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Jeffer, Mangels & Butler v. Glickman

Citations: 234 Cal. App. 3d 1432; 286 Cal. Rptr. 243; 91 Daily Journal DAR 12372; 91 Cal. Daily Op. Serv. 8131; 1991 Cal. App. LEXIS 1158Docket: B048185

Court: California Court of Appeal; October 7, 1991; California; State Appellate Court

Narrative Opinion Summary

The case involves an appeal from a nonsuit in a legal malpractice lawsuit where the trial court disqualified the cross-complainants' expert witness. The Field Group sought to expedite their savings and loan application by assuming control over a pending application, advised by Jeffer, Mangels. Butler. The Federal Home Loan Bank Board ultimately rejected the application due to regulatory concerns. Jeffer, Mangels. Butler sued for attorney's fees, prompting the Field Group to file a cross-complaint alleging negligence for not advising of the risks involved. The trial court ruled the Field Group's expert, Jerry Fine, was unqualified due to lack of specific experience. The appellate court reversed, aligning legal malpractice expert qualification standards with those in medical malpractice, emphasizing that the broader knowledge and experience relevant to the field suffice for expert testimony. The court held that Mr. Fine's testimony should be admissible as it meets the requisite threshold under Evidence Code section 720, and his lack of specific application experience affects only the weight of his testimony, not its admissibility. The case was remanded for further proceedings, allowing the appellants to recover appeal costs.

Legal Issues Addressed

Admissibility and Weight of Expert Testimony

Application: The court determined that any lack of specific experience by an expert affects the weight rather than the admissibility of their testimony, allowing the jury to consider the expert's broader relevant experience.

Reasoning: Any shortcomings in Mr. Fine's experience affect the weight of his testimony rather than its admissibility. Opposing counsel is permitted to cross-examine Mr. Fine and the respondent can present its own expert testimony, which is deemed sufficient to safeguard the defendant's interests.

Expert Witness Qualifications under Evidence Code Section 720

Application: The appellate court held that the trial court erred in excluding expert testimony based on a restrictive interpretation of the expert's qualifications, emphasizing a broader understanding of relevant knowledge and experience.

Reasoning: The trial court erred in believing that Fine needed specific experience with filing applications, misunderstanding the nature of his intended testimony regarding the standard of care.

Standard of Care in Legal Malpractice

Application: The court concluded that legal malpractice cases should apply standards similar to those in medical malpractice concerning the qualifications of expert witnesses to ensure a broad understanding of the relevant standard of care.

Reasoning: The court's liberal interpretation of expert qualifications in medical cases is therefore relevant for assessing legal experts, reinforcing that the standards for evaluating qualifications in both professions are analogous.