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§ 550(a)(1)

Montoya v. Goldstein (Chuza Oil Co.)

Ruling
Chapter 7 trustee was not entitled to recover on fraudulent transfer claim against daughterof debtor’s owner as she was a mere conduit of the money at issue. (Bankr. D.N.M.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred

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Judge or Jurisdiction information not available
Consumer opinion summary, case decided on February 12, 2021 , LexisNexis #0321-092

Connolly Geaney Ablitt & Willard v. Durham Commer. Capital Corp., In re

Ruling
Trustee was entitled to summary judgment where he established the elements for avoidanceof fraudulent transfers and entitlement to recovery against defendants. (Bankr. D. Mass.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred

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Judge or Jurisdiction information not available
Commercial opinion summary, case decided on February 27, 2019 , LexisNexis #0419-039

Wolf, In re--Reid v. Wolf

Ruling
Court concluded that a money judgment would be entered against a son of debtor based onhis liability as an initial transferee of 51 percent of certain corporate stock. (Bankr. N.D. Ill.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred

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Consumer opinion summary, case decided on November 19, 2018 , LexisNexis #0119-020

Peregrine Fin. Grp, Inc., In re--Bodenstein v. Univ. of N. Iowa

Ruling
Trustee failed to prove that university is an entity from whom he can recover fraudulenttransfer as the university could not be held liable as an initial transferee because it was a mereconduit for a foundation that the CEO had made a pledge to donate to. (Bankr. N.D. Ill.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred Property; Recovery From Initial Transferee.

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Commercial opinion summary, case decided on July 11, 2018 , LexisNexis #0818-077

Walldesign, Inc., In re--Henry v. Official Comm. of Unsecured Creditors of Walldesign, Inc.

Ruling
Corporate president could not be considered as an initial transferee as he did not havedominion over the funds in a personal capacity. (9th Cir.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred Property; Recovery From Initial Transferee.

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Judge or Jurisdiction information not available
Commercial opinion summary, case decided on October 02, 2017 , LexisNexis #1117-057

Dearmond, In re--Russell v. Harper

Ruling
Trustee was entitled to monetary judgment from transferee as the transferee was also held liable for debtor's fraudulent transfers. (Bankr. E.D. Tenn.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred Property; Recovery From Initial Transferee.

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Consumer opinion summary, case decided on September 21, 2017 , LexisNexis #1017-108

Brooke Corp., In re--Redmond v. NCMIC Fin. Corp.

Ruling
Trustee could recover loan payments after proving that debtor was continuously insolventduring the four years preceding the filing of its bankruptcy petition. (Bankr. D. Kan.)
Issue(s)
Liability of Transferee of Avoided Transfer; Trustee’s Right to Recover Transferred

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Commercial opinion summary, case decided on May 15, 2017 , LexisNexis #0617-077

Kapila v. Gregory E. Matton P.A. (In re Am. Managed Care LLC)

Ruling
Transfers to law firm and lawyer within two years of petition date were avoidable.
Issue(s)
Were transfers to law firm and lawyer within two years of petition date avoidable?

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Commercial opinion summary, case decided on June 28, 2016 , LexisNexis #0716-079

Pankey v. Pankey (In re Pankey)

Ruling
Debtor's attorneys were not liable for amounts transferred to third parties relating to debtor's personal injury claim but was liable for retaining portion of settlement as unapproved fee.
Issue(s)
Were debtor's attorneys liable to the estate for payment of funds from the debtor's personal injury settlement to third parties to satisfy claims relating to the personal injury case?

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Consumer opinion summary, case decided on April 06, 2015 , LexisNexis #0415-128

Hyman v. Bast Amron LLP (In re Cargo Transp. Servs.)

Ruling
Law firm acting as conduit for settlement proceeds was not an initial transferee.
Issue(s)
Whether a law firm was an initial transferee under 11 U.S.C.S. § 550(a)(1) where a chapter 11 debtor made six 11 U.S.C.S. § 547 preferential transfers to the firm as part of a settlement agreement in a preference action in another chapter 11 case and where the firm deposited the funds into its trust account.

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Commercial opinion summary, case decided on November 26, 2013 , LexisNexis #1213-092