Candace Kallen, et al. v. United States Trustees Office

CourtDistrict Court, D. Arizona
DecidedFebruary 17, 2026
Docket4:25-cv-00074
StatusUnknown

This text of Candace Kallen, et al. v. United States Trustees Office (Candace Kallen, et al. v. United States Trustees Office) is published on Counsel Stack Legal Research, covering District Court, D. Arizona primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Candace Kallen, et al. v. United States Trustees Office, (D. Ariz. 2026).

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 Candace Kallen, et al., No. CV-25-00074-TUC-RCC

10 Appellants, ORDER

11 v.

12 United States Trustees Office,

13 Appellee. 14 15 Appellants Candace Kallen and My Arizona Lawyers, LLC (collectively 16 “Appellants” or “Firm”) appeal from a February 3, 2025 Order from the United States 17 Bankruptcy Court for the District of Arizona (“Bankruptcy Court”). Appellants filed an 18 Opening Brief on May 23, 2025 (Doc. 13), Appellee United States Trustee filed a Response 19 on June 27, 2025 (Doc. 17), and Appellants filed a Reply on July 7, 2025 (Doc. 20). Oral 20 argument was held on December 8, 2025. For the following reasons, the Court will affirm 21 the Bankruptcy Court’s February 3, 2025 Order. 22 I. FACTUAL AND PROCEDURAL BACKGROUND 23 Kallen is the sole owner of My Arizona Lawyers. (Doc. 18 at 153.) Appellants’ 24 practice covers multiple areas of law, including family, criminal, estate planning, and 25 personal injury. (Id.) Appellants’ bankruptcy practice is predominantly comprised of 26 Chapter 7 and Chapter 13 cases. (Id.) EZLegal, LLC (“EZLegal”) is a third-party financing 27 firm owned by Katherine Keisel. (Doc. 13 at 10.) EZLegal lends money for legal fees. (Id.) 28 /// 1 a. The Fee Sharing Arrangement 2 The business agreement between Appellants and EZLegal began around April 2021. 3 (Doc. 18 at 154.) EZLegal would finance bankruptcy cases for Appellants’ debtor-clients 4 who were unable to pay Appellants’ fee. (Doc. 13 at 10.) The parties acknowledge that 5 none of the terms of their business agreement, including the fee sharing arrangement, were 6 in writing. (See Doc. 19 at 286.) The fee sharing arrangement had three different iterations, 7 each with slight differences. (Doc. 13 at 11.) 8 The first iteration of the fee sharing arrangement was implemented from 9 approximately April 2021 to October 2022. (Doc. 19 at 286.) EZLegal advanced 75% of 10 the $3,000 Attorney Flat Fee to the Firm and, in exchange, EZLegal had the “right to collect 11 and retain the full Attorney Flat Fee from such debtor-clients.” (Id. at 287.) EZLegal also 12 had the option to return defaulted debtor accounts to the Firm. (Id.) 13 The second iteration of the fee sharing arrangement began around October 2022. 14 (Id.) This version was a verbal modification where EZLegal paid the Firm 62% of the $3,000 Attorney Flat Fee and, in exchange, EZLegal had the right to collect and retain the 15 full Attorney Flat Fee from debtor-clients. (Doc. 13 at 11.) EZLegal stopped returning 16 defaulted debtor-client accounts. (Doc. 19 at 287.) EZLegal also retained 38% of the 17 Attorney Flat Fee. (Id. at 287–88.) 18 The third iteration of the fee sharing agreement began in March 2023 and continued 19 until the Order to Show Cause (“OSC”) was issued (id.), after which Kallen terminated the 20 entire business relationship with EZLegal (Doc. 18 at 58). Here, EZLegal and Appellants 21 continued their 62% / 38% fee sharing arrangement. (Doc. 19 at 288.) However, EZLegal 22 began requiring debtor-clients to execute the Promises to Pay form. (Id.) This made debtor- 23 clients directly bound to EZLegal for the full amount of the Attorney Flat Fee. (Id.) The 24 Promises to Pay stated that debtor-clients were borrowing funds directly from EZLegal, 25 were required to pay the Attorney Flat Fee, and were also obligated to repay the principal 26 balance. (Id.) 27 b. The Retention Agreements and Promises to Pay 28 Under the third iteration, there were three documents debtor-clients were required 1 to sign before retaining Appellants for their services: the Pre- and Post-Petition Retention 2 Agreements and the Promises to Pay. The Pre-Petition Retention Agreement gave debtor- 3 clients two options: (1) to pay $2,500 upfront for filing a bankruptcy petition, and to retain 4 Appellants for after-filing services; or (2) to pay $3,000 later and the Firm would represent 5 the debtor-client for pre-petition filing and services, but would only continue to assist with 6 after-filing services upon the signing of the Post-Petition Retention Agreement. (Doc. 18 7 at 25.) The Retention Agreements both stated that any additional work would be at the 8 Appellants’ discretion at a rate of $300 per hour, plus $150 per hour for paralegal time. (Id. 9 at 25, 28.) Debtor-clients would also have to pay a flat fee of $350 per item for 10 Reaffirmations. (Id.) The Retention Agreements also stated that all payments would be 11 made to Appellants, who would then pay the lender, EZLegal. (Id. at 29, 33.) The Post- 12 Petition Retention Agreement also stated that debtor-clients would face a 19.99% annual 13 interest rate in the event of a default. (Id. at 36.) If the debtor-clients did not sign the Post- 14 Petition Retention Agreement, they could either represent themselves or hire another attorney. (Id. at 25, 32.) 15 Debtor-clients were told that they were required to sign the Promises to Pay for 16 continued post-petition representation. (Doc. 19 at 288.) The Promises to Pay allowed 17 EZLegal to recover the “full amount of the Attorney Flat Fee.” (Doc. 13 at 13.) The 18 Promises to Pay provided that the debtor-clients would borrow the funds from EZLegal to 19 cover the $3,000 Attorney Flat Fee. (Doc. 18 at 38.) Debtor-clients were then directly 20 obligated to repay EZLegal the principal balance in 12 monthly installments at 0% interest. 21 (See Doc. 18 at 38; see also Doc. 19 at 288.) The fee sharing arrangement was not stated 22 in any of the Retention Agreements. (Doc. 19 at 299.) The Promises to Pay also featured 23 an astounding 300% annual interest rate “or the maximum rate allowed by law” in the event 24 of a default. (Doc. 18 at 40.) The Promises to Pay did not disclose that Appellants were 25 accepting $1,860 (62%) in full satisfaction of the Attorney Flat Fee owed or that EZLegal 26 would retain $1,149 (38%) of the $3,000 Attorney Flat Fee. (See id.) 27 c. The Order to Show Cause 28 This Appeal arose from a hearing held on December 12, 2023, regarding Kallen’s 1 Attorney Disclosures in one of her debtor-client’s petitions. (Doc. 13 at 9.) When asked 2 about whether she communicated with most of her debtor-clients, Kallen tentatively 3 responded that she does regarding the specifics of their cases, but she does not advise them 4 about the content or terms of the Retention Agreements. (Doc. 18 at 12.) She continued 5 that if they had questions, they would have to reach out to outside counsel. (Id.) Kallen 6 confirmed that she and “staff in her office” drafted the Retention Agreements (id. at 10), 7 that additional work would cost $300 per hour (id. at 13–14), that the debtor-clients became 8 directly obligated to EZLegal (id. at 14–18), and that there was a high default interest rate 9 of 300% in the Promises to Pay (id. at 19). On April 16, 2024, Judge Brenda M. Whinery 10 issued the OSC, which required Appellants to show cause as to why the Bankruptcy Court 11 should not: (1) void all Post-Petition Retention Agreements before it “on the basis that they 12 violate the Bankruptcy Code and the Local Rules for the United States Bankruptcy Court 13 for the District of Arizona”; (2) order the disgorgement of all fees paid pursuant to or 14 otherwise attributable to the Post-Petition Retention Agreements; and/or (3) bar Appellants from practicing before the Bankruptcy Court “given what appear to be extensive violations 15 of the Bankruptcy Code, and given the structure and conflicts of interest inherent to her 16 Firm’s financing arrangement with EZ Legal Fees.” (Id. at 49.) The OSC further 17 established that this would be a “miscellaneous proceeding.” (Id.) 18 Appellants responded to the OSC on May 8, 2024. (Doc. 19 at 333.) In it, Appellants 19 noted that they were no longer working with EZLegal or any other third-party lender. (Doc.

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Candace Kallen, et al. v. United States Trustees Office, Counsel Stack Legal Research, https://law.counselstack.com/opinion/candace-kallen-et-al-v-united-states-trustees-office-azd-2026.