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Defense Digest

On the Pulse…Recent Appellate Victories*

Defense Digest, Vol. 31, No. 1, March 2025

March 1, 2025

Kimberly Berman (Fort Lauderdale, FL) and Bradley Blystone (Orlando, FL) succeeded in obtaining a per curiam affirmance in the Fifth District Court of Appeal of a final order dismissing the plaintiff’s claim for violation of a nursing resident’s rights against a hospice care provider. After oral argument, the Fifth District affirmed the trial court’s finding that the hospice care provider had no duty to the plaintiff under Section 400.022, Florida Statutes. The claim was for vicarious liability against the hospice care provider’s nurses, and without complying with the pre-suit requirements of Florida’s Medical Malpractice Act, the claim could not proceed. 

Audrey Copeland (King of Prussia, PA) convinced the Pennsylvania Superior Court to affirm the trial court’s order sustaining the defendant’s preliminary objections to venue in Philadelphia County. The Superior Court affirmed that the defendant—a logistics company—has no physical location, nor undertook any direct action in Philadelphia, and performed its business of providing logistics services in Delaware County, which is outside of Philadelphia. There were no business activities in Philadelphia simply because other Philadelphia transportation companies were used to pick up the defendant’s customers’ cargo from a Philadelphia port, and hiring transportation companies was not in aid of a main purpose or necessary to the defendant’s existence. 

Audrey also convinced the Commonwealth Court to affirm the order of the Workers’ Compensation Appeal Board and workers’ compensation judge granting an employer’s termination petition. The court concluded the employer had not “re-characterized” the claimant’s injuries in arguing a full recovery as, although the purported symptom (limited mobility) was previously attributed by the judge in the claim petition proceeding to the then-existing lumbar strain, the judge found in the termination proceeding that there was a full-recovery from that strain, and that the current limited mobility was due to diabetes and advanced age. The court also rejected application of res judicata and the law of the case because the issues were not identical—the prior proceeding was a claim petition not a termination petition—and additional issues, including expert competency, were also decided in the employer’s favor. 

Christopher Woodward (Harrisburg, PA) and Thomas Specht (Scranton, PA) secured affirmance from the Third Circuit Court of Appeals of the Middle District Court’s grant of summary judgment in favor of the firm’s client. Our client/insurer had originally offered the UIM claimant the unstacked UIM limits of $300,000, but the claimant and insurer disagreed as to whether the claimant was entitled to stacked limits of $900,000. After the claim went into litigation—which included a claim for statutory insurance bad faith—Brigid Alford (Harrisburg, retired) and Chris recognized a threshold coverage issue (though living in the same household, the claimant and the named insured were not related by blood, marriage, or adoption; thus, the claimant did not qualify as an insured). Chris and Bridget litigated the claim and obtained summary judgment in favor of the insurer. On appeal, the Third Circuit agreed with Chris and Tom Specht that the UIM claimant did not qualify as an insured under the policy, and that, since the claimant was not an insured, there had been no breach of contract and no bad faith by the insurer.

Matthew Behr and Walter Kawalec (both of Mount Laurel, NJ) received a favorable decision from the Third Circuit Court of Appeals in a First Amendment case. The Court of Appeals affirmed the District of New Jersey’s denial of a preliminary injunction in which the plaintiff claimed that federal and local officials violated her First Amendment rights through censorship and retaliation after she posted comments on Facebook. In a published decision, the Third Circuit agreed with our arguments that the plaintiff lacked standing since she could not demonstrate a substantial risk of future harm specific to our client, the former chief of police of a local municipality, as well as the other co-defendants.

*Results do not guarantee a similar result. 


 

Defense Digest, Vol. 31, No. 1, March 2025, 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. ATTORNEY ADVERTISING pursuant to New York RPC 7.1. © 2025 Marshall Dennehey. All Rights Reserved. This article may not be reprinted without the express written permission of our firm. For reprints, contact tamontemuro@mdwcg.com.

Firm Highlights

Thought Leadership

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.