Meehan v. Shaughnessy

Supreme Judicial Court of Massachusetts · 1989 · Corporations
535 N.E.2d 1255 (Mass. 1989)
Updated
CorporationsPartnershipsFiduciary dutyLaw firm dissolutionpartnership dissolutionutmost good faith and loyaltyclient choicelaw firm breakup

Facts

Meehan and Boyle were Parker Coulter partners who decided to leave and form a new firm with Cohen, later recruiting Schafer and others while keeping the plans confidential. Before notifying their partners, they prepared client and case lists, arranged financing and office space, drafted form letters and authorizations on Parker Coulter letterhead, and denied rumors that they were leaving. After giving notice, they immediately contacted clients and referring attorneys, delayed giving their partners a list of cases they intended to take, and obtained signed authorizations for many removed matters. The trial judge found they continued working full schedules and did not manipulate case handling, and that clients signed authorizations for removed cases.

Issue

Did departing partners and associated lawyers breach fiduciary duties to their former law partnership by the manner in which they prepared for departure and obtained client consent to remove cases, and if so, what remedy applies? Also, who bears the burden of proving whether the breach caused the loss of clients?

Rule

Partners owe one another a fiduciary duty of the utmost good faith and loyalty and must consider their partners' welfare, not merely their own. Departing partners may make logistical arrangements to establish a competing firm while still with the partnership, so long as they do not otherwise violate fiduciary duties; however, they may not use secrecy, misleading denials, delayed disclosure, or one-sided communications to clients to obtain an unfair advantage in securing consent to remove cases. When a breach consists of unfairly acquiring client consent, the departing partners bear the burden of proving that the clients would have consented to removal even absent the breach. If they fail to do so, they must account to the former partnership for profits from unfairly removed cases under a constructive trust, while still receiving their capital contributions and accrued profit shares.

See the holding & full analysis

Create a free KwikCourt account to unlock the rest of this brief — and practice the case.

  • The court's holding and reasoning
  • Doctrine tests, pitfalls & exam hypotheticals
  • 10 practice questions + 4 AI-graded essays on this case
Sign up free to see more →
Free sample · practice this case

Test yourself

One of 10 multiple-choice questions for this case. Pick an answer to see why.
Nina Patel and Owen Marks are equity partners at a litigation firm in Boston. While still working full schedules, they quietly sign a lease in Providence, secure a line of credit, hire an accountant, and assemble internal revenue projections for a new firm they plan to open, but they do not contact clients or mislead anyone about client choices before giving notice.

If the old firm sues solely on the ground that Nina and Owen secretly planned a competing practice before resigning, which is the strongest argument for the departing partners?

Explanation. The majority distinguished permissible competition planning from disloyal conduct. Partners may make logistical arrangements to establish a competing firm while still partners, including office, financing, and similar preparations, provided they do not otherwise violate fiduciary duties. Secrecy becomes actionable when tied to misleading denials, unfair solicitation, delayed disclosure, or similar tactics that create an unfair advantage in obtaining client consent.