Brown v. Green

302 S.W.3d 1, 2009 Tex. App. LEXIS 7053, 2009 WL 4573451
CourtCourt of Appeals of Texas
DecidedSeptember 1, 2009
Docket14-08-00592-CV
StatusPublished
Cited by27 cases

This text of 302 S.W.3d 1 (Brown v. Green) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brown v. Green, 302 S.W.3d 1, 2009 Tex. App. LEXIS 7053, 2009 WL 4573451 (Tex. Ct. App. 2009).

Opinion

OPINION

ADELE HEDGES, Chief Justice.

Pursuant to section 73.001 of the Texas Government Code, the Texas Supreme Court has transferred this cause from the Tenth Court of Appeals to the Fourteenth Court of Appeals. Tex. Gov’t Code Ann. § 73.001. In this cause, Willard E. Brown III appeals from a grant of summary judgment favoring appellees, attorney George Maynard Green and the law firm of Sheehy, Lovelace & Mayfield, P.C. Brown sued appellees alleging breach of fiduciary duty and professional malpractice. The trial court granted summary judgment on both traditional and no-evidence grounds against each of these causes of action. In four issues on appeal, Brown attacks the trial court’s grant of (1) a traditional summary judgment against the breach of fiduciary duty cause of action; (2) a no-evidence summary judgment against that cause of action; (3) a traditional summary judgment against the malpractice cause of action; and (4) a no-evidence summary judgment against that cause of action. 1 We affirm.

I. Background

Brown asserts that appellees provided him with legal advice and services over a twelve-year period beginning in 1987. Brown further alleges that in 2002, appel-lees began representing his now former wife in divorce proceedings and other lawsuits against Brown, utilizing confidential information gained during the prior relationship with Brown. Although Brown maintains that a continuous, albeit often informal, attorney-client relationship existed from 1987 to 1999, he emphasizes certain matters as the basis for his claim that appellees breached their fiduciary duty to him by using his own confidential information against him. Included among these matters are (1) involvement of Brown and appellees in events related to a limited partnership; (2) the handling of “family resources,” including management of trust accounts, mineral assets, and of separate and community property; and (3) issues surrounding the Bolton Foundation, a charitable foundation formed by the father of Brown’s ex-wife, Catherine Bolton. 2 *4 Brown additionally contends that appel-lees breached their fiduciary duty by violating an attorney’s duties of loyalty and candor to a client and engaging in various inappropriate conduct, described in detail below. Brown further contends that ap-pellees committed malpractice by manufacturing evidence and by filing suit against Brown.

As stated above, appellees brought traditional and no-evidence grounds for summary judgment on both Brown’s breach of fiduciary duty and malpractice causes of action. The trial court granted summary judgment without speci-

fying the basis therefore. Accordingly, if we find that the judgment is supported by the no-evidence grounds, we need not consider the traditional grounds raised. 3 Because, in this opinion, we indeed find that judgment was properly granted on the no-evidence grounds, we will consider only the evidence Brown produced in response to the no-evidence motion. See City of Keller v. Wilson, 168 S.W.3d 802, 825 (Tex.2005) (explaining that the rule governing no-evidence summary judgments does not permit evidence to be filed in support of such a motion; thus, consideration is limited to the evidence contrary to the motion). 4

*5 A. Brown’s Affidavit 5

In his affidavit attached to his response, Brown stated that he first met Green in 1987 at a meeting of investors in an “oil and gas limited partnership ... EPC 1980-1.” Green, an attorney with Sheehy, Lovelace & Mayfield, P.C., was then representing another investor. At the meeting, certain minority interest owners expressed concern with the management of the partnership by the general partner. Green spoke at this meeting and subsequent meetings, and eventually, Brown contacted Green personally and offered to head up an effort to resolve the minority group’s differences with the general partner. Brown says that he shared specifics with Green about his investment in EPC 1980-1. As the effort progressed, Brown wrote letters to other limited partners which Green reviewed for liability purposes. Green further advised Brown regarding obtaining indemnity forms from the other partners. In January 1989, the general partner filed a declaratory judgment action against the limited partners. The limited partners hired a different law firm than Sheehy, Lovelace & Mayfield, but Brown averred that Green “typically attended” status meetings on the litigation. Brown further asserted that he consulted ■with Green regarding the terms of service for the other law firm and that Green agreed Brown could continue to seek his advice regarding any potential liability Brown might have in the matter. According to Brown, he and Green discussed the status of the case “[fjrom time to time.” The case settled in 1990. While considering the feasibility of forming a new general partner for EPC 1980-1, Brown told Green that “the vast majority” of the assets owned by Brown and his wife were in his wife’s name and that most of his income derived from EPC 1980-1. He states that Green advised him to take compensation, in the event he managed the new general partner, in the form of reimbursements and perks rather than salary. Brown used a firm other than Sheehy, Lovelace & Mayfield to form the new general partner.

In his affidavit, Brown further states that “[wjhen personal matters involving my family arose, ... I sought advice from [Green].” He and Green “enjoyed a friendly relationship,” and Green rarely billed him.

In 1996, Brown recommended to his wife’s half-sister, Margie Clifton, that Green draft a new will for her. After-wards, Clifton fell into a dispute regarding management of certain trusts of which she was a beneficiary. Brown again urged Clifton to consult Green, and Green filed suit on Clifton’s behalf against her son. Brown maintains that during this time, he “repeatedly voiced [his] concerns” to Green about the potential for his being sued for advising Clifton. According to Brown, Green “agreed that he would serve as [Brown’s] attorney in any matters relating to the Clifton lawsuit.” Although Brown told Green to bill him, Green insisted that Clifton would not want Brown to incur any expenses for having advised her. Brown says that during this litigation, he shared confidential information with Green *6 regarding various disputes involving his wife’s family. He gave Green “a great deal of financial information” regarding his wife’s trusts, which were similar to Clifton’s. When Brown was noticed for deposition in the litigation, Green originally agreed to represent him and even filed a motion to quash on Brown’s behalf. Green subsequently told Brown that he could not represent him at the deposition; however, Green did coordinate to some extent with the counsel hired to represent Brown. Brown further maintains that he was very involved in Clifton’s prosecution of the lawsuit and that his agreement with Green was that Green had represented him in the past and could represent him in the future but could not represent him at the deposition.

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Bluebook (online)
302 S.W.3d 1, 2009 Tex. App. LEXIS 7053, 2009 WL 4573451, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brown-v-green-texapp-2009.