Try our Advanced Search for more refined results
- Law360
- Law360 UK
- Law360 Pulse
- Law360 Employment Authority
- Law360 Tax Authority
- Law360 Insurance Authority
- Law360 Real Estate Authority
- Law360 Healthcare Authority
- Law360 Bankruptcy Authority
- Products
- Lexis®
- Law360 In-Depth
- Law360 Podcasts
- Rankings
- Regional Powerhouses
- Law360's MVPs
- Women in Law Report
- Law360 400
- Diversity Snapshot
- Practice Groups of the Year
- Rising Stars
- Titans of the Plaintiffs Bar
- Sections
- Adv. Search & Platform Tools
- About all sections
- Browse all sections
- Banking
- Bankruptcy
- Class Action
- Competition
- Employment
- Energy
- Expert Analysis
- Insurance
- Intellectual Property
- Product Liability
- Securities
- Beta Tools
- Track docs
- Track attorneys
- Track judges
REITTINGER et al v. THE LINCOLN NATIONAL LIFE INSURANCE
Case Number:
1:13-cv-00954
Court:
Nature of Suit:
Judge:
Firms
-
August 25, 2015
Claims Trimmed In $1.9M Lincoln National Tax Shelter Row
A North Carolina federal judge on Tuesday said negligence claims were time-barred in a $1.9 million suit filed by a businessman accusing Lincoln National Life Insurance Co. of disguising abusive tax shelters as employee welfare benefit plans.
-
August 05, 2015
Insurer Blasts Naivete Excuse In $1.9M Tax Shelter Row
The Lincoln National Life Insurance Co. told a North Carolina federal judge Monday that the multimillionaire president of an auto body shop was unreasonable to expect tax advice from their agent in a $1.9 million suit over an infamous tax shelter because he signed a disclaimer which said the agent was not a tax adviser.
-
July 16, 2015
NC Businessman Says Insurer Exploited Naivete In Tax Row
A businessman accusing Lincoln National Life Insurance Co. of disguising abusive tax shelters as welfare benefit plans told a federal court Wednesday that the insurer cannot skirt his claims, because it took advantage of his naivete in encouraging him to invest in the plan.
-
June 01, 2015
Insurer Says NC Businessman Did Not Read Docs In Tax Fight
The Lincoln National Life Insurance Co. on Friday urged a North Carolina federal judge to dismiss allegations it disguised abusive tax shelters as employee welfare benefit plans, saying a businessman locked in a fight with the U.S. Internal Revenue Service failed to read key documents.
-
June 16, 2014
Class Claims Axed In Tax Shelter Suit Against Insurer
A North Carolina federal judge on Monday axed class action claims in a lawsuit alleging The Lincoln National Life Insurance Co. disguised abusive tax shelters as welfare benefit plans, saying the claims will be better pursued individually.