Plaintiff, a successful businessman, sought retirement advice and estate planning from defendant Salomon, Smith Barney, Inc. (SSB), which recommended that plaintiff retain defendant law firm to set up a charitable remainder trust. Defendant Louis W. Pierro, Esq. drafted the documents and also became a cotrustee of the subject trust, which invested its assets in variable annuities. After the trust's assets declined substantially, plaintiff commenced this action against both...
Let's get started
Welcome to the leading source of independent legal reporting
Sign on now to see your case.
Or view more than 10 million decisions and orders.
- Updated daily.
- Uncompromising quality.
- Complete, Accurate, Current.