Robert B. Taylor v. Alonso, Cersonsky & Garcia, P.C., James A. Cersonsky, John Causey, and Hope and Causey, P.C.

395 S.W.3d 178, 2012 WL 3773041, 2012 Tex. App. LEXIS 7662
CourtCourt of Appeals of Texas
DecidedAugust 30, 2012
Docket01-11-00078-CV
StatusPublished
Cited by12 cases

This text of 395 S.W.3d 178 (Robert B. Taylor v. Alonso, Cersonsky & Garcia, P.C., James A. Cersonsky, John Causey, and Hope and Causey, P.C.) 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
Robert B. Taylor v. Alonso, Cersonsky & Garcia, P.C., James A. Cersonsky, John Causey, and Hope and Causey, P.C., 395 S.W.3d 178, 2012 WL 3773041, 2012 Tex. App. LEXIS 7662 (Tex. Ct. App. 2012).

Opinion

OPINION

REBECA HUDDLE, Justice.

In this legal malpractice case, Robert B. Taylor appeals the trial court’s rendition of summary judgment in favor of his former attorneys. Taylor was sued in the underlying case for allegedly causing a car accident that left the passenger in the other car in a permanent vegetative state. In the car accident case, Taylor initially was represented by James A. Cersonsky and Alonso, Cersonsky & Garcia, P.C. (Cerson-sky). After Cersonsky withdrew from the representation, John Causey and Hope and Causey, P.C. (Causey) took over Taylor’s representation.

Taylor ultimately paid $3 million in personal funds over his $250,000 policy limit to settle the car accident suit. He then brought this suit against Cersonsky and Causey, asserting claims for legal malpractice, gross negligence, and breach of fiduciary duty. Cersonsky and Causey each moved for summary judgment. The trial court granted the motions and rendered a take-nothing judgment. Taylor appeals, arguing that the trial court erred in granting summary judgment because he raised fact issues as to each of the essential elements of his claims. We conclude that the trial court correctly granted summary judgment and, accordingly, we affirm.

Background

The accident

In July 2005, Taylor, then seventy-eight years old, was involved in a head-on collision on a two-lane road in Chambers County. Russell Fullen, a passenger in the other car, suffered a severe brain injury and, as a result, fell into a permanent vegetative state. Fullen, who was twenty-one years old at the time of the accident, will require round-the-clock medical care for the rest of his life. It is estimated that the cost of his medical care will approach $20 million.

The accident report completed by the Chambers County Sheriffs Office indicated that Taylor and Leach, the driver of the car in which Fullen rode, were driving in opposite directions. Taylor attempted to turn left in front of Leach, who swerved to his left to avoid Taylor. Taylor then swerved back into his lane of traffic, striking Leach. The report concluded: “[Taylor] drove on the wrong side-not passing, and [Leach] may have taken a faulty evasive action.” Taylor ultimately was charged with a moving violation in connection with the accident.

Taylor’s insurer, Allstate Insurance Company, retained The ProNet Group to investigate the accident. ProNet’s January 2006 accident reconstruction report noted that Taylor claimed Leach caused the accident by driving erratically and swerving into Taylor’s lane of traffic. Nevertheless, the report concluded that the evidence, some of which was not conclusive, suggested that the accident did not occur as Taylor had described. Rather, ProNet concluded that it was more likely that the accident occurred as described in the police report. In February 2006, Allstate informed Taylor that his potential liability exceeded his policy limits.

Fullen’s suit against Taylor

In February 2006, Fullen, through his family, sued Taylor. Allstate retained Cersonsky to defend Taylor in the suit. Cersonsky communicated with Taylor and Richard Baker, Taylor’s personal attorney, during Cersonsky’s representation of Taylor. One of Taylor’s main objectives in the litigation was to prevent disclosure of his *181 personal financial information. To that end, Taylor, Baker, and Cersonsky decided to file a special exception and motion for protection to prevent disclosure of that information, which the Fullen family had requested in discovery. The trial court ruled against Taylor on the motion for protection and ordered the financial information produced. Taylor decided to appeal the decision. Cersonsky, who does not handle appeals, told Allstate to transfer the matter to another attorney. Cer-sonsky wrote Taylor and informed him that Allstate was assigning the case to Causey, and Cersonsky withdrew. During Cersonsky’s five-month representation of Taylor, no scheduling order or trial setting was in place, and no settlement offers or demands were exchanged.

Following Cersonsky’s withdrawal in July 2006, Allstate hired Causey to continue the representation of Taylor. While the case ultimately settled eighteen months later, the settlement came after several developments — each unfavorable to Taylor — came to pass:

• First, Fullen amended his petition to assert a fraudulent transfer claim against Taylor, Taylor’s family members, Taylor’s family trust, and others, after discovering that Taylor, after the accident, had transferred certain significant assets in an apparent effort to avoid exposing his substantial net worth to a potential judgment in Fullen’s favor. Fullen also obtained a temporary restraining order and temporary injunction prohibiting the transfer of certain assets until the case was resolved. 1
• Second, the trial court denied Taylor’s motion for summary judgment on Fullen’s gross negligence claim, leaving Taylor open to jury consideration of exemplary damages.
• Third, more unfavorable evidence regarding fault came to light. An accident reconstruction expert retained by Causey concluded that Taylor was a cause of the accident. And an eyewitness to the accident testified that the accident was Taylor’s fault because he crossed over into the lane of oncoming traffic while attempting to turn left.

It was against this backdrop that the parties mediated the case, nine days before the scheduled trial date in October 2007. 2 At the mediation, Allstate tendered policy limits of $250,000, and Taylor, who was accompanied by Causey and two personal lawyers not retained by Allstate, agreed to pay $8 million to settle all of the claims against Taylor, his family members, and related entities. Taylor signed the written settlement agreement, as did Cau-sey and Taylor’s personal attorney, Baker.

Taylor’s suit against Cersonsky and Causey

In February 2008, Taylor sued Cerson-sky, Causey, and Alstate. Taylor alleged that Cersonsky and Causey committed legal malpractice by failing to properly investigate and develop viable defenses to Fullen’s suit that could have resulted in a verdict in Taylor’s favor or significantly reduced the value of Fullen’s claims. Although Taylor alleged various acts of malpractice, his primary complaint was that his lawyers, who he claims were beholden to Alstate, failed to investigate and pursue a defense based on the fact that Fullen failed to wear a seat belt on the day of the accident. While Causey pleaded an affir *182 mative defense based on Fullen’s failure to wear a seat belt and later designated (after the expert deadline) an expert to opine on whether Fullen would have avoided serious injury had he worn a seat belt, Taylor complains that it was too little, too late.

With respect to the alleged breach of fiduciary duty, Taylor contended that Cer-sonsky and Causey defended his case so as to further their own interests, and Allstate’s interests, rather than Taylor’s. 3

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
395 S.W.3d 178, 2012 WL 3773041, 2012 Tex. App. LEXIS 7662, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-b-taylor-v-alonso-cersonsky-garcia-pc-james-a-cersonsky-texapp-2012.