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Legal Updates for Lawyers' Professional Liability

Legal Updates for Lawyers’ Professional Liability - RESULTS & THOUGHT LEADERSHIP*

Legal Updates for Lawyers’ Professional Liability – September 2023

September 1, 2023

LAWYERS’ PROFESSIONAL LIABILITY RESULTS*

Scott Eberle (Pittsburgh, PA) received dismissal of a disciplinary complaint in a matter involving allegations that the attorney improperly terminated a non-refundable, flat-fee representation and collected an excessive fee. Scott successfully argued that the attorney, our client, complied with Rule 1.16 when he terminated the representation after his client failed to pay the entire amount of the agreed upon flat fee. Scott also argued that the fee our client did collect was clearly not excessive under Rule 1.5 due to the amount of work our client performed on the matter prior to termination. 

Jack Slimm and Jeremy Zacharias (Mount Laurel, NJ) obtained an order on the eve of trial in a complex legal malpractice action that rose out of a serious multiparty, multimillion-dollar medical malpractice action which was handled by our clients. Our clients are an extremely well-respected plaintiff’s medical malpractice firm in Philadelphia. The court entered an order on our motion to strike the plaintiff’s expert’s report and opinions as net. The court also entered an order precluding the plaintiff’s expert from testifying at trial in the legal malpractice action. 

Jack Slimm (Mount Laurel, NJ) obtained an order on a motion to dismiss for failure to state a claim in a complex legal malpractice action arising out of an underlying ongoing probate action in the Superior Court, Chancery Division, Camden County. Jack’s client is a well-known probate expert who represented the co-executor in contentious probate litigation over several properties and funds which the co-executor plaintiff claimed he did not receive as a result of the conduct of Jack’s client. The court rejected the claim and granted the motion specifically with prejudice.

*Prior Results Do Not Guarantee a Similar Outcome
 

LAWYERS’ PROFESSIONAL LIABILITY THOUGHT LEADERSHIP

Alesia Sulock and Josh Byrne (Philadelphia, PA) published in The Legal Intelligencer the second part of a series of articles of risk management tips of attorneys titled “You Diligently Protect Your Clients; What About You? Part 2 (The Middle and the End).” The article discusses the importance of client communication, file management, and good disengagement practices. You can read their article here.

Jack Slimm and Jeremy Zacharias (Mount Laurel, NJ) presented on the current New Jersey law on the New Business Rule after the Supreme Court’s decision in Schwartz v. Menas, a case Jack and Jeremy have been handling on behalf of their clients, a well-known law firm in New Jersey handling real estate and land use matters. Jack and Jeremy went through certain jurisdictional approaches to the New Business Rule, as well as New Jersey’s current rule after the Supreme Court decision in Schwartz v. Menas, 246 N.J. 145 (2021). This presentation was attended by various claims professionals and underwriters, and crosses multi-dimensional practices between professional liability and casualty.

 

Legal Update for Lawyers’ Professional Liability – September 2023 is prepared by Marshall Dennehey to provide information on recent legal developments of interest to our readers. This publication is not intended to provide legal advice for a specific situation or to create an attorney-client relationship. We would be pleased to provide such legal assistance as you require on these and other subjects when called upon. ATTORNEY ADVERTISING pursuant to New York RPC 7.1 Copyright © 2023 Marshall Dennehey, all rights reserved. No part of this publication may be reprinted without the express written permission of our firm. For reprints or inquiries, or if you wish to be removed from this mailing list, contact tamontemuro@mdwcg.com.

Firm Highlights

Thought Leadership

What’s Hot in Workers’ Comp - News and Results*

RESULTS ​Perry Merlo (Harrisburg) obtained a favorable ruling involving a claimant who sustained a recognized lower back injury while employed by the defendant and continued to seek workers’ compensation benefits. Following an independent medical examination, Perry filed a termination petition alleging that the claimant had fully recovered from her work injury as of September 10, 2025. The claimant opposed the petition and presented testimony from her own medical expert. The judge granted the termination petition, finding the testimony of the defense medical expert more credible than the testimony of the claimant and her expert; and finding that the claimant had fully recovered from her work-related injury as of September 10, 2025. Kacey C. Wiedt (Harrisburg) secured a complete victory involving a alleged hand laceration resulting additional shoulder and upper extremity injuries. The defense successfully demonstrated that the claimant did not sustain the additional injuries alleged, had fully recovered from the accepted injury, and was terminated for performance-related reasons unrelated to his work injury. Relying in part on text messages and photographs that contradicted the claimant’s alleged limitations, the defense secured a decision denying the claim petition in its entirety and granting the termination petition effective June 10, 2025. The claimant recovered no additional benefits despite previously making a $230,000 settlement demand. Anthony Natale III (King of Prussia) secured a complete defense victory involving an alleged ongoing disability following a work-related cervical spine injury sustained in a truck accident. The defense successfully demonstrated that the claimant had been released to return to full-duty work, was subsequently discharged for cause after failing a mandatory drug test, and had fully recovered from his work injury. Following litigation of both the suspension and termination Petitions, the court found that the claimant was capable of returning to unrestricted employment and had fully recovered from his cervical spine injury. Anthony Natale III (King of Prussia) secured a complete defense victory involving an allegation of ongoing orthopedic and neurological injuries, including post-concussion syndrome, resulting from a motor vehicle accident while volunteering for the township. The defense successfully demonstrated that the claimant had fully recovered from her work-related injuries and was exaggerating her symptoms. Finding the defense medical expert more credible, the court granted the termination petition and concluded that the claimant had fully recovered. The court also dismissed all four of the claimant’s review petitions challenging prior utilization review determinations that found her medical treatment to be unreasonable and unnecessary. Anthony Natale III (King of Prussia) secured a complete defense victory involving a low back injury. The defense successfully demonstrated through medical evidence that the claimant had fully recovered from her work injury. Following litigation of the termination petition, the court found the defense expert credible and concluded that the claimant was fully recovered. The court granted the termination petition despite the claimant proceeding without counsel and arguing that personal circumstances prevented her from adequately defending the matter. As a result, the claimant’s entitlement to ongoing workers’ compensation benefits was terminated. . *Prior Results Do Not Guarantee a Similar Outcome NEWS Congratulations to Kacey Wiedt on being named Best Lawyers in America® 2027 "Lawyer of the Year" for Workers' Compensation Law - Employers. We are also proud to celebrate our firm’s 14 workers’ compensation attorneys who have been recognized in the 2027 editions of The Best Lawyers in America® and Best Lawyers: Ones to Watch® in America. This distinction is especially meaningful, as fewer than 6% of practicing attorneys in the United States earn recognition from their peers through the Best Lawyers selection process. The Best Lawyers in America® Heather Byrer Carbone Daniel W. Deitrick Benjamin K. Durstein Linda Wagner Farrell Keri L. Morris-Johnston Anthony Natale III Michele R. Punturi Andrea C. Rock Robin M. Romano Robert P. Schenk Michael A. Sebastian Francis X. Wickersham A. Judd Woytek Best Lawyers: Ones to Watch® in America Alana Staniszewski Angela DeMary (Mount Laurel) is presenting at the National African American Insurance Association (NAAIA) Annual Conference on September 24. In a panel workshop session, "Old Instincts, New Tools: How AI is Actually Transforming Claims Handling," Angela will discuss existing and emerging AI techniques relevant to claims and legal defense, and explore how AI works alongside traditional methods to improve efficiency and outcomes. For more information, click here. Judd Woytek (King of Prussia) is speaking at the National Comp conference in Las Vegas in September. He joins a group of panelists to present “Older, Wiser, But Costlier to Heal: What an Aging Workforce Means for Employers and for the Industry,” a discussion focused on the challenges employers face in balancing safety, compliance, and productivity as the workforce continues to age. Judd and his co-presenters will address proactive strategies to reduce workplace risk, support older employees, navigate age-discrimination and workers’ compensation issues, and build a safer, more resilient workforce. For more information, visit National Comp. Conference and Trade Show.

News

106 Marshall Dennehey Attorneys Recognized in the 2027 Editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America

Marshall Dennehey is proud to highlight the firm’s 106 attorneys who have been recognized in the 2027 editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America. Less than 6% of all practicing lawyers in the U.S. were selected by their peers for this recognition. Additionally, four of the firm’s attorneys received the Best Lawyers® 2027 “Lawyer of the Year” awards in their respective practice areas and demographic regions. Since it was first published in 1983, Best Lawyers® has become universally regarded as the definitive guide to legal excellence. Best Lawyers lists are compiled based on an exhaustive peer-review evaluation. For more information, please visit https://www.bestlawyers.com/. OUR 2027 LAWYERS OF THE YEAR Harrisburg, PA Christopher Reeser, Personal Injury Litigation - Defendants Kacey Wiedt, Workers Compensation Law - Employers Roseland, NJ Justin F. Johnson, Medical Malpractice Law - Defendants Leonard Leicht, Personal Injury Litigation - Defendants   OUR 2026 BEST LAWYERS IN AMERICA Philadelphia, PA Nicholas D. Bowers, Personal Injury Litigation - Defendants Josh J. T. Byrne, Professional Malpractice Law - Defendants Jefferey J. Chomko, Insurance Law James H. Cole, Insurance Law John J. Delany III, Personal Injury Litigation - Defendants Laurianne Falcone, Personal Injury Litigation - Defendants John P. Gonzales, Employment Law - Management John Hare, Appellate Practice Daniel D. Krebbs, Personal Injury Litigation - Defendants Michele Punturi, Workers' Compensation Law - Employers Bradley D. Remick, Product Liability Litigation - Defendants Andrea Cicero Rock, Workers' Compensation Law - Employers Robin M. Romano, Workers' Compensation Law - Employers Daniel J. Ryan, Jr., Personal Injury Litigation - Defendants Gary M. Samms, Professional Malpractice Law - Defendants Christopher N. Santoro, Personal Injury Litigation – Defendants; Product Liability Litigation -Defendants Josh D. Scheets, Personal Injury Litigation - Defendants Robert P. Schenk, Workers' Compensation Law - Employers Robert E. Smith, Insurance Law Robin Snyder, Litigation - Health Care Michael L. Turner, Commercial Litigation; Criminal Defense: White-Collar; Mass Tort Litigation / Class Actions - Defendants Claire Breaux Ventola, Product Liability Litigation - Defendants Pittsburgh, PA Melissa Devich Cochran, Commercial Litigation; Mass Tort Litigation / Class Actions – Defendants; Product Liability Litigation - Defendants  John F. Deasy, Personal Injury Litigation – Defendants; Product Liability Litigation - Defendants Daniel W. Deitrick, Workers' Compensation Law - Employers Douglas C. LaSota, Litigation - Construction; Mass Tort Litigation / Class Actions - Defendants Joseph V. Lesinski, Product Liability Litigation – Defendants   Christian D. Marquis, Personal Injury Litigation - Defendants Patricia A. Monahan, Insurance Law; Litigation - Insurance Patrick T. Reilly, Commercial Litigation; Mass Tort Litigation / Class Actions – Defendants; Product Liability Litigation - Defendants Brett C. Shear, Medical Malpractice Law - Defendants Teresa O. Sirianni, Education Law; Employment Law – Management; Litigation - Labor and Employment Stuart Sostmann, Product Liability Litigation – Defendants Danielle M. Vugrinovich, Mass Tort Litigation / Class Actions - Defendants Scranton, PA Sarah E. Argo, Litigation - Insurance Michael J. Connolly, Personal Injury Litigation – Defendants; Professional Malpractice Law - Defendants Matthew Keris, Litigation - Health Care; Medical Malpractice Law - Defendants John T. McGrath, Jr., Insurance Law; Medical Malpractice Law – Defendants; Product Liability Litigation - Defendants William J. McPartland, Insurance Law John R. Nealon, Product Liability Litigation - Defendants Victoria Scanlon, Health Care Law; Litigation - Health Care; Medical Malpractice Law - Defendants Michael A. Sebastian, Workers' Compensation Law - Employers Thomas A. Specht, Insurance Law; Litigation - Insurance Suzanne Tighe, Litigation Insurance Harrisburg , PA Casey Alan Coyle, Administrative/Regulatory Law; Appellate Practice; Commercial Litigation Brittany E. Bakshi, Personal Injury Litigation - Defendants Shannon P. Fellin, Workers' Compensation Law - Employers Allison Krupp, Insurance Law John R. Ninosky, Litigation – Insurance; Personal Injury Litigation - Defendants Christopher Reeser, Personal Injury Litigation - Defendants Kacey Wiedt, Workers' Compensation Law – Employers King of Prussia, PA  Michael L. Detweiler, Construction Law Joseph L. Hoynoski III, Medical Malpractice Law - Defendants Gregory J. Kelley, Construction Law, Litigation - Construction Anthony Natale III, Workers' Compensation Law - Employers Francis X. Wickersham, Workers' Compensation Law - Employers A. Judd Woytek, Workers' Compensation Law – Employers Erie, PA Patrick M. Carey, Personal Injury Litigation - Defendants Joel M. Snavely, Health Care Law; Insurance Law New Haven, CT Michael Wrona, Commercial Litigation, Litigation - Bankruptcy  Mount Laurel, NJ David D. Blake, Litigation - Insurance Barbara Davis, Personal Injury Litigation - Defendants Lynne Nahmani, Litigation - Health Care John H. Osorio, Personal Injury Litigation - Defendants John L. Slimm, Legal Malpractice Law – Defendants; Professional Malpractice Law – Defendants Roseland, NJ Robert T. Evers, Medical Malpractice Law - Defendants Justin F. Johnson, Medical Malpractice Law - Defendants Julia Klubenspies, Medical Malpractice Law - Defendants Leonard C. Leicht, Personal Injury Litigation - Defendants Patricia M. McDonagh, Appellate Practice Sunny Sparano, Litigation - Construction Randall S. Watts, Health Care Law New York, NY Tonya M. Lindsey, Medical Malpractice Law - Defendants Tampa, FL Michael Archibald, Personal Injury Litigation - Defendants Lindsay G. McCormick, Litigation – Construction Orlando, FL Thomas F. Brown, Personal Injury Litigation - Defendants Dante C. Rohr, Commercial Litigation Fort Lauderdale, FL Kimberly Kanoff Berman, Appellate Practice Patrick M. Delong, Personal Injury Litigation – Defendants Jacksonville, FL  Heather Byrer Carbone, Workers' Compensation Law - Employers Linda Wagner Farrell, Workers' Compensation Law - Employers Elizabeth B. Ferguson, Litigation - Construction James P. Hanratty, Personal Injury Litigation – Defendants Wilmington, DE Sarah B. Cole, Litigation - Insurance Benjamin K. Durstein, Workers' Compensation Law - Employers Maria R. Granaudo, Medical Malpractice Law - Defendants  Keri L. Morris-Johnston, Workers' Compensation Law - Employers Cincinnati, OH Timothy B. Schenkel, Personal Injury Litigation - Defendants David E. Williamson, Personal Injury Litigation - Defendants Cleveland, OH Vincent E. Cononico, Litigation – Insurance, Personal Injury Litigation - Defendants Jillian L. Dinehart, Personal Injury Litigation - Defendants David J. Fagnilli, Insurance Law Jason P. Ferrante, Health Care Law, Litigation - Health Care Andrew H. Isakoff, Transportation Law Leslie M. Jenny, Litigation - Health Care; Medical Malpractice Law – Defendant OUR 2026 BEST LAWYERS: ONES TO WATCH Jacksonville, FL Sean J. Reeves, Personal Injury Litigation – Defendants; Product Liability Litigation - Defendants Orlando, FL Carolin A. Pacheco, Insurance Law Mount Laurel Stacey Gorin, Insurance Law Melville, NY Kimberly Gitlin, Personal Injury Litigation – Defendants Matthew A. Gray, Insurance Law; Personal Injury Litigation - Defendants Philadelphia, PA Holli K. Archer, Health Care Law; Medical Malpractice Law – Defendants; Professional Malpractice Law Emily Pritchyk, Commercial Litigation; Product Liability Litigation – Defendants Pittsburgh, PA Taylor E. Kosko, Mass Tort Litigation / Class Actions – Defendants; Personal Injury Litigation - Defendants Alana Staniszewski, Workers' Compensation Law - Employers Michael D. Winsko, Product Liability Litigation – Defendants; Transportation Law King of Prussia, PA Richard Lechette, Commercial Litigation; Insurance Law, Personal Injury Litigation – Defendants