Newsroom

Newsroom - May 2014

In 2014, on behalf of a major broker-dealer, David Russell successfully negotiated a settlement of under six figures of a claim for over $10,000,000 involving the suitability of investments for an estate-planning device called a grantor retained annuity trust, or GRAT. He then obtained a FINRA award recommending expungement of a broker’s regulatory record after an evidentiary hearing during which the broker and an expert witness testified. In the award, the Florida-based arbitration panel found that the customer’s claims were false and that the broker’s investment advice was suitable. So ended three years of disputes over claimed investment losses in 2008-2009.

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Upcoming Events

2/28/2019 - Tracy Field, a healthcare partner in our Atlanta office, will be presenting "Legal and Practical Considerations in Analyzing Potential Overpayments" at the Long Term Care and the Law program for the American Health Lawyers Association in Phoenix, Arizona, on February 28 and March 1.

3/29/2019 - Tracy Field, a healthcare partner in our Atlanta office, will be presenting "Anatomy of an Overpayment Analysis for Providers" at the North Carolina Healthcare Financial Management Association's 2019 Annual Conference in Pine Hurst, North Carolina, on March 29.

 
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