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Contact us today: 866.461.7474 or 727.461.7474 | 581 South Duncan Avenue Clearwater, FL 33756
Coleman Law Firm
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Awards and Settlements

estate planning lawyer in clearwater

Most matters in controversy are settled long before they reach the doors of the arbitration hearing room. Certain cases, however, must be arbitrated. The Coleman Law Firm is no stranger to that process. When most cases resolve by settlement, it is done on a confidential basis, so little comment can be made on this website about settlements. The following is a list of some of the cases that went to final hearing:

  1. Richard Alan Kess – arrested and held at the Pinellas County Jail on $50,000.00 bond after stealing $500,000,00 from his elderly mother while he acted as trustee of her estate for two years. Tampa Bay Online Article
  2. Resolved multiparty litigation regarding private placement investments.
  3. (Confidential Settlement) Retired Schoolteacher recovers over $180,000.00 after her Financial Advisor invests her life savings in illegal, unregistered securities.
  4. (Confidential Settlement) Significant recovery for beneficiary damaged by broker’s negligent filling out of forms.
  5. Established over 1 million dollars of claims in Viatical Recovery Program.
  6.  Circuit Court action brought seeking distribution and receipt of assets belonging to the Estate which resulted in obtaining assets in the amount of $200,000.00 plus for the Personal Representative.
  7. Retired couple at ages eighty-five (85) and eighty-seven (87) sue and win FINRA Award against Wall Street Strategies, Inc. and their registered Representatives, Garry Savage, Sr. and Garry Savage, Jr., for placing the retired couple in illiquid, unsuitable, and speculative investments exhausting their lifetime savings. Filion Arbitration Award
  8. Eighty-year-old (80) retiree, with his wife and his fifty-five-year-old (55) son, sue Omni Brokerage and its former representative, Dan Werry, for selling them worthless investments in Cabot Investment Properties, LLC., resulting in a judgment in the amount of $900,000.00 against Omni Brokerage. Whitmore v. Omni Brokerage, Inc.
  9. NASD Awards retired couple in an unrated Municipal Bond over concentration case against Lawson Financial Corporation. Beinhauer Arbitration Award
  10. Retired nurse victorious in suit against Aragon Financial Services, Inc. in sale of promissory notes. Massaro Arbitration Award
  11. Claimants win over $1.3 Million case against internet giant E*Trade Securities LLC PLUS Attorney’s Fees and Costs. Nash Arbitration Award
  12. Widow victorious over Summit Brokerage Service, Inc. as FINRA Panel determines Summit liable for negligence and negligent supervision. Owen Arbitration Award
  13. 77 year old retired teacher sues and wins FINRA Award against internet powerhouse TD Ameritrade for negligent supervision, negligence, and most importantly, violation of industry standards. Pappy Arbitration Award
  14. Retired Eastern Airline employee and his wife take on Merrill Lynch in annuity dispute and prevail. Starnes Arbitration Award
  15. Tampa Bay HVAC Pension Plan recovers losses plus costs, attorneys’ fees and over $200,000.00 in punitive damages. Cox HVAC Pension Plan v. Salomon Smith Barney Award Cox Arbitration Award
  16. 80-year-old restaurateur recovers over $300,000 in damages from A.G. Edwards for broker misconduct. Barsion v. A.G. Edwards & Son Award, Barsion v. A.G. Edwards & Son Arbitration Award
  17. Variable Annuity abuse leads to an arbitration award against J.B. Hanauer in excess of $200,000.00. Estate of Stephen A. Lysk v. J.B. Hanauer Award, Lysk v. J B Hanauer Arbitration Award
  18. Fort Lauderdale Investor recovers principal plus $50,000.00 punitive damages from Sunpoint Securities. Jackson v. Sunpoint Securities Awards
  19. Circuit Court Judge gives relief to Palm Harbor widow exceeding $200,000.00 against NTG Holdings and Randall Prince. Booth v. Prince Arbitration Award
  20. Defrauded group of investors to recover $100,000.00 from the Florida Securities Guaranty Fund. Florida Securities Guaranty Fund.In March of 2002, the State of Florida qualified a group of Port St. Lucie investors to recover $100,000.00 from Florida Guaranty Fund for fraudulent activity of a broker
  21. Retiree recovers $63,000.00 from broker who invested $73,000.00 in Limited Partnerships sold through Aragon Financial services. Dugan v. Aragon Financial Services
  22. Retiree sues Raymond James, and wins full amount requested. Ganninger v. Raymond James Award
  23. Palm Harbor Hairdresser awarded over $150,000, plus attorney’s fees in 2004 Arbitration case against Weatherly Securities and Michael McNulty. Timmerscheidt v. McNulty NASD Award Timmerscheidt Arbitration Award
  24. Unlicensed Securities salesman, John Tsavaris, found guilty of selling unlicensed investments, and later goes to jail for non-compliance with Court Order. Somocurcio And Staples v. Tsavaris and Weitzel
  25. Limited Partnership investors received judgment in the amount of nearly half a million dollars against Aragon Financial Services. Conrad Trust v. Aragon Financial Services
  26. Sterling Enterprises Group, Inc. and Retirement Securities, Inc. found liable to claimants for over $900,000.00 plus attorney’s fees and costs. Sterling Enterprises Group, Inc. and Retirement Securities, Inc.
  27. Raymond James Financial Services found liable for violation of Florida Statutes §517.301, negligent supervision, and common law negligence and awarded claimant nearly $450,000.00 plus attorney’s fees. Raymond James Financial Services

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581 South Duncan Avenue
Clearwater, FL 33756


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Fax: 727.461.7476
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    Testimonials

    Complete honesty and a close attention to all details involved in my case. Close guidance in all areas.
    M.A.B.
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    Jeff & Emily prepared a complete estate planning package for me. All documents, including adjustments due to recent changes in the law and specific stipulations I requested. Everything completed in a professional, timely manner and with patience in dealing with me. I would recommend The Coleman Law … Read more
    Brad, an Estate Planning client
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    I engaged the Coleman Law firm on two occasions and all of my transactions were handled from out of state. Mr. Coleman and all of his staff were very knowledgeable and personable. They dealt with everything in a very professional and timely manner. They kept me informed of what was happening all the… Read more
    Jeannette Hoffman
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    Jeff Coleman helped me with my case and I would use and recommend him again.
    Nancy G.
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    I’m very pleased with the way the Coleman Law Firm handled my matter. They were caring, fast, and I felt I was in good hands.
    Hollie J.
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    We are pleased to have this opportunity to describe how individualized your services were to our needs. Not only was the staff attentive, caring and helpful, but also the firm was extremely in tune to the complicated activity of market affairs and our particular problems. We would definitely recomm… Read more
    J.R. & S.D.
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    My husband and I saved and planned for a comfortable retirement. We retired in 2000. Due to improprieties and uncontrolled circumstances by our financial advisor and financial institute; we lost a substantial amount of our retirement savings. Thankfully, we were referred to attorney, Jeffrey P. Cole… Read more
    Lou & Sue Maas
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    Mr. Coleman did our estate planning. He is a stand up guy who tells you like it is. I appreciated his honesty and forward thinking in our matters. I would use him again if I needed legal help in any way.
    Chelsea W.
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    My name is Dr. Christine LaRae Larson. I have been involved with Coleman Law Firm, needing legal counsel in my new role as a trustee. Personally and on the front end of my position, I had very little experience as a trustee. But now, as my involvement with Coleman Law Firm has continued, I am no lon… Read more
    Dr. Christine LaRae Larson
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    I have referred probably at least five cases to the Coleman Law Firm. I have found Mr. Coleman and his staff to be both knowledgeable and down to earth. Mr. Coleman assisted with real estate matters, probate matters, and some personal injury cases with success. I will continue to refer cases to him … Read more
    Lee G.
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