- Commercial Litigation
- Trust and Estate Litigation
- Appellate Proceedings
- Professional Liability and Discipline
- Intellectual Property Litigation
- Case Western Reserve University School of Law, J.D., 2008
- Northwestern University, B.A., 2005
Licensed to Practice
- U.S. District Court, Northern District of Ohio
- U.S. District Court, Southern District of Ohio
- U.S. Court of Appeals, Sixth Circuit
Jamie is a litigator and trial lawyer whose practice focuses on representing clients in complex business disputes, trust and estate litigation, shareholder and partnership disputes, and cases involving a variety of business torts and contract claims. Her experience includes responsibility for all aspects of litigation ranging from preparation of pleadings, oversight of written discovery and document production as well as taking depositions, witness preparation, and first and second chair trial experience. Jamie also has substantial experience representing lawyers in legal malpractice and grievance proceedings and handling appellate matters before various Ohio Appellate District Courts, including authoring appeal briefs and arguing appeals. Jamie’s broad scope of experience has given her experience in all forums, including federal court, state court, probate court and arbitrations and mediations.
Jamie attended Northwestern University in Evanston, Illinois, where she earned her B.A. in Sociology with Honors in 2005. She then attended Case Western Reserve University School of Law, graduating in 2008. While at CWRU, Jamie was the Executive Notes Editor of the Health-Matrix Journal of Law-Medicine from 2007-2008, a member of the Ault Mock Trial Team, and a Regional Semifinalist in the 2008 American Association of Justice Mock Trial Competition. She was selected to join the Order of Barristers and was the recipient of the National Association of Women Lawyers’ Outstanding Woman Law Graduate Award.
Jamie is an Associate in the Judge J. Manos American Inn of Court, a graduate of the Cleveland Bridge Builders class of 2019, and a member of the American, Ohio, and Cleveland Metropolitan Bar Associations.
RECENT TRIAL EXPERIENCE
- In January 2019, Jamie was an integral part of the first chair team in a jury trial in Probate Court in Cuyahoga County, Ohio in the defense of the estate of a the matriarch of a high net worth family against a claim by two of her adult children that her will and trust were the product of undue influence exerted by the youngest of her five children. Jamie, with John Schiller, represented the accused and the two other adult siblings who were named both individually and as executors and trustees in the case. In furtherance of their defense, which was based on the firm belief that the plaintiffs would not prevail at trial because no undue influence ever occurred, Jamie effectively examined one of the plaintiffs’ important witnesses successfully argued motions which led to the exclusion of plaintiffs’ evidence. She also refrained from examining other of plaintiffs’ key witnesses, thereby allowing the plaintiffs themselves to establish that no undue influence occurred. Though rarely granted in a jury trial, the Judge in this case agreed that the plaintiffs had not presented sufficient evidence on the substantial elements of their case for it to proceed further with the jury, and granted the defendants’ motion for a directed verdict.
- In November 2018, Jamie worked with John Schiller to successfully defend a Trustee of an ultra-high net worth family Trust against claims that their client, both individually and as the president of a family office, breached certain fiduciary duties by failing to properly oversee the management of trust assets. The gist of the plaintiffs’ claim was that their client allowed the investment manager charged with overseeing the Trust to invest too heavily in precious metals and in particular, gold. The Plaintiffs also sued the investment manager who successfully argued that a short statute of limitations applied leaving their client as the principal target. Rather than succumb to demands for millions of dollars in alleged “damages,” their client chose to proceed to trial. During five days of trial before a jury, Jamie and John demonstrated that the claims against their client were wholly without merit. This led to the dismissal of all claims against their client before the plaintiffs rested its case. This outcome completely vindicated our client who was deeply appreciative of Jamie and John’s efforts.
- In 2017, Jamie served as second chair trial counsel in a hotly contested shareholder dispute between deadlocked shareholders – one in Iowa and two in Ohio – in Des Moines, Iowa that took four years to reach conclusion. While the case began with the Iowa shareholder suing John Schiller and Jamie’s clients derivatively in State Court in Des Moines, it became clear throughout the case that the Iowa shareholder high-jacked the company bank accounts and tried to force their clients out of the company, thereby necessitating counterclaims. During the middle of the bench trial, the Judge adjourned the trial when it was revealed to the Court that the plaintiff and corporate counsel had failed to produce relevant material evidence. This evidence included a true “smoking gun” email that led the Court to write “The Court is profoundly concerned about Attorney …. advice and considers it advocacy by deception”. After the bench trial concluded in the summer of 2017, during which Jamie examined key witnesses for their clients’ defense, the Court issued 30 page opinion finding in favor of Jamie and John’s clients on every issue and claim in the case and awarding their clients all the relief they requested including an award of punitive damages and attorney fees. Review a copy of the opinion.
- Represents owners of closely-held and family-owned companies in shareholder disputes involving a wide variety of claims, including breach of fiduciary duty claims and requests for appointments of receivers
- Successfully opposed and argued against a Trustee’s motion to strike defendants’ affirmative defenses in bankruptcy court
- Litigated, as second chair, a multi-million dollar AAA arbitration involving the valuation and re-purchase of a minority shareholder’s interest in a closely-held company and employment-related counterclaims
- Obtained injunctive relief against a party who negotiated and refused to return over six-figures in pension over-payments to which the party was not entitled
TRUST AND ESTATE LITIGATION
- Represented a trustee and executor of a decedent’s trust and estate against claims involving undue influence and breach of fiduciary duty, which was resolved to the client’s satisfaction prior to trial.
- Represents administrators of estates and trustees of trusts in connection with will contest and undue influence claims
PROFESSIONAL LIABILITY AND DISCIPLINE
- Litigated a six-day legal malpractice jury trial involving claims that independent contractors from an attorney’s ancillary business provided negligent estate and Medicaid-planning advice to the client
- Tried a two-day legal malpractice bench trial arising out of claims that an attorney was negligent in handling the client’s underlying divorce action
- Argued, as second chair, two disciplinary trials before Panels of the Board of Commissioners of Grievances and Discipline
- Argued appeals before several Ohio Appellate District Courts involving business disputes and professional and general liability matters
- Regularly prepares appellate briefs, including jurisdictional briefs to the Ohio Supreme Court, in a variety of matters, including business disputes, legal malpractice matters, and trust and estate disputes
- 2018 – Selected to Ohio Super Lawyers Rising Stars list. Area of practice: Business Litigation.
- 2020 – Recognized by the Cleveland Jewish News as a Super Attorney in its Local Lawyers Edition
- Walter | Haverfield Elects Four New Partners
- The Winning Streak of the Walter | Haverfield Trial Team
- Walter | Haverfield Litigator Selected to Prominent Leadership Program
- Board of Professional Conduct Issues New Guidance on Flat Fee Agreements
- A Q&A Guide to Fraud Claims Under Ohio Law – Practical Law (2020)
- “The Consequences of Removal and Remand Gone Awry” – The Federal Lawyer (Nov./Dec. 2019)
- “Keeping It Clean: Using Social Media Professionally,” Cleveland Metropolitan Bar Association, December 19, 2017
- “Nonrefundable Fee Agreements,” Cleveland Metropolitan Bar Association Ethics & Professionalism Committee Continuing Legal Education: Sizzling Hot Topics in Professional Conduct, October 25, 2017
- “Effective and Ethical Use of Flat Fees in Your Practice: Review of the Recent Advisory Opinion,” Cleveland Metropolitan Bar Association Small & Solo Section Continuing Legal Education: Tips, Tricks and Trends in the Small/Solo Practice, May 13, 2016
- “Texting, Blogging, and Cloud Computing: A Guide to Protecting the Next Generation of Attorney-Client Communications,” Professional Liability Services, Inc. Legal Ethics, Professionalism, Substance Abuse & Risk Management for Lawyers Seminar, November 9, 2012
- “Boundaries of the Attorney-Client Privilege in the Tech Age: How to Ensure Your Multimedia Communications are Protected,” Sherwin Williams CLE Program: Commercial Litigation and Intellectual Property Law CLE, October 26, 2012
- Co-Presenter, “Boundaries of the Attorney-Client Privilege in the Tech Age: How to Ensure Your Multimedia Communications are Protected,” Ohio Association of Civil Trial Attorneys Legal Malpractice Seminar, June 15, 2012
- “Boundaries of the Attorney-Client Privilege in the Tech Age: How to Ensure Your Multimedia Communications are Protected,” Gallagher Sharp Annual Spring seminar, April 2012
- Associate, Judge John J. Manos American Inn of Court
- Member, Cleveland Bridge Builders Class of 2019
- Member, Board of Directors, Anti-Defamation League, Ohio/Kentucky/Allegheny Region
- Member, National Civil Rights Committee, Anti-Defamation League
- American Bar Association
- Ohio State Bar Association
- Cleveland Metropolitan Bar Association
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