COX-OTT v. BARNES & THORNBURG, LLP

915 S.E.2d 894, 321 Ga. 688
CourtSupreme Court of Georgia
DecidedMay 13, 2025
DocketS24G0739
StatusPublished
Cited by1 cases

This text of 915 S.E.2d 894 (COX-OTT v. BARNES & THORNBURG, LLP) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
COX-OTT v. BARNES & THORNBURG, LLP, 915 S.E.2d 894, 321 Ga. 688 (Ga. 2025).

Opinion

321 Ga. 688 FINAL COPY

S24G0739. COX-OTT et al. v. BARNES & THORNBURG, LLP et al.

BETHEL, Justice.

Following the dismissal of her lawsuit, Cynthia Cox-Ott sued

attorney Jim Leonard and his firm Barnes & Thornburg, LLP, for

professional negligence, alleging that Leonard’s actions caused the

unfavorable disposition of her case. The trial court granted

summary judgment in favor of Leonard and his law firm, finding

that they were shielded from liability by the so-called doctrine of

judgmental immunity, a creature of the Court of Appeals’ decisional

law. The Court of Appeals affirmed on the same basis. We granted

certiorari to consider whether the doctrine of judgmental immunity,

as applied by the Court of Appeals in this case, correctly states the

law of Georgia with respect to professional negligence claims against

attorneys and, if not, what the proper test is for the courts to apply.1

1 We appreciate the thoughtful amicus brief filed by a consortium of 28

law firms with a presence in Georgia. For the reasons explained below, we conclude that the Court of

Appeals erred in its analysis of this issue, though we ultimately

affirm its judgment on other grounds.

1. Facts and Procedural History

Cox-Ott consulted with Leonard in connection with a dispute

with an insurer regarding the premium amount on a life insurance

policy that was taken out to fund Cox-Ott’s family trust. Following

his own investigation into the dispute, Leonard discussed potential

paths forward with Cox-Ott, and it was his understanding that Cox-

Ott wanted to enforce the policy. Leonard thereafter outlined two

potential strategies in a letter he sent to Cox-Ott, though Cox-Ott

denied receiving this letter. Leonard explained that, in his opinion,

the insurer could agree either to rescind the policy and return the

premiums or to reform the policy to one better suited to Cox-Ott’s

needs.

After the insurer refused to reform the policy, Leonard

recommended filing suit against the insurer, raising claims for fraud

and reformation of the policy. The suit could have been brought in

2 either Georgia or New York, and Leonard recommended that suit be

brought in Georgia. According to Leonard, his recommendation was

based on his experience that New York courts were “not as favorable

to policyholders because there are so many major insurers . . .

headquartered there, and NY law isn’t as favorable . . . as Georgia,”

as “most calls go to the insurers, and not the insureds.”

Leonard subsequently brought suit against the insurer in

Georgia on behalf of the family trust, asserting state law claims for

fraud, negligent misrepresentation, and reformation. The insurer

removed the case to federal court and moved to dismiss, which the

district court granted, finding that “the trust affirmed the policy by

seeking its reformation” and that the merger clause contained

within the affirmed policy barred the trust’s fraud claims. See C &

C Family Trust 04/04/05 ex rel. Cox-Ott v. AXA Equitable Life Ins.

Co., 44 FSupp.3d 1247, 1256-1259 (B) (2) (N.D. Ga. 2014). The

United States Court of Appeals for the Eleventh Circuit affirmed the

dismissal. See C&C Family Trust v. AXA Equitable Life Ins. Co., 654

Fed. Appx. 429 (11th Cir. 2016).

3 Cox-Ott, individually and as trustee for her family trust, then

sued Leonard and Barnes & Thornburg for professional negligence,

asserting that Leonard was negligent for electing to proceed under

Georgia law rather than New York law and for asserting a claim for

reformation rather than rescission, among other reasons. The trial

court ultimately entered summary judgment against Cox-Ott,

finding that the judgmental immunity doctrine precluded Cox-Ott’s

professional negligence claim. The Court of Appeals affirmed the

trial court’s determination that Cox-Ott’s claims were barred by

judgmental immunity, which it said “protects an attorney from

liability for acts and omissions in the conduct of litigation which are

based on an honest exercise of professional judgment.” See Cox-Ott

v. Barnes & Thornburg, LLP, 370 Ga. App. 615, 620, 622-626 (2) (a)

(i)-(ii) (898 SE2d 619) (2024). In particular, the Court of Appeals

held that research into the choice of law issue was not required in

order for Leonard’s decision to be protected by judgmental immunity

and that Leonard’s recommendation as to venue was similarly

protected because of his expertise and experience. Id. at 622-623 (2)

4 (a) (i). The court also held that Leonard’s recommendation to pursue

reformation rather than rescission was likewise protected since it

was “an honest exercise of professional judgment.” Id. at 625 (2) (a)

(ii). Finally, the court concluded that, irrespective of judgmental

immunity, Cox-Ott could not establish the causation element of her

professional negligence claims. Id. at 624 (2) (a) (i), 627-628 (2) (b).

Thereafter, we granted Cox-Ott’s petition for a writ of certiorari to

determine whether “the doctrine of judgmental immunity applied by

the Court of Appeals correctly state[s] the law of Georgia with

respect to professional negligence claims against attorneys[.]”

2. Analysis

Before turning to the particulars of the judgmental immunity

doctrine, it is helpful to contextualize our discussion with a

consideration of the broader framework applicable to legal

malpractice claims. An action for legal malpractice is a species of

professional malpractice, and as we have explained, “[a] professional

malpractice action is merely a professional negligence action and

calls into question the conduct of a professional in his area of

5 expertise.” Lutz v. Foran, 262 Ga. 819, 820 (2) (427 SE2d 248) (1993)

(citation and punctuation omitted) (superseded by statute on other

grounds). As a general matter, a claim for legal malpractice arises

from “the breach of a duty imposed by the contract of employment

between the attorney and the client[.]” Villanueva v. First American

Title Ins. Co., 292 Ga. 630, 631-632 (740 SE2d 108) (2013); Lewis v.

Foy, 189 Ga. 596, 600 (6 SE2d 788) (1940) (an attorney’s duty to act

in accordance with the standard of care arises from the attorney-

client relationship).

To prevail on a claim of legal malpractice, a plaintiff must

establish three elements: “(1) employment of the defendant

attorney, (2) failure of the attorney to exercise ordinary care, skill[,]

and diligence, and (3) that such negligence was the proximate cause

of damage to the plaintiff.” Leibel v. Johnson, 291 Ga. 180, 181 (728

SE2d 554) (2012) (citation and punctuation omitted). “And in order

to establish the final element, the plaintiff must show that, but for

the attorney’s negligence in the underlying case, the plaintiff would

have prevailed.” RES-GA McDonough, LLC v. Taylor English Duma

6 LLP, 302 Ga. 444, 446 (1) (807 SE2d 381) (2017) (citation and

punctuation omitted).

We are concerned here with the second element — the

attorney’s failure to exercise ordinary care, skill, and diligence —

that is, the element of breach of duty. “It is axiomatic that the

element of breach of duty in a legal malpractice case — the failure

to exercise ordinary care, skill, and diligence — must relate directly

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