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The Quarterly Dose

LEGAL ROUNDUP – New Jersey

The Quarterly Dose – November 2024

November 1, 2024

NJ Supreme Court Holds, Affiant of Merit Need Not Review Medical Records of Injured Party and Need Not Specifically Identify an Agent for Whom Named Defendant Is to Be Held Vicariously Liable
Moschella v. Hackensack Meridian Jersey Shore Univ. Med. Ctr., 258 N.J. 110 (2024)

The plaintiff filed a medical malpractice action against multiple defendants and filed an Affidavit of Merit (AOM) prepared by Dr. J. Fallon. Dr. Fallon’s AOM indicated that he reviewed the complaint (but not that he reviewed the subject medical records). The doctor opined that the care, skill or knowledge exercised by the physician defendant, identified in the affidavit as “one of the John and Jane Doe defendants,” deviated from the acceptable professional standards or treatment practices.

Without having held a Ferreira conference, and on a motion to dismiss filed by the defendants, the trial court dismissed the plaintiff’s complaint with prejudice for failure to submit a sufficient AOM. The Appellate Division affirmed the trial court’s decision, agreeing that the AOM was insufficient because it did not allege negligence against a named defendant.

On the plaintiff’s petition for certification, the New Jersey Supreme Court held that the AOM statute does not make any reference to the review of medical records, thereby concluding that affiants are not required to state that they reviewed the medical records of the injured party. The court further held that the AOM statute is silent as to any requirement that the AOM specifically identify a defendant by name. The court reasoned that because the AOM identified the defendant doctor as one of the John and Jane Doe defendants, it was sufficient for purposes of the statute’s requirement that the AOM name the specific defendant alleged to have committed malpractice.

Finally, the Supreme Court stressed the importance of holding a timely and effective Ferreira conference, finding that the trial court’s failure to hold such conference gave rise to issues that could have been resolved. 


 

The Quarterly Dose – November 2024, has been prepared for our readers by Marshall Dennehey. It is solely intended to provide information on recent legal developments and is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. We welcome the opportunity to provide such legal assistance as you require on this and other subjects. If you receive the alerts in error, please send a note to tamontemuro@mdwcg.com. ATTORNEY ADVERTISING pursuant to New York RPC 7.1. © 2024 Marshall Dennehey. All Rights Reserved.

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Appellate Division Affirms Dismissal of Legal Malpractice Counterclaim Against Martin Law Firm

In Martin v. Loury, 2026 N.J. Super. Unpub. LEXIS 1617 (App. Div. July 15, 2026), Martin Law Firm represented Kirk Loury in an employment matter Mr. Loury filed against his former employer, Concord Equity Group Advisors LLC (“Concord”). The allegations included, among other things, that Loury was not fairly compensated for his employment with Concord. After a bench trial finding in Loury’s favor, the Appellate Division remanded this matter in February 2016 for a second trial. During the second trial, Concord CEO, Lee Argush, testified to lower compensation estimate than first trial. On remand, the second trial judge awarded Mr. Loury the same damages as the first judge, finding Mr. Argush not credible. After the findings during the second trial, Martin Law Firm filed an action against Mr. Loury to recover legal fees and costs of representing Mr. Loury in a second bench trial and Mr. Loury filed a counterclaim against Martin Law Firm for legal malpractice, alleging he should have received an even higher award in the second bench trial. In this allegation, Mr. Loury, through his expert, claimed that Martin Law Firm should have recalled Mr. Loury to the stand to rebut Mr. Argush’s testimony to allege an alternative theory of damages. Mr. Loury’s expert admitted that the second judge already rejected Mr. Argush's theory and accepted Loury's damages theory. The trial court barred Mr. Loury’s expert and dismissed Loury's counterclaim with prejudice before convening the collection trial, and the jury ruled in Martin Law Firm’s favor. Mr. Loury appealed the trial court's pretrial rulings barring his liability expert from testifying in support of his legal malpractice counterclaim, denying his motion for summary judgment on that counterclaim, and denying his motion to amend his counterclaim by adding attorney Joseph A. Martin as a codefendant. In affirming the trial court’s decision, the Appellate Division held that the trial court properly excluded Loury’s expert testimony in the counterclaim against Martin Law Firm because the expert could not explain how calling Loury as a rebuttal witness would have increased damages when the second judge already rejected Mr. Argush's testimony and accepted Loury's damages theory, making the expert’s causation opinion speculative. The Appellate Division also held that the trial court properly denied Mr. Loury's summary judgment motion on his malpractice counterclaim because reasonable minds could differ on whether Mr. Martin's alleged failures would have changed the second judge's damages award, given the judge already found Mr. Argush not credible, creating genuine factual disputes precluding summary judgment. Also, the Appellate Division held that the trial court properly denied Loury's May 2023 motion to add Joseph Martin individually because the statute of limitations expired in February 2022, six years after the 2016 appellate remand when Mr. Loury incurred new legal costs, and relation back did not apply because Mr. Loury knew Mr. Martin's identity throughout and strategically chose to sue only Martin Law Firm in his 2019 counterclaim.