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    The financial report December 11, 2014 - US judicial developments
    2014-12-11

    Bankruptcy Code protects certain Ponzi scheme payments. The trustee for debtor Bernard L. Madoff Investment Securities (BLMIS) sued to avoid fictitious profits paid by BLMIS to hundreds of customers over the life of the Madoff Ponzi scheme. The defendant customers moved to dismiss certain of these avoidance claims pursuant to 11 USC Sec. 546(e), which shields from recovery securities-related payments made by a stockbroker. The trial court agreed that Sec. 546(e) barred the claims, dismissing them, and the Second Circuit affirmed.

    Filed under:
    USA, Capital Markets, Insolvency & Restructuring, DLA Piper, Debtor
    Location:
    USA
    Firm:
    DLA Piper
    Directive on restructuring and insolvency
    2019-07-02

    Directive 2019/1023 of 20 June 2019 on preventive restructuring frameworks, on discharge of debt and disqualifications, and on measures to increase the efficiency of procedures concerning restructuring, insolvency and discharge of debt, and amending Directive (EU) 2017/1132 ("Directive on restructuring and insolvency")

    Filed under:
    Spain, Insolvency & Restructuring, DLA Piper, Debtor, NATO
    Authors:
    Alvaro Cid-Luna
    Location:
    Spain
    Firm:
    DLA Piper
    Mortgages under siege
    2014-11-12

    It used to be the case that mortgage creditors could rest easy knowing they held a mortgage, and that they would be repaid with the proceeds of the sale of the mortgaged asset, even in the event of an insolvency.

    Filed under:
    Spain, Banking, Insolvency & Restructuring, DLA Piper, Debtor, Mortgage loan
    Location:
    Spain
    Firm:
    DLA Piper
    VAT - Monthly Alert - May 2019: Court of Justice of the European Union
    2019-05-31

    In Budimex SA (C224/18), the CJEU was asked by a Polish Court to determine the time of supply in relation to a construction contract where no invoice was issued in accordance with articles 63 and 66 of the Principal VAT Directive (PVD), which provide that the chargeable event for VAT purposes is when the services are supplied.

    Filed under:
    European Union, Construction, Insolvency & Restructuring, Litigation, Tax, DLA Piper, Debtor, CJEU
    Location:
    European Union
    Firm:
    DLA Piper
    New insolvency law in Romania — a step ahead
    2014-10-01

    Following a lengthy process which started in 2012 aiming to reform the Romanian insolvency framework as part of a wider judicial reformation program, the New Insolvency Law (Law no. 85/2014 regarding the prevention of insolvency and the insolvency proceedings) entered into force on 28 July 2014.

    Filed under:
    Romania, Insolvency & Restructuring, Litigation, DLA Piper, Debtor
    Location:
    Romania
    Firm:
    DLA Piper
    HM Treasury consults on breathing space scheme and statutory debt repayment plan
    2018-11-20

    On 29 October 2018, HM Treasury published a consultation paper on a breathing space scheme and a statutory debt repayment plan, which were both part of the government’s 2017 manifesto commitments.

    Filed under:
    Ireland, Insolvency & Restructuring, Tax, DLA Piper, Bankruptcy, Debtor, Interest, Budget, Debt
    Location:
    Ireland
    Firm:
    DLA Piper
    Bankruptcy Court defines limits of shareholder safe harbor in failed leveraged buyouts
    2014-01-24

    An opinion issued in connection with the bankruptcy cases of Lyondell Chemical Company and its affiliates may have significant implications for shareholders who receive payments in connection with a leveraged buyout when the underlying company subsequently files for bankruptcy. 

    Filed under:
    USA, New York, Insolvency & Restructuring, Litigation, DLA Piper, Bankruptcy, Shareholder, Debtor, Leveraged buyout, United States bankruptcy court
    Location:
    USA
    Firm:
    DLA Piper
    Fifth Circuit shows reorganization investors how to get and keep an expense reimbursement order
    2011-09-09

    The U.S. Court of Appeals for the Fifth Circuit, on Aug. 16, 2011, affirmed the lower court’s decision authorizing reimbursement of expenses to qualified bidders for a reorganization debtor’s assets. In re Asarco, LLC, 2011 BL 213002 (5th Cir. Aug. 16, 2011). In the court’s view, the debtor provided “a compelling and sound business justification for the reimbursement authority.” Id. at *12.

    Facts

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Schulte Roth & Zabel LLP, Bankruptcy, Debtor, Federal Reporter, Debt, Due diligence, Judicial review, Business judgement rule, Second Circuit, United States bankruptcy court, Fifth Circuit, Third Circuit, Trustee
    Authors:
    Michael L. Cook , Lawrence V. Gelber
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    Contested plan valuation dispute: Chemtura decision highlights valuation issues
    2010-11-16

    The current cycle of Chapter 11 corporate bankruptcies involves many cases where the debtor seeks to achieve a balance-sheet restructuring by converting debt into equity. When consensus cannot be achieved, junior stakeholders (i.e., second lien creditors, unsecured creditors and/or equity) will often contest plan confirmation on the grounds that the proposed plan provides more than 100% recovery to the senior creditors. Valuation plays the central role in these cases.

    Filed under:
    USA, New York, Insolvency & Restructuring, Litigation, Schulte Roth & Zabel LLP, Bankruptcy, Shareholder, Debtor, Unsecured debt, Debt, Balance sheet, EBITDA, Valuation (finance), Discounted cash flow, US District Court for SDNY
    Authors:
    David M. Hillman
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    Seventh Circuit holds that bankruptcy court improperly reduced oversecured lenders’ claim
    2009-05-13

    The U.S. Court of Appeals for the Seventh Circuit held on May 5, 2009, that a group of secured lenders were fully secured and “entitled to a full recovery” from the debtor despite the bankruptcy court’s improper valuation of the collateral (improved airport terminal space) securing the lenders’ underlying $60 million loan. In re United Airlines, Inc., ___ F.3d ___, 2009 U.S. App. LEXIS 9648 (7th Cir. 5/5/09) (Easterbrook, Ch. J.). The lower courts had valued the lenders’ collateral at $35 million, leaving them with a $25 million unsecured claim.

    Filed under:
    USA, Aviation, Insolvency & Restructuring, Litigation, Schulte Roth & Zabel LLP, Bankruptcy, Debtor, Unsecured debt, Collateral (finance), Interest, Federal Reporter, Foreclosure, Valuation (finance), Airport, United States bankruptcy court, Seventh Circuit
    Authors:
    Adam C. Harris , David M. Hillman , Lawrence V. Gelber , Michael L. Cook
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP

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