in Re: Kelly Brady
12-15-00307-CV
| Tex. App. | Dec 16, 2015Background
- Relator Kelly Brady sued her former employer JKS Travel, Inc. (d/b/a Travel Masters) and CEO Sharon Howell for accounting of commissions, breach of contract, declaratory relief (non‑compete unenforceability), tortious interference, and defamation.
- Brady previously retained Gillen & Anderson (specifically James Gillen) to form her new travel business (5 Star Escapes/LLC) and exchanged emails and factual information with Gillen about business setup, tax ID, and concerns about pay and disparagement.
- Brady moved to disqualify Gillen & Anderson from representing Defendants, asserting Gillen previously represented her and therefore obtained confidential information substantially related to the current dispute under Tex. Disciplinary R. Prof. Conduct 1.09.
- At a November 6, 2015 hearing, Brady testified and submitted a declaration and emails showing communications with Gillen; the trial court (Judge Christi Kennedy) denied the motion to disqualify on November 19, 2015.
- Brady filed this petition for writ of mandamus asking the Twelfth Court of Appeals to order the trial court to vacate its denial and disqualify Gillen & Anderson, arguing the denial was an abuse of discretion and that mandamus is appropriate because there is no adequate appellate remedy.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Whether trial court abused discretion by denying motion to disqualify defense counsel based on prior representation and confidential disclosures | Brady: Gillen & Anderson formerly represented her; she disclosed factual confidences materially related to current claims, so Rule 1.09 and firm‑imputed confidences require disqualification | Defense: (Implicit) trial court found movant did not meet the exacting burden to show actual prejudice or substantial relationship sufficient for disqualification | Trial court denied the motion to disqualify; relator seeks mandamus from appellate court alleging abuse of discretion (petition pending) |
Key Cases Cited
- CSR Ltd. v. Link, 925 S.W.2d 591 (Tex. 1996) (standard for clear abuse of discretion)
- National Medical Enterprises, Inc. v. Godbey, 924 S.W.2d 123 (Tex. 1996) (disciplinary rules guide disqualification; disqualification reviewable by mandamus)
- In re Columbia Valley Healthcare Sys., L.P., 320 S.W.3d 819 (Tex. 2010) (irrebuttable presumption that counsel working on a matter obtains client confidences)
- In re Sanders, 153 S.W.3d 54 (Tex. 2004) (movant bears burden to prove disqualification; must show actual prejudice)
- Walker v. Packer, 827 S.W.2d 833 (Tex. 1992) (mandamus standard: no adequate appellate remedy)
- In re Mitcham, 133 S.W.3d 274 (Tex. 2004) (imputation of confidences within firm)
