The Royer Report

U.S. District Court (California) Denies Plaintiffs’ Motion to Compel Documents in a Case Involving Uber
Boston Ret. Sys. v. Uber Techs., Inc., 2024. The lead plaintiff, Boston Retirement System filed a motion to compel production of unredacted versions of 28 documents nonparty PricewaterhouseCoopers produced. Uber Technologies Inc. asserted that the work product doctrine shielded the redacted portions. The documents were in four categories: impairment assessments, forensic memoranda, emails, and management representation letters. The court ordered Boston Retirement System to provide one example of each category one, two, and four for in camera review. Uber was ordered to provide unredacted copies of all emails at issue.
Delaware Chancery Court Determines That Reducing Potential Personal Liability Exposure Through a Change in Corporate Domicile Constituted a Nonratable Benefit
Palkon v. Maffei, 2024 This was a suit where the minority shareholders challenged the conversion of two Delaware corporations into Nevada corporations with the controlling shareholder delivering the deciding vote the admitted purpose of which was reducing potential...
Supreme Court (Alaska) Affirms Trial Court Calculation of Active Appreciation
The Alaska Supreme Court made three rulings in this, but we focus the digest on the second ruling, that the trial court did not err in valuing the business’s active appreciation. The trial court’s explanation was reasonable and considered aspects of the reports. Each spouse appealed certain aspects of the trial court’s order dividing their property. The wife appealed that the trial court erred in valuing the active appreciation of the business, and the husband challenged the trial court’s valuation of the active appreciation of real property rented to the business. The supreme court affirmed the trial court property division in all aspects.
Ohio Trial Court Fails to Consider Expert Testimony—Appellate Court Remands
Miller v. Miller, 2024-Ohio-821 The husband, Craig Miller, appealed from an amended judgment decree of divorce. The appellate court reversed the trial court. Facts and procedural history. The parties married on June 15, 2004. The husband became an optometrist in 2004...
Appellate Court (Mississippi) Affirms That Goodwill Is Not a Marital Asset
Smith v. Smith, 2024 This case involved an appeal of a Chancery Court decision in a divorce case in Mississippi. The wife was the appellant in this case. Two major issues were on appeal. The first dealt with child custody, which we will not cover in this digest, and...
Appellate Court (California) Declines to Set Aside Appraisal and Decision of Arbitrator
Hardiman v. Woodlands Store, Inc., 2024 This appeal to the California Court of Appeal dealt with an appraisal of the plaintiffs’, Roy and Janet Hardiman’s, 15% interest in a grocery business the defendant, Woodlands Store Inc., owned and operated. The plaintiffs...
Motion to Amend for Consideration of Variable Member Interests Granted
Lazar v. Mor, 2024 Gabriel Lazar and Joel Sheinbaum, et al., the plaintiffs, moved for leave to file a second amended complaint, adding two breach of contract claims against Arik Mor and Uriel Zichron, the defendants. Background. This action arose from a dispute among...
U.S. District Court Overturns Jury Award for Consequential Damages
Nevada Appellate Court Affirms Value of Husband’s Business and His Separate Property Value in the Business
Mamone v. Mamone, 2023 Shane Mamone appealed from a district court order in a domestic matter. Shane incorporated his own construction company, SCM, in Las Vegas. He put forth significant effort to grow SCM, including making trips to Asia where he was able to obtain...
U.S. District Court Overturns Jury Award for Consequential Damages
Endless River Techs. LLC v. Trans Union LLC, 2023 The parties had entered into a development agreement and contract for services for “the joint development and commercialization of a method for providing insurers on-line, real time comparison price quotes to...