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BLUM v. PENSION INVESTORS CORP.

No. 95-1677.

671 So.2d 164 (1996)

Norman BLUM, Appellant, v. PENSION INVESTORS CORPORATION, Paul, Landy, Beiley & Harper, P.A., and Lawrence Ploucha, Appellees.

District Court of Appeal of Florida, Third District.

Rehearing Denied April 24, 1996.

Attorney(s) appearing for the Case

Kluger, Peretz, Kaplan & Berlin and Alan J. Kluger and Michael D. Ehrenstein, for appellant.

Murai, Wald, Biondo & Moreno and Lynette Ebeoglu McGuinness; Simon, Schindler & Sandberg and Theodore R. Dempster, for appellees.

Before SCHWARTZ, C.J., and LEVY and GERSTEN, JJ.

SCHWARTZ, Chief Judge.

Dr. Blum, a shareholder in the qualified pension plan of his P.A., sued his attorneys and the entity hired to handle the dissolution of the plan for alleged misadvise concerning the requirement that, to qualify for a valuable federal income tax benefit, funds distributed from a terminated plan be "rolled over" into another investment within one calendar year. 26 U.S.C.A. § 408(d)(3)(B) (West Supp.1995). The trial judge entered summary judgment...

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