Legal Environment (Business Law)

Class notes 1-21-25

  • The law touches most aspects of the business world

    • Examples: contracts for employment, contracts for real estate, lease of buildings, purchase/sale of products

    • Privacy laws like HIPPA 

    • Employment (hiring/firing, discrimination on gender, age, race, religion, legal compliance for laws statutes and ordinances)

  • Importance of law

    • Ability to identify legal issues pertinent to a particular business situation

    • Judgment to make sound business decisions to prevent legal disputes

    • Knowledge to determine legal issues that require advice from council

      • Know when to call your attorney

    • Foundation to act as a sophisticated consumer of legal services

  • Law

    • Known by everyone as being intended to tell members of society what they can and cannot do

      • Law is made up of rules

        • Rules are created by the state and backed up by enforcement

    • Who enforces?

      • Courts

      • Law enforcement

      • Enforcement organizations (OHSA EPA etc)

  • Rule of law 

    • Theory (universal principles)

      • Laws that are made are generally and equally applicable

        • Government businesses and individuals are all accountable under the law

        • Laws should be clearly published applied evenly and protect fundamental rights

        • An example of laws protecting rights is the Bill of Rights (first 10 amendments of the Constitution)

        • The process by which laws are enacted and enforced is accessible fair and efficient

        • Justice is delivered timely by competent ethical and independent representatives and neutrals

  • Property

    • Focus on ownership, right to exclude others from various resources

      • Property is a legal fenc3e that keeps out others without your permission

  • 3 types public private shared


  • Concept of property and the law 

    • Contract law

      • Determines how resources are exchanged between owners

    • Tort law

      • Compensates owners whose resources are wrongfully harmed by actions of others

    • Criminal law

      • Punidshes those who harm a business owners resources like theft or embezzlement

    • Business Organizations

  • Jurisprudence

    • Ideas or philosophies that explain the origin of law

      • Natural law

        • Law contains universal moral principles observable in nature which we can determine throgh human reasons (unjust law is no law at all - aristotle)

      • Positive law 

        • Commands of the state backed up by force and punishments

      • Historical school

        • Contemporary law should focus on legal principles that have withstood the test of time

      • X

  • Punitive Damages

    • Purpose is to prevent breaking the law, no one wants to pay a bunch of money 

    • BMW v Gore

      • Bought “new” car that wasn’t actually new and was repainted, BMW didn’t disclose that even if it was 1.5% of the cost, the repainted car was worth 10% less, so he requested punitive damages, and got 4000. Gross fraud by BMW paid punitive damages of 4 mil but reduced to 2 mil by the Alabama Supreme Court. Supreme Court granted cert. Supreme court said 500 to 1 punitive to compensatory damages not reasonable, especially since it was just paint problems and not with air bags or seatbelts. Sent it back to Alabama supreme court, ordered new trial unless platiff accepted 50k if the punitive damages award

      • Few awards exceeding a single digit ratio between punitive and compensatory damages will satisfy due process

      • Kentucky says clear and convincing evidence for punitive damage, colorado says beyond reasonable doubt

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1-28-25

Court System

  • Players in the court system

    • Judges/Justices/Magistrate

      • Role of a trial judge: neutral referee, determine the applicable rules of law to be used. Substantive (what is the law) vs procedural (what rules of evidence)

      • Cases tried to the bench - finder of fact, 

      • determines questions of law

        • Judges with the greatest caseload and daily impact on its citizens

      • What is the role of appellate court (court of appeals), next highest court above trial court

        • Appeal as a matter of right

        • If you have bad judge, jury, etc you can take it to a higher judge

        • Hearsay: something someone else says and you try to admit it as evidence. You need the primary witness, not the person they told about it.

    • Jurors

      • Role of the jury: fact finders

      • Right to trial by hury (6th amendment criminal case), (7th amendment right to jury trial in federal civil case), State constitiution ggauranteee the right to juries in civil cases

      • 12 member juries are not uniform, different states sit different numbers and need different amounts for verdict

      • Attacks to the jury system 

        • Not qualified to distinguish fact from fiction

        • OJ Simpson case: 

        • Difficult to obtain a trail by jury of peers

        • Reluctant to serve

          • Time restraints

          • Financial hardships

    • Attorneys/Lawyers/Counsel/Solicitor

      • Officer of the Court (ethical obligation)

      • Lawyers serve in three capacties

        • Counselor

          • Meetings with clients/learn facts, details, private information

            • Attoryney client privilege

              • Priveleged communications

    • Advocate/Barrister

  • The Court of Appeals is a reviewer court essentially concerned with issues of law

    • Issues of fact are reserved for the trial court 

      • Review briefs, trial transcripts, and video

      • Prepare opinions and then give reasons for their legal opinions based on interpretation of the law

      • Affirm/reverse/send back to lower court with instructions

      • Judicial review: very powerful to be able to review and change lower court rulings

      • Also acts as a checks and balances in the court system

  • Organization of the court system - federal and state courts

    • Subject Matter Jurisdiction

      • Jurisdiction refers to the power of the court to hear a case

        • Court must have subject matter jurisdiction

          • General jurisdiction vs limited jurisdiction

    • Federal courts: 

      • Three tiers: 

        • District courts (east, west, etc)

        • Court of Appeals (11 circuits) (panel of 3)

        • US Supreme Court (9 justices)

        • Fed judges appointed for life vs being elected for state

      • To get to Supreme Court

        • Losing party petitions the court with a writ of certiorari, many filed, very few granted

        • 4/9 judges have to vote to take the case

        • 1-2% accepted, 5-7k cases filed per year

        • Cases that are granted include substantial gederal question, major constitutional issues, conflicted between 2 or more circuit courts

        • They only hear around 40-80 per year

  • Judicial restraint

    • Belief that judicial powers should be used sparingly

    • Power to be used only in unusual cases/great deference to the lower court

    • Associated with conservative judges

    • Also called strict constructionism

    • Example : plessy v Ferguson (1896) “separate but equal”

  • Judicial activism

    • Power to be sued whenever the need of society justify its use

    • More expansive role of the courts less reliance on precedent

    • Associated with liberal jduges

    • courts have major role to play in correcting wrongs in our society

    • Brown v Board of Education : desegregation of public schools

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2-4-25

The Litigation Process

  • Business people should know litigation process so they don’t get their company in trouble. Helps them resolve actual disputes under the rule of the law

    • To conduct business and enforce rights we need the litigation process to settle disputes

  • A complaint is the intiating document to start litgation process

    • Sets out the 

      • Reasons for lawsuit

      • What you are seeking (damages)

      • Parties (defendant and plaintiff)

      • Jurisdiction (in Hamilton County)

      • Venue (what court)

  • Counterclaim and third-party defendants

    • Defendant can file counterclaim to refute what the plaintiff says in their complaint

    • 3rd party defendant: if someone else not involved in the original complaint, and they are believed at fault they can bring them into it (ex: Box store brings in landlord, passenger - other car - spouse) to minimize risk to 

  • Standing to sue: requirement for plaintiff to establish that he/she is entitled to have the court decide the dispute

    • Decided at the outset of litigation

    • Plantiff must allege two things

      • Litigation involves a case or controversy

      • Plantiff must allege a personal state in the resolution of the controversy. MUST ASSERT THEIR PERSONAL LEGAL POSITION AND NOT THOSE OF A THIRD PARTY (can’t have dad testify for you)

  • Juliana vs US.

    • The court did not have the power to implement new policies on CO2 emissions, plantiffs did not have stranding to sue and the 9th circuit sent the case back to the district court to dismiss the lawsuit

  • Personal jurisdiction

    • Not only courts must have subject matter jurisdiction in order to hear a case, court must have authority over the person

      • By filing complaint, plaintiff submits to courts powers

      • What about the defendant? Service of a summons is notice to appear in court (shows complaint and # of days to respond) by mail, certified mail, or sheriff

        • Called service of process (to make sure they know about it)

        • How to serve an out-of-state defendant? Kentucky summons not valid service to someone in Ohio

          • States have enacted long arm statutes to obtain personal jurisdiction over a non resident

            • Court can obtain jurisdiction over an out of state resident if 

              • Committed tort within the state

              • Owns property within the state this is the subject matter of the jurisdiction

              • Has entered into a contract with the state or transacted business that is the subject matter of the lawsuit within the state (minimum contacts)

              • Classic case - world wide Volkswagen

                • Oklahoma resident filed product liability suit against German manufacturer, importer, wholesale distributor (NY), retailer (NY) in Oklahoma court

                • Court held that wholesale distributor and retail dealership both located in NY had not purposefully availed themselves of doing business in Oklahoma so had to sue in NY

                • Manufacturer and importer could be sued in Oklahoma because they envisioned the cars they made and imported had contacts in all 50 states

  • Crime must be committed in state to have jurisdiction

    • What if arrested in another state: extradition to their home state

  • Class action lawsuits: examples products (mostly medical) that cause harm to consumers

    • One or more plantiffs (more than 1) file lawsuit on their behalf and on other’s behalf that have similar claim (commonality)

  • Pretrial procedures

    • Answer by defendant in response to complaint, admits or denies allegations in the complaint

    • File counterclaim or cross claim

    • Contains affirmative defenses (plantiff wasnt wearing a seatbelt)

  • Discovery process

    • Learning about the case: takes the surprise out of civil litigation

    • All cards on the table : ID of witnesses, documents, proof of damages

    • Purpose: narrows the issues, create more issues or damages, sometimes gets worse, encourages settlement of the case

    • Interrogatories: written questions to te opposing side, answered under oath, fact finding mission (ex: have you consumed alcohol or drugs, do you have valid license, wearing a seatbelt, on your phone, wearing glasses or eye problems, names of witnesses, injuries claimed and amount of damages, employment/missing work, etc)

  • Requests for production of documents

    • Written request for production of documents that are relevant and important to the case

      • What kind of requests for car accident: medical records, proof of missed work (tax returns/billing records), photographs of damage to vehicle / accident scene can prove accident wasn’t that bad to prove injuries wrong (or vice versa) 

  • Depositions: out of court meeting to find information (but under oath)

    • Witnesses/parties about facts of case or opinions being rendered

    • Take depositions because you don’t want any surprises, evaluate a party/witness

  • Pretrial motions 

    • When there are ?s of law,

      • Defendant may file motion to dismiss instead of an answer 

        • Even if everything is true, plaintiff cannot win

          • Statute of limitations, wrong, party, failure to follow a filing requirement (affadavit of merit)

  • Steps in a trial

    • The first step once trial starts is jury selection

    • Voir Dire (speak the truth)

      • Process where the judge then the attorney ask prospective jurors to see if they have bias

  • How to strike a prospective juror

    • For cause

      • Bias

        • Cannot consider death penalty in a capital case (if they’re religious, etc)

        • Victim of sexual assualt (same crime as issue at trial

      • Peremptory challenges 

        • No racial/gender discrimination

  • Jury is seated, what next?

    • Opening statements: outline of the facts of the case, potential witnesses and what the lawyer intends to prove

    • Cannot argue the law because nothing has been admitted into evidence