BRIAN LARKY, AS TRUSTEE TO THE AUDREY LEDERER TRUST, ET AL. VS CLIFTONLARSONALLEN WEALTH ADVISORS, LLC, ET AL.
Case Summary
Case Details
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Case Number:
*******0036
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Filing Date:
03/15/2021
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Case Status:
Pending - Other Pending
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Case Type:
Contract - Professional Negligence
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Courthouse:
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County, State:
Los Angeles, California
Judge Details
Presiding Judge
RICHARD L. FRUIN
Party Details
Plaintiffs
LARKY AS TRUSTEE TO THE AUDREY WELLS 2013 INSURANCE TRUST BRIAN
BLUE GARDENIA PRODUCTIONS INC. A CALIFORNIA CORPORATION
LARKY AS TRUSTEE TO THE AUDREY LEDERER TRUST BRIAN
BLUE GARDENIA PRODUCTIONS INC.
BRIAN LARKY AS TRUSTEE TO THE AUDREY WELLS 2013 INSURANCE TRUST
BRIAN LARKY AS TRUSTEE TO THE AUDREY LEDERER TRUST
Defendants
KILWEIN AN INDIVIDUAL KURT
ALTMAN AN INDIVIDUAL SHARON
CLIFTONLARSONALLEN WEALTH ADVISORS LLC
KILWEIN KURT
ALTMAN SHARON
Attorney/Law Firm Details
Defendant and Plaintiff Attorneys
SZTAINER TAYLOR D.
JONES CHARLES E.
SALTZ MICHAEL J.
ALCUMBRAC MARTA A.
ALCUMBRAC MARTA
Court Documents
1/21/2022: Application to be Admitted Pro Hac Vice
2/18/2022: Minute Order - MINUTE ORDER (HEARING ON MOTION TO BE ADMITTED PRO HAC VICE BY ATTY TAYLOR ...)
4/13/2022: Ex Parte Application - EX PARTE APPLICATION JOINT EX PARTE TO VACATE TRIAL; DECLARATION OF ELANA R. LEVINE IN SUPPORT THEREOF
4/14/2022: Minute Order - MINUTE ORDER (HEARING ON EX PARTE APPLICATION BY PLAINTIFFS FOR JOINT EX PA...)
8/2/2021: Application to be Admitted Pro Hac Vice - APPLICATION TO BE ADMITTED PRO HAC VICE OF CHARLES E. JONES
8/2/2021: Notice of Ruling
8/26/2021: Minute Order - MINUTE ORDER (HEARING ON MOTION TO BE ADMITTED PRO HAC VICE BY ATTY CHARLES...)
7/29/2021: Case Management Statement
7/29/2021: Answer
7/30/2021: Notice of Posting of Jury Fees
7/30/2021: Notice of Posting of Jury Fees
8/2/2021: Minute Order - MINUTE ORDER (CASE MANAGEMENT CONFERENCE)
7/14/2021: Case Management Statement
6/25/2021: Notice and Acknowledgment of Receipt
6/25/2021: Notice and Acknowledgment of Receipt
6/25/2021: Notice and Acknowledgment of Receipt
5/4/2021: Notice of Case Management Conference
5/11/2021: Notice - NOTICE OF CASE MANAGEMENT CONFERENCE
Docket Entries
- 02/21/2023
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Hearing02/21/2023 at 4:30 PM in Department 15 at 111 North Hill Street, Los Angeles, CA 90012; Non-Appearance Case Review
- 10/24/2022
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Hearing10/24/2022 at 09:30 AM in Department 15 at 111 North Hill Street, Los Angeles, CA 90012; Jury Trial
- 10/14/2022
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Hearing10/14/2022 at 08:30 AM in Department 15 at 111 North Hill Street, Los Angeles, CA 90012; Final Status Conference
- 08/26/2022
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Hearing08/26/2022 at 4:30 PM in Department 15 at 111 North Hill Street, Los Angeles, CA 90012; Non-Appearance Case Review
- 05/13/2022
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Docketat 08:30 AM in Department 15; Final Status Conference ((FSC)) - Not Held - Continued - Party's Motion
- 04/14/2022
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Docketat 08:30 AM in Department 15, Richard L. Fruin, Presiding; Hearing on Ex Parte Application (by Plaintiffs for Joint Ex Parte to Vacate Trial and Continue Pre-Trial Deadlines and Trial Date) - Held - Motion Granted
- 04/14/2022
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DocketMinute Order ( (Hearing on Ex Parte Application by Plaintiffs for Joint Ex Pa...)); Filed by Clerk
- 04/13/2022
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DocketEx Parte Application (- Joint Ex Parte to Vacate Trial); Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff); Brian Larky, as Trustee to the Audrey Wells 2013 Insurance Trust (Plaintiff); Blue Gardenia Productions, Inc. (Plaintiff)
- 02/18/2022
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Docketat 09:15 AM in Department 15, Richard L. Fruin, Presiding; Hearing on Motion to be Admitted Pro Hac Vice (by Atty Taylor D. Sztainer on behalf of Defts CliftonLarsonAllen LLP Erroneously Sued As CliftonLarsonAllen Wealth Advisors, LLC, Sharon Altman and Kurt Kilwein [424635138069]*-) - Held - Motion Granted
- 02/18/2022
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DocketMinute Order ((Hearing on Motion to be Admitted Pro Hac Vice by Atty Taylor ...)); Filed by Clerk
- 07/14/2021
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DocketCase Management Statement; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff)
- 06/25/2021
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DocketNotice and Acknowledgment of Receipt; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff)
- 06/25/2021
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DocketNotice and Acknowledgment of Receipt; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff)
- 06/25/2021
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DocketNotice and Acknowledgment of Receipt; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff)
- 05/11/2021
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DocketNotice (of Case Management Conference); Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff); Brian Larky, as Trustee to the Audrey Wells 2013 Insurance Trust (Plaintiff); Blue Gardenia Productions, Inc. (Plaintiff)
- 05/04/2021
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DocketNotice of Case Management Conference; Filed by Clerk
- 03/15/2021
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DocketSummons (on Complaint); Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff); Brian Larky, as Trustee to the Audrey Wells 2013 Insurance Trust (Plaintiff); Blue Gardenia Productions, Inc. (Plaintiff)
- 03/15/2021
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DocketComplaint; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff); Brian Larky, as Trustee to the Audrey Wells 2013 Insurance Trust (Plaintiff); Blue Gardenia Productions, Inc. (Plaintiff)
- 03/15/2021
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DocketCivil Case Cover Sheet; Filed by Brian Larky, as Trustee to The Audrey Lederer Trust (Plaintiff); Brian Larky, as Trustee to the Audrey Wells 2013 Insurance Trust (Plaintiff); Blue Gardenia Productions, Inc. (Plaintiff)
- 03/15/2021
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DocketNotice of Case Assignment - Unlimited Civil Case; Filed by Clerk
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