Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-cand-3_09-cv-03432/USCOURTS-cand-3_09-cv-03432-2/pdf.json

Nature of Suit Code: 791
Nature of Suit: Employee Retirement Income Security Act (ERISA)
Cause of Action: 28:1132 E.R.I.S.A.

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1 CASE NO. CV 093432 SC

STIPULATION TO CONTINUE STATUS CONFERENCE AND [PROPOSED] ORDER

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CHRISTOPHER M. AHEARN, State Bar No. 239089

chris.ahearn@ogletreedeakins.com

OGLETREE, DEAKINS, NASH, SMOAK & STEWART, P.C.

One Market Plaza, Steuart Tower, Suite 1300

San Francisco, California 94105

Telephone: (415) 442-4810

Attorneys for Defendant, Counter-Claimant, Counter-Defendant and Cross-Claimant 

WELLS FARGO BANK, N.A., and Defendant and Counter-Defendant the LIFE INSURANCE 

ENDORSEMENT METHOD SPLIT DOLLAR PLAN

MARK H. LIPTON, CA State Bar No. 51010

liptonapc@aol.com

NEYART, ANDERSON, FLYNN, & GROSBOLL

1380 Lead Hill Blvd., Ste. 106

Roseville, CA 956661

Telephone: (916) 652-2221

Attorneys for Plaintiff and Counter-Defendant LESLIE LANNA, and Cross-Defendants and 

Counter-Claimants NICOLE LANNA and JAMIE LANNA

OLIVIA M. WRIGHT, CA State Bar No. 240200

owright@kmulaw.com

KIMBALL, MacMICHAEL & UPTON, P.C.

5260 North Palm Avenue, Suite 221

Fresno, CA 93704

Telephone: (559) 435-5500

JIMMIE W. PURSELL, JR., AZ State Bar No. 19957

(admitted Pro Hac Vice)

jpursell@jsslaw.com

JENNINGS, STROUSS & SALMON, P.L.C.

A Professional Limited Liability Company

The Collier Center, 11th Floor

201 East Washington Street

Phoenix, Arizona 85004-2385

Telephone: (602) 262-5911

Attorneys for Cross-Defendant and Counter-Claimant CATHERINE LANNA

UNITED STATES DISTRICT COURT

FOR THE NORTHERN DISTRICT OF CALIFORNIA

LESLIE LANNA, an individual,

Plaintiff,

v.

WELLS FARGO BANK, N.A. the appropriate 

Case No. CV 093432 SC

STIPULATION TO CONTINUE STATUS 

CONFERENCE AND [PROPOSED] ORDER

Complaint Filed: July 27, 2009

Case 3:09-cv-03432-SC Document 44 Filed 04/26/10 Page 1 of 5
2 CASE NO. CV 093432 SC

STIPULATION TO CONTINUE STATUS CONFERENCE AND [PROPOSED] ORDER

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named fiduciary of the LIFE INSURANCE 

ENDORSEMENT METHOD SPLIT DOLLAR 

PLAN, LIFE INSURANCE ENDORSEMENT 

METHOD SPLIT DOLLAR PLAN

Defendants.

Trial Date: None Set

Judge: Hon. Samuel Conti

AND RELATED ACTIONS

The prior Status Conference was held March 5, 2010 before the Honorable Samuel J. Conti. 

All parties appeared through counsel. The next scheduled Status Conference is April 30, 2010 

(with a status report due April 23, 2001). At the Status Conference the Court ordered the case to its 

Alternate Dispute Resolution Program (ADR). The parties were in contact with the ADR Program 

coordinator and agreed to mediation. A teleconference with the mediator, Jeff Lewis, was had and 

mediation has been scheduled to begin June 10, 2010 at 9:00 a.m. at the office of the mediator in 

Oakland, California. Plaintiff Leslie Lanna will attend in person as will counter-claimant/crossdefendant Catherine Lanna. Defendant/counter-claimant Wells Fargo will have a representative at 

the mediation as well. Cross defendants/counter-claimants Nicole Lanna and Jamie Lanna will be 

represented through counsel but will be available by phone to approve any settlement should the 

other parties reach agreement.

WHEREAS there is nothing further to report, and the results of the pre-mediation have 

been docketed with the Court, the parties hereto agree and ask the Court to continue the Status 

Conference scheduled for April 30, 2010 to a date after the mediation of June 10, 2010 in the event 

the case does not settle.

/ / / / / / / / / /

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Case 3:09-cv-03432-SC Document 44 Filed 04/26/10 Page 2 of 5
3 CASE NO. CV 093432 SC

STIPULATION TO CONTINUE STATUS CONFERENCE AND [PROPOSED] ORDER

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IT IS SO STIPULATED, THROUGH COUNSEL OF RECORD.

DATED: OGLETREE, DEAKINS, NASH, SMOAK & 

STEWART, P.C.

By: /s/ Christopher M. Ahearn

Christopher M. Ahearn

Attorneys for Defendant, Counter-Claimant, 

Counter-Defendant and Cross-Claimant WELLS 

FARGO BANK, N.A., and Defendant and 

Counter-Defendant the LIFE INSURANCE 

ENDORSEMENT METHOD SPLIT DOLLAR 

PLAN

DATED: NEYART, ANDERSON, FLYNN, & 

GROSBOLL

By: /s/ Mark H. Lipton 

Mark H. Lipton

Attorneys for Plaintiff and Counter-Defendant 

LESLIE LANNA, and Cross-Defendants and 

Counter-Claimaints NICOLE LANNA and 

JAMIE LANNA

DATED: JENNINGS, STROUSS & SALMON, PLC

By: /s/ Jimmie W. Pursell, Jr.

Jimmie W. Pursell, Jr.

Attorneys for Cross-Defendant and CounterClaimant CATHERINE LANNA

DATED: KIMBLE, MACMICHAEL AND UPTON, PLC

By: Olivia M. Wright 

Olivia M. Wright

Attorneys for Cross-Defendant and CounterClaimant CATHERINE LANNA

Case 3:09-cv-03432-SC Document 44 Filed 04/26/10 Page 3 of 5
4 CASE NO. CV 093432 SC

STIPULATION TO CONTINUE STATUS CONFERENCE AND [PROPOSED] ORDER

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Concurrence in the filing of this document has been obtained from each of the signatories

listed above. Attested to on April 23, 2010 under penalty of perjury under the laws of the United 

States.

ATTESTATION PER GENERAL ORDER NO. 45.X.B.

_/s/ Mark H. Lipton___________________ _

 Mark H. Lipton

PURSUANT TO STIPULATION, IT IS SO ORDERED that the Case Management Conference

is continued to July 23, 2010 at 10:00 a.m.

DATED: 

United States District Judge

April 26, 2010

UNITED STATES DISTRICT COURT

NORTHERN DISTRICT OF CALIFORNIA

IT IS SO ORDERED

Judge Samuel Conti

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Case 3:09-cv-03432-SC Document 44 Filed 04/26/10 Page 5 of 5