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    Court rejects the "prudent investor rate" in favor of the PBGC discount rate
    2010-08-17

    A district court rejected the prudent investor rate theory and applied the Pension Benefit Guaranty Corporation (PBGC) discount rate to determine the amount of a PBGC termination liability claim. Wolverine, Procter & Schwartz, LLC v. Lynn F. Riley, 2010 WL 1236298 (D. Mass. 2010). This case demonstrates a recent trend among courts. In the 1990s and 2000s, several courts found that an unfunded benefit liability claim may be recalculated in bankruptcy using a "prudent investor rate" to determine the present value of plan liabilities.

    Filed under:
    USA, Employee Benefits & Pensions, Insolvency & Restructuring, Litigation, Reinhart Boerner Van Deuren SC, Bankruptcy, Limited liability company, Liability (financial accounting), Discounted cash flow, Pension Benefit Guaranty Corporation, Westlaw
    Location:
    USA
    Firm:
    Reinhart Boerner Van Deuren SC
    Washington LLC member knowingly receives unlawful distribution - what's the remedy?
    2010-09-08

    The Washington LLC Act prohibits an insolvent LLC from making a distribution to a member. RCW 25.15.235(1). Either type of insolvency will do – the LLC is unable to pay its debts as they come due in the usual course of business, or the LLC’s liabilities exceed the fair value of its assets.

    Filed under:
    USA, Washington, Insolvency & Restructuring, Litigation, Stoel Rives LLP, Shareholder, Limited liability company, Debt, Liability (financial accounting), Washington Court of Appeals
    Location:
    USA
    Firm:
    Stoel Rives LLP
    Withdrawal liability payments are not deferred pending arbitration when accelerated due to insolvency
    2010-09-17

    CENTRAL STATES SOUTHEAST AND SOUTHWEST AREAS PENSION FUND v. O'NEILL BROS. TRANSFER & STORAGE (August 31, 2010)

    Filed under:
    USA, Arbitration & ADR, Employee Benefits & Pensions, Insolvency & Restructuring, Litigation, Kelley Drye & Warren LLP, Employee Retirement Income Security Act 1974 (USA), Liability (financial accounting), Liquidation, Default (finance), Promulgation, Pension Benefit Guaranty Corporation
    Location:
    USA
    Firm:
    Kelley Drye & Warren LLP
    Bad medicine: court prevents pfizer from manipulating subsidiary’s bankruptcy to serve its own agenda
    2010-09-27

    A company facing a rash of tort lawsuits may try to use a dormant subsidiary’s bankruptcy as a tool to limit its exposure. That’s what Pfizer tried to do, and a New York bankruptcy judge sent them packing. This case is a warning to corporate parents that courts will not allow them to manipulate the process to use the bankruptcies of subsidiaries to further their own agendas. If you’re a creditor you can use this case as ammunition in reorganization disputes to show bad faith. Read on for a quick summary of what happened in the Pfizer case, and what you can learn from it.  

    Filed under:
    USA, Insolvency & Restructuring, Litigation, Herrick Feinstein LLP, Bankruptcy, Debtor, Injunction, Liability (financial accounting), Good faith, Voting, Bad faith, Subsidiary, Unsecured creditor, Parent company, Pfizer, United States bankruptcy court
    Authors:
    Paul Rubin , Frederick Schmidt
    Location:
    USA
    Firm:
    Herrick Feinstein LLP
    Trading swap termination claims memorandum
    2010-10-08

    In the wake of the recent financial crisis, the legal system continues to sort out rights and obligations of financial market participants. This is especially true for participants in the over-the-counter derivatives markets.

    The tremendous growth of that largely unregulated market has been accompanied by the development of sophisticated contractual frameworks and specific bankruptcy legislation expressly intended to reduce uncertainty around the amount and type of claims that could ultimately be asserted by market participants following bankruptcy of a derivative counterparty.

    Filed under:
    USA, Derivatives, Insolvency & Restructuring, Richards Kibbe & Orbe LLP, Bankruptcy, Clearing (finance), Unsecured debt, Collateral (finance), Swap (finance), Futures contract, Credit risk, Liability (financial accounting), Default (finance), International Swaps and Derivatives Association, Lehman Brothers, Enron
    Authors:
    Jon Kibbe , Julia Lu
    Location:
    USA
    Firm:
    Richards Kibbe & Orbe LLP
    Hines Nurseries, one of the largest plant growers in the US, files for bankruptcy in Delaware
    2010-10-16

    On October 12, 2010, Consolidated Horticulture Group, LLC and Hines Nursery LLC (the "Debtors"), filed petitions for bankruptcy in the United States Bankruptcy Court for the District of Delaware. According to the Declaration filed by Debtors' President and CEO, Stephen Thigpen (the "Declaration"), Debtors are one of the largest commercial nurseries in North America, selling shrubs and container-grown plants to commercial and retail customers. Decl.

    Filed under:
    USA, Delaware, Insolvency & Restructuring, Litigation, Fox Rothschild LLP, Bankruptcy, Retail, Limited liability company, Debt, Liability (financial accounting), Unsecured creditor, Secured loan, Walmart, The Home Depot, United States bankruptcy court, US District Court for District of Delaware
    Authors:
    L. Jason Cornell
    Location:
    USA
    Firm:
    Fox Rothschild LLP
    TerreStar Networks seeks bankruptcy protection
    2010-10-22

    Straining under a debt burden in excess of $1 billion, TerreStar Networks filed a petition for Chapter 11 protection with a New York bankruptcy court on Tuesday. Known formerly as Motient Corp., TerreStar is in the midst of deploying a hybrid terrestrial/mobile satellite network that would serve rural and other hard-to-reach areas in the U.S.

    Filed under:
    USA, New York, Insolvency & Restructuring, Litigation, Telecoms, Paul, Weiss, Rifkind, Wharton & Garrison LLP, Bankruptcy, Shareholder, Marketing, Debt, Liability (financial accounting), Legal burden of proof, Balance sheet, US Securities and Exchange Commission, AT&T, EchoStar, United States bankruptcy court
    Authors:
    Patrick S. Campbell
    Location:
    USA
    Firm:
    Paul, Weiss, Rifkind, Wharton & Garrison LLP
    Lehman seeks to unwind elevations of European loan participants
    2010-11-08

    In the jargon of the secondary bank loan market, loans beneficially owned by participation may be "elevated" to direct assignments once requisite administrative agent and/or borrower consent is obtained. Such "elevations" customarily have been viewed as straightforward transactions -- when completed, the participant simply stands in the shoes of the grantor and becomes the lender of record of the loan on the books of the administrative agent.

    Filed under:
    USA, Banking, Insolvency & Restructuring, Securitization & Structured Finance, Richards Kibbe & Orbe LLP, Bankruptcy, Debtor, Interest, Debt, Liability (financial accounting), Liquidation, Holding company, Subsidiary, Lehman Brothers, Title 11 of the US Code
    Location:
    USA
    Firm:
    Richards Kibbe & Orbe LLP
    Creditors of insolvent Delaware limited liability companies blocked from suing managers for breach of fiduciary duty
    2010-11-24

    In today’s turbulent economic climate, it is vital for creditors and debtors to understand the precise boundaries of their rights and duties when an enterprise becomes insolvent. Directors, officers and managers must acknowledge those to whom they owe fiduciary duties and fulfill those duties at the risk of personal liability, while creditors evaluate their potential remedies against misbehaving insiders to collect on defaulted obligations.

    Filed under:
    USA, Delaware, Company & Commercial, Insolvency & Restructuring, Litigation, Bryan Cave Leighton Paisner (Bryan Cave), Debtor, Breach of contract, Fraud, Fiduciary, Board of directors, Limited liability company, Standing (law), Limited partnership, Liability (financial accounting), Default (finance), Derivative suit, Delaware General Corporation Law, Delaware Court of Chancery, Delaware Supreme Court
    Authors:
    Eric E. Johnson , Stefani Thomas
    Location:
    USA
    Firm:
    Bryan Cave Leighton Paisner (Bryan Cave)
    Delaware Bankruptcy Court sheds light on the common interest doctrine preventing the waiver of privileged communications
    2010-12-01

    In re Leslie Controls, Inc., (Bankr. D. Del., Case No. 10-12199, 2010)

    CASE SNAPSHOT

    Filed under:
    USA, Delaware, Insolvency & Restructuring, Litigation, Reed Smith LLP, Bankruptcy, Debtor, Waiver, Interest, Work-product doctrine, Attorney-client privilege, Discovery, Liability (financial accounting), Delaware Supreme Court, United States bankruptcy court
    Authors:
    Brian M. Rostocki
    Location:
    USA
    Firm:
    Reed Smith LLP

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