Labair Ex Rel. Labair v. Carey

2012 MT 312, 291 P.3d 1160, 367 Mont. 453, 2012 Mont. LEXIS 385
CourtMontana Supreme Court
DecidedDecember 27, 2012
DocketDA 11-0755
StatusPublished
Cited by22 cases

This text of 2012 MT 312 (Labair Ex Rel. Labair v. Carey) is published on Counsel Stack Legal Research, covering Montana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Labair Ex Rel. Labair v. Carey, 2012 MT 312, 291 P.3d 1160, 367 Mont. 453, 2012 Mont. LEXIS 385 (Mo. 2012).

Opinions

JUSTICE COTTER

delivered the Opinion of the Court.

¶1 Holly and Robert Labair (the Labairs) appeal from an order and judgment of the Montana Fourth Judicial District Court, Missoula County, granting summary judgment to Steve Carey and Carey Law Firm (collectively “Carey”) and dismissing the Labairs’ claims of legal malpractice. We reverse and remand.

ISSUES

¶2 The Labairs raised the following issue on appeal: whether a plaintiff alleging legal malpractice based on a missed statute of limitations in a medical malpractice case must present expert legal testimony establishing the likelihood of success of the underlying [456]*456medical malpractice claims in order to establish a prima facie case and avoid summary judgment.

¶3 In advance of oral argument, the parties were asked to be prepared to discuss two additional issues: (1) whether this Court’s extant legal malpractice jurisprudence is consistent with the clarifications to the causation analysis adopted in Busta v. Columbus Hosp., 276 Mont. 342, 916 P.2d 122 (1996); and (2) whether proof of the “suit within a suit” is an appropriate burden to be placed on the plaintiff in a legal malpractice action.

FACTUAL AND PROCEDURAL BACKGROUND

¶4 On October 3,2003, the Labairs lost their newborn baby, Dawson Labair, after an early delivery by C-section on October 2, 2003. In January 2004, the Labairs spoke with Carey about a potential medical malpractice lawsuit against their Missoula obstetrician, Dr. Thomas Baumgartner. On January 27,2004, they signed a retainer agreement with Carey. The retainer agreement provided that Carey would pursue their potential medical malpractice claim. Carey associated Helena attorney Curt Drake (Drake) as co-counsel to assist in obtaining medical records.

¶5 After agreeing to represent the Labairs, Carey and Drake collected medical records and consulted with experts in an effort to secure the necessary evidence and testimony to prove the medical malpractice claims. Carey hired Dr. Robert Carpenter to review the medical records and provide his expert opinion. Dr. Carpenter opined in his report that Dr. Baumgartner’s actions “fell below the standard of care for a prudent practitioner of obstetrics in 2003.” Dr. Carpenter further stated that “deficits in care proximately caused the ultimate outcome in this baby.”

¶6 In April 2005, Carey and the Labairs met with treating specialist Dr. Lynn Montgomery. Dr. Montgomery indicated that he believed Dr. Baumgartner had committed malpractice, but he was unwilling to testify as an expert witness in the case because he practiced in the same community as Dr. Baumgartner. Carey also consulted with Dr. Marc Collin, Dr. Robert Roth, and Dr. David Neal Jackson. According to Carey, these three potential medical expert witnesses could not provide favorable opinions.

¶7 On September 14, 2006, Carey filed a complaint against Dr. Baumgartner and Community Medical Center, Inc. alleging negligence and negligent infliction of emotional distress. The complaint alleged that Dr. Baumgartner breached his duty of care to the Labairs by [457]*457failing to perform an ultrasound for fetal evaluation in September 2003. The complaint further alleged that Dr. Baumgartner’s actions directly and proximately caused damages to the Labairs and their newborn son.

¶8 Carey failed to file an application with the Montana Medical Legal Panel (MMLP) before filing a complaint with the District Court, as required under §§ 27-6-301 and -701, MCA. Further, he failed to file an MMLP application within the three-year statute of limitations applicable to medical malpractice claims. Section 27-2-205, MCA. Carey later admitted that an error was made when calculating the applicable statute of limitations. Unaware that Carey had missed the statute of limitations, the Labairs sent a letter to Carey on April 18, 2007, more than six months after the three-year statute of limitations had expired. In this letter, the Labairs stated that they believed Carey did not intend to pursue their claims so they were going to take their case elsewhere. When the District Court later dismissed the Labairs’ medical malpractice case without prejudice on November 16, 2007, Carey was still the attorney of record. On May 19, 2008, the District Court dismissed with prejudice the Labairs’ medical malpractice claims as time-barred by the statute of limitations.

¶9 On March 3, 2010, the Labairs filed a complaint for legal malpractice against Carey and Drake alleging negligence, negligence per se, negligent and intentional infliction of emotional distress, breach of contract, punitive damages, tortious breach of statutory duty, fraud, constructive fraud, and breach of fiduciary duties. The Labairs’ new counsel also filed an untimely MMLP application in an attempt to build evidence of the viability of the underlying medical malpractice claims. The MMLP heard the claims and issued a decision. The District Court did not rule on the Labairs’ motion to allow evidence of the MMLP’s findings to be introduced at trial.

¶10 On July 29, 2011, the Labairs filed a motion for partial summary judgment on the issue of Carey and Drake’s liability for legal malpractice. The Labairs contended that they were entitled to judgment as a matter of law because Carey admitted to missing the statute of limitations. The Labairs offered the opinion of their legal expert, Michael Alterowitz, who opined that missing the statute of limitations caused damages to the Labairs by causing the loss of their medical malpractice claims. Carey responded by arguing that the Labairs’ claims must fail for lack of necessary expert testimony on causation and damages, both in the underlying medical malpractice case and the current legal malpractice action.

[458]*458¶11 On August 19,2011, Carey filed a motion for summary judgment. Carey admitted in his brief that his failure to file the MMLP application before the statute of limitations had run constituted a breach of the standard of care. However, he argued that his breach did not cause any injuries or damages to the Labairs. To support this view, Carey offered the affidavit of Douglas Buxbaum, an attorney with experience in handling professional and medical negligence cases. Mr. Buxbaum opined that Carey’s failure to file the case properly prior to the expiration of the statute of limitations did not prejudice the Labairs because the underlying medical malpractice claims could not be established. Specifically, Buxbaum asserted that Carey was unable to develop the necessary expert testimony to prove the underlying medical malpractice claims.

¶12 The Labairs reached a settlement agreement with Drake on September 2, 2011. The District Court approved the settlement agreement on September 12, 2011, and filed it under seal. All of the Labairs’ claims against Drake were dismissed with prejudice.

¶13 On October 3, 2011, the District Court held a hearing on the pending motions for summary judgment and each side was afforded the opportunity to argue their position. On November 21, 2011, the District Court entered its order denying the Labairs’ motion for partial summary judgment and granting summary judgment in favor of Carey. The District Court concluded that the Labairs failed to establish a prima facie case of legal malpractice because they failed to provide admissible expert evidence on medical causation and damages.

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Cite This Page — Counsel Stack

Bluebook (online)
2012 MT 312, 291 P.3d 1160, 367 Mont. 453, 2012 Mont. LEXIS 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/labair-ex-rel-labair-v-carey-mont-2012.