- Legal malpractice brought by a professional athlete, underlying employment wrongful termination case against the sports organization
- Defendant Attorney is alleged to have converted hundreds of thousands of dollars of his client’s money through various means. Client turned Plaintiff, age 86, and a widow, sued her attorney for legal malpractice, breach of fiduciary duty, and financial elder abuse after discovering her attorney had invested all of her money in a business transaction involving convicted felons where he had a financial interest. Attorney asserted no liability and allegations were based on hindsight information, with a summary judgment motion pending argued statute of limitations time barring any cause of action. Coverage issues abound the intentional act allegations. With the parties motivated and exhausted the case settled in the high 6-figures.
- Plaintiff, an international apparel manufacturing company, retained a national accounting firm and law firm to formulate a tax plan for the benefit its global companies. The goal was to prepare a tax plan that would assist their global tax liabilities for the various entities to reduce and avoid duplicate tax liability. After the Internal Revenue Service sought additional tax revenue, penalties and interest in excess of mid 6-figures, Plaintiff and its subsidiary companies sued their attorneys and accountants contending that their poor draftsmanship of the agreements, which caused the Internal Revenue Service to find the additional tax liability to Plaintiff.
- Attorney represented Clients in a real estate litigation matter that resulted in a defeated trial verdict. Attorney sued Clients for outstanding fees and the attorney’s fees collection action transformed into a cross-complaint for breach of fiduciary duty and fraud by clients and an unclear jury trial special verdict on the issues of the case elevated to the appellate court where it was determined Attorney prevailed in the collection action and Clients prevailed on the fraud claim.
- Medical Malpractice and Sexual Harassment: P, a male attorney and D a male physician, found each other on a dating app during COVID. Without meeting in person they dated via texts and P determined D had treated P in the ER on one occasion which he shared with D. Without authorization D looked up P’s medical records to determine if true. P sued D doctor and the hospital for violation of HIPPA, sexual harassment, a LIVE mediation settled the case.