Monthly Archives: January, 2016

Finally an ERISA Subrogation Victory for Plaintiffs

Montanile v. Board of Trustees of National Elevator, 577 U.S. ____ (2016) In the post McCutchen world wherein trial attorneys find themselves at the mercy of ERISA Plans, it was with a measure of dread that we anticipated another unfavorable ruling from the U.S. Supreme Court in Montanile. (See previous blog post). However, Justice Clarence…

Read Post

ERISA Plan Penalized For Failure To Produce Documents

In Harris-Frye v. United of Omaha, (E.D. Tenn. 9/21/15) the court assessed $61,380.00 in penalties against the ERISA Plan Administrator for failure to produce the “Plan Document”. This case underscores the importance of properly requesting ERISA Plan Documents pursuant to 29 U.S.C. §1024(b)(4) early in the underlying personal injury case. The court in this case…

Read Post


“Synergy is our guiding light for deferring our contingent legal fees and planning for retirement. The lawyers at Panter Panter & Sampedro, myself included, have been working with them for over ten years using different methods to defer comp and plan for retirement.”

Brett Panter
Panter, Panter & Sampedro

"I don't think I've directly said "thank you" for helping us with Bridgett’s case. We sent the reduced payment to Medicaid and called Bridgett's mom to tell her approximately how much money was going to be left for Bridgett and she broke down over the telephone. Given only $25k of insurance and a $850k medical bill from the hospital she didn't think Bridgett would ever see a penny."

Tom L. Copeland
Jeffrey Meldon & Associates, P.A.

WordPress Image Lightbox