Wright v. Cramer
Citations
- 2018 Ohio 764
- 107 N.E.3d 836
Syllabus
The trial court erred in only one respect, and this was in connection with the court's judicial notice of S&P 500's return rates to calculate appreciation on the marital portion of Appellant's retirement accounts. In all other respects, the trial court did not abuse its discretion in classifying and dividing the parties' property. Affirmed in part and reversed in part, and remanded solely for the trial court to decide an appropriate method of calculating the appreciation of the marital portion of Appellant's retirement accounts.
How courts have described this case
Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.
- holding that an insurance agent who did not claim to be a tax professional and had a direct financial interest in the transaction at issue lacked sufficient expertise to advise on the tax consequences of complex life insurance transactions
- stating that the taxpayer must establish that \[t]he adviser was a competent professional who had sufficient expertise to justify reliance\
- stating that “An expert witness loses his or her impartiality when he or she is too closely connected with one of the parties” and holding that such an expert is of limited value to the Court
- requiring the taxpayer to provide necessary and accurate information to any adviser
- an insurance agent who was not a tax professional lacked sufficient expertise to advise on tax implications of a complex, group whole/term-hybrid life insurance plan
- an insurance agent who was not a tax professional lacked sufficient expertise to advise on tax implications of a complex, group whole/term-hybrid life insurance plan
Source: CourtListener parenthetical corpus (CC0).
Judges: Welbaum
Read full opinion on CourtListenerSourced from CourtListener / Free Law Project (CC0).
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