Cooner v. Alabama State Bar

59 So. 3d 29, 2010 Ala. LEXIS 199, 2010 WL 3937918
CourtSupreme Court of Alabama
DecidedOctober 8, 2010
Docket1090944
StatusPublished
Cited by5 cases

This text of 59 So. 3d 29 (Cooner v. Alabama State Bar) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cooner v. Alabama State Bar, 59 So. 3d 29, 2010 Ala. LEXIS 199, 2010 WL 3937918 (Ala. 2010).

Opinion

STUART, Justice.

On February 17, 2010, the Disciplinary Board of the Alabama State Bar, Panel III (“the Board”), ordered that Douglas H. Cooner be disbarred from the practice of law in the State of Alabama. The order of disbarment states:

“I.
“PROCEDURAL HISTORY
“Formal charges in this matter have been pending since March 31, 2004. The case was previously set on January *31 15, 2008, but continued at the request of Mr. Cooner without objection.
“On October 20, 2009, an Order was entered setting the case for January 26, 2010. On January 22, 2010 the Alabama State Bar received a letter from Mr. Cooner dated January 14, 2010, in which he states in part that he ... “will not be in a position to attend a scheduled meeting in Montgomery on January 26, 2010,’ citing a conflict with immigration hearings in Atlanta set for the same day. Attached to his report was a ‘Request for Applicant to Appear for Initial Interview’ dated December 16, 2009. No explanation was provided why Mr. Cooner waited almost one month to draft his request for a continuance or why it took eight days for the Bar to receive the same.
“The Bar filed an opposition to the request on January 25, 2010, and by Order dated the same day Mr. Cooner’s request for a continuance was denied. ...
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“II.
“THE HEARING
“This case involves violations of various Rules of the Ala. R. Prof. Cond., in connection with Mr. Cooner’s dealings with his uncle, William B. Riley, most notably his preparation of an Irrevocable Trust in which Mr. Cooner was appointed as Trustee, his acts as Trustee and the conveyance of certain real property.
“The Panel heard testimony by telephone from Mildred C. Battles. Ms. Battles lives in Evans, Georgia, is ninety (90) years old and was unable to attend due to some physical difficulties. William B. Riley (hereinafter referred to as Mr. Riley) was her sister’s husband. Mr. Cooner is her nephew, as he is the son of her brother.
“She knew that Alan Furr was Mr. Riley’s lawyer. Ms. Battles was hot aware of Mr. Cooner visiting Mr. Riley or his wife prior to her death but after-wards he ‘came around.’
“After Mr. Riley’s wife died, Mr. Cooner started taking care of Mr. Riley’s finances and initially Mr. Riley was glad that Mr. Cooner was helping. Ms. Battles knows that Mr. Riley asked Mr. Cooner to provide him information about his property and money. She also knows that Mr. Cooner took Mr. Riley’s house keys and would not let him in his home.
“Ms. Battles also is aware that Mr. Cooner sold Mr. Riley’s house and property but she does not know what he did with the proceeds.
“Eventually, Mr. Riley got so frustrated with Mr. Cooner’s failure to provide him with information that he went to see Alan Furr, another lawyer. Ms. Battles went with Mr. Riley to see Mr. Furr and Mr. Riley specifically requested Mr. Furr to find out what happened to his money. Mr. Riley was very clear that he desired Mr. Furr to be his lawyer.
“Ms. Battles explained that she filed a complaint with the Bar and that unfortunately Mr. Cooner ‘is the biggest liar God ever created.’
“The Panel next heard from Alan Furr, who in 1997 was practicing in the Grayson Valley area of Birmingham. At that time, he prepared Wills for Mr. and Mrs. Riley, explaining they were typical spouse to spouse Wills. When Mrs. Riley died in 1998, Mr. Furr prepared a new Will. In the Will he prepared, Mr. Riley’s estate was left to Sylvia Hancock and his church; however, no bequest was made to Mr. Cooner.
*32 “In October or November of 2001, Mr. Riley, accompanied by Ms. Battles and Linda Gable, met with Mr. Furr. Mr. Furr related Mr. Riley informed him that Mr. Cooner had prepared a Will and Trust and he had been requesting information from Mr. Cooner about his assets, his automobile and his house. He was frustrated as he received no response from Mr. Cooner.
“Mr. Furr identified as Bar Exhibit 1 a document entitled ‘William B. Riley Irrevocable Living Trust’ dated May 11, 2000. In the Trust, Mr. Cooner was listed as a beneficiary of the Trust’s residuary assets. (See V(B)(13)). Under the section of the Trust entitled ‘Trustee’s Powers,’ the following provision was included:
“‘C. Standard of Care. To acquire, invest, reinvest, exchange, retain, sell, and manage Estate and Trust assets, exercising the judgment and “fiduciary” care, under the circumstances then prevailing, that persons of prudence, discretion and intelligence exercise in the management of their own affairs, not in regard to speculation but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital ... ’ (See Paragraph VI(C)).
“The Trust also included a provision entitled ‘Management of Trust Assets’ which compelled the Trustee to manage and distribute the assets for the benefits of [Mr. Riley’s] health, maintenance and welfare. (See Paragraph III).
“Finally, Mr. Riley is designated in the Trust as both the ‘Grantor’ or ‘Beneficiary’ and the Trust contains a provision requiring the Trustee to provide an accounting on at least an annual basis. (See Paragraph VII(D)).
“Mr. Furr identified a warranty deed dated May 19, 2000, wherein Mr. Riley conveyed a parcel of real estate to the Trust. (See Bar Exhibit 2). Mr. Furr also identified a Bill of Sale dated May 19, 2000, wherein Mr. Riley conveyed his automobile to the trust. (See Bar Exhibit 3).
“As a result of their meeting, Mr. Furr advised Mr. Riley to send a written request to Mr. Cooner for an accounting, which was done by letter dated November 13, 2001. (See Bar Exhibit 4). According to Mr. Furr, Mr. Cooner never responded.
“Mr. Furr conducted a title search and discovered the following:
“(a) A Warranty Deed conveying real estate to Mr. Riley dated June 18, 2001 (See Bar Exhibit 5).
“(b) A mortgage of the same date between Mr. Riley and Mortgage Edge Corporation. (See Bar Exhibit 6).
“(c) A Special Power of Attorney dated April 25, 2001, wherein Mr. Riley allegedly gives authority to Mr. Cooner to purchase the above referenced real estate. (See Bar Exhibit 7).
“(d) A Warranty Deed from Mr. Riley to Mr. Cooner conveying the same real estate dated July 22, 2001. (See Bar Exhibit 22). (Hereinafter ‘Woodberry Lane residence’).
“Mr. Furr met with Mr. Riley again in December 2001. Mr. Riley was not aware of the conveyances described above and did not recall signing the Power of Attorney. Mr.

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Related

State ex rel. Alabama Policy Institute
200 So. 3d 495 (Supreme Court of Alabama, 2015)
Cooner v. Alabama State Bar
159 So. 3d 1260 (Supreme Court of Alabama, 2014)

Cite This Page — Counsel Stack

Bluebook (online)
59 So. 3d 29, 2010 Ala. LEXIS 199, 2010 WL 3937918, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cooner-v-alabama-state-bar-ala-2010.