Brissette v. Ryan

31 Mass. L. Rptr. 541
CourtMassachusetts Superior Court
DecidedDecember 3, 2013
DocketNo. HDCV201000801
StatusPublished

This text of 31 Mass. L. Rptr. 541 (Brissette v. Ryan) is published on Counsel Stack Legal Research, covering Massachusetts Superior Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brissette v. Ryan, 31 Mass. L. Rptr. 541 (Mass. Ct. App. 2013).

Opinion

McDonough, Edward J., J.

After a jury verdict finding the defendants to have committed legal negligence and awarding the plaintiff $100,000 in damages, the defendants filed a Motion for Judgment Notwithstanding the Verdict and a Motion for New Trial. The defendants challenge the verdict as being against the weight of the evidence and argue that the verdict and award was improperly grounded in sympathy and speculative damages.

After a hearing at which both sides submitted memoranda and oral argument, the defendants’ Motion for Judgment Notwithstanding the Verdict is allowed.

BACKGROUND

This is an action for legal negligence. The underlying facts relevant to this decision can be stated as follows. The defendant attorney (“Ryan”) assisted the plaintiff client (“Brissette”) in estate planning, representing her with respect to the transfer of assets from Brissette and her (now late) husband to other members of the family in order to best avoid costly healthcare liens in the event of the necessity of long-term care. The jury found that Ryan, notwithstanding Brissette’s inferential desire to maintain a possessory interest in her home (“the properly”), negligently advised Brissette not to retain a life estate in the property reasoning that this would subject the properly to a Medicaid lien should Brissette or her husband ever need long-term care. The expert testimony was that while Ryan’s advice not to retain the life estate would have been prudent just a few years earlier due to a change in law which could indeed expose property transferred with a retained life estate to a Medicaid lien, Ryan was unaware that by the time he met with the Brissettes, the law had been changed back so that a life estate could once again be retained by a trans-feror without subjecting the property to a Medicaid lien. Instead, the Brissettes financed the transfer of the property in fee simple to two of their children (“Paul and Cynthia”), who agreed to permit the Brissettes to live on the property for life rent-free.2 Ryan, however, testified that he had also advised the Brissettes to insist—simultaneous with the transfer—on getting a deed back from Paul and Cynthia to be held in escrow in the event the Brissettes ever deemed it necessary to take back the property. Ryan insists that the Brissettes, after conferring with their children, decided they did not want or need to take a deed back in escrow because they trusted Paul and Cynthia. Briss-ette denied that Ryan recommended that she and her husband take a deed back in escrow for their protection, insisting that Ryan simply advised they would just have to trust Paul and/or Cynthia never to evict them. Ryan denied giving the Brissettes—or any other client during his many years in practice—legal advice simply to “trust” someone to do or not do something.3 This dispute aside, both Paul and Cynthia testified emphatically that they would never evict Brissette and, as of the date of this decision, they have not attempted to do so.4

Once Brissette discovered that Ryan had erred when he advised her and her late husband not to keep a life estate in the property, she retained attorney Stanley Szlachetka and sought to reform the deed to the property in the Hampden Probate and Family Court. By that time, her relationship with her son Paul had soured. Paul opposed the probate court proceeding, threatened sanctions for putative frivolity, and counterclaimed for the value of improvements he had made on the property. The parties ultimately dismissed the probate court action with prejudice and Brissette did not acquire any monies pursuant to the dismissal. Consequently, Brissette initiated this action for legal negligence against Ryan.

DISCUSSION

In ruling on a Motion for Judgment Notwithstanding the Verdict, the judge should “evaluate whether anywhere in the evidence, from whatever source derived, any combination of circumstances could be found from which a reasonable inference could be made in favor of the nonmovant.” McCarthy v. City of Waltham, 76 Mass.App.Ct. 554, 560 (2010), quoting O’Brien v. Pearson, 449 Mass. 377, 383 (2007). The grant or denial of the motion for a new trial is discretionary, Robertson v. Gaston Snow & Ely Bartlett, 404 Mass. 515, 520 (1989), but a new trial may only be granted when the verdict “is so greatly against the weight of the evidence as to induce in [the judge’s] mind the strong belief that it was not due to a careful consideration of the evidence, but that it was the product of bias, misapprehension or prejudice.” Turnpike Motors, Inc. v. Newbury Group, Inc, 413 Mass. 119, 127 (1992) (quotations omitted).

The defendants, in challenging the verdict, contend that Ryan was not causally negligent because his representation has not caused Brissette any appreciable harm. Brissette responds that the negligence has caused her harm, namely, the difference between the value of the life estate she would have had, but for Ryan’s negligence, and the purported tenancy at suffrage she has in its stead, in addition to certain consequential damages.

[543]*543“[A] cause of action for malpractice ‘does not accrue until a plaintiff knows or reasonably should know that it has sustained appreciable harm as a result of a defendant’s negligence.’ ” Cantu v. St. Paul Cos., 401 Mass. 53, 57 (1987), quoting Massachusetts Elec. Co. v. Fletcher, Tilton & Whipple, P.C., 394 Mass. 265, 268 (1985).“ [Appreciable harm is injury, loss or detriment that is capable of being measured or perceived.” Kennedy v. Goffstein, 62 Mass.App.Ct. 230, 233 (2004) (quotations omitted). In other words, to be appreciable, the harm must have “made a difference” to Briss-ette. SeeJerniganv. Giard, 398 Mass. 721, 723 (1986); Fishman v. Brooks, 396 Mass. 643, 647 (1986).

Brissette submitted to the jury that her sole alleged injury was that, due to Ryan’s advice, she now owns nothing instead of owning a life estate. Stated otherwise, but for Ryan’s negligence, Brissette would have been entitled to certain rights in the property where she now only has actual possession with assurances she will never be evicted. Brissette has not, however, demonstrated how this distinction has made or will make any difference to her. See Jernigan, 398 Mass, at 723. The jury may have found that Brissette’s residency at the property may be subject to certain terms, but Brissette has not provided any evidence tending to show that she intends to violate those terms. While it is true that Paul is now in a unique position, as landlord (with his sister Cynthia) to his estranged mother, he has not abused his position at this time.5 What is more, Paul and Cynthia testified— without equivocation—that each will never evict Briss-ette, which testimony necessarily estops both from taking the opposite position in a later legal proceeding. See Fay v. Federal Nat’l Mtge. Ass’n, 419 Mass. 782, 787 (1995) (“Judicial estoppel, or ‘preclusion of inconsistent positions’. . . should be employed whenever a litigant is ‘playing fast and loose with the courts.’ [It] is an equitable doctrine which precludes a party from asserting a position in one legal proceeding which is contrary to a position [he or she] has already asserted in another”).

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Bluebook (online)
31 Mass. L. Rptr. 541, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brissette-v-ryan-masssuperct-2013.