Professional Liability

Representative Transactions

Actuarial Malpractice Defense Cases

  • California state court: team obtained a bench verdict of no liability, which was affirmed on appeal.
  • D.C. federal court: team obtained a bench verdict of no liability.
  • Georgia federal court: team obtained a jury verdict of no liability.
  • Illinois federal court: team obtained a jury verdict of no liability.
  • Michigan federal court: team obtained a jury verdict of no liability; client awarded fees.
  • Mississippi federal court: team obtained a voluntary dismissal without payment.
  • New York state court: team obtained a jury verdict of no liability.
  • Texas state court: team obtained a bench decision of no liability.
  • Wisconsin state court: team obtained a jury verdict of no liability.
  • Michigan federal court: team obtained a voluntary dismissal without payment.

Insurance Broker Malpractice Defense Cases

  • California state court: team obtained a jury verdict of no liability.
  • California state court: team obtained a dismissal on the pleadings.
  • Florida federal court: team obtained a bench verdict and successful appeal.
  • Florida state court: team obtained partial summary judgment for client, and resolved remaining claims for transactional costs.
  • Louisiana federal court: team obtained a case dismissal on the pleadings.
  • Michigan federal court: team obtained a jury verdict for client.
  • Minnesota federal court: team negotiated settlement for nuisance value at outset of litigation.
  • Missouri federal court: team obtained a favorable arbitration result.
  • North Carolina state court: team obtained a case dismissal.
  • Pennsylvania federal court: team obtained a jury verdict of no liability.
  • New Jersey state court: in suit alleging $100 million in damages, team obtained a dismissal on a motion for summary judgment, which was affirmed on appeal.
  • New York federal court: team obtained a resolution with no E&O exposure to client.
  • Wisconsin state court: team obtained a case dismissal, with costs awarded to client.

Legal Malpractice Defense Cases

  • Florida state court: team forced an early mediation and negotiated a settlement prior to filing an Answer.
  • Iowa state court: represented firm in third party litigation where prior work was questioned; team resolved matter and avoided additional litigation against firm.
  • Tennessee federal court: trial counsel representing firm against claims for sanctions and malpractice; team resolved claims and avoided sanctions against client.
  • Ohio federal court: trial counsel representing firm against claims for sanctions and malpractice; team resolved claims and avoided sanctions against client.
  • Wisconsin pre-litigation: represented transactional attorneys accused by seller/client, shortly before closing a multi-million dollar deal, of earlier malpractice that had created undisclosed tax liability for seller, thus blocking imminent deal. Team worked with all counsel to save the deal and resolve claims of malpractice.
  • Wisconsin pre-litigation: represented real estate attorneys in several matters involving allegations of stolen escrow funds, failed options to purchase, and tax issues. Team resolved claims in all matters on terms favorable to client.
  • Wisconsin pre-litigation: represented immigration attorneys against claims of malpractice in visa and citizenship applications and advice. Team resolved all claims on terms favorable to client.
  • Wisconsin state and federal courts: trial counsel representing firm against claims for sanctions and malpractice; team resolved claims on terms favorable to client and avoided sanctions against client.
  • Wisconsin state court: represented intellectual property firms in two separate matters against demands for damages due to the firms' alleged patent malpractice. Team resolved claims pursuant to confidential settlement agreements.
  • Wisconsin state court: represented law firms in trust, estate, adoption and family law matters. Team resolved claims on terms favorable to client.
  • Wisconsin state court: represented firm in third party litigation where prior work was questioned. Team resolved claims on terms favorable to client.
  • Wisconsin state court: represented lawyers accused of misconduct by Bar Authorities. Team resolved claims on terms favorable to client.;
  • Wisconsin state court: represented counsel against claims of breach of fiduciary duties in capacities as board members or trustees. Team resolved claims on terms favorable to client.

Accounting Malpractice Defense Cases

  • Arizona federal and state courts: team obtained dismissal on pleadings in putative class action and administrative actions seeking the revocation of licenses and penalties against accounting firm.
  • Arizona state court: team obtained summary judgment in alleged “whistleblower” action brought against accounting firm.
  • New York federal court: team resolved claims against major accounting firm as part of large securities class action without client being named in suit.
  • Wisconsin federal court: team represented a national accounting firm in a proposed nationwide class action and related suits alleging state law securities and racketeering violations based on allegedly improper audit procedures.

Trustee Liability Litigation

  • Wisconsin state court: team won jury verdict defending claim against bank for breach of fiduciary duty in investing trust assets in bank stock.
  • Wisconsin state court: team won summary judgment defending claim against bank for breach of fiduciary duty for alleged failure to invest trust assets in more aggressive portfolio.
  • Wisconsin state court: team won summary judgment defending claim against bank for breach of fiduciary duty in assessing trustee fees.
  • Wisconsin state court: team won bench trial and judgement representing beneficiary against family trustee for breach of fiduciary duty for failure to distribute trust income and self-dealing with trust assets.

Other Professional Liability Defense Cases

  • Arizona state court: team obtained early dismissal of all claims brought in lender liability action.
  • Arizona state and federal courts: team represented large, multi-specialty physician clinic and hospital including the successful defense or resolution of more than 40 claims of medical malpractice.
  • Arizona federal court: team represented client against allegations of breach of fiduciary duty arising out of status as escrow agent on an EB-5 transaction. Team obtained summary judgment and award of fees.