Thought Leadership

Lawyers’ Professional Liability RESULTS*

Samuel Cohen (Philadelphia, PA) and Jeremy Zacharias (Mount Laurel, NJ) obtained an Appellate Division decision affirming the trial court’s order dismissing a fraud and fraudulent concealment case filed against their clients, various attorneys and broker dealers. In its decision, the Appellate Division agreed with the trial court’s orders and opinions dismissing the case based on entire controversy, collateral estoppel and litigation privilege grounds. In this comprehensive decision, the Appellate Division held that the plaintiff’s claims were mirrored claims that had been fully litigated in a prior proceeding, where Sam’s and Jeremy’s clients either represented the litigants in the first case or were directly involved in the first case as defendants.   

Alesia Sulock (Philadelphia, PA) successfully defended an attorney in a disciplinary matter arising from the attorney’s alleged failure to properly maintain client funds and records of the attorney’s IOLTA account. By emphasizing the client’s long history of practice without disciplinary history, mitigating factors and remedial measures, Alesia was able to secure dismissal of the disciplinary complaint on behalf of her client.     

Jack Slimm and Jeremy Zacharias (both of Mount Laurel, NJ) successfully defended an appeal from a trial court’s order that granted our motion to dismiss a contribution claim filed by predecessor counsel against successor counsel. We represented successor counsel who tried to fix the error of the predecessor attorney in drafting and documenting a complex real estate transaction. This case reinforces the New Jersey Rule that successor counsel owes no duty to predecessor counsel. 

Jack Slimm (Mount Laurel, NJ) obtained a dismissal of a complex legal malpractice action on the eve of trial. The case arose out of an underlying New Jersey Department of Environmental Protection claim for remediation of contamination of a commercial site owned by the plaintiff. The plaintiff’s remediation and clean-up costs were estimated in the hundreds of thousands of dollars. Jack then successfully defeated the plaintiff’s motion for re-hearing.   

Josh J.T. Byrne (Philadelphia, PA) obtained dismissal on preliminary objections of a legal malpractice claim. The claim arose out of allegations that the attorney improperly created a will for plaintiff’s 90-year-old mother, who allegedly had dementia. The will did not include any legacy for the plaintiff. Josh successfully argued that the plaintiff did not have standing to maintain the action and that the plaintiff was collaterally estopped by prior decisions of the Orphan’s Court on the same issues.     

*Prior Results Do Not Guarantee a Similar Outcome
 

Lawyers’ Professional Liability THOUGHT LEADERSHIP

• June 25—Alesia Sulock (Philadelphia, PA) presented, with the Pennsylvania Bar Association’s Professional Liability Committee, “Avoiding Legal Malpractice” to the Monroe County Bar Association 
• June 14—Jack Slimm (Mount Laurel, NJ) joined an all-star panel to present the New Jersey State Bar Association’s CLE program, “Legal Malpractice Update.” The seminar touched on ethical issues in legal malpractice, including claims and proofs involving the New Jersey Lawyers Fund for Client Protection, problems arising from accepting electronic payments, fee splitting and referral fees, emotional distress damages, the impact of artificial intelligence on legal malpractice, and appellate malpractice. 
• June 4—Jack Slimm (Mount Laurel, NJ), Alesia Sulock (Philadelphia, PA) and Jeremy Zacharias (Mount Laurel, NJ) presented a webinar to firm clients titled “The Defense of Appellate Counsel in Legal Malpractice Actions.” The webinar discussed recent and emerging case law in New Jersey, New York and Pennsylvania, as well as effective strategies for defending appellate counsel when facing legal malpractice lawsuits. 
• May 29—Alesia Sulock (Philadelphia, PA) joined an international panel of attorneys and members of Insurance Law Global to present the webinar “The Assessment of Damages in Professional Liability Claims.” This panel of experts compared and contrasted how damages are calculated in Argentina, Australia, Italy, Spain, the UK and the USA. 
• May 22—Josh J.T. Byrne and Alesia Sulock (Philadelphia, PA) presented a CLE for Attorney Protective on the Ethical Use of Social Media in the Practice of Law. The presentation attracted over 1,300 attendees. 
• May 20—Josh J.T. Byrne (Philadelphia, PA) gave a CLE on communicating with unrepresented parties to the Lawyers’ Club of Philadelphia. This was a panel with Judge Idee Fox, Judge Thomas Street and Robert Tintner of Fox Rothschild. 
• May 15—The Legal Intelligencer published “Your Well-Being Matters: Attorney Mental Health and Professional Competence” by Alesia Sulock and Josh J.T. Byrne (both of Philadelphia, PA). You can read their article here.

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^{Legal Update for Lawyers’ Professional Liability – July 2024 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 © 2024 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.}