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Resume of Lynn C. Jones, CPA, ABV, CFE

BANKING

Assisted counsel to a bank accused of breaching fiduciary duties in its management of collection accounts for the capture of license fees and royalties from the international distribution of motion pictures.

Assisted counsel to a bank in several matters involving real estate and construction financing wherein the banks were accused (variously) of failing to disclose relevant information to borrowers and purchasers of special real estate assets or of overly-restricting borrowers after loans became nonperforming.

Assisted counsel to banks in numerous real estate and construction financing matters wherein the banks sought to recover real estate after loans became nonperforming.

Designed a simulation model to track credit card portfolio performance against variable credit quality accounts to estimate uncollectible amounts over time and the resulting shrinkage in the aggregate portfolio.

Developed a workaround to avoid resurrecting an abandoned accounting and inventory system so that historical sales and returns performance, and related royalties due, could be accurately measured and reported.

Developed calculations to apportion losses to the various identified causes affecting business operations in several matters involving allegations of lender liability. In one matter, demonstrated that all losses were attributable to factors unrelated to lender actions.

REAL ESTATE AND Testified as to measurement ambiguity problems associated with total cost claims

CONSTRUCTION LITIGATION

in Amelco Electric v City of Thousand Oaks¸ a case in which the California Supreme Court would later rule that total cost claims against governmental

entities are not allowable as damages.

Acted as financial, accounting and tax advisor to a group of family-controlled entities in a series of complex transactions involving the dissolution of businesses and sale of a premium commercial real estate parcel in Southern California, followed by the establishment of an umbrella organization to manage newly acquired properties and business operations.

Reviewed construction history to determine feasibility of continued financing on a multi-use university park; a country club, golf course, and residential housing complex, and several office and retail properties.

Developed a comprehensive financial plan for an office park converting from aerospace tenants to state agencies and smaller business tenants including the financing of required tenant improvements and rent incentives.

INTELLECTUAL PROPERTY: PATENT, COPYRIGHT, TRADEMARK, TRADE NAME, TRADE DRESS DISPUTES

Developed calculations of lost profits and (alternative) reasonable royalties in several patent infringement matters for specialized electronic and mechanical equipment.

Determined the effect of trade name and trade dress infringement on U. S. sales of a food product.

Led an effort to explore the value of the use of individuals’ name and personal stories in a feature length motion picture.

Determined the extent of royalties due from a multi-year agreement to produce and distribute copyrighted works.

Determined the extent of gains attributable to the manufacture and sale of a line of musical instruments produced and marketed overseas using protected designs and trade name in excess of the terms of a license agreement.

Calculated losses to a University and a Research and Development partnership arising from the marketing and sale of dental implants using a proprietary design.

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