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    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
    Second Circuit Holds Safe Harbor Defense Bars Creditors’ State Law Fraudulent Transfer Claims
    2016-03-29

    Creditors of a Chapter 11 debtor asserting “state law, constructive fraudulent [transfer] claims … are preempted by Bankruptcy Code Section 546(e),” held the U.S. Court of Appeals for the Second Circuit on March 29, 2016. In re Tribune Company Fraudulent Conveyance Litigation, 2016 WL ____, at *1 (2d Cir. March 29, 2016), as corrected.

    Filed under:
    USA, Banking, Capital Markets, Insolvency & Restructuring, IT & Data Protection, Litigation, White Collar Crime, Schulte Roth & Zabel LLP, Debtor, Title 11 of the US Code, Second Circuit
    Authors:
    Michael L. Cook
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    Fifth Circuit orders mandatory subordination of contractual guaranty claims
    2015-06-05

    A creditor’s guaranty claim “arising from equity investments in a debtor’s affiliate should be treated the same as equity investments in the debtor itself — i.e., … subordinated to the claims of general  creditors,” held the U.S. Court of Appeals for the Fifth Circuit on April 28, 2015. In re American Housing Foundation, 2015 WL 1918854, at *8 (5th Cir. April 28, 2015).

    Filed under:
    USA, Insolvency & Restructuring, Litigation, White Collar Crime, Schulte Roth & Zabel LLP, Debtor, Fifth Circuit
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    District court rejects trustee’s “clever” assignment of fraudulent transfer claims to avoid code’s safe harbor defense
    2013-07-19

    U.S. District Judge Jed S. Rakoff of the Southern District of New York, applying the swap agreement safe harbor provision of the Bankruptcy Code (the "Code") §546(g), dismissed a Chapter 11 litigation trustee's state law fraudulent transfer complaint against a bank on June 11, 2013. Whyte v. Barclays Bank, PLC, 2013 WL2489925 (S.D.N.Y. June 11, 2013).

    Filed under:
    USA, New York, Insolvency & Restructuring, Litigation, Schulte Roth & Zabel LLP, Debtor, Title 11 of the US Code
    Authors:
    Michael L. Cook
    Location:
    USA
    Firm:
    Schulte Roth & Zabel LLP
    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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