JOSEPH F. COYNE, AS TRUSTEE OF SATURN REALTY TRUST, A MASSACHUSETTS BUSINESS TRUST, AND SATURN REALTY TRUST, PETITIONERS,
v.
SCHWARTZ, GOLD, COHEN, ZAKARIN & KOTLER, P.A., AND EDWARD B. COHEN, RESPONDENTS
AI-generated. These summaries, headnotes, and key points are machine-generated and may contain errors or omissions. Always verify against the full opinion text below. Not legal advice.
Saturn Realty Trust sued its former lawyers, Schwartz, Gold, for malpractice based on an erroneous title certification. The defendants sought discovery of Saturn's confidential communications with its current attorneys (Ruden, McClosky) regarding the underlying litigation, claiming the privilege was waived because the defendants raised successor counsel's negligence as a defense. The court held the attorney-client privilege was not waived and quashed the production order.
The court held that the attorney-client privilege protected the requested documents and was not waived merely because the defendants raised the negligence of successor counsel as a defense. The privilege exception in Florida Evidence Code section 90.502(4)(c) applies only to the particular transaction at issue in the malpractice action, not to other aspects of the client-attorney relationship. The work product claim was denied because petitioners offered no evidence in support and failed to argue it at the hearing.
[1] Certiorari review is appropriate for discovery orders that depart from the essential requirements of law and cause irreparable injury.
[2] The attorney-client privilege protects confidential communications made in the rendition of legal services.
Previewing 2 of 6 headnotes on this case. FLexlaw’s editorially structured points of law — every proposition, pinpointed — are reserved for members.
Join FLexlaw to unlock all legal intelligence“A client [has] the privilege to refuse to disclose, and to prevent any other person from disclosing, the contents of confidential communications when such other person learned of the communications because they were made in the rendition of legal services to the client.”
Establishes the foundational definition of attorney-client privilege under Florida law (section 90.502(2))
Previewing 1 of 3 key quotes on this case — the court’s exact language, pinpointed for members.
Join FLexlaw to unlock all legal intelligenceSaturn retained Schwartz, Gold as counsel and received an erroneous title certification regarding a replat at Jupiter Key. Saturn began construction i…
The full statement of facts, procedural history, and disposition for this case are member content.
Join FLexlaw to unlock all legal intelligence© FLexlaw, Inc. — AI-generated enrichments are proprietary. All rights reserved.
Explore caselaw by topic → Browse In Camera Inspection cases and more on FLexlaw
STEVENSON, Judge.
Petitioners, Joseph F. Coyne, as Trustee of Saturn Realty Trust, and Saturn Realty Trust, seek certiorari review of an order overruling their objections to a request for production on the grounds of attorney-client privilege and the work product doctrine. We grant the petition on the ground of attorney-client privilege and quash the trial court’s order of production.
Petitioners are plaintiffs in a lawsuit for legal malpractice filed against the law firm of Schwartz, Gold, Cohen, Zakarin & Kotler, P.A. and attorney Edward Cohen (hereinafter collectively referred to as “Schwartz, Gold”), based on an erroneous title certification provided to Saturn by Schwartz, Gold regarding a replat of a portion of a subdivision known as “Jupiter Key.” Petitioners claim that they began construction of townhouses at Jupiter Key in reliance upon this title certification. Blue Reef Holding Corp., Inc., owner of two lots at Jupiter Key, then filed suit against Saturn and others seeking cancellation of the replat and injunctive and other relief, alleging that the replat’s reduction of the size of the common recreation area violated the Declaration of Covenants and Restrictions for Jupiter Key.
Saturn retained attorney Brian McHugh and the law firm of Ruden, McClosky, Smith, Schuster & Russell, P.A. (hereinafter collectively referred to as “Ruden, McClosky”) to defend the Blue Reef lawsuit. Saturn settled that lawsuit, but, in the instant litigation, is now suing Schwartz, Gold, its former lawyers, for malpractice, seeking damages.
Petitioners claim that they have produced all correspondence between Saturn and Schwartz, Gold pertaining to the Blue Reef lawsuit. They refused, however, to produce correspondence between Saturn and Ruden, McClosky, its current attorneys, concerning the Blue Reef litigation, objecting on the grounds of attorney-client privilege and the work product doctrine. The trial court held a hearing on the dispute, where Schwartz, Gold argued that any such privileges were waived when petitioners sued the attorneys representing them. Counsel pointed out that one of the defenses raised by Schwartz, Gold is that successor counsel, Ruden, McClosky, also advised Saturn to proceed with the subject development, thereby raising possible issues of causation and intervening negligence.
Certiorari review extends to discovery orders which depart from the essential requirements of law, cause material injuiy to a petitioner throughout the remainder of the proceedings, and effectively leave no adequate remedy on appeal. See Allstate Ins. Co. v. Langston, 655 So. 2d 91 (Fla.1995); Martin-Johnson, Inc. v. Savage, 509 So. 2d 1097 (Fla.1987). Orders compelling production of matters claimed to be protected by the attorney-client privilege or work product doctrine present the required potential for irreparable harm. See Martin-Johnson, Inc. Attorney-Client Privilege
Florida law provides that the attorney-client privilege affords
[a] client [the] privilege to refuse to disclose, and to prevent any other person from disclosing, the contents of confidential communications when such other person learned of the communications because they were made in the rendition of legal services to the client.
§ 90.502(2), Fla. Stat. (1997).
Respondents Schwartz, Gold argue that any attorney-client privilege which attached to the requested documents in the instant case was waived when they asserted the negligence of successor counsel, Ruden, McClo-sky, in the Blue Reef lawsuit as a defense. Respondents rely on section 90.502(4)(c) which provides:
(4) There is no lawyer-client privilege under this section when:
(c) A communication is relevant to an issue of breach of duty by the lawyer to the client or by the client to the lawyer, arising from the lawyer-client relationship.
We cannot agree that this exception to the attorney-client privilege applies here.
In Shafnaker v. Clayton, 680 So. 2d 1109 (Fla. 1st DCA 1996), the First District granted certiorari and quashed an order directing production of documents in the possession of the clients’ former attorneys, finding them to be protected under the attorney-client privilege. There, the former clients had been represented by, and had dismissed, some three law firms in connection with their law suit against an exterminating company. They settled their lawsuit when represented by the fourth law firm. The former clients sued the second law firm for malpractice, and that firm sought discovery from the first and third firms. The second law firm [the malpractice defendant] contended that the privileged information sought from the first and third firms was vital to their defense in that facts petitioner told them were allegedly different than what they had told the other firms. The trial court ordered production as requested. The First District, in quashing that order, held that the documents were protected by the attorney-client privilege and section 90.502(4)(c) of the Florida Evidence Code, specifically. The court, in Shafnaker, wrote:
This exception to attorney-client privilege [section 90.502(4)(e) ] ... excludes otherwise privileged information between the attorney being sued for legal malpractice and the client being sued. The exclusion has been interpreted to be very limited, applying only to the particular transaction which resulted in the malpractice action, and not to any other aspects of the relationship between client and attorney. Procacci v. Seitlin, 497 So. 2d 969 (Fla. 3d DCA 1986). See also Reed v. State, 640 So. 2d 1094 (Fla.1994)(holding privilege was waived only as to matters specifically at issue in court action).... [W]e cannot accept respondents’ and the trial court’s broad interpretation of section 90.502(4)(c), allowing discovery by an attorney of a former client’s files with other attorneys.
Id., 680 So. 2d at 1111 (emphasis added).
We agree with the reasoning in Shafnaker and find that it applies with equal force to support petitioners’ claim of attorney-client privilege in this case. We recognize that the fact that respondents have pointed to the negligence of the successor * firm as a defense to the malpractice suit may make the requested documents relevant. Nevertheless, here, as in Shafnaker, the mere relevance of those documents does not override the privilege. Thus, we grant the petition for certiorari as to the claim of attorney-client privilege.
Work Product
Petitioners also asserted that the documents were work product and that the request for production called for matters irrelevant to the lawsuit. A mere claim of irrelevance does not rise to the level required, that of irreparable harm, for certiorari to he. See Eberhardt v. Eberhardt, 666 So. 2d 1024 (Fla. 4th DCA 1996). As for the claim of work product, petitioners have offered no evidence in support of this claim, nor did they even argue it at the hearing below. Therefore, we cannot conclude that the trial court’s ruling, as it pertains to the work product doctrine, constituted a departure from the essential requirements of law. See Old Stone Bank v. Farris, 647 So. 2d 916 (Fla. 4th DCA 1994), rev. denied, 659 So. 2d 271 (Fla.1995). Accordingly, we deny the petition as to the claim of work product and dismiss as to the claim of irrelevance.
In sum, we grant the petition for writ of certiorari as to the claim of attorney-client privilege, quash the trial court’s October 27, 1997 order, and remand with direction to the trial court to hold an in-camera inspection of the requested documents to determine which documents are privileged and, thus, protected from disclosure.
OWEN, WILLIAM C., Jr., Senior Judge, concurs.
STONE, C.J., dissents with opinion.
STONE, Chief Judge,
dissenting.
I would deny the petition. In my judgment, the privilege as to related communications with successor attorneys is waived by the client’s bringing this action.
Cases With Similar Vibessemantic neighbors from the corpus
Citator
Cited By (16 total)
-
Snyder v. Value Rent-A-Car, 736 So. 2d 780 (Fla. 4th DCA 1999)…use material harm for which there is no adequate remedy on final appeal. See Allstate Ins. Co. v. Langston, 655 So. 2d 91 (Fla.1995); Martin-Johnson, Inc. v. Savage, 509 So. 2d 1097 (Fla.1987); Coyne v. Schwartz, Gold, Cohen, Zakarin & Kotler, P.A., 715 So. 2d 1021 (Fla. 4th DCA 1998). Rule 1.280 of the Florida Rules of Civil Procedure governs discovery including requests for items which are work product, namely documents and tangible things prepared in anticipation of litigation or for trial by or for anothe…
-
Coates v. Akerman, Senterfitt & Eidson, P.A., 940 So. 2d 504 (Fla. 2d DCA 2006)…to provide information helpful to cross examination or for the defense of a cause of action” and that “mere relevance of the information is not sufficient grounds to override this privilege”); Coyne v. Schwartz, Gold, Cohen, Zakarin & Kotler, P.A., 715 So. 2d 1021, 1023 (Fla. 4th DCA 1998) (determining, in a legal malpractice action, that the defending law firm’s assertion that a subsequent firm had been negligent did not serve to override the client’s attorney-client privilege with the subsequent firm); Shaf…
-
Liberty Mut. Ins. Co. v. Lease Am., Inc., 735 So. 2d 560 (Fla. 4th DCA 1999)…wever, to the extent that the matters are simply irrelevant, we dismiss the petition. Production of irrelevant material does not rise to the level of irreparable harm for certiorari to lie. See Coyne v. Schwartz, Gold, Cohen, Zakarin & Kotler, P.A., 715 So. 2d 1021, 1023 (Fla. 4th DCA 1998); Eberhardt v. Eberhardt, 666 So. 2d 1024 (Fla. 4th DCA 1996), approved by Allstate Ins. Co. v. Boecher, 24 Fla. L. Weekly S187, 189-90, 733 So. 2d 993, 998-99 (Fla.1999). We would also caution that we do not countenance di…
Previewing 3 of 16 citing cases — full citator treatment, depth of discussion, and citing context are member features.
Join FLexlaw to unlock all legal intelligenceAuthorities Cited
- Martin-Johnson, Inc. v. Savage, 509 So. 2d 1097 (Fla. 1987)
- Allstate Ins. Co. v. Langston, 655 So. 2d 91 (Fla. 1995)
- Grover Reed v. State, 640 So. 2d 1094 (Fla. 1994)
- Eberhardt v. Eberhardt, 666 So. 2d 1024 (Fla. 4th DCA 1996)
- Pasquale Procacci v. Seitlin, 497 So. 2d 969 (Fla. 3d DCA 1986)
- Shafnaker v. Clayton, 680 So. 2d 1109 (Fla. 1st DCA 1996)
- Hanley v. Kajak, 647 So. 2d 916 (Fla. 4th DCA 1994)
- OLD Stone Bank v. Farris, 647 So. 2d 916 (Fla. 4th DCA 1994)