In the area of family law, Bob was lead trial counsel in one of the largest and most hotly-contested marital dissolution cases to proceed to trial in recent San Diego history. In the case, Bob represented a spouse who had established one of the country’s leading management firms in the investment advisory services industry. The case involved issues concerning the timing of when a business is valued, the method to value a business in litigation, tracing practices to establish separate and community interests in a business, reimbursement issues, equalization payment terms including collateralization, child and spousal support, and attorneys’ fees. The case required four separate trials over a three-year period with economic issues in excess of $150 million. At the conclusion of the trials, Bob had persuaded the Court to value the business at a date very favorable to his client, provide his client with substantial reimbursements, award favorable equalization payment terms, and deny any recovery of attorneys’ fees requested by the opposing party. The client saved tens of millions of dollars as a result of Bob’s trial efforts. On appeal, Bob won at the Fourth District and then successfully opposed a petition for review to the California Supreme Court. The case established new law in California.
Bob was lead trial counsel in the dissolution case of one of the founders of Metabolife, a successful dietary vitamin supplement company founded in San Diego. At mediation, Bob was able to obtain a very favorable pre-trial settlement for the client, the terms of which are confidential and remain under seal.
Bob was lead trial counsel in another large case involving issues pertaining to interpretation of prenuptial agreements relating to numerous real estate and vessel businesses owned through a myriad of business entities and issues pertaining to support and significant life insurance contract obligations. At trial, Bob was able to recover the client’s interests provided in the contracts including millions in real estate, a seven figure support award and the valuable life insurance policy interests, as well as an award of attorneys’ fees and costs.
In another significant matter, Bob was lead counsel in an extremely large and complex developer case involving over thirty corporate, partnership and limited liability company entities with commercial, industrial and multi-unit residential building projects. The case was heavily litigated over a two-year period and involved significant real estate and business transactions for numerous projects from the raw land and entitlement stage to the finished or retail stage. Substantial finance, accounting, tracing, valuation, construction defect, product liability, and tax issues were involved. The case required numerous expert witnesses due to the nature and extreme complexity of the transactions. After substantial discovery proceedings had been completed and the case was set for trial, Bob obtained a multimillion dollar settlement for the client at the mandatory pre-trial settlement conference. The precise terms of the settlement remain subject to a confidentiality agreement.
Bob was lead counsel in a multimillion dollar real estate developer case involving one of the largest developers in Imperial County, California. This case was extremely complex and involved numerous significant residential real estate projects in various stages of development, owned and managed by multiple business entities. The case involved complex tracing issues and valuation questions, as well as banking, finance and taxation issues. Bob pursued the case through discovery and pre-trial motions. The case settled at trial with a recovery of the claimed valuable property interests including multi-use real property entitlements in favor of the client.
Bob has also handled a number of large family law cases involving business in the automobile industry. Bob was able to bring his civil litigation, bankruptcy and receivership experience in the automobile industry to achieve very favorable results for his clients on business valuation, apportionment and equalization payments for business interests due to his unique knowledge of the industry.