Herbert Rolnick v. Sight's My Line, Inc., a Florida Corporation Stewart Lantz Riggs, Aleshire & Ray Blazier, Christensen, Bigelow & Vir, P.C. And Adams & Graham ( 2015 )


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  •                                                                                  ACCEPTED
    03-15-00335-CV
    6008822
    THIRD COURT OF APPEALS
    AUSTIN, TEXAS
    7/9/2015 11:24:41 PM
    JEFFREY D. KYLE
    NO. 03-15-00335-CV
    CLERK
    FILED IN
    3rd COURT OF APPEALS
    IN THE THIRD COURT OF APPEALS           AUSTIN, TEXAS
    AUSTIN, TEXAS               7/9/2015 11:24:41 PM
    JEFFREY D. KYLE
    Clerk
    HERBERT ROLNICK,
    Appellant
    v.
    SIGHT’S MY LINE, INC. A FLORIDA CORPORATION; STEWART LANTZ; RIGGS,
    ALESHIRE & RAY; BLAZIER, CHRISTENSEN, BIGELOW & VIRR; AND ADAMS &
    GRAHAM,
    Appellees
    Interlocutory Appeal from the 200th Judicial District Court
    in Travis County, Texas, The Honorable Tim Sulak, Presiding
    APPELLANT’S BRIEF
    RUTH G. MALINAS
    Texas Bar No. 08399350
    TIM T. GRIESENBECK, JR.
    Texas Bar No. 08454450
    SCOTT M. NOEL
    Texas Bar No. 00797158
    PLUNKETT & GRIESENBECK, INC.
    Catholic Life Building, Suite 900
    1635 N.E. Loop 410
    San Antonio, Texas 78209
    (210) 734-7092 (telephone)
    (210) 734-0379 (facsimile)
    rmalinas@pg-law.com
    ATTORNEYS FOR APPELLANT
    HERBERT ROLNICK
    APPELLANT REQUESTS ORAL ARGUMENT
    IDENTITY OF PARTIES AND COUNSEL
    APPELLATE AND TRIAL COUNSEL
    APPELLANT                          FOR APPELLANT
    Herbert Rolnick                    Ruth G. Malinas (Lead Appellate)
    Texas Bar No. 08399350
    Tim T. Griesenbeck, Jr. (Trial)
    Texas Bar No. 08454450
    Scott M. Noel (Trial)
    Texas Bar No. 00797158
    Plunkett & Griesenbeck, Inc.
    Catholic Life Building, Suite 900
    1635 N.E. Loop 410
    San Antonio, Texas 78209
    RMalinas@pg-law.com
    TGriesenbeck@pg-law.com
    SNoel@pg-law.com
    APPELLATE AND TRIAL COUNSEL
    APPELLEES/PLAINTIFFS               FOR APPELLEES/PLAINTIFFS
    Sight’s My Line, Inc., a Florida   Brandon Duane Gleason
    Corporation                      Texas Bar No. 24038679
    J. Hampton Skelton
    Stewart Lantz                      Texas Bar No. 18457700
    Skelton & Woody
    248 Addie Roy Road, Suite B-302
    Austin, TX 78746
    hskelton@skeltonwoody.com
    bgleason@skeltonwoody.com
    Craig S. Hilliard (Pro Hace Vice in
    Trial Court)
    Stark & Stark
    P.O. Box 5315
    Princeton, NJ 08543-2315
    chilliard@stark-stark.com
    i
    APPELLATE AND TRIAL COUNSEL
    APPELLEES/DEFENDANTS               FOR APPELLEES/DEFENDANTS
    Riggs, Aleshire & Ray              Scott R. Kidd
    Texas Bar No. 11385500
    Scott V. Kidd
    Texas Bar No. 24065556
    Kidd Law Firm
    819 W. 11th Street
    Austin, TX 78701
    scott@kiddlawaustin.com
    svk@kiddlawaustin.com
    Blazier, Christensen, Bigelow &    Michael B. Johnson
    Virr                             Texas Bar No. 24029639
    Salvador Davila
    Texas Bar No. 24065119
    Thompson, Coe, Cousins &
    Irons, LLP
    701 Brazos, Suite 1500
    Austin, TX 78701
    mjohnson@thompsoncoe.com
    sdavila@thompsoncoe.com
    Adams & Graham                     Robert E. Valdez
    Texas Bar No. 20428100
    Jose “JJ” Trevino, Jr.
    Texas Bar No. 24051446
    Valdez, Jackson & Trevino, PC
    1826 North Loop 1604 West,
    Suite 275
    San Antonio, TX 78248
    revaldez@vjtlawfirm.com
    jtrevino@vjtlawfirm.com
    ii
    TABLE OF CONTENTS
    Page
    IDENTITY OF PARTIES AND COUNSEL...............................................i
    TABLE OF CONTENTS ......................................................................... iii
    TABLE OF AUTHORITIES ..................................................................... iv
    STATEMENT OF THE CASE ................................................................. vi
    STATEMENT REGARDING ORAL ARGUMENT ................................vii
    ISSUES PRESENTED .......................................................................... viii
    STATEMENT OF FACTS ......................................................................... 1
    I.   UNDERLYING FACTS .................................................................... 1
    II. PROCEDURAL HISTORY............................................................... 5
    SUMMARY OF THE ARGUMENT .......................................................... 5
    ARGUMENT AND AUTHORITIES ......................................................... 7
    I.   Standard of Review .......................................................................... 7
    II. Burdens of Proof ............................................................................... 9
    III. The Trial Court Erred In Denying Rolnick’s Special
    Appearance ..................................................................................... 10
    A.   General Principles Governing Personal
    Jurisdiction over a Nonresident ........................................... 10
    B.   Rolnick Lacks “Minimum Contacts” with Texas .................. 12
    C.   The Evidence Is Legally Insufficient to Support
    Specific Jurisdiction over Rolnick in This Case ................... 15
    D.   Even If Rolnick had the Requisite Minimum
    Contacts, Exercising Personal Jurisdiction over
    Him Would Offend Traditional Notions of Fair
    Play and Substantial Justice ................................................ 26
    IV. Conclusion and Prayer ................................................................... 27
    CERTIFICATE OF COMPLIANCE ........................................................ 28
    CERTIFICATE OF SERVICE................................................................. 29
    APPENDIX
    iii
    TABLE OF AUTHORITIES
    Page
    CASES
    Abilene Diagnostic Clinic, PLLC v. Paley, Rothman, Goldstein,
    Rosenburg, Eig & Cooper, Chartered, 
    364 S.W.3d 359
    (Tex.
    App.—Eastland 2012 no pet.) .............................................................. 17
    Ahrens & De Angeli, P.L.C. v. Flinn, 
    318 S.W.3d 474
    (Tex.
    App.—Dallas 2010, pet. denied) .......................................................... 17
    Am. Type Culture Collection, Inc. v. Coleman,
    
    83 S.W.3d 801
    (Tex. 2002) .............................................................. 11,12
    Asahi Metal Indus. Co. v. Superior Court,
    
    480 U.S. 102
    (1987) .............................................................................. 16
    Bergenholtz v. Cannata,
    
    200 S.W.3d 287
    (Tex.App.—Dallas 2006, no pet.) ............................... 24
    BMC Software Belgium, N.V. v. Marchand,
    
    83 S.W.3d 789
    (Tex. 2002) ........................................................... 7, 8, 12
    Burger King Corp. v. Rudzewicz,
    
    471 U.S. 462
    (1985) ........................................................................ 11, 12
    City of Keller v. Wilson,
    
    168 S.W.3d 802
    (Tex. 2005) .................................................................. 8
    Croucher v. Croucher,
    
    660 S.W.2d 55
    (Tex. 1983) ..................................................................... 9
    CSR Ltd.,
    
    925 S.W.2d 591
    (Tex. 1996) ............................................................... 105
    Curocom Energy, LLC v. Young-Sub Shim,
    
    416 S.W.3d 893
    (Tex.App.—Houston [1st ........................................... 22
    Daimler AG v. Bauman,
    ___ U.S. ___, 
    134 S. Ct. 746
    (2014) ...................................................... 15
    Goodyear Dunlop Tires Operations, S.A. v. Brown,
    ___ U.S. ___, 
    131 S. Ct. 2846
    (2011) .................................................... 15
    Gordon & Doner, P.A. v. Joros,
    
    287 S.W.3d 325
    (Tex.App.—Fort Worth 2009, no pet.) ................. 23, 25
    Guardian Royal Exch. Assur., Ltd. v. English China Clays,
    P.L.C.,
    
    815 S.W.2d 223
    (Tex. 1991) ..................................................... 12, 13, 16
    Hanson v. Denckla,
    
    357 U.S. 235
    (1958) .............................................................................. 11
    iv
    Horowitz v. Berger,
    
    377 S.W.3d 115
    (Tex.App.—Houston [14th dist.] 2012, no
    pet.) ....................................................................................................... 22
    Keeton v. Hustler Magazine, Inc.,
    
    465 U.S. 770
    , 
    104 S. Ct. 1473
    , 
    79 L. Ed. 2d 790
    (1984)....................... 13
    Kelly v. Gen’l Interior Constr., Inc.,
    
    301 S.W.3d 653
    (Tex. 2010) ............................................................. 9, 10
    Markette v. X-Ray X-Press Corp.,
    
    240 S.W.3d 464
    (Tex. App.—Houston [14th dist.] 2007, no
    pet.) ....................................................................................................... 17
    Proskauer Rose, LLP v. Pelican Trading, Inc., No. 14-08-00283-
    CV, 
    2009 WL 242993
    , at *4 (Tex. App.—Houston [14th dist.]
    Feb. 3, 2009, no pet.) (mem. op.) .......................................................... 17
    Retamco Operating, Inc. v. Republic Drilling Co.,
    
    278 S.W.3d 333
    (Tex. 2009) ............................................................. 9, 21
    Scott v. Huey L. Cheramie, Inc.,
    
    833 S.W.2d 240
    (Tex. App.—Houston [14th Dist.] 1992, no
    writ) ........................................................................................................ 9
    Siskind v. Villa Found. For Educ., Inc.,
    
    642 S.W.2d 434
    (Tex. 1982) ................................................................... 9
    Walden v. Fiore,
    
    134 S. Ct. 1115
    (2014) .................................................................. passim
    World-Wide Volkswagen Corp. v. Woodson,
    
    444 U.S. 286
    (1980) .............................................................................. 12
    STATUTES
    Tex. Civ. Prac. & Rem. Code § 51.014(7) .................................................. 8
    RULES
    Tex. R. App. P. 28.1(c) ............................................................................... 8
    Tex. R. App. P. 9.4 ................................................................................... 28
    CONSTITUTIONAL PROVISIONS
    Tex. Const. art. I, §19 .............................................................................. 11
    U.S. Const. amend. XIV, §1..................................................................... 11
    OTHER AUTHORITIES
    Robert W. Calvert, “No Evidence” and “Insufficient Evidence”
    Points of Error, 
    38 Tex. L. Rev. 361
    , 362-363 (1960)................................ 8
    v
    STATEMENT OF THE CASE
    Nature of the Case:           This interlocutory appeal arises from
    legal malpractice claims appellees
    Sight’s My Line, Inc. and Stewart
    Lantz brought in Texas against three
    Texas law firms and appellant Herbert
    Rolnick, a Florida lawyer. Rolnick
    timely filed a special appearance to
    challenge the trial court’s exercise of
    personal jurisdiction over him. SML,
    Lantz and the Texas law-firm
    defendants opposed Rolnick’s special
    appearance.
    Trial Court:                  200th Judicial District Court, Travis
    County, Texas, the Honorable Tim
    Sulak presiding.
    Trial Court Disposition:      The trial court denied appellant
    Rolnick’s special appearance.
    vi
    STATEMENT REGARDING ORAL ARGUMENT
    Oral argument would greatly assist the court in this case, because
    new opinions from the United States Supreme Court have not yet been
    applied by Texas Courts under facts similar to those present in the
    instant case. Moreover, oral argument will give the Court the opportunity
    to question the parties regarding the facts and applicable law. Because
    personal jurisdiction is a fact-intensive inquiry, appellant respectfully
    requests oral argument in this case.
    vii
    ISSUE PRESENTED
    This case presents the following issue and all fairly included
    subsidiary issues:
    Did the trial court err in denying Rolnick’s special
    appearance?
    viii
    STATEMENT OF FACTS1
    I.    UNDERLYING FACTS
    Appellee Stewart Lantz resides in Coral Springs, Florida and is the
    sole shareholder of appellee Sight’s My Line, Inc. (“SML”), a Florida
    corporation. CR:137. SML owned and operated several retail eyeglass
    stores in Texas. CR:139. Lantz decided to sell the Texas assets of SML
    midway through 2012. CR:382. He hired a broker with whom he
    previously had done business to assist him in selling the business.
    CR:382-83. The buyer the broker found was American Optical Services,
    L.L.C. (“AOS”), a Delaware limited liability company having its offices in
    Nevada. CR:383, 166.
    Lantz had an ongoing attorney-client relationship with Florida
    attorney Herbert Rolnick, who also lives in Coral Springs, Florida.
    CR:382, 502. Appellant Rolnick graduated from law school in 1980. He
    was admitted to the Florida Bar in January 1981 and has never been
    licensed to practice law in any other state. CR:503. Since then, Rolnick’s
    law practice has been located in Broward County, Florida. CR:503. In
    1998, Rolnick started representing Lantz individually and entities with
    which Lantz was associated in various matters. CR:382, 503.
    1The appellate record consists of a clerk’s record (cited as “CR:[page #]”) and a one-
    volume reporter’s record (cited as “RR:[page#])”
    1
    Lantz asked Rolnick to represent SML and him with regard to the
    asset sale to AOS. CR:503. AOS provided the first draft of the asset
    purchase agreement. CR:387, 504. Rolnick reviewed the AOS draft,
    discussed it with Lantz, and negotiated terms with AOS. CR:505. When
    Rolnick communicated with AOS employees, those employees were in
    Nevada and Rolnick was in Florida. CR:515. AOS and SML ultimately
    agreed that Nevada law would govern the Asset Purchase Agreement,
    but Texas law would control the enforceability of the promissory note and
    security agreement and thus any foreclosure actions. CR:460, 480, 488.
    Lantz wanted to be sure that he could foreclose on the Texas assets
    in the event AOS defaulted on the promissory note. CR:506. Because he
    was not familiar with Texas law, Rolnick advised Lantz to hire Texas
    counsel to ensure that the security agreement, promissory note, and a
    lease complied with Texas law and properly protected SML’s and Lantz’s
    interests. CR:506.
    Lantz told Rolnick he wanted to use Jason Ray, a Texas attorney
    with the firm Riggs, Aleshire & Ray (“RAR”). CR:384. Ray, who is board-
    certified in administrative law, was representing Lantz and SML in a
    Texas Medicaid investigation and audit. CR:548. Lantz and Rolnick
    contacted Ray and told him about the transaction between SML and
    AOS. CR:384. A few days later, Rolnick’s legal assistant sent Ray an
    email confirming that Ray’s representation of SML and Lantz would
    2
    entail reviewing the promissory note and security agreement, ensuring
    that the documents complied with Texas law, and making sure Lantz’s
    and SML’s rights to the collateral were protected in the event of a default:
    Mr. Rolnick would like you to review the Security
    Agreement and Promissory Note and confirm that
    these are acceptable for Texas law, i.e. that they
    can be recorded and that they would enable us to
    foreclose in the event of a default.
    CR:320. Included with the email were copies of the security agreement,
    promissory note, and executed asset purchase agreement. CR:476, 333,
    444.
    Apparently, unbeknownst to the plaintiffs or Rolnick, Ray had no
    experience in transactions such as the one between SML and AOL.
    CR:548. Ray sent the documents to Paul Browder, a lawyer with the firm
    Blazier, Christensen, Bigelow & Virr (“BCBV”) and asked him to review
    them. CR:549-50. Browder sent the documents back to Ray with
    comments and questions. CR:550. Ray then sent Browder’s comments
    and questions to Rolnick as if they were his own.2 CR:550, 554.
    2 Although Ray claimed he told Lantz and/or Rolnick that his lack of transactional
    experience would require him to consult with another lawyer, Lantz and Rolnick both
    testified they did not know about the other lawyer, that it would be Browder, or that
    Browder had supplied the comments and questions Ray sent as his own. CR:517. Ray
    sent his bills only to Lantz. CR:551. Browder sent his bills to Ray who then added
    Browder’s work to his own bills. CR:553. Ray did not open a new matter for the work
    done on the SML-AOS transaction; rather, he placed entries for that work under the
    same client and matter number used for the Medicaid audit work he had done for
    SML. CR:556.
    3
    The draft documents Rolnick sent to Ray stated the security
    interests would be perfected by filing a UCC-1 in Delaware where AOS
    was located. CR:333. The comments Ray sent back to Rolnick in Florida,
    however, included one indicating the UCC-1 instead should be filed in
    Texas where the assets at issue were located. CR:336. Rolnick
    accordingly changed the promissory note to state that the UCC-1 would
    be filed in Texas. CR:516. Rolnick also incorporated into the final
    documents the other comments/suggested changes on the drafts Ray sent
    back to him. CR:516. Rolnick sent the original UCC-1 to Ray for filing in
    Texas. CR:510. No UCC-1 reflecting the security interest in the SML
    assets was filed in Delaware, the jurisdiction in which AOS was located
    under the Texas Uniform Commercial Code (“UCC”). CR:383.
    AOS defaulted on the promissory note. CR:141. Ray referred Lantz
    to appellee Adams & Graham to represent Lantz and/or SML in enforcing
    the security agreement and promissory note. CR:387. AOS ultimately
    filed a bankruptcy petition in Delaware. CR:141. Lantz learned from
    SML’s bankruptcy lawyer that its security interest had not been
    perfected, because Texas law actually required that the UCC-1 be filed
    in the jurisdiction in which the debtor was located, i.e., Delaware, rather
    than where the assets were located. CR:142. Instead of having a perfected
    security interest in the assets, SML ended up with an unsecured claim in
    the AOS bankruptcy. CR:142.
    4
    II.   PROCEDURAL HISTORY
    SML and Lantz filed suit against RAR, BCBV, and Adams &
    Graham, the three Texas law firms who had done work in Texas in
    connection with SML’s sale of assets to AOS and attempts to enforce the
    plaintiffs’ security interests against AOS. CR:3. On the same day it
    answered the suit, RAR filed a third-party petition against Rolnick.
    CR:17. Rolnick timely filed a special appearance and original answer
    subject thereto. CR:23, 134. Shortly thereafter, SML and Lantz amended
    their petition to name Rolnick as a defendant. CR:137. After the parties
    conducted limited discovery solely on the jurisdictional issue, the trial
    court held a hearing on the special appearance for which there is a
    reporter’s record filed with this Court. The trial court took the special
    appearance under advisement and later denied it. CR:697. The order does
    not specify the basis for the ruling. CR:697. This interlocutory appeal
    followed. CR:698.
    SUMMARY OF THE ARGUMENT
    The United States and Texas Supreme Courts have clearly
    articulated the Constitutional boundaries of personal jurisdiction in
    Texas. Plaintiffs and the Texas lawyer defendants have asserted legal
    malpractice/contribution claims against Rolnick, alleging that his
    provision of legal services to plaintiffs in Florida caused the harm about
    which plaintiffs complained. It is undisputed that Rolnick is a Florida
    5
    resident whose practice of law is limited to Florida. It is also undisputed
    that Rolnick and appellee Lantz had an ongoing attorney-client
    relationship since 1998. The evidence before the trial court and this Court
    conclusively establishes that all of the legal services Rolnick provided to
    plaintiffs Lantz and SML (both domiciled in Florida) occurred in Florida.
    All of the legal services provided by Rolnick about which plaintiffs
    complain involve SML’s sale of its Texas assets to a Delaware corporation
    with offices in Nevada. Lantz hired a Texas lawyer with whom he had an
    on-going relationship to review a promissory note and security
    agreement to ensure they complied with Texas law, which SML and the
    buyer had agreed would govern that part of the transaction. Although
    Rolnick communicated and exchanged drafts with the Texas lawyer, he
    did so for the benefit of plaintiffs and as part of his representation of them
    in Florida. It is undisputed that Rolnick never went to Texas and did not
    perform any of the legal work for plaintiffs in Texas.
    Texas cases have held that the personal jurisdiction analysis in
    legal malpractice cases against nonresident lawyers or law firms must
    focus on where the legal services were provided. This is so even when the
    client is a Texas resident and the lawyer has communicated opinions to
    a Texas client. The court so holding have reasoned that the claims arise,
    not out of any contacts the nonresident lawyer purposefully directs to
    Texas, but, rather, from the lawyer’s exercise of judgment and provision
    6
    of legal services outside Texas. A similar analysis is used when plaintiffs
    attempt to sue nonresident physicians for medical malpractice that
    involved treatment provided outside of Texas.
    In recent Texas Supreme Court and United States Supreme Court
    cases, the jurisdictional analysis has been clarified. Both courts have
    rejected arguments based on conduct characterized as directing a tort to
    a Texas resident. Moreover, the United State Supreme Court has held
    that the specific jurisdiction question is not where the plaintiff suffered
    an injury or effect, but whether the defendant’s conduct connects him to
    the forum State in a relevant and meaningful way. Stated another way,
    when the plaintiff is the only link between the defendant the forum, a
    Texas court does not have specific jurisdiction over the nonresident
    defendant.
    Under the analysis used in these cases, the trial court erred in
    denying Rolnick’s special appearance. This Court should reverse the trial
    court’s order and render judgment dismissing the claims against Rolnick.
    ARGUMENT AND AUTHORITIES
    I.   Standard of Review
    “Whether a court has personal jurisdiction over a defendant is a
    question of law” (BMC Software Belgium, N.V. v. Marchand, 
    83 S.W.3d 789
    , 794 (Tex. 2002)) that an appellate court reviews de novo. See Moki
    Mac River Expeditions v. Drugg, 
    221 S.W.3d 569
    , 574 (Tex. 2007). The
    7
    resolution of the jurisdictional question, however, may require
    determinations of fact to which the law is then applied. See BMC
    Software, 835 S.W3d at 794.
    If, as here, the trial court does not issue findings of fact and
    conclusions of law,3 this Court must assume that the lower court
    impliedly found all the facts necessary to support the challenged order.
    See id at 795. Because the appellate record in this case includes the
    reporter’s record of the special appearance hearing, the implied findings
    are not conclusive. See 
    id. Rather, the
    implied findings can be challenged
    for legal and factual sufficiency. See 
    id. A legal
    sufficiency complaint must be sustained if:
    the record discloses one of the following situations:
    (a) a complete absence of evidence of a vital fact;
    (b) the court is barred by rules of law or of evidence
    from giving weight to the only evidence offered to
    prove a vital fact; (c) the evidence offered to prove
    a vital fact is no more than a mere scintilla; (d) the
    evidence establishes conclusively the opposite of
    the vital fact.
    City of Keller v. Wilson, 
    168 S.W.3d 802
    , 810 (Tex. 2005) (quoting Robert
    W. Calvert, “No Evidence” and “Insufficient Evidence” Points of Error, 
    38 Tex. L. Rev. 361
    , 362-363 (1960)). A factual insufficiency challenge must
    be sustained if a review of the entire record reveals that an implied
    3 The trial court need not make findings of fact or conclusions of law with respect to
    an interlocutory order that can be immediately appealed. Tex. R. App. P. 28.1(c).
    Denial of a special appearance is such an order. See Tex. Civ. Prac. & Rem. Code
    § 51.014(7).
    8
    finding is against the great weight and preponderance of the evidence or
    is not supported by factually sufficient evidence.                 See Croucher v.
    Croucher, 
    660 S.W.2d 55
    , 58 (Tex. 1983).
    II.   Burdens of Proof
    Under Texas law, the plaintiff has the initial burden to plead
    sufficient allegations to confer personal jurisdiction over the out-of-state
    defendant under the Texas long-arm statute. See Retamco Operating,
    Inc. v. Republic Drilling Co., 
    278 S.W.3d 333
    , 337 (Tex. 2009). The burden
    then shifts to the defendant challenging personal jurisdiction to negate
    factually or legally those bases for personal jurisdiction the plaintiff has
    alleged. 4 See Kelly v. Gen’l Interior Constr., Inc., 
    301 S.W.3d 653
    , 658,
    659 (Tex. 2010). If the plaintiff fails to plead that the defendant
    committed any purposeful acts in Texas, the defendant carries its burden
    simply by establishing that he is a nonresident. See Siskind v. Villa
    Found. For Educ., Inc., 
    642 S.W.2d 434
    , 438 (Tex. 1982).
    The defendant negates jurisdiction factually by producing evidence
    establishing he “has no contacts with Texas, effectively disproving the
    plaintiff’s allegations.” 
    Kelly, 301 S.W.3d at 659
    . The defendant negates
    jurisdiction legally by showing that: (1) even if the plaintiff’s
    4 Some cases have stated the defendant’s burden is to negate “all bases of personal
    jurisdiction.” See, e.g., This does not mean, however, the nonresident defendant “must
    negate every possible ground in the universe[;]” rather, the defendant must negate
    only those bases alleged by the plaintiff to support personal jurisdiction. See Scott v.
    Huey L. Cheramie, Inc., 
    833 S.W.2d 240
    , 241 (Tex. App.—Houston [14th Dist.] 1992,
    no writ).
    9
    jurisdictional allegations were true, those alleged facts cannot support
    personal jurisdiction; or (2) the evidence is legally insufficient to establish
    jurisdiction. See 
    id. III. The
    Trial Court Erred In Denying Rolnick’s Special Appearance
    A.    General Principles Governing Personal Jurisdiction over a
    Nonresident
    The constitutional standards for determining personal jurisdiction
    are well-settled in Texas. “A court may assert personal jurisdiction over
    a nonresident defendant only if the requirements of both the Due Process
    Clause of the Fourteenth Amendment to the U.S. Constitution and the
    Texas long-arm statute are satisfied.” CSR Ltd., 
    925 S.W.2d 591
    , 594
    (Tex. 1996). The Texas Supreme Court has interpreted the Texas long-
    arm statute “to reach as far as the federal constitutional requirements of
    due process will allow.” Id.; see also 
    Kelly, 301 S.W.3d at 657
    ; Moki 
    Mac, 221 S.W.3d at 575
    (citing other cases). As a result, if the exercise of
    personal jurisdiction comports with due process limits, the requirements
    of the Texas long-arm statute are likewise satisfied.5
    The Due Process Clause of the Fourteenth Amendment protects a
    defendant’s liberty interests in not being subject to the binding
    judgments of a forum with which it has established no meaningful
    5The Texas Supreme Court has cautioned that simply because allegations satisfy the
    Texas long-arm statute, personal jurisdiction may still be improper over a particular
    defendant. See Michiana Easy Livin’ Country, Inc., v. Holten, 
    168 S.W.3d 777
    , 784
    (Tex. 2005). The court based that analysis on the rule that the long-arm statute can
    extend no further than the U.S. Constitution allows. See 
    id. 10 contacts,
    ties, or relations. See Burger King Corp. v. Rudzewicz, 
    471 U.S. 462
    , 471-472 (1985); see also U.S. Const. amend. XIV, §1; Tex. Const. art.
    I, §19. In applying that limitation, “the constitutional touchstone remains
    whether the defendant purposefully established ‘minimum contacts’ in
    the forum State.” Burger 
    King, 471 U.S. at 474
    .
    Minimum contacts establish personal jurisdiction if a nonresident
    defendant “‘purposefully avails itself of the privilege of conducting
    activities within the forum state, thus invoking the benefits and
    protections of its laws.’” Moki 
    Mac, 221 S.W.3d at 575
    (quoting Hanson
    v. Denckla, 
    357 U.S. 235
    , 253 (1958)); see also 
    Michiana, 168 S.W.3d at 784
    . The nonresident defendant’s activities “must justify a conclusion
    that the defendant could reasonably anticipate being called into a Texas
    court,” whether those activities occur within or outside Texas. See Am.
    Type Culture Collection, Inc. v. Coleman, 
    83 S.W.3d 801
    , 806 (Tex. 2002).
    The “purposeful availment” inquiry has three parts. See Moki 
    Mac, 221 S.W.3d at 575
    . First, only the defendant’s contacts with Texas count.
    See 
    Michiana, 168 S.W.3d at 785
    . The unilateral activities of other
    parties are irrelevant. See 
    id. Second, the
    conduct relied upon to establish minimum contacts
    must be “purposeful,” not fortuitous, random, or attenuated. See 
    id. When analyzing
    contacts, courts must focus on the quality and nature of
    the contacts, rather than the number of contacts or whether the contacts
    11
    included tortious conduct. See Am. Type 
    Culture, 83 S.W.3d at 806
    .
    Finally, the nonresident defendant must have sought some benefit,
    profit, or other advantage by “availing” himself of Texas. See 
    Michiana, 168 S.W.3d at 785
    . This particular aspect of “purposeful availment” is
    “premised on notions of implied consent[.]” See 
    id. In other
    words, “by
    invoking the benefits and protections of a forum’s laws, a nonresident
    consents to suit there.” 
    Id. (citing World-Wide
    Volkswagen Corp. v.
    Woodson, 
    444 U.S. 286
    , 297 (1980) and Am. Type 
    Culture, 83 S.W.3d at 808
    ).
    Even if the defendant has purposefully engaged in forum activities,
    the exercise of jurisdiction still must comport with traditional notions of
    “fair play and substantial justice.” Burger 
    King, 471 U.S. at 477-478
    . This
    inquiry requires an appellate court to consider several factors, including
    the burden on the nonresident defendant and the forum state’s interests,
    if any, in resolving the dispute. See Guardian Royal Exch. Assur., Ltd. v.
    English China Clays, P.L.C., 
    815 S.W.2d 223
    , 228, 231 (Tex. 1991).
    B.   Rolnick Lacks “Minimum Contacts” with Texas
    Under modern minimum contacts analysis, a nonresident
    defendant’s conduct is evaluated under two jurisdictional theories:
    specific jurisdiction and general jurisdiction. Specific jurisdiction exists
    if the nonresident defendant’s “alleged liability arises from or is related
    to an activity conducted within the forum.” BMC 
    Software, 83 S.W.3d at 12
    796. The minimum contacts analysis for specific jurisdiction focuses “on
    the relationship among the defendant, the forum and the litigation.”
    Guardian 
    Royal, 815 S.W.2d at 228
    ; see also Moki 
    Mac, 221 S.W.3d at 575
    -576 (reaffirming Guardian Royal analysis). In order for litigation to
    arise from or relate to a nonresident defendant’s contacts, there must be
    a substantial connection between those contacts and the operative facts
    of the litigation.” Moki 
    Mac, 221 S.W.3d at 585
    .
    Barely a year ago, the United States Supreme Court addressed
    what contacts qualify as “minimum contacts” necessary to create specific
    jurisdiction. See Walden v. Fiore, 
    134 S. Ct. 1115
    , 1122 (2014). In its
    unanimous opinion, the Court explained that the nonresident’s “suit
    related conduct must create a substantial connection with the forum
    State.” 
    Id. The Court
    reaffirmed that the specific-jurisdiction inquiry
    must focus on “the relationship among the defendant, the forum, in the
    litigation.” 
    Id. (quoting Keeton
    v. Hustler Magazine, Inc., 
    465 U.S. 770
    ,
    775, 
    104 S. Ct. 1473
    , 
    79 L. Ed. 2d 790
    (1984) (internal quotations
    omitted). The Court in Walden first held that this relationship has to
    arise out of contacts the defendant himself created with the forum State.
    See 
    id. at 1122.
    Walden reiterates that contacts between the plaintiff or
    third parties and the forum State will not satisfy the defendant’s focused
    “minimum contacts” requirement.
    13
    In Walden, the Court further held that the “minimum contacts”
    analysis must look to “the defendant’s contacts with the forum State
    itself, not the defendant’s contacts with persons who reside there.” 
    Id. at 1122.
    In other words, when the plaintiff is the only link between the
    defendant and the forum, specific jurisdiction is lacking. See 
    id. at 1122-
    1123. The Court emphasized that, although “a defendant’s contacts with
    the forum State may be intertwined with his transactions or interactions
    with the plaintiff or other parties [,]” due process principles require that
    personal jurisdiction over a defendant be “based on his own affiliation
    with the State, not based on the ‘random, fortuitous, or attenuated’
    contacts he makes by interacting with other persons affiliated with the
    State.” 
    Id. at 1123.
    Finally, the Court clarified that the same analysis
    applies when intentional torts are alleged, and more importantly,
    rejected the argument that a defendant’s allegedly tortious conduct that
    causes the plaintiff to suffer an injury in the forum State is enough. The
    Court held that the “proper question is not where the plaintiff
    experienced a particular injury or effect, but whether the defendant’s
    conduct connects him to the forum in a meaningful way.” 
    Id. at 1116
    (emphasis added). This analysis confirms the analytical framework
    adopted by the Texas Supreme Court in the Michiana and Moki Mac
    cases.
    14
    General jurisdiction, on the other hand, subjects a nonresident
    defendant to causes of action that do not arise from or relate to the
    defendant’s purposeful conduct within Texas. As a result, the minimum
    contacts analysis for general jurisdiction has always been more
    demanding than for specific jurisdiction. See CST 
    Ltd., 925 S.W.2d at 595
    . Although Texas cases had previously required only “continuous and
    systematic contacts” with Texas to support general jurisdiction, two
    recent United States Supreme Court cases have clarified that general
    jurisdiction requires even more. See Daimler AG v. Bauman, ___ U.S.
    ___, 
    134 S. Ct. 746
    , 757 (2014); Goodyear Dunlop Tires Operations, S.A.
    v. Brown, ___ U.S. ___, 
    131 S. Ct. 2846
    , 2853 (2011). “For an individual,
    however, the paradigm forum for the exercise of general jurisdiction is
    the individual’s domicile[.]” 
    Id. It is
    undisputed that Rolnick’s domicile is Florida. It is thus not
    surprising that appellees asserted only specific, rather than general,
    jurisdiction. CR:261, 659.
    C.    The Evidence Is Legally Insufficient to Support Specific
    Jurisdiction over Rolnick in This Case
    Specific jurisdiction exists when “the defendant’s alleged liability
    arises from or is related to an activity conducted within the forum.” CSR
    
    Ltd., 925 S.W.2d at 595
    . Any actions taken outside the forum can
    constitute minimum contacts only when those actions are “purposefully
    15
    directed toward the forum state.” Asahi Metal Indus. Co. v. Superior
    Court, 
    480 U.S. 102
    , 112 (1987); see also Guardian 
    Royal, 815 S.W.2d at 227
    . The Texas Supreme Court has cautioned, however, that jurisdiction
    turns on a defendant’s contacts, not where the defendant “directed a tort.”
    
    Michiana, 168 S.W.3d at 790
    .6
    In Michiana, the Texas Supreme Court disapproved those cases
    holding that “(1) specific jurisdiction is necessarily established by
    allegations or evidence that a nonresident committed a tort in a
    telephone call from a Texas number, or that (2) specific jurisdiction turns
    on whether a defendant’s contacts were tortious rather than the contacts
    
    themselves.” 168 S.W.3d at 791-792
    . Moreover, the court thoroughly
    explained why personal jurisdiction over a nonresident defendant cannot
    be based on where a tortious injury will be felt by the plaintiff. See 
    id. at 788-792.
    Thus, while allegations that the defendant committed a tort in
    Texas can satisfy the Texas Long-Arm Statute, such allegations do not
    necessarily satisfy the U.S. Constitution. See 
    id. at 788.
    In Texas, the focus of the personal jurisdiction analysis in a legal
    malpractice suit against a nonresident attorney focuses on where the
    nonresident attorney performed legal services, which in this case is
    Florida. See Abilene Diagnostic Clinic, PLLC v. Paley, Rothman,
    6As a result, any reliance on cases finding personal jurisdiction over a nonresident
    defendant because tortious conduct was “directed” to Texas from outside Texas would
    be misplaced.
    16
    Goldstein, Rosenburg, Eig & Cooper, Chartered, 
    364 S.W.3d 359
    , 365-66
    (Tex. App.—Eastland 2012 no pet.); Ahrens & De Angeli, P.L.C. v. Flinn,
    
    318 S.W.3d 474
    , 484-485 (Tex. App.—Dallas 2010, pet. denied);
    Proskauer Rose, LLP v. Pelican Trading, Inc., No. 14-08-00283-CV, 
    2009 WL 242993
    , at *4 (Tex. App.—Houston [14th Dist.] Feb. 3, 2009, no pet.)
    (mem. op.); Markette v. X-Ray X-Press Corp., 
    240 S.W.3d 464
    , 468-69
    (Tex. App.—Houston [14th dist.] 2007, no pet.). In all of these cases, the
    appellate courts held there was no specific jurisdiction over nonresident
    attorneys and law firms where the lawyer exercised his legal judgment,
    formed his legal opinions, and did the legal work for the client in states
    other than Texas. The courts so held even when it was undisputed that
    the work product of the nonresident attorney was sent to Texas or done
    for a Texas client. See Abilene 
    Diagnostic, 364 S.W.3d at 364
    ; Proskauer,
    
    2009 WL 24293
    , at *4; 
    Markette, 240 S.W.3d at 468
    & n.2.
    This same analysis has been used to preclude personal jurisdiction
    over a nonresident physician in a Texas suit arising from treatment the
    physician provided in Michigan. See Brocail v. Anderson, 
    132 S.W.3d 552
    ,
    563   (Tex.App.—Houston      [14th    Dist.]   2004,   pet.   denied).   The
    patient/plaintiff was a former professional baseball player whose initial
    treatment by the physician in Michigan. See 
    id. at 555.
    After the plaintiff
    moved to Texas for rehabilitation, the nonresident physician prescribed
    follow-up treatments to be administered by physicians in Texas. See 
    id. 17 at
    55-56. Plaintiff sued the physician in Texas, claiming that the doctor’s
    conduct in faxing prescriptions to Texas and communicating with his
    Texas physicians justified specific jurisdiction. See 
    id. at 558.
    The Texas
    Supreme Court in Moki Mac cited and discussed Brocail with approval
    agreed with the court of appeals’ conclusion that the tort about which
    Brocail complained occurred in the exercise by the physician of his
    medical judgment in Michigan. See Moki 
    Mac, 221 S.W.3d at 588
    . The
    analysis in Brocail approved and applied by the supreme court applies
    with equal force to the instant case.
    The record before the trial court in the instant case included the
    entire depositions of Rolnick, Lantz and Ray, affidavits, and documents.
    The following undisputed evidence establishes that Rolnick lacked
    minimum contacts with Texas under the analysis used in the above cases:
    •     Rolnick has been a Florida resident for approximately
    35 continuous years (CR:35);
    •     He has never lived in or even visited Texas (CR:35);
    •     He is a lawyer licensed to practice in Florida and is a
    partner in a Florida law firm, the only office of which is
    in Florida (CR:35);
    •     He has never been licensed to practice law in Texas and
    has never appeared pro hac vice in a Texas court
    (CR:35);
    •     No lawyer associated with Rolnick’s law firm has been
    licensed to practice law in Texas, has practiced law in
    Texas, or has appeared pro hac vice in a Texas court
    (CR:35);
    18
    •   Rolnick does not have a registered agent for service of
    process in Texas (CR:35);
    •   He has never had any bank accounts in Texas (CR:35);
    •   Rolnick has never owned or leased any real property in
    Texas, does not conduct business in Texas, and has
    never paid or been required to pay taxes in or to Texas
    (CR:35);
    •   He does not have any employees, agents, books, records,
    mailing addresses, or telephone listings in Texas
    (CR:36);
    •   Rolnick has never sold, consigned, or leased any tangible
    or intangible property in Texas (CR:36);
    •   He has never advertised for, recruited, or solicited
    clients, employees, or customers in Texas (CR:36);
    •   Rolnick had represented Lantz since 1998 in individual
    matters and matters involving Florida-based companies
    Lantz has owned (CR:382, 503);
    •   Lantz, who resides in Florida, asked Rolnick to
    represent him in the sale of SML’s assets in Texas to
    AOS (CR:503);
    •   SML is a Florida corporation that owned and operated
    retail eyeglass businesses in Texas (CR:139);
    •   AOS is a Delaware limited liability company with its
    offices in Nevada (CR:166);
    •   When SML and AOS agreed that Texas law would
    govern the enforceability of the promissory note and
    security agreement in favor of SML, Rolnick advised
    Lantz to obtain Texas counsel to advise Lantz on how to
    protect his interests under Texas law. Rolnick did so
    because he was not familiar with Texas law (CR:39);
    •   Lantz chose Ray as his Texas counsel, because Ray had
    been representing him and/or SML in a Texas Medicaid
    audit. Rolnick did not solicit or hire Ray or his firm
    (CR:384, 389, 386-87);
    19
    •   According to Ray, Lantz insisted on hiring Ray, even
    though Ray’s expertise was in administrative law rather
    than transactional law (CR:549);
    •   Lantz admitted that Rolnick did not identify or solicit
    Ray as Texas counsel for the transaction (CR:386-87);
    •   In the past, when legal issues had arisen regarding
    SML’s Texas operations, Lantz had hired a Texas
    lawyer to resolve them (CR:390);
    •   All of the legal work Rolnick did in connection with the
    SML-AOS transaction took place in Florida in the course
    of his representation of SML and/or Lantz (CR:37);
    •   Rolnick communicated from Florida with the AOS
    representatives, who were in Nevada (CR:37,505);
    •   Rolnick never spoke with, met with, or sought legal
    services from appellees BCBV and Adams & Graham,
    either for himself or any of his clients, including Lantz
    or SML (CR:515, 517);
    •   Ray admitted that: (1) Lantz was his client (CR:550); (2)
    he asked a BCBV lawyer to review the documents
    (CR:553); (3) he passed off as his own the BCBV lawyer’s
    comments and questions regarding the documents
    (CR:550, 554); and (4) he sent his bills to Lantz (CR:551);
    •   Ray admitted that he did not have an attorney-client
    relationship with Rolnick (CR:551-52);
    •   Rolnick confirmed in writing that Ray’s work for Lantz
    and SML was to “to review the Security Agreement and
    Promissory Note and confirm that these are acceptable
    for Texas law, i.e. that they can be recorded and that
    they would enable us to foreclose in the event of a
    default” (CR:320);
    •   The draft promissory note Rolnick sent to Ray for review
    stated that the UCC-1 would be filed in Delaware
    (CR:333);
    •   Rolnick interpreted the comments Ray emailed back to
    Rolnick as indicating the UCC-l should instead be filed
    20
    in Texas, so Rolnick revised the promissory note to
    reflect perfection of the security interest by filing the
    UCC-1 in Texas rather than in Delaware (CR:336, 516);
    •     The work that Ray and the other Texas lawyers did in
    connection with the SML-AOS transaction was for the
    benefit of Lantz and SML (CR:556);
    •     Rolnick’s “contacts” with Texas with regard to the SML-
    AOS transaction were limited to emailing the
    transactional documents to Ray, having a few telephone
    conferences with Ray to discuss the comments Ray sent
    back to Rolnick, and mailing the original closing
    documents to Ray to record (CR:160);
    •     Ray introduced plaintiffs to Adams & Graham (CR:387);
    and
    •     Rolnick did not benefit or gain any advantage from his
    incidental contacts with plaintiffs’ lawyers in Texas
    (CR:386).
    Plaintiffs and defendant Adams & Graham filed responses to
    Rolnick’s special appearance.7 None of the arguments made in the
    responses takes the instant case out of the general rule that a Texas court
    does not have personal jurisdiction over a nonresident lawyer sued for
    malpractice, when all of the legal work done for the client takes place
    outside of Texas.
    For example, plaintiffs place much emphasis on the fact that the
    SML-AOS transaction involved the sale of businesses and leases located
    in Texas. Although a defendant’s purchase or sale of real property located
    in Texas can constitute purposeful availment (see Retamco, 
    278 S.W.3d 7
      Defendants RAR and BCBV did not file responses.
    21
    at 340), a nonresident defendant’s communications about or involvement
    in a transaction involving Texas real property does not constitute
    purposeful availment when the defendant does not have an interest in
    the property. See Curocom Energy, LLC v. Young-Sub Shim, 
    416 S.W.3d 893
    , 897-898 (Tex.App.—Houston [1st Dist.] 2013, no pet.) (holding that
    Texas court lacked jurisdiction over nonresident defendant in suit
    alleging fraud in connection with sale to plaintiff of oil and gas interests
    in Texas, where fraudulent conduct took place in Korea and defendant
    had no ownership interest in the land at issue); Horowitz v. Berger, 
    377 S.W.3d 115
    , 125 (Tex.App.—Houston [14th dist.] 2012, no pet.) (holding
    there was no personal jurisdiction over Israeli promoter of Texas real
    property because alleged fraud occurred exclusively in Israel and
    emphasizing that promoter never owned an interest in the property).
    That is the case here. All of Rolnick’s legal work involving the sale of
    SML’s assets took place in Florida, and there is no evidence that Rolnick
    owned any interest in SML or any of the Texas assets.
    Plaintiffs   also   argued   that   Rolnick    “quarter-backed”    the
    transaction and thus his actions were directed towards Texas. This
    argument too is defeated by the analysis adopted in 2007 by the Texas
    Supreme Court in Michiana and Moki Mac, as well as the analytical
    frame work required by the recent United States Supreme Court decision
    in Walden. It is undisputed that all of the work Rolnick did with respect
    22
    to the transaction was done for the benefit of Lantz and/or SML, his
    Florida clients. All of that work was done in Florida, and involved no
    travel to Texas. As the Court explained in Walden, it is the defendant’s
    contacts with the forum, not with a person living there that are
    jurisdictionally relevant. Simply put, appellees’ reliance on the activities
    of the Texas lawyers are not relevant to the minimum contacts analysis.
    Gordon & Doner, P.A. v. Joros, 
    287 S.W.3d 325
    (Tex.App.—Fort
    Worth 2009, no pet.) illustrates the point. In Gordon, a Florida resident
    sued a Florida law firm and a Texas law firm alleging legal malpractice
    in connection with the plaintiff’s claim for injuries allegedly caused by a
    prescription drug. See 
    id. at 328.
    The plaintiff hired the Florida lawyer
    to file suit on his behalf in multi-district litigation pending in a New York
    federal district court. See 
    id. The Florida
    lawyer referred the case to the
    Texas lawyer. See 
    id. The Florida
    and Texas lawyers allegedly entered
    into a written agreement to jointly represent the Florida client. See 
    id. According to
    the Florida client, the Texas lawyer would be lead counsel,
    with a substantial portion of the legal services to be done by the Texas
    lawyer in Texas. See 
    id. According to
    the alleged agreement, however,
    the Florida and Texas lawyers “would remain jointly responsible for [the
    plaintiff’s] case.” 
    Id. Although both
    lawyers allegedly told their Florida client his case
    would be filed “soon,” the claim was never filed. See 
    id. at 328-29.
    The
    23
    client filed the legal malpractice suit in Texas state district court. The
    Florida lawyer filed a special appearance, which the trial court denied.
    See 
    id. at 330.
          The Fort Worth Court of Appeals reversed and rendered a judgment
    dismissing the Florida client’s claims against the Florida lawyer for want
    of jurisdiction. See 
    id. at 336.
    Although the court held that the contract
    between the Florida and Texas lawyers satisfied the “doing business”
    requirement of the Texas long-arm statute, the court relied on Moki Mac
    in holding that satisfying the Texas Long-Arm statute is not sufficient.
    See 
    id. at 332.
    The court then conducted the minimum contacts analysis
    required by federal due process principles. Relying on cases holding that
    merely contracting with a Texas resident was insufficient, the court
    rejected the argument that the contract between the Florida and Texas
    lawyer supported the exercise of specific jurisdiction. See 
    id. at 332.
    The
    court also rejected the Florida client’s argument based on the fact that
    the parties intended most of the legal services on the case to occur in
    Texas. The court held that those services, which were to be performed by
    the Texas lawyer, were not relevant to the minimum contacts analysis.
    See 
    id. at 333.8
    8See also Bergenholtz v. Cannata, 
    200 S.W.3d 287
    , 292 (Tex.App.—Dallas 2006, no
    pet.) (plaintiff’s receipt of legal advice, billings, and correspondence in Texas from
    nonresident lawyer not relevant to jurisdiction).
    24
    Moreover, the Gordon analysis and holding conclusively rebuts
    appellees’ argument in their response that collaboration between a
    Florida lawyer and a Texas lawyer can confer personal jurisdiction on the
    Florida lawyer, particularly when the two lawyers represent the same
    Florida client. Gordon’s holding that there was no jurisdiction over the
    Florida lawyer, despite the fact that most of the legal work for the client’s
    litigation would be done in Texas (albeit by the Texas lawyer) applies
    with particular force here, since the legal work done by the Texas lawyer
    in the instant case was far less.
    Furthermore, it is undisputed that any phone calls between Rolnick
    and Ray, emails between them transmitting documents, and Rolnick’s
    participation in negotiations with AOS are not minimum contacts by
    Rolnick with Texas. This is particularly true, since the phone calls and
    work done in Texas by Ray and the other Texas lawyers and by Rolnick
    in Florida was for their Florida client’s benefit.
    Finally, the record in this case conclusively establishes that, from
    Rolnick’s perspective, his contacts with the Ray were the sort of
    fortuitous, random, or attenuated contacts that Walden teaches cannot
    support personal jurisdiction over a nonresident defendant, such as
    Rolnick. Rolnick’s contacts with Ray were fortuitous, because they
    resulted from the fact that the SML assets being sold were in Texas.
    There is no evidence that Rolnick had any interest in those assets or any
    25
    part in the decision to sell them. The choice of Texas law was also
    fortuitous from Rolnick’s perspective, because that choice was made
    because plaintiffs wanted to be able to foreclose on those assets, which
    were to be located in Texas after the sale. 9
    D.    Even If Rolnick had the Requisite Minimum Contacts,
    Exercising Personal Jurisdiction over Him Would Offend
    Traditional Notions of Fair Play and Substantial Justice
    Even when a defendant has minimum purposeful contacts with a
    state, the state court cannot exercise personal jurisdiction over the
    defendant if doing so would offend traditional notions of fairness. See
    Burger 
    King, 471 U.S. at 477-478
    . Texas courts evaluate several factors
    in determining whether asserting jurisdiction over a nonresident
    defendant would be fair and just, including: (1) the burden on the
    defendant; (2) the interests of the forum state in adjudicating the dispute;
    (3) the plaintiff’s interest in obtaining convenient and effective relief; (4)
    the interstate judicial system’s interest in obtaining the most efficient
    resolution of controversies; and (5) the shared interest of the several
    States in furthering fundamental substantive social policies. Guardian
    
    Royal, 815 S.W.2d at 228
    , 232. In this case, the relevant factors show
    9 Plaintiffs also made a strange argument that personal jurisdiction over Rolnick
    could be established by agency principles. CR:281-282. He further admitted that he
    became involved in the sale of SML’s assets through a phone call he received from
    Lantz, who asked him to look at the sale documents and work with Rolnick. CR:549.
    26
    that asserting jurisdiction over Rolnick would indeed violate traditional
    notions of fair play and substantial justice.
    The burden on Rolnick to litigate in Texas would be significant. His
    law practice is located in Florida, the only place in which he is licensed
    to practice law. As explained previously, Rolnick has no property,
    employees, or assets in Texas.
    Texas has no interest in adjudicating any dispute between Rolnick
    and plaintiffs, both of whom are domiciled in Florida. This is especially
    true, because it is undisputed that all of Rolnick’s legal work for plaintiffs
    took place outside of Texas in Florida. Since Rolnick and plaintiffs are
    residents of Florida, that state would be a much more convenient forum
    for all of them.
    IV.   Conclusion and Prayer
    For all of the reasons given above, the trial court erred in denying
    Rolnick’s special appearance. Appellant Herbert Rolnick respectfully
    prays for the Court to reverse the trial court’s order, render judgment
    dismissing the claims against him for lack of personal jurisdiction and
    for such other relief to which he may be entitled.
    27
    CERTIFICATE OF COMPLIANCE
    Pursuant to Texas Rule of Appellate Procedure 9.4, the
    undersigned certifies this Appellant’s Brief complies with the type-
    volume limitations of that rule. The undersigned prepared the
    Appellant’s Brief using Microsoft Word 2013 and is relying on that
    software’s word-count function.
    Exclusive of the exempted portions listed in Texas Rule of Appellate
    Procedure 9.4, the brief contains 6,439 words.
    /s/ Ruth G. Malinas
    RUTH G. MALINAS
    28
    Respectfully submitted,
    RUTH G. MALINAS
    Texas Bar No. 08399350
    Plunkett & Griesenbeck, Inc.
    Catholic Life Building, Suite 900
    1635 N.E. Loop 410
    San Antonio, Texas 78209
    (210) 734-7092 (telephone)
    (210) 734-0379 (facsimile)
    rmalinas@pg-law.com
    /s/ Ruth G. Malinas
    RUTH G. MALINAS
    COUNSEL FOR APPELLANT
    HERBERT ROLNICK
    CERTIFICATE OF SERVICE
    This will certify that a true and correct copy of the foregoing
    Appellant’s Brief has been forwarded this 9th day of July, 2015, to the
    following attorneys of record via the method stated:
    J. Hampton Skelton
    Brandon Duane Gleason
    Skelton & Woody
    248 Addie Roy Road, Suite B-302
    Austin, TX 78746
    hskelton@skeltonwoody.com
    bgleason@skeltonwoody.com
    Attorneys for Sight’s My Line, Inc.,
    a Florida Corporation and
    Stewart Lantz
    29
    Scott R. Kidd
    Scott V. Kidd
    Kidd Law Firm
    819 W. 11th Street
    Austin, TX 78701
    scott@kiddlawaustin.com
    svk@kiddlawaustin.com
    Attorneys for Riggs, Aleshire & Ray
    Michael B. Johnson
    Salvador Davila
    Thompson, Coe, Cousins & Irons, LLP
    701 Brazos, Suite 1500
    Austin, TX 78701
    mjohnson@thompsoncoe.com
    sdavila@thompsoncoe.com
    Attorneys for Blazier, Christensen,
    Bigelow & Virr
    Robert E. Valdez
    Jose “JJ” Trevino, Jr.
    Valdez, Jackson & Trevino, PC
    1826 North Loop 1604 West, Suite 275
    San Antonio, TX 78248
    revaldez@vjtlawfirm.com
    jtrevino@vjtlawfirm.com
    Attorneys for Adams & Graham
    /s/ Ruth G. Malinas
    RUTH G. MALINAS
    30
    Appendix
    DC                       BK15135 PG738
    Filed in The District Court
    of Travis County, Texas
    MAY 14 2015
    No. D-1-GN-14-004583                              At               lf '.Q.g:.p M.
    Velva L. Price1 District Clerk
    SIGHT'S MY LINE, INC., et al                                        §                   IN THE DISTRICT COURT
    §
    v.                                                                  §                   TRAVIS COUNTY, TEXAS
    §
    RIGGS, ALESHIRE & RAY, et al                                        §                   200th JUDICIAL DISTRICT
    ORDER OVERRULING SPECIAL APPEARANCE
    On the 14th day of May, 2015, came on for hearing the special appearance
    filed by Herbert Rolnick.                   Having considered the pleadings, special appearance,
    evidence, and argument of counsel, the court concludes that the special appearance
    should be overruled.
    IT IS THEREFORE ORDERED that Herbert Rolnick's special appearance be,
    and the same is hereby, overruled.
    Signed this t   'fZ_y of May, 2015
    I004028458
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