons that follow, the Court concludes that judgment should be entered for Plaintiffs. Given the breadth of the record and the dispute, the Court will provide general findings of fact and procedural history before turning to more specific issues.
I. General Findings of Fact and Procedural Overview
The primary dispute is whether individual Defendants breached fiduciary duties under ERISA when acting as trustees for an Employee Stock Ownership Trust (“ESOT”)…
2Cases cited75 opinions
- Lujan v. Defenders of WildlifeSupreme Court of the United States · 1992
- Firestone Tire & Rubber Co. v. BruchSupreme Court of the United States · 1989
- Massachusetts Mutual Life Insurance v. RussellSupreme Court of the United States · 1985
- Mertens v. Hewitt AssociatesSupreme Court of the United States · 1993
- Braden v. Wal-Mart Stores, Inc.Court of Appeals for the Eighth Circuit · 2009
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3Cited by6 opinions
- Thomas Perez, Secretary v. Herbert BruisterCourt of Appeals for the Fifth Circuit · 2016
- Acosta v. VinoskeyDistrict Court, W.D. Virginia · 2018
- Brundle ex rel. Constellis Employee Stock Ownership Plan v. Wilmington Trust N.A.District Court, E.D. Virginia · 2017
- Li v. WootenDistrict Court, S.D. Mississippi · 2021
- Spence v. American Airlines, Inc.District Court, N.D. Texas · 2024
1 more not listed; retrieve them via the Exa API.