LITMAN V. GOLDBERG · INDEX NO. 524343/2025

# Counsel Bundle — 4/27/2026

NY Sup. Ct. Kings County · Hon. Brian L. Gotlieb, J.S.C. · Surviving claim: NY Civil Rights Law §§ 50–51

Start here: The 5-page Master Cover Memo is the index for the entire bundle. It maps everything below in a 30-minute / 2-hour read order. Read it first.
⬇ Download entire bundle as ZIP (1.4 MB)

## Headline memos

Document | Pages | What it is
--- | --- | ---
Master Cover Memo, 4/27/2026 | 5 | Read first. Index + read order for the whole bundle.
Counsel Directions, 4/27/2026 | 17 | The headline memo. Plaintiff's four buckets fully addressed; new 4/27 finding; 7 decision points; 10-item PROD002 demand list.
Counsel Directions (web version) | — | Same content as the PDF, browser-readable, self-contained.

## The new 4/27 finding — AR-side removal-from-tracking

Document | Pages | What it is
--- | --- | ---
AR "Expiring" Tag Analysis, 4/27/2026 | 6 | 96 of 108 KSU dockets tagged "expired J. Goldberg" in Oct 2025 are missing from the Q4 2025 Gould Receivables-by-Client report — the third concealment channel.
AR Expiring Tag — 108-Docket Cross-Reference | — | Companion CSV — every docket with present/missing flag and AR amounts where retained.

## Track 1 — Practice payout enforcement

Document | Pages | What it is
--- | --- | ---
AR Report "Responsible JBG" Finding, 4/27/2026 | 10 | Feb 17, 2026 AR report personally requested by Goldberg with `SortByResponsible:true`; surfaces the single casefile NGM internally attributes to Goldberg (KSU 33115.20U, $16,700) while publicly attributing it to Litman.
Client-Level Write-Off Master List, 4/27/2026 | 11 | $336,571 in formal write-offs (116 entries, KSU-dominant); 82.7%-by-dollars cross-link to Martha Long emails; Write-Off Journal never produced (CPLR 3122-a target).
Expired Matters Master List, 4/27/2026 | 10 | $317,746 swept from trust on 111 entries labeled "expired J. Goldberg F[iles]" in the October 2025 Trust Transfer Journal; 110/111 signed VG (Valencia Gray); 0 signed Goldberg personally.

## Track 2 — §§ 50-51 damages theory

Document | Pages | What it is
--- | --- | ---
Trademark Name-Use Memo, 4/27/2026 | 11 | The Track 2 trademark sub-track: 245 trademark dockets, 7+ post-SOL TTAB proceedings, the TUFFKOTE smoking gun, the Nicola Pizza exemplar, the July 24, 2025 Hashtag Sports cease-and-desist.

## NEW 4/27 — Royalty reconciliation ($32.7M trust receipts vs. $16.5M Defendant base)

Document | Pages | What it is
--- | --- | ---
Royalty Reconciliation, 4/27/2026 | 9 | Headline financial finding. Defendant's own 6/26/2025 RL Trust Ledger Report shows $32,708,669.08 in trust receipts; $23,694,007.62 transferred to operating; only $1,220,839.73 remaining in trust. Defendant's reconciliation accounting uses a base of only $16,506,604.92 — $16,202,064.16 unreconciled (49.5% of total). Disputed shortfall: $2.34M – $4.14M. Three damages scenarios + KFU JBG/JGB-verbal cluster + duplicate-payment pattern.

## NEW 4/27 — Uncle Photos evidence

Document | Pages | What it is
--- | --- | ---
Uncle Photos Evidence Memo, 4/27/2026 | 8 | Two Goldberg-personally-signed KFU Patent Assignment Cover Sheets (USPTO Reels 065379/0084 and 065933/0139, post-arbitration) — separate document type from the 16 POAs. Plus direct Goldberg→Litman 3/6/2023 KSU wire email; Aaron Gould 11/14/2025 "Richard: No." discovery refusal; 10/30/2025 USPTO trademark notification; NEW 7/25/2025 Kline TM-renewal email to client CC'ing Litman — pushes latest-confirmed-name-use anchor by 1 day, 7 days post-elimination.
Uncle Photos Exhibit Binder, 4/27/2026 | 23 | Catalogued visual binder of all 21 photographs — exhibit-numbered EX-A1 through EX-F3, one image per page with caption + legal significance.

## PROD001 — Goldberg's first rolling production

Document | Pages | What it is
--- | --- | ---
PROD001 Substantive Findings, 4/27/2026 | 8 | 1,317 docs / 11,757 pages, ingested 4/23/2026. Two headline finds: (1) RCL.xlsx 3,957-matter master list; (2) June 2025 admissions triad + Schaefer CC.
PROD001 Production Dashboard ↗ | — | Full-text searchable browser of the 1,317-document corpus with native-file downloads and Bates index.

## Reference

Document | Pages | What it is
--- | --- | ---
Litman Glossary, Updated 4/27/2026 | 11 | Case-specific lexicon — three new entries 4/27 ("AR never expires" rule; "deferred payment for the Practice"; Long-cascade / Kline-cascade nomenclature).

## Bridge to the prior bundle

The 4/25/2026 deliverables Scott has not yet acknowledged are still operative and remain available at: litmanintelligence.com/counsel/2026-04-25/

Litman Intelligence Research Team — Attorney work product, privileged and confidential

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