in Re Allen J. Jones ( 2015 )


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  •                                                                                 ACCEPTED
    04-15-00653-CV
    FOURTH COURT OF APPEALS
    SAN ANTONIO, TEXAS
    10/19/2015 4:15:46 PM
    KEITH HOTTLE
    CLERK
    00653
    No. 04-15-___________-CV
    FILED IN
    4th COURT OF APPEALS
    SAN ANTONIO, TEXAS
    In the Court of Appeals        10/19/2015 4:15:46 PM
    For the Fourth District of Texas       KEITH E. HOTTLE
    Clerk
    IN RE ALLEN J. JONES, Relator
    From the 150th District Court, Bexar County, Texas
    Cause No. 2014-CI-16674; Hon. Richard Price, Presiding
    PETITION FOR WRIT OF MANDAMUS AND APPENDIX/RECORD
    Christine E. Reinhard               Kimberly S. Keller
    SBN: 24013389                       SBN: 24014182
    Justin Barbour                      Shane Stolarczyk
    SBN: 24044152                       SBN: 24033242
    Schmoyer Reinhard LLP               Keller Stolarczyk PLLC
    17806 IH 10 West, #400              234 West Bander Rd #120
    San Antonio, Texas 78257            Boerne, Texas 78006
    Tel: 210.447.8033                   Tel: 830.981.5000
    Fax: 210.447.8036                   Fax: 888.293.8580
    Attorneys for Relator
    i
    IDENTITY OF PARTIES AND COUNSEL
    Relator certifies this as a list of parties and their counsel:
    RELATOR/PETITIONER:
    ALLEN J. JONES
    COUNSEL FOR RELATOR/DEFENDANT:
    Trial:                             Appellate:
    Christine E. Reinhard              Kimberly S. Keller
    Justin Barbour                     Shane J. Stolarczyk
    Schmoyer Reinhard LLP              Keller Stolarczyk PLLC
    17806 IH 10 West, Suite 400        234 W. Bandera Rd., Suite 120
    San Antonio, Texas                 Boerne, Texas 78006
    REAL PARTY IN INTEREST/RESPONDENT:
    CEARTH FAIRE
    COUNSEL FOR REAL PARTY IN INTEREST/PLAINTIFF:
    Olga Brown
    Law Office of Olga Brown
    111 Soledad, Suite 1725
    San Antonio, Texas 78205
    RESPONDENT:
    Honorable Richard Price
    Judge, 150th Judicial District, Bexar County
    ii
    TABLE OF CONTENTS
    PETITION FOR WRIT OF MANDAMUS AND APPENDIX/RECORD ..... i
    IDENTITY OF PARTIES AND COUNSEL............................................ ii
    TABLE OF CONTENTS .................................................................... iii
    MANDAMUS APPENDIX AND RECORD ........................................... iv
    TABLE OF AUTHORITIES ............................................................... ix
    STATEMENT OF THE CASE ............................................................. 1
    STATEMENT OF JURISDICTION ...................................................... 3
    ISSUE PRESENTED ......................................................................... 4
    STATEMENT OF THE FACTS ........................................................... 5
    SUMMARY OF THE ARGUMENT .................................................... 12
    ARGUMENT SUPPORTING MANDAMUS RELIEF ............................ 14
    CONCLUSION ................................................................................ 32
    RULE 52.3(J) CERTIFICATE OF COMPLLIANCE ............................ 34
    CERTIFICATE OF COMPLLIANCE & SERVICE ............................... 34
    iii
    MANDAMUS APPENDIX AND RECORD
    Plaintiff’s Reply to Defendants’ Response to Motion to
    Compel Deposition of Defendant Allen J. Jones
    (Dated October 12, 2015) ................................................... 1
    Plaintiff’s Amended Response to Defendant Kemp’s
    Rule 91a Motion to Dismiss and Request for Attorney Fees
    (Dated October 6, 2015) ..................................................... 2
    Plaintiff’s Sixth Amended Original Petition
    (Dated October 6, 2015) ..................................................... 3
    Plaintiff’s Second Motion to Compel the Oral and
    Videotaped Deposition of Defendant Allen J. Jones
    (Dated October 1, 2015) ..................................................... 4
    Plaintiff’s Response to Defendant Jones’ Motion to
    Disqualify Plaintiff’s Attorney
    (Dated September 15, 2015)............................................... 5
    Defendant Allen J. Jones’ Motion to Disqualify Plaintiff’s
    Counsel
    (Dated September 8, 2015) ................................................ 6
    Olga Brown’s Vacation Notice
    (Dated July 21, 2015) ........................................................ 7
    Rule 11 Agreement to drop hearings
    (Dated June 30, 2015) ....................................................... 8
    Plaintiff’s Fifth Amended Original Petition
    (Dated June 19, 2015) ....................................................... 9
    Plaintiff’s Response to Defendant Kemp’s Rule 91a
    Motion to Dismiss and Request for Attorney Fees
    (Dated June 16, 2015) ..................................................... 10
    iv
    Order Granting Defendants’ First Amended Rule 91a
    Partial Motion to Dismiss
    (Dated May 6, 2015)......................................................... 11
    Plaintiff’s Objections and First Supplemental Responses
    to Defendant FMP’s First Set of Interrogatories and
    Request for Production
    (Dated May 1, 2015)......................................................... 12
    Order Granting Defendants’ First Amended Rule 91a
    Partial Motion to Dismiss
    (Dated April 9, 2015)........................................................ 13
    Plaintiff’s Fourth Amended Original Petition
    (Dated March 10, 2015) ................................................... 14
    Olga Brown’s Vacation Notice
    (Dated February 11, 2015) ............................................... 15
    Plaintiff’s Third Amended Original Petition
    (Dated January 30, 2015) ................................................ 16
    Plaintiff’s Response to Defendants’ Rule 91a Motion
    to Dismiss and Request for Attorney Fees
    (Dated January 28, 2015) ................................................ 17
    Plaintiff’s Second Amended Original Petition
    (Dated January 28, 2015) ................................................ 18
    Olga Brown’s Vacation Notice
    (Dated October 22, 2014) ................................................. 19
    Petition for Leave to File Interlocutory Appeal
    (Dated May 20, 2015)....................................................... 20
    Order Denying Petition for Leave
    (Dated June 3, 2015) ....................................................... 21
    Ltr from Justin Barbour to Court re Sealed Documents
    v
    (Dated September 16, 2015)............................................. 22
    Ltr from Olga Brown re Competency of Jones Affidavit
    (Dated September 14, 2015)............................................. 23
    Olga Brown’s Vacation Notice
    (Dated July 21, 2015) ..................................................... 24
    Ltr from Olga Brownb re "wrongfully produced"
    documents
    (Dated June 22, 2015) .................................................... 25
    Ltr from Justin Barbour to Olga Brown re return of
    privilege documents
    (Dated June 8, 2015) ...................................................... 26
    Ltr from Justin Barbrour to Olga Brown re First
    Amended Docket Control Order and dropping hearing
    on Defendant's Motion to Compel
    (Dated May 27, 2015)....................................................... 27
    Ltr from Olga Brown forwarding Petition for Leave to
    File Interlocutory Appeal re 91a Motion to Dismiss
    (Dated May 21, 2015)....................................................... 28
    Hearing Transcript re Motion to Partially Dismiss
    (March 18, 2015) ............................................................. 29
    Hearing Transcript re Motion for New Trial
    (May 6, 2015) ................................................................... 30
    EEOC Charge
    (Dated February 23, 2015) ............................................... 31
    TWC Charge
    (Dated February 10, 2015) ............................................... 32
    EEOC Dismissal
    (Dated October 6, 2015) ................................................... 33
    vi
    TWC Dismissal
    (Dated August 20, 2015) .................................................. 34
    Defendant Allen Jones' First Set of Interrogatories
    and Requests for Production to Plaintiff Cearth Faire
    (Dated March 2, 2015) ..................................................... 35
    Defendant FMP SA Management Group, LLC d/b/a
    Food Management Partners' First Set of Interrogatories
    and Requests for Production to Plaintiff Cearth Faire
    (Dated March 2, 2015) ..................................................... 36
    Plaintiff's Objections and Responses to Defendant's FMP's
    First Set of Interrogatories and Requests for Production
    (Dated April 1, 2015)........................................................ 37
    Bexar County Online Full Case Information Docket Sheet
    (Printed October 14, 2015) ............................................... 38
    Justin Barbour’s Verification of Mandamus Appendix
    /Record ........................................................................... 39
    Ltr from Olga Brown re Response to Letter dated June 26
    Re dropping Motion to Compel hearing
    (Dated June 26, 2015) ..................................................... 40
    Ltr from Olga Brown re not available on Sept. 14, 2015
    (Dated September 10, 2015)............................................. 41
    First Amended Fiat re Motion to Disqualify
    (Dated September 10, 2015)............................................. 42
    Order on Defendant Allen Jones' Motion to Disqualify
    Plaintiff's Counsel
    (Dated October 2, 2015) ................................................... 43
    Second Amended Deposition Notice of Allen Jones
    (Dated August 27, 2015) .................................................. 44
    vii
    Deposition Notice of Jason Kemp
    (Dated August 27, 2015) .................................................. 45
    Chart
    (Dated August 27, 2015) .................................................. 46
    Hearing transcript re Motion to Compel Discovery and
    Amended Motion to Drop or Amend Docket Control Order
    (Dated September 16, 2015)............................................. 47
    viii
    TABLE OF AUTHORITIES
    Cases
    In Re Am. Home Prods. Corp.,
    
    985 S.W.2d 68
    (Tex. 1998) (orig. proceeding) ..................... 3, 15, 32
    In re Automated Techs., Inc.,
    
    156 S.W.3d 557
    (Tex. 2004) (orig. proceeding) ............................. 32
    In re Bell Helicopter Textron, Inc.,
    
    87 S.W.3d 139
    (Tex. App.—Fort Worth 2002) (orig. proceeding) ... 25
    In Re Columbia Valley Healthcare Sys., L.P.,
    
    320 S.W.3d 819
    (Tex. 2010) (orig. proceeding) ................... 3, 15, 32
    In re CSX Corp.,
    
    124 S.W.3d 149
    (Tex. 2003) (per curiam) (orig. proceeding) ......... 14
    In re EPIC Holdings, Inc.,
    
    985 S.W.2d 41
    (Tex. 1998) (orig. proceeding) ............................... 30
    In re Hoar Const., LLC,
    
    256 S.W.3d 790
    (Tex. App.—Houston [14th Dist.] 2008) (orig.
    proceeding).................................................................................. 31
    In re Marketing Corp.,
    
    80 S.W.3d 44
    (Tex. App.—Dallas 1998) (orig. proceeding) ..... passim
    In re 
    Marketing, 80 S.W.3d at 52
    .................................................................... 22, 28
    In re Meador,
    
    968 S.W.2d 346
    (Tex. 1998) ................................................. passim
    In re 
    Meador, 968 S.W.2d at 351
    ...................................................................... 16
    In re 
    Meador, 968 S.W.2d at 352
    ...................................................................... 29
    ix
    In re Odyssey Healthcare, Inc.,
    
    310 S.W.3d 419
    (Tex. 2010) (per curiam) (orig. proceeding) ......... 14
    In re Prudential Ins. Co. of Am.,
    
    148 S.W.3d 124
    (Tex. 2004) (orig. proceeding).......................... 14
    In re Reynoso,
    
    361 S.W.3d 719
    (Tex. App.—Corpus Christi 2012, no pet.) (orig.
    proceeding).................................................................................. 15
    In re Team Rocket, L.P.,
    
    256 S.W.3d 257
    (Tex. 2008) (orig. proceeding) ......................... 15
    In re XL Specialty Insur. Co.,
    
    373 S.W.3d 46
    (Tex. 2012) (orig. proceeding) ............................... 21
    Johnson v. Brewer & Pritchard, P.C.,
    
    73 S.W.3d 193
    (Tex. 2002) .......................................................... 27
    NCNB Tex. Nat’l Bank v. Coker,
    
    765 S.W.2d 398
    (Tex. 1989)) ................................................. 16, 32
    
    Prudential, 148 S.W.3d at 136
    ..................................................................... 15
    Richards v. Jain,
    
    168 F. Supp. 2d 1195
    (W.D. Wash. 2001)..................................... 28
    Vaughan v. Walther,
    
    875 S.W.2d 690
    (Tex. 1994)) ....................................................... 
    32 Walker v
    . Packer,
    
    827 S.W.2d 833
    (Tex. 1992) (orig. proceeding)............................. 14
    
    Walker, 827 S.W.2d at 840
    ..................................................................... 14
    x
    Welex Jet Servs. v. Owen,
    
    325 S.W.2d 856
    (Tex. Civ. App. –Fort Worth 1959, writ ref’d n.r.e.)
    ................................................................................................... 27
    West v. Solito,
    
    563 S.W.2d 240
    (Tex. 1978) .................................................. 21, 26
    Statutes
    Tex. Gov’t Code Ann. § 22.201(e) ...................................................... 3
    Tex. Gov’t Code Ann. § 22.221(b)(1).................................................. 3
    Rules
    Tex. R. App. P. 52.1 ......................................................................... 3
    TEX. R. EVID. 503(b) ........................................................................ 21
    xi
    STATEMENT OF THE CASE
    Nature of the Case:        Relator Allen J. Jones filed this original
    proceeding to challenge the trial court’s
    denial of his motion to disqualify opposing
    counsel (order signed on October 2, 2015).
    Jones contends the trial court abused its
    discretion in denying this Motion, as each
    of the six factors set forth by the Texas
    Supreme Court in In re Meador, 
    968 S.W.2d 346
    (Tex. 1998) support and require
    disqualification of Ms. Olga Brown, counsel
    for Real Party in Interest Cearth Faire, who
    came into possession of, reviewed, and
    produced during discovery Jones’ privileged
    documents.
    Respondent/Trial Court:    Honorable Richard Price, 150th District
    Court, Bexar County, Texas
    Relief Sought by Relator at
    Trial Court:                Jones seeks mandamus relief to reverse the
    order denying his motion to disqualify
    opposing counsel. Real Party in Interest,
    Cearth Faire, is a former personal assistant
    to and agent for Jones. Faire came into
    possession       of    Jones’     privileged
    communications and documents while
    working for Jones, who was CEO of FMP SA
    Management Group, LLC d/b/a Food
    Management Partners (a Co-Defendant in
    the underlying case). These privileged
    communications pertained to Jones’ prior
    family law proceedings, in which Ms. Brown
    represented Jones’ ex-wife, Tetyana Jones.
    At some point, Faire provided to her
    counsel (Brown) Jones’ personal, private,
    1
    and privileged communications. Brown did
    not return the documents. Rather, Brown
    thoroughly reviewed, analyzed, and intends
    to use these documents in the ongoing
    litigation between Jones and Faire.
    Because each of the six Meador factors
    weighed in favor of disqualification, Jones
    asked the trial court to disqualify Brown
    from further representation of Faire in her
    underlying lawsuit.
    Respondent:            Hon. Richard Price, 150th District Court,
    Bexar County, Texas.
    Respondent’s Action:   The trial court denied Jones’ motion on
    October 2, 2015.
    Relief Sought:         Jones respectfully requests this Court
    vacate the trial court’s October 2, 2015
    Order and direct the trial court to grant the
    Motion to Disqualify.
    2
    STATEMENT OF JURISDICTION
    This Court has jurisdiction under Tex. Gov’t Code Ann. §
    22.221(b)(1): “Each court of appeals for a court of appeals district may
    issue writs of mandamus, agreeable to the principles of law regulating
    those writs, against a … judge of a district or county court in the court
    of appeals district[.]” See also TEX. R. APP. P. 52.1 et seq. (governing
    original proceedings in appellate courts). The 150th District Court,
    Bexar County, Texas is within this Court’s district. TEX. GOV’T CODE
    ANN. § 22.201(e). This Court’s mandamus authority extends to orders
    denying Motions to Disqualify. In Re Am. Home Prods. Corp., 
    985 S.W.2d 68
    (Tex. 1998) (orig. proceeding); In Re Columbia Valley
    Healthcare Sys., L.P., 
    320 S.W.3d 819
    (Tex. 2010) (orig. proceeding).
    3
    ISSUE PRESENTED
    One:   The trial court erred by denying Relator’s Motion to
    Disqualify Counsel for Real Party in Interest, based on
    counsel’s acceptance, review, and production of Relator’s
    privileged documents.
    Two:   Relator lacks an adequate remedy by appeal.
    4
    STATEMENT OF THE FACTS
    The case underlying this original proceeding is a quid pro quo
    sexual harassment claim arising under Chapter 21 of the Texas Labor
    Code. Real Party in Interest Cearth Faire is a former employee of FMP
    SA Management Group, LLC d/b/a Food Management Partners
    (“FMP”), a corporate co-defendant in the underlying lawsuit. App. 3 at
    ¶ 22. During the term of her employment with Defendant FMP, Faire
    worked as a personal assistant to Relator Allen J. Jones, FMP’s Chief
    Executive Officer. 
    Id. at ¶
    7. As Jones’ personal assistant, Faire was
    responsible for handling and assisting with various personal and
    business matters for Jones. App. 6, Ex. D at ¶ 3. Faire remained
    employed with FMP until August 31, 2014, when she was terminated
    due to erratic behavior and suspected drug use while on the job, which
    included caring for Jones’ small children. 
    Id. at ¶
    6.
    During the term of Faire’s employment, Jones was involved in
    multiple family law disputes, which included divorce and child
    custody proceedings. 1 Faire’s sworn testimony admits her “attorney,
    
    1 Ohio App. 5
    , Ex. B at ¶ 4. These family law cases are styled Tetyana Jones v. Allen J.
    Jones, No. 2013-CI-04328 (in the 57th District Court, Bexar County) and In the
    Interest of Allen Jones, et al., No. 2013-CI-11046 (in the 407 District Court, Bexar
    County). While Cause No. 2013-CI-11046 has been closed, Cause No. 2013-CI-
    04328 remains pending. See App. 38.
    5
    Olga Brown, represented Mr. Jones’ third wife, Tetyana Jones, in [this]
    international child custody case.” App. 5, Ex. B at ¶ 4. In her capacity
    as Jones’ personal assistant, Faire was copied on and came into
    possession of numerous privileged communications to, from, and
    between Jones, his counsel Mr. Sam Bashara, and Mr. Bashara’s
    agents and representatives. 
    Id. ¶ 8
    (admitting she was in possession
    of Jones’ privileged “emails both sent directly to my personal account,
    and those I forwarded to my work account”); App. 6, Ex. D at ¶ 5 (noting
    “Faire was copied on or had access to emails and other confidential
    and privileged documents of [Jones] in connection with the family law
    proceedings”).
    Faire’s pleadings in the trial court, as well as before this Court,
    acknowledge she participated in and assisted Jones with his defense
    in those family law proceedings. App. 2 at 4 (“… Plaintiff [worked] for
    approximately five months to assist him in his divorce defense …”);
    App. 5, Ex. B at ¶ 6 (“As Mr. Jones’ personal assistant, I was to gather
    personal information and forward it to his legal team …”); App. 16 at
    ¶ 24 (Jones allegedly promised to gift Faire a house “in consideration
    for her loyal efforts in assisting [him] in the defense of his suit for
    divorce”); App. 18, 2d Am. Pet. ¶ 24 (same); App. 20 at 1 (Faire
    6
    “assist[ed]   administratively   in   his   defense   in   Jones’   divorce
    proceedings pending in Bexar County, Texas during 2013 and 2014”);
    App. 29 at 29:21-23 (“She had been working, like I said, 24/7 helping
    him defend in the divorce pending here in Bexar County”). The trial
    court record demonstrates Jones did not authorize or have any
    knowledge that Faire had retained possession of his confidential and
    privileged communications beyond her August 31, 2014 termination
    of employment. App. 6, Ex. D at ¶ 8.
    Brown, counsel for Faire in proceeding below (and for Jones’ ex-
    wife in the family law proceedings), has repeatedly attempted to
    intermingle these distinct lawsuits. For example, Brown has
    repeatedly accused Jones of holding “hostage his infant son in the
    Dominican Republic … to gain financial advantage in the” underlying
    family law proceedings. App. 1 at 1-2; App. 5 at 3, Ex. B ¶ 4. Similarly,
    Brown has repeatedly cited sworn testimony offered before the Hon.
    Cathleen Stryker in the family law proceedings for the proposition that
    Jones allegedly “admitted to human trafficking.” App. 1 at 1; App. 2 at
    3, 4; App. 3 at ¶ 41; App. 4 at ¶¶ 7-8; App. 9 at ¶ 29; App. 10 at 2; App.
    14 at ¶ 29. Brown has made similar claims in correspondence between
    counsel. See App. 23 (enclosing purported transcript from prior family
    7
    law proceedings and alleging, based on testimony in that prior family
    law matter, Jones’ “credibility in this motion and in the entire [Chapter
    21] lawsuit is at issue”). 2 A chart tracking the numerous instances in
    which Brown has attempted to conflate the earlier family law
    proceedings and this instant lawsuit, as well as relevant excerpts from
    such documents, is attached at Appendix 46.
    In the underlying litigation, Faire has alleged a Chapter 21 claim
    for quid pro quo sexual harassment against Jones.3 As part of this
    litigation, Jones, FMP, and other Defendants served on Faire standard
    discovery     requests,     seeking     documents,        emails,    and     other
    communications that evidenced or supported such claims. See App.
    35; App. 36. Faire provided her responses and objections to these
    Interrogatories and Requests for Production on April 1, 2015. App. 37.
    2 Brown’s statements are utterly untrue and inflammatory. They were made to
    sully Jones’ reputation, credibility, and integrity in an effort to gain leverage at
    the underlying proceeding. Moreover, these allegations are irrelevant to the
    factual and legal questions within Faire’s claim for Chapter 21 sexual harassment
    in the underlying proceeding. Brown’s statements evidence an intent to relitigate
    the Jones family law proceedings vis a vis the instant lawsuit.
    3
    Previously, Faire alleged claims for promissory estoppel and “oral gift” of real
    estate, stemming from Jones’ purported promise to gift her a home, as well as a
    claim for civil conspiracy against Jones and certain other co-Defendants in the
    District Court litigation. See App. 14 at ¶¶ 25-46; App. 16 at ¶¶ 20-42. Jones’ Rule
    91a Partial Motion to Dismiss was granted (and reaffirmed) as to these claims.
    App. 13; App. 11; App. 21. As such, the lone claim remaining against Jones in the
    trial court arises under Chapter 21 of the Labor Code.
    8
    Notably, nowhere within these discovery responses did Faire indicate
    (i) she was in possession of communications to, from, or between
    Jones, his representatives, and his legal counsel in the prior family
    law litigation or (ii) that she had disclosed and provided such
    privileged communications to Brown, her attorney in this matter and
    counsel for Jones’ ex-wife in the prior family law matter. 
    Id. Thereafter, Faire
    produced 279 pages of documents, ostensibly
    in response to Jones’ Requests for Production. On review of these
    documents, it was discovered Faire had retained possession of, shown
    to Brown, and then produced back in the underlying litigation nearly
    100 pages of Jones’ privileged communications in the prior family law
    litigation (they were labeled FAIRE 015-16, 068-71, 149-204, 213-
    230, 237-241, and 246-255). These documents included emails
    between Jones’ family law counsel (Mr. Sam Bashara) and Jones,
    discussing pleadings, hearings, and litigation strategy in the family
    law proceedings. Before Faire’s production of these documents in the
    underlying proceeding, Jones was unaware Faire had retained these
    emails or that these emails were ever provided to Brown. App. 6, Ex. D
    at ¶ 8; App. 39.
    9
    On June 8, 2015, Jones’ counsel addressed Faire’s wrongful
    conduct and demanded Brown take remedial action, including:
    • Immediately return Jones’ privileged documents and
    communications;
    • Provide an accounting and detailed description of any other
    of Jones’ privileged information and documents not yet
    disclosed during discovery but in the possession of Faire or
    Brown; and
    • Brown’s withdrawal from representation of Faire in this
    lawsuit.
    App. 26.
    Brown responded to this demand, disputing whether “all
    documents” were in fact privileged, though her correspondence
    implicitly acknowledges that some, if not many, of the documents were
    such. App. 25. Brown refused to take any of the other actions
    requested therein. 
    Id. Brown instead
    contended that, because the
    documents were responsive to Jones’ discovery requests, she was
    allowed to retain them and use them in litigation despite their status
    as privileged documents. 
    Id. Days later,
    Brown communicated with Jones’ counsel and asked
    that the parties “make attempts to resolve the discovery issues before
    going to court.” App. 40. As a demonstration of their good faith and
    10
    willingness to confer in an attempt to resolve the parties’ disputes
    without seeking intervention by the trial court, Defendants agreed to
    such. Defendant’s counsel attempted to schedule a conferral meeting
    to discuss all pending matters, but Brown never responded.
    Nonetheless, there was a de facto stay of this matter, with no further
    filings, discovery, or other substantive action was taken in the trial
    court until August 27, 2015, when Faire noticed the depositions of
    Jones and Jason Kemp, FMP’s Chief Financial Officer.
    As Faire refused to take any actions to return the privileged
    documents or otherwise mitigate the prejudice to Jones, Jones filed
    his Motion to Disqualify on September 8, 2015, days after Faire
    restarted the proceedings and lifted the de facto stay. App. 6. This
    Motion was initially set for hearing on September 14, 2015. 
    Id. Brown indicated
    she had a conflicting setting on that date, App. 41, so the
    hearing was reset to September 16, 2015. App. 42.
    Plaintiff’s Response to the Motion to Disqualify was filed the day
    before the hearing. App. 5. In the response, Brown does not deny she
    came into possession of, reviewed, or intended to utilize Jones’
    privileged communications in the underlying lawsuit. 
    Id. Instead, the
    response contends the facts in the family law and Chapter 21 claims
    11
    were distinct, somehow absolving Brown’s invasion and violation of
    Jones’ attorney-client privilege. 
    Id. at 3.
    Moreover, the response
    repeatedly invokes facts and allegations from the prior family law
    dispute, including allegations of purported “violation of human
    rights.” 
    Id. at 9.
    The Motion to Disqualify was argued before the Hon. Richard
    Price on September 16, 2015. 4 During this hearing, Judge Price
    requested that the privileged communications reviewed by Brown be
    submitted in a sealed format for the Court’s inspection. 
    Id. That same
    day, Jones’ counsel submitted the documents in sealed form for Judge
    Price’s review. App. 39; App. 22.5 On October 2, 2015, Judge Price
    denied Jones’ Motion. App. 43. Jones now seeks mandamus relief from
    this Court.
    SUMMARY OF THE ARGUMENT
    Faire wrongfully and surreptitiously retained privileged attorney-
    client communications obtained while she was Jones’ personal
    assistant. After she was let go from her employment, she,
    4 The transcript of the parties’ September 16, 2015 hearing on the Motion to
    Disqualify is attached at Appendix 47.
    5 Jones has provided these documents to this Court in hard copy format in an
    envelope with a cover page entitled, Relator’s Sealed Mandamus Appendix.
    12
    unbeknownst to Jones, forwarded those privileged communications to
    her counsel, Brown. Brown did not contact Jones or his counsel to
    inform him of the unauthorized retention and disclosure. Nor did
    Brown return the privileged documents to Jones. Rather, Brown held
    onto the privileged documents, analyzed them, and subsequently
    produced them as “responsive” to certain of Jones’ discovery requests
    in the underlying case. Brown further has made it clear through
    various pleadings and correspondence that she intends to use these
    privileged documents to attack Jones’ credibility and integrity in the
    underlying case. Despite these facts, the trial court denied Jones’
    Motion to Disqualify Brown.
    In another employee-employer case with strikingly similar facts,
    the Dallas Court of Appeals reversed a trial court’s denial of the motion
    to disqualify and granted mandamus relief. In re Marketing Corp., 
    80 S.W.3d 44
    (Tex. App.—Dallas 1998) (orig. proceeding). There, the
    Dallas Court of Appeals applied the six-factor test enunciated by the
    Texas Supreme Court in In re Meador to hold that the conduct by the
    opposing attorney required disqualification. In re Marketing 
    Corp., 80 S.W.3d at 51
    ; accord In re Meador, 
    968 S.W.2d 346
    (1998). Jones
    respectfully asks this Court to grant his mandamus petition, vacate
    13
    the trial court’s order denying his Motion to Disqualify, and instruct
    the trial court to enter an order disqualifying Brown.
    ARGUMENT SUPPORTING MANDAMUS RELIEF
    I.
    Standard Governing Mandamus Proceeding
    The standard governing mandamus proceedings is                       well-
    established. In re Prudential Ins. Co. of Am., 
    148 S.W.3d 124
    , 135–
    36 (Tex. 2004) (orig. proceeding). Mandamus relief is warranted
    where: (1) the trial judge has committed a clear abuse of discretion;
    and (2) there is no adequate remedy on appeal. In re Odyssey
    Healthcare, Inc., 
    310 S.W.3d 419
    , 422 (Tex. 2010) (per curiam) (orig.
    proceeding). As to the first prong, a “clear abuse of discretion”
    occurs   when     the   challenged        ruling   is   “so   arbitrary   and
    unreasonable as to amount to a clear and prejudicial error of law.”
    In re CSX Corp., 
    124 S.W.3d 149
    , 151 (Tex. 2003) (per curiam) (orig.
    proceeding); see Walker v. Packer, 
    827 S.W.2d 833
    , 839 (Tex. 1992)
    (orig. proceeding). It is well-established, however, that the “review of a
    trial court’s determination of the legal principles controlling its
    ruling is much less deferential.” 
    Walker, 827 S.W.2d at 840
    .
    According to the Texas Supreme Court, “[a] trial court has no
    14
    ‘discretion’ in determining what the law is or applying the law to the
    facts.” 
    Id. Thus, the
    trial court abuses its discretion if there is “a clear
    failure by the trial court to analyze or apply the law correctly[.]” 
    Id. As to
    the second prong of the mandamus standard, “the
    adequacy of an appellate remedy must be determined by balancing
    the benefits of mandamus review against the detriments.” In re
    Team    Rocket, L.P., 
    256 S.W.3d 257
    ,   262   (Tex.   2008)   (orig.
    proceeding). An appellate remedy is only adequate if the detriments
    to issuing mandamus relief outweigh the benefits; but if the
    detriments are outweighed by the benefits, “courts must consider
    whether the appellate remedy is adequate.” 
    Prudential, 148 S.W.3d at 136
    ; accord In re Reynoso, 
    361 S.W.3d 719
    , 723 (Tex. App.—
    Corpus Christi 2012, no pet.) (orig. proceeding).
    Texas law provides that mandamus relief is available to set
    aside an improperly denied Motion to Disqualify. In re Am. Home
    Prods. Co., 
    985 S.W.2d 68
    , 72 (Tex. 1998) (orig. proceeding); In re
    Columbia Valley Healthcare Sys., L.P., 
    320 S.W.3d 819
    , 823 & n.2 (Tex.
    2010) (orig. proceeding) (“[m]andamus is available where a motion to
    disqualify is inappropriately denied, as there is no adequate remedy
    15
    on appeal”) (citing NCNB Tex. Nat’l Bank v. Coker, 
    765 S.W.2d 398
    , 400
    (Tex. 1989)).
    II.
    Brown Should be Disqualified Based on her Possession, Review,
    and Analysis of Jones’ Privileged Emails
    In In re Meador, Chief Justice Tom Phillips instructed:
    Without doubt, there are situations where a
    lawyer who has been privy to privileged
    information improperly obtained from the other
    side must be disqualified, even though the
    lawyer was not involved in obtaining the
    information. Discovery privileges are an integral
    part of our adversary system.
    In re 
    Meador, 968 S.W.2d at 351
    . Chief Justice Phillips went on to
    state:
    Thus, a lawyer who uses privileged information
    improperly    obtained     from     an   opponent
    potentially subverts the litigation process.
    
    Id. In this
    case, Brown falls into the category of lawyers described by
    Chief Justice Phillips. Accordingly, this Court should grant Jones’
    Petition for Writ of Mandamus, vacate the trial court’s order, and
    instruct the trial court to grant Jones’ Motion to Disqualify Brown.
    A.   The Six-Factor Analysis
    The Texas Supreme Court established a six-factor analysis to
    guide trial court’s during the consideration of disqualification motions
    16
    based on the review of privileged information. See In re Meador, 
    968 S.W.2d 346
    (Tex. 1998). These factors include:
    (1)   whether the attorney knew or should have
    known that the material was privileged;
    (2)   the promptness with which the attorney notifies
    the opposing side that he or she has received its
    privileged information;
    (3)   the extent to which the attorney reviews and
    digests the privileged information;
    (4)   the significance of the privileged information;
    i.e., the extent to which its disclosure may
    prejudice the movant’s claim or defense, and the
    extent to which return of the documents will
    mitigate that prejudice;
    (5)   the extent to which movant may be at fault for
    the unauthorized disclosure;
    (6)   the extent to which the nonmovant will suffer
    prejudice from the disqualification of his or her
    attorney.”
    
    Id. 351-352. 6
    6
    At the trial court, Jones moved to disqualify Brown based on multiple grounds:
    (1) based on Faire’s membership on his “litigation team” in the prior family law
    proceedings; (2) based on Brown’s participation in Faire’s breach of her fiduciary
    duties owed to Jones; and (3) based on the Meador six-factor analysis. Jones
    maintains his position that all grounds raised below constitute valid grounds for
    Brown’s disqualification; however, Jones’ Petition focuses on only one ground: the
    trial court’s failure to disqualify Brown based on the Meador six-factor test.
    17
    B.   In re Marketing mirrors this case.
    One case applying the Meador six-factor analysis mirrors the
    case before this Court. In In re Marketing Corp., 
    80 S.W.3d 44
    (Tex.
    App.—Dallas 1998) (orig. proceeding), the Dallas Court of Appeals
    addressed a similar situation -- an employee’s retention and his
    counsel’s   review   and   use   of    wrongfully   retained   privileged
    communications during litigation by the employee against his
    employer. 
    Id. at 46-47.
    In that case, after the employee was
    terminated, he concealed from the employer that he was in possession
    of confidential and privileged communications. 
    Id. After litigation
    was
    initiated, the employee’s counsel produced the privileged documents
    during discovery. 
    Id. at 47.
    The employer requested that all documents
    be returned, but the employee refused to do so. 
    Id. The employer
    then
    sought and was denied disqualification of the employee’s counsel. 
    Id. The employer
    sought mandamus, arguing that counsel “did not
    notify the Corporation of his receipt of the documents in question or
    tender their return as required by Texas law.” 
    Id. at 51.
    Applying the
    six Meador factors, the Court of Appeals noted that “[m]any of the
    documents refer directly to the status of litigation and strategy for
    future action” in such litigation and were thus privileged. Like with
    18
    Brown in the instant matter, the In re Marketing decision noted it was
    “undisputed that [counsel] has extensively reviewed the documents,
    … and has shown an intent to use them in the future.” 
    Id. Thus, because
    the documents were “kept by a terminated employee,” not
    returned upon demand, and because the “questions arise” at a point
    when the “case is neither well developed nor ready for trial,”
    disqualification was warranted. As a result, the Court of Appeals held
    the trial court erred, in relevant part, in not disqualifying counsel for
    his conduct, and conditionally granted the writ.
    C.   The six-factor analysis requires Brown’s disqualification.
    In re Marketing bears stunning factual similarities to the instant
    case. There, the Meador factors weighed in favor of disqualification.
    Here, as demonstrated in more detail below, the Meador factors, when
    applied to the facts, also weigh in favor of disqualification. As such,
    the trial court clearly erred in denying Relator’s Motion to Disqualify
    and, as in In re Marketing, mandamus is warranted.
    1.   Brown knew or should have known the documents
    were privileged.
    The first factor asks whether Brown “knew or should have
    known” the documents provided by Faire were privileged. 
    Id. In the
    19
    prior family law proceedings, Brown represented Jones’ ex-wife. App.
    5, Ex. B at ¶ 4. For her part, Faire admits Jones was represented by
    Bashara & Schwartz, P.C. 
    Id. at 3-4,
    id. Ex. B 
    at ¶ 6. As Brown had
    direct and adversarial involvement with Jones’ family law counsel
    (Bashara), she cannot now disclaim knowledge of such. See 
    id. at 3-4
    (admitting “Jones was represented by Sam Bashara and his office …”).
    A simple review of the privileged documents produced at FAIRE
    015-16, 068-71, 149-204, 213-230, 237-241, and 246-255 7 reveals
    that nearly all communications were sent to or from Bashara,
    Bashara’s paralegal (Melinda Flores), or Jones’ counsel in the
    Dominican Republic (Elvis Roque). These documents contain detailed
    description of legal and factual issues underlying the family law
    proceedings (FAIRE 254-255), correspondence to and from Brown as
    opposing         counsel     (FAIRE   189-192,    195-196,      217-222),
    correspondence regarding payment of Jones’ legal fees (FAIRE 223-
    230), and the discussion of legal strategy, fact investigation, and
    counsel regarding same (FAIRE 68-71, 149-156, 158-175, 181-188,
    193-194,         197-204).    These   emails   constitute   “[c]onfidential
    7
    Supra n.5.
    20
    communications between client and counsel made to facilitate legal
    services …” In re XL Specialty Insur. Co., 
    373 S.W.3d 46
    , 49 (Tex. 2012)
    (orig. proceeding) (citing TEX. R. EVID. 503(b), noting the Rule “protects
    not only confidential communications between the lawyer and the
    client, but also discourse among their representatives”). Therefore,
    pursuant to Rule 503(b), these emails are protected by the attorney-
    client privilege, which has never been waived by Jones.
    Brown admitted she was aware Bashara and his office
    represented Jones. App. 5 at 3-4. She does not deny she failed to
    recognize these documents were privileged upon her review of them.
    Instead, in her response to Jones’ Motion, Faire contended, without
    support, that “[e]mails are not private and after six months lose
    confidentiality if any existed.” App. 5 at 5. Case law reveals, however,
    that the attorney-client privilege is not subject to a statute of
    limitations. See, e.g., West v. Solito, 
    563 S.W.2d 240
    , 244-45 (Tex.
    1978) (attorney-client privilege belongs to holder of privilege unless
    and until it is expressly waived). Thus, because the admissions of
    Faire and Brown, coupled with a reading of the privileged documents
    themselves, plainly evidence that these items are privileged, this factor
    weighs in favor of disqualification.
    21
    2.    Brown failed to notify Jones she had received his
    privileged communications.
    The record demonstrates Faire and Brown failed to notify Jones
    they were in possession of and had reviewed his privileged
    communications. See App. 6, Ex. D at ¶¶ 7-8. Jones was first made
    aware of this fact when reviewing the documents turned over by Faire
    as responsive to Jones’ discovery requests. 
    Id. This fact
    is tacitly
    acknowledged by Ms. Brown’s June 22, 2015 correspondence, App.
    25, and Faire’s failure to address this factor within her Response to
    Jones’ Motion to Disqualify. App. 5.
    In an identical factual circumstance, the In re Marketing court
    determined this factor weighed in favor of disqualification. There, the
    “attorney did not notify the [company] that he had these documents.
    Rather, [plaintiff] produced the documents in response to a discovery
    request.” In re 
    Marketing, 80 S.W.3d at 52
    . In such a circumstance,
    where no notice is given in advance of the review and production of
    the opposing party’s own privileged documents, this factor weighs in
    favor of disqualification. 
    Id. 22 3.
         Extent to which Brown reviewed or digested the
    privileged information.
    The third factor considers the extent the opposing lawyer
    reviewed or digested the privileged information. Notably, Brown — the
    person with most knowledge relevant to this inquiry — failed to
    provide any sworn evidence or testimony to the trial court.
    Significantly, she did not disavow that she had reviewed or digested
    the 95 pages of privileged communications. Moreover, the content of
    Faire’s Response to the Motion to Disqualify, which was signed by
    Brown, demonstrates Brown has thoroughly reviewed, digested, and
    analyzed these privileged communications.
    Indeed, the Response indicates that Brown not only reviewed the
    privileged documents, but also found it acceptable to discuss their
    content within Faire’s Response. For example, the Response argues
    (in   conclusory    fashion)   that   the   emails   “are   not   privileged
    information,” represents that the emails were previously housed on
    “[Faire’s] personal and business phone,” and “were those that
    remained in the electronically stored communications on [Faire’s]
    personal email account.” App. 5 at 4. Such representations could only
    be made based on a review of the underlying emails themselves, thus
    23
    proving the extent to which Brown analyzed the 95 pages of privileged
    documents and, by extension, invaded Jones’ attorney-client privilege.
    Given     Brown’s   detailed   discussion    and    analysis   of    the
    documents in Faire’s Response, as well as the fact she represented
    Faire during the document production, it is “undisputed that [Faire’s]
    attorney has extensively reviewed the documents, … and has shown
    an intent to use them in the future.” See In re 
    Marketing, 80 S.W.3d at 51
    . Additionally, Brown gave the trial court no evidence or testimony
    to dispute such a conclusion. As such, this factor also weighs in favor
    of disqualification.
    4.     The privileged information is significant to Jones.
    The fourth factor examines the significance of the privileged
    information to the party seeking disqualification. As discussed above,
    the 95 pages of privileged communications contain detailed timelines
    developed for counsel’s use and reference, discussion of legal strategy,
    and   intimate,    confidential   discussions     regarding    Jones’     legal
    proceedings. As such, these documents go to the very heart of the
    protections afforded by the attorney-client privilege.8 Brown, who has
    8
    The documents retained by Faire, reviewed by Brown, and produced in the trial
    court have varying levels of confidentiality and importance to Jones. However,
    Brown and Faire have made the conclusory assertion that, because some of these
    24
    been adverse to Jones on two different, unrelated matters, is now in a
    position to utilize Jones’ privileged, private, and confidential
    communications against him in adversarial proceedings. There is no
    way to effectively “screen” out her knowledge of or reliance on these
    privileged communications. Instead, disqualification is the sole
    remedy to eliminate prejudice to Jones. As such, this factor also
    weighs in favor of disqualification. In re Marketing Invest. Corp., 
    80 S.W.3d 44
    , 51 (Tex. App.—Dallas 1998) (orig. proceeding) (documents
    may be deemed to have “significance” to the privilege’s holder if the
    “return of the documents will [not] mitigate that prejudice”).
    5.    Jones was not responsible for the disclosure of
    privileged communications to Brown.
    Quite simply, Jones bears no responsibility for Brown’s receipt
    of his privileged communications. This is not a case where Jones
    inadvertently produced documents in litigation, left documents
    exposed to third parties’ eyes, or otherwise took actions that
    documents are not, in their opinion, significant, that fact, by itself, eliminates the
    need for disqualification. Brown’s speculative statements are irrelevant to this
    analysis, however. By her own admissions, Faire was actively involved in and
    assisted with Jones’ defense in his divorce proceedings. Thus, her newly-alleged
    “bald assertions do not controvert … specific evidence that [she] was privy to many
    of [Jones’] legal strategies in suits …” In re Bell Helicopter Textron, Inc., 
    87 S.W.3d 139
    , 147 (Tex. App.—Fort Worth 2002) (orig. proceeding).
    25
    voluntarily or negligently endangered his attorney-client privilege.
    Instead, Faire’s sworn testimony acknowledges she received these
    privileged communications in her capacity as Jones’ personal
    assistant and for the purpose of aiding him in the defense of his
    divorce suit. App. 5, Ex. B at ¶ 6 (“As Mr. Jones’ personal assistant, I
    was to gather personal information and forward it to his legal team
    …,” “Some [emails] were duplicates in that I produced emails both sent
    directly to my personal account, and those I forwarded to my work
    account”); App. 18 at¶ 24 (Jones promised a home to Faire “in
    consideration for her loyal efforts in assisting [him] in the defense of
    his suit for divorce”); App. 20 at 1 (Faire “assist[ed] administratively in
    his defense in Jones’ divorce proceedings pending in Bexar County,
    Texas during 2013 and 2014.”); App. 29 at 29:21-23 (“She had been
    working, like I said, 24/7 helping him defend in the divorce pending
    here in Bexar County”).
    Jones was entitled to rely upon the assumption that Faire, his
    former personal assistant and agent, who owed him fiduciary duties,
    would keep his privileged communications secure. See, e.g., West v.
    Solito, 
    563 S.W.2d 240
    , 244-45 (Tex. 1978) (attorney-client privilege
    belongs to holder of privilege unless and until it is expressly waived);
    26
    see also Johnson v. Brewer & Pritchard, P.C., 
    73 S.W.3d 193
    , 202 (Tex.
    2002) (agents owe fiduciary duty to principal and employee is
    obligated to actin employer’s best interest); Welex Jet Servs. v. Owen,
    
    325 S.W.2d 856
    , 858 (Tex. Civ. App. –Fort Worth 1959, writ ref’d n.r.e.)
    (“[c]onfidential    information   secured     by   reason   of   fiduciary
    relationships may not be used or disclosed to [employer’s] detriment
    …”). As in In re Marketing, Brown came into possession of Jones’
    privileged communications because her own client wrongfully
    provided them to her. Thus, in this case, as in In re Marketing, this
    factor weighs in favor of disqualification.
    6.      Faire will not        be   prejudiced    by   Brown’s
    disqualification.
    Finally, Faire will not be unfairly prejudiced should Brown be
    disqualified. This proceeding is in an early stage of litigation. No
    depositions have been taken. Dispositive briefing deadlines are many
    months away. App. 39. Additionally, this matter is not set for trial until
    March 7, 2016. 
    Id. Thus, in
    the event Brown is disqualified, Faire’s
    substitute counsel has ample time to learn the case and provide
    competent representation. Faire has only one claim against Relator
    Jones: Chapter 21 of the Texas Labor Code. Brown does not specialize
    27
    in employment litigation, 9 eliminating any risk of unique prejudice to
    Ms. Faire. Accordingly, Faire has minimal, if any, risk of prejudice
    from disqualification, further warranting disqualification. Cf. In re
    
    Marketing, 80 S.W.3d at 52
    (trial court erred in not disqualifying
    counsel, as disqualification arose relatively early in litigation, case was
    not well-developed, and there was no indication former employee
    could not obtain alternate counsel).
    A federal district court has guided that, in determining whether
    to exercise discretion in disqualifying counsel under the Meador
    analysis, “the Court should resolve any doubts in favor of
    disqualification.” Richards v. Jain, 
    168 F. Supp. 2d 1195
    , 1209 (W.D.
    Wash. 2001) (applying Meador factors and analysis). Here, the
    mandamus record demonstrates that all Meador factors weigh in favor
    of disqualification. As such, it was a clear abuse of discretion for the
    trial court to deny Jones’ Motion to Disqualify.
    9
    https://www.texasbar.com/AM/Template.cfm?Section=Find_A_Lawyer&template
    =/Customsource/MemberDirectory/MemberDirectoryDetail.cfm&ContactID=16158
    8 (designating Brown’s practice areas as “Business, Family, Litigation:
    Commercial, Litigation: Personal Injury).
    28
    III.
    Faire Cannot Establish Waiver
    At the trial court level, Faire contended Jones’ disqualification
    motion should be denied based on waiver. App. 5. First, many of
    Faire’s “waiver” arguments assume disqualification should have been
    sought immediately upon suit being filed in the trial court. However,
    disqualification is only warranted under the six-factor analysis once
    the movant becomes aware that “a lawyer receives [his] privileged
    materials …” In re 
    Meador, 968 S.W.2d at 352
    .
    Here, the mandamus record reveals Jones was unaware Faire
    had retained his privileged communications, App. 6, Ex. D. ¶¶ 7-8, let
    alone that Faire had divulged those documents to Brown for review.
    
    Id. Jones first
    became aware of this fact upon Faire’s discovery
    production, which included the privileged documents. 
    Id. at ¶
    7. Thus,
    because Jones had no knowledge of the invasion of his attorney-client
    privilege until discovery production in the underlying case, he had no
    basis to seek disqualification previously.
    In this way, Faire’s waiver claim may be disposed of by reference
    to the Texas Supreme Court’s decision in In re EPIC Holdings, Inc.,
    which found no waiver.      There, the party seeking disqualification
    29
    “waited almost eleven months after they first knew or should have
    known” of the basis for disqualification before filing such a motion. In
    re EPIC Holdings, Inc., 
    985 S.W.2d 41
    , 57 (Tex. 1998) (orig. proceeding)
    (Baker, J., dissenting). Epic Holdings’ delay was on account of the
    parties attempting to confer resolving resolution of their dispute and,
    once such conferral efforts became futile, submitting the matter to the
    trial court. 
    Id. at 52-53.
    Moreover, it is probative that, during the
    timeframe relevant to the waiver analysis, “no discovery was
    conducted …” 
    Id. at 53.
    Similarly, in the instant matter, the parties reached an
    agreement to delay further hearings, including those pertaining to
    discovery disputes, via their June 30, 2015 Rule 11 Agreement. App.
    8. This Rule 11 Agreement was requested by Faire just four days after
    she responded to Jones’ demand that she return the privileged
    documents and Brown withdraw as counsel. App. 25; App. 40. During
    the ensuing conferral period, no further discovery was taken and no
    depositions were noticed, making the matter subject to a de facto stay.
    On August 27, 2015, Faire served deposition notices for Jones and
    Kemp, at which time it became clear conferral efforts would be
    30
    unsuccessful. App. 44; App. 45. Accordingly, just twelve days later,
    Jones filed his instant Motion to Disqualify on September 18, 2015.
    As in In re EPIC Holdings, to the extent any “delay” occurred in
    seeking disqualification, it was solely necessitated by the parties’
    conferral attempts.      Importantly, like in In re EPIC Holdings, no
    discovery was conducted during the intervening period, thereby
    eliminating any risk of further prejudice to Jones at that time. Instead,
    only once it became apparent conferral efforts were unsuccessful did
    Jones have a duty to file his Motion to Disqualify, which he promptly
    did. In sum, whereas nearly eleven months passed in In re EPIC
    Holdings, only five total months did in the instant matter. There was
    no finding of waiver by the Supreme Court in the former matter, nor
    should there be any such finding in the instant case before this Court.
    In re EPIC Holdings, 
    Inc., 985 S.W.2d at 57
    ; see also In re Hoar Const.,
    LLC, 
    256 S.W.3d 790
    , 796-97 (Tex. App.—Houston [14th Dist.] 2008)
    (orig. proceeding) (finding no waiver of right to seek disqualification
    based, in part, on parties’ efforts to “resolve any conflict” during
    intervening period of time). 10
    Notably, to the trial court, Faire did not identify any case holding that a five
    10
    month period would constitute waiver. Instead, she argued a seven-month delay
    31
    IV.
    Relator Lacks an Adequate Appellate Remedy
    An improperly denied Motion to Disqualify is subject to
    mandamus review and relief. This Court’s mandamus authority
    extends to orders denying meritorious motions to disqualify. In re Am.
    Home Prods. Co., 
    985 S.W.2d 68
    , 72 (Tex. 1998) (orig. proceeding); In
    re Columbia Valley Healthcare Sys., L.P., 
    320 S.W.3d 819
    , 823 n.2,
    829 (Tex. 2010) (orig. proceeding) (“[m]andamus is available where a
    motion to disqualify is inappropriately denied, as there is no adequate
    remedy on appeal”) (citing NCNB Tex. Nat’l Bank v. Coker, 
    765 S.W.2d 398
    , 400 (Tex. 1989)).
    CONCLUSION
    Jones meets both prongs of the mandamus standard and is
    entitled to mandamus relief. Relator respectfully asks this Court to
    would constitute such. See App. 5 at 8 (citing Vaughan v. Walther, 
    875 S.W.2d 690
    , 692 (Tex. 1994)). In Vaughan, the party seeking disqualification waited not
    just five months, without any apparent excuse, but also sought disqualification
    on the final day of a hearing on a child custody dispute. In this case, there was
    no such lengthy period of delay, and disqualification was sought well in advance
    of trial. Moreover, no other discovered cases provide for waiver of a right to seek
    disqualification on account of a five-month period, during which conferral efforts
    and negotiations were ongoing, and when the Motion to Disqualify was filed well
    in advance of trial. In different contexts, the Supreme Court has held that “a delay
    of five months” is “not sufficient” to constitute waiver. In re Automated Techs., Inc.,
    
    156 S.W.3d 557
    , 559 (Tex. 2004) (orig. proceeding) (analyzing enforcement of
    forum selection clause).
    32
    grant the Petition for Writ of Mandamus and vacate the trial court’s
    Order denying his Motion to Disqualify.
    Respectfully submitted,
    KELLER STOLARCZYK PLLC
    234 West Bandera Road #120
    Boerne, Texas 78006
    Tele: 830.981.5000
    Facs: 888.293.8580
    /s/Kimberly S. Keller
    Kimberly S. Keller
    SBN: 24014182
    Email: kim@kellsto.com
    Christine Reinhard
    SBN: 24013389
    Email: creinhard@sr-llp.com
    Justin Barbour
    SBN: 24055142
    Email: jbarbour@sr-llp.com
    Schmoyer Reinhard LLP
    17806 IH 10 West, Suite 400
    San Antonio, Texas 78257
    Tele: 210.447.8033
    Facs: 210.447.8036
    RELATOR’S COUNSEL
    33
    RULE 52.3(J) CERTIFICATE OF COMPLLIANCE
    I certify I have reviewed this Petition for Writ of Mandamus and
    concluded that every factual statement in the Petition is supported by
    competent evidence included in the Mandamus Appendix/Record.
    /s/Justin Barbour
    CERTIFICATE OF COMPLLIANCE & SERVICE
    I certify this Petition for Writ of Mandamus contains 5,604 words.
    I certify this Petition for Writ of Mandamus and Mandamus
    Appendix/Record were, on October 19, 2015, served on the following
    via e-mail/first class mail:
    Olga Brown
    Law Office of Olga Brown
    111 Soledad, Suite 1725
    San Antonio, Texas 78205
    /s/Kimberly S. Keller
    Kimberly S. Keller
    34