Professional Liability

Professionals today face liability claims with increasing frequency and ever-greater stakes. Successful defense in these sensitive matters demands nimble, effective strategies that achieve the desired outcome while maintaining professional reputations.

Years of experience handling professional liability claims have shaped our approach to serving clients. With both trial readiness and mediation proceedings in mind, we bring swift, assertive action to our clients’ most sensitive and confidential matters. Together, we develop litigation strategies and, when appropriate, negotiate settlements. By vigorously investigating, negotiating, and defending claims, we deliver efficient, effective results for our clients.

At all times, we keep in mind that more is at stake in a professional liability suit than financial loss: our clients’ reputations are on the line, so we work hard to protect each client’s public image while advancing their defense. Our demonstrated success in this goal is why our lawyers have counseled and defended individuals facing allegations involving claims of malpractice or negligence, breach of fiduciary duty, and conflicts of interest—as well as claims against international law firms, actuaries, accounting firms, insurance providers, and investment firms.

Representative Experience

  • Achieved favorable settlement for a leading global professional services company in an $830 million actuarial malpractice lawsuit brought by the city of Houston in connection with the city’s $6.2 billion pension crisis.
  • Secured a partial dismissal of a whistleblower retaliation lawsuit against the public accounting firm PricewaterhouseCoopers and seven of its partners, where the plaintiff alleged retaliatory actions in response to complaints made about PwC’s auditing practices.
  • Defending a leading accounting firm in an SEC investigation relating to alleged accounting controls failures.
  • Successfully represented the former chief financial officer of an oil services company against allegations of accounting fraud and insufficient internal accounting controls in a securities class action pending in federal court. The SEC closed its investigation without any charges against the CFO, and the class action was settled on very favorable terms.
  • Secured termination of SEC investigation of high-level PIMCO officer relating to allegations of misleading investors about the performance of a fund and alleged failure to accurately value certain fund securities.
  • Obtained $20 million for Pacific Life against Bank of New York Mellon at the summary judgment stage in a breach of contract and breach of fiduciary duty matter in investment mismanagement litigation, and later obtained an additional $30 million for Pacific Life in a settlement on the eve of trial.
  • Defeated breach of fiduciary duty claims against State Bar of California and former president of State Bar. Defending same against claims of breach of implied covenant of good faith and fair dealing and whistleblower retaliation.
  • Successfully represented a global professional services company in an $80 million breach of fiduciary duty case, pending in New York federal court, alleging negligent investment advice.
  • Won summary judgment on seven counts in a $150 million legal malpractice suit against an international law firm regarding the firm’s advice regarding a government contract with the U.S. Navy.
  • Successfully represented an international law firm in a $200 million patent litigation malpractice lawsuit pending in the U.S. District Court for the Southern District of New York.
  • Won summary judgment for a leading international law firm in a $20 million lawsuit alleging professional negligence. The court of appeals affirmed the decision.
  • Successfully represented an international, Los Angeles-based law firm in legal malpractice arbitration based on the firm’s tax and financial advice to a real estate investment trust.
  • Won dismissal of a claim against a law firm alleging violation of a court order.
  • Successfully represented an international law firm in legal malpractice claim for breach of fiduciary duty brought by a labor-owned insurance and investment company. The case was brought in federal court and settled on terms very favorable to the client.