- Insurance Agent E&O Defense
- Securities Litigation
- Commercial Litigation
- Errors & Omission Defense
- Real Estate E&O Liability
|University ||Villanova University, B.A., 1984; Dean's List, multiple times|
|Law School||Boston College Law School, Newton, Massachusetts, J.D., 1988 Top one-third|
|Admitted||1988, Pennsylvania; 2001, U.S. District Court Eastern District of Pennsylvania; 2001, U.S. District Court Middle District of Pennsylvania|
Associations & Memberships
• Philadelphia Bar Association
As a member of the firm's Professional Liability Department, Jeffrey concentrates a significant portion of his practice in defending errors and omissions claims directed to insurance agents and brokers, investment professionals, and real estate professionals in the State and Federal Courts of Pennsylvania. He also represents these professionals before state securities and insurance commissions, real estate commissions, and other regulatory forums, including the Financial Industry Regulatory Authority (FINRA). These matters involve licensure issues, administrative and regulatory litigation, and responding and defending against subpoenas.
Jeffrey has litigated complex commercial, mortgage, condominium and banking disputes. In these matters, he has represented banks, mortgage companies, condominium boards, property management companies, inspectors, appraisers, and other commercial entities. He also has a strong background in defending general liability and casualty matters, including those that sometimes form the basis of complex insurance disputes.
Jeffrey practices in both the state and federal courts of Pennsylvania, regularly representing clients in Pennsylvania State Courts, and the Federal District Court for the Eastern and Middle Districts of Pennsylvania. He has a strong command of state and federal procedural rules and is well versed in the intricacies of local, state, and federal practice. In addition to litigating matters, he often utilizes the mediation and arbitration process to resolve complex disputes, including AAA Arbitration.
Throughout his career, Jeffrey has successfully handled hundreds of civil matters from the most basic to the most complex, resulting in many defense verdicts, dismissals, or favorable settlements in both judicial and non-judicial forums. As a former registered representative, his understanding of the workings of the financial services industry and markets, as well as his familiarity with all types of insurance products, has enabled him to efficiently and effectively handle complex insurance issues.
A graduate of Villanova University and Boston College Law School, he frequently presents to clients and industry groups on insurance and real estate related issues. His most recent presentation was Best Practices for Insurance Agents and Brokers.
Year Joined Organization: 2004
|Reported Cases||Significant Representative Matters: Represented and obtained dismissal of an insurance agent in the Philadelphia Court of Common Pleas in a matter involving an insurance policy the agent had sold to a professional hockey player. When the player's widow brought a claim for a breach of the standard of care, Jeffrey successfully argued that no duty was owed or breached; Obtained summary judgment in a binding arbitration on behalf of an insurance agent against a well-known Philadelphia restauranteur in a dispute involving the assessment of a co-insurance penalty. Succesfully argued that the insured's own conduct barred him from obtaining recovery; Obtained summary judgement on behalf of an insurance agent and agency against a lawyer/plaintiff in a case involving the placement of coverage for a residential commercial property in Philadelphia. Successfully argued that no breach of contract claim was manifested; Successfully resolved a condominium dispute involving a resident who sued a condominium board and its individual officers in tort and contract, by establishing that the board acted properly in its management and oversight of the property; Successfully defended claims for declaratory, injunctive and monetary relief on behalf of a non-profit retirement organization by arguing that the entity acted properly in assisting its members in purchasing and residing in a Center City condominium, despite claims by existing residents that the organization's members should not be permitted to live there, due to advanced age. Successfully utilized a Human Relations Commission decision on behalf of the elderly residents to effectively bring an end to the civil litigation; Successfully argued that a policy of life insurance is not bound until the policy of insurance is actually delivered and is paid for by the policyholder; Successfully able to reduce and resolve multi-million dollar settlement demands down to less than a fraction of the damages claimed. In one instance, the demand was for $1.6 million and was resolved for $245,000. In another instance, the demand was for $2.1 million and the case was resolved for $160,000; Through the use of inspection, engineering, or construction experts, was able to resolve for pennies on the dollar cases with high exposure, including extra-contractual damage exposure; Successfully employed the use of appraisers, conduct experts, and cause and origin experts to resolve multiple matters involving potential exposure in excess of $1 million for fractions of that amount.; Published Works: Beware E & O Holes in Your Agency's Digital Efforts, Independent Agent, May 2014|
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