Case
Summaries

The following is a selection of matters that we have handled for clients:

  • Breach of Contract and Fraud claims by Plaintiff Physicians against their former medical School.  Settled at mediation for $400,000.  San Francisco County.

  • Trademark infringement case filed in United States District Court, San Francisco.  Defended the alleged infringer and asserted counter claims against the plaintiff.  We obtained insurance coverage for our client’s defense costs and obtained a $250,000 net recovery to our client at settlement conference.

  • Represented the widow of a long time client in a wrongful death case involving a heart attack suffered in a neighbor’s swimming pool.  Settled for defendant’s full insurance policy limits. San Joaquin County.

  • Slip and fall injury case against a restaurant franchisee involving a defective sidewalk at the defendant’s office premises.  The case settled for $150,000 at mediation. San Joaquin County.

  • Defended an investment banking firm against debt collection claims for $2 Million brought by a major international bank on unpaid promissory notes.  We developed lender liability counter claims against the bank for amounts in excess of the unpaid note balance and settled the case for mutual claim releases and zero cash paid by our client.

  • Supervised and managed an investment banking firm’s $50 million dollar equipment lease portfolio and coordinated the resolution of some two dozen distressed asset workouts within the client’s investment portfolio.

  • Represented an investor partner in connection with claims against its manager partner for breach of contract, breach of fiduciary duty, fraud, theft and conversion and usurpation of corporate opportunity resulting from defendant’s mishandling and self-dealing involving a multi-million dollar housing development project.  We obtained preliminary injunctive relief and removed and replaced the defendant manager.  Marin County.

  • Represented a large heavy equipment manufacturer in a trademark / trade dress infringement action filed in United States District Court, Sacramento.  Secured temporary restraining order and preliminary injunction by stipulation with defendant.  Case settled for cash payment to plaintiff and entry of a stipulated permanent injunction.

  • Prosecuted promissory note collection claims against dozens of investors of renewable power assets and filed claims against possessors of equipment pledged as collateral in a portfolio of  over 150 notes acquired by client.  Obtained writ of possession after appeal and recovered the property.  Case resulted in published opinion from Court of Appeal clarifying unsettled question regarding financing statements and security interests under the Uniform Commercial Code.  We recovered several hundred thousand dollars net to client, plus possession of the  equipment pledged to secure the notes. Riverside County.

  • We have formed new business entities and assist in ongoing governance of several California Professional Corporations for physicians and physician groups throughout Northern California.

  •  Regularly assist clients in researching, evaluating, clearing and registering trademarks and servicemarks, including representation in connection with opposition proceedings at the U.S. Patent and Trademark Office, Trademark Trials & Appeals Board (TTAB).

  • We assist clients in obtaining registration of copyright claims in original works and represent clients in both the prosecution and defense of infringement claims in United States District Courts.

  • Trial of a family law dispute to judgment, upheld on appeal, wherein we secured for our client an award of the family residence and highly valued, significant business assets, including a multi-million dollar agri-business and 1000 acre real estate investment. San Joaquin County.

  • Binding arbitration to judgment successfully defending a national mail order merchandising company against investment banker claims for fees allegedly due under a contract to raise capital. American Arbitration Association, New York, NY.

  • Coordinated and successfully managed an out of bankruptcy workout, liquidation and dissolution of a public company with over $2 million dollars of debt and $2 plus million dollars of potential shareholder claims following a direct public offering (DPO). San Mateo.