Disciplinary Counsel v. Lorenzon

2012 Ohio 4713, 978 N.E.2d 183, 133 Ohio St. 3d 332
CourtOhio Supreme Court
DecidedOctober 16, 2012
Docket2011-2184
StatusPublished

This text of 2012 Ohio 4713 (Disciplinary Counsel v. Lorenzon) is published on Counsel Stack Legal Research, covering Ohio Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Disciplinary Counsel v. Lorenzon, 2012 Ohio 4713, 978 N.E.2d 183, 133 Ohio St. 3d 332 (Ohio 2012).

Opinion

Per Curiam.

{¶ 1} Respondent, Jason Todd Lorenzon of Cleveland, Ohio, Attorney Registration No. 0082510, was admitted to the practice of law in Ohio in 2007. On June 14, 2010, relator, disciplinary counsel, filed a complaint charging Lorenzon with multiple violations of the Ohio Rules of Professional Conduct arising from his “of counsel” relationship with a Florida law firm that negotiates debt on behalf of consumers. Lorenzon answered the complaint, admitting many of the factual allegations in the complaint but denying that his conduct violated the Ohio Rules of Professional Conduct.

{¶ 2} At the September 2011 hearing conducted by a panel of the Board of Commissioners on Grievances and Discipline, the parties submitted stipulated findings of fact, mitigation, and aggravation, as well as 11 stipulated exhibits. Respondent testified and submitted 12 letters attesting to his good character and reputation.

{¶ 3} Of the multiple violations alleged in relator’s complaint, the panel found only that Lorenzon’s conduct in permitting the Florida law firm to use his electronic signature and attorney-registration number with no restrictions violated Prof.Cond.R. 8.4(h) (prohibiting a lawyer from engaging in conduct that adversely reflects on the lawyer’s fitness to practice law) and recommended that he receive a six-month stayed suspension for that conduct. The panel recommended that the remaining allegations in relator’s complaint be dismissed.

{¶ 4} The board adopted the panel’s findings of fact and misconduct and its recommended sanction, and there are no objections to this recommendation. We adopt those findings and agree that a six-month stayed suspension is the appropriate sanction for Lorenzon’s misconduct.

Misconduct

{¶ 5} On September 15, 2008, Lorenzon entered into an “of counsel” agreement with Consumer Law Group, P.A. (“CLG”), a Florida law firm that negotiates debt on behalf of consumers. The agreement provided that Lorenzon would be paid $1,000 annually to serve as local counsel for CLG and that he would execute a contract with each Ohio client. To facilitate the execution of the contracts, the agreement required Lorenzon to provide CLG with his electronic signature and Ohio attorney-registration number. The agreement specified that Lorenzon’s only duty to Ohio clients was to engage in “episodic phone calls wherein [he] may *334 be needed to answer client questions from time to time” — a duty that CLG estimated would require no more than three hours per year — and expressly provided that Lorenzon would not be obligated to represent the clients in court or before any agency or panel.

{¶ 6} Lorenzon received the $1,000 payment and provided his electronic signature and attorney-registration number to CLG in September 2008. He was not aware of any contracts with CLG clients until after Floyd and Mary Brown sued him and CLG in May 2009 to terminate a November 2008 contract with CLG. Lorenzon was the only representative of CLG identified in the Browns’ contract, and in addition to his name, the document bore his electronic signature and Ohio attorney-registration number. The Browns settled their claims against respondent and the owner of CLG, Michael L. Metzner, on June 1, 2009, and received a full refund.

{¶ 7} Lorenzon later learned that CLG had used his name, electronic signature, and attorney-registration number to enter into at least three other contracts without his knowledge. He testified that he understood that he would be responsible for overseeing all of CLG’s Ohio client cases to ensure that their representation was in accordance with the “Ohio ethics rules” and in their best interests.

{¶ 8} Lorenzon testified that he approved a blank form contract that CLG was to use for Ohio clients and explained that he thought he was to receive every contract by e-mail, approve it, and send it back to CLG, where his electronic signature would be affixed to the contract. He thought this procedure would be easier and require less time than actually signing each contract, scanning it, and sending it back to CLG. He admitted, however, that his contract with CLG did not specify that he was to review each individual contract and that it authorized CLG to apply or use his signature on correspondence and forms that he had preapproved.

{¶ 9} The panel and board found that Lorenzon violated Prof.Cond.R. 8.4(h) as alleged in Count One of the complaint, by giving CLG his electronic signature and attorney-registration number without placing restrictions on how they could be used. They recommend, however, that we dismiss an alleged violation of Prof.Cond.R. 8.4(a) (prohibiting a lawyer from violating or attempting to violate the Ohio Rules of Professional Conduct) and all of the allegations in Counts Two through Six of relator’s complaint — some on relator’s motion, and others on the insufficiency of the evidence.

{¶ 10} We adopt these findings of fact and find by clear and convincing evidence that Lorenzon has violated Prof.Cond.R. 8.4(h). We also adopt the board’s recommendation to dismiss the remaining allegations of relator’s complaint.

*335 Sanction

{¶ 11} When imposing sanctions for attorney misconduct, we consider relevant factors, including the ethical duties that the lawyer violated and the sanctions imposed in similar cases. Stark Cty. Bar Assn. v. Buttacavoli, 96 Ohio St.3d 424, 2002-Ohio-4743, 775 N.E.2d 818, ¶ 16. In making a final determination, we also weigh evidence of the aggravating and mitigating factors listed in BCGD Proc. Reg. 10(B). Disciplinary Counsel v. Broeren, 115 Ohio St.3d 473, 2007-Ohio-5251, 875 N.E.2d 935, ¶ 21.

{¶ 12} The parties stipulated and the board found that the absence of a prior disciplinary record, Lorenzon’s full and free disclosure to the board, and his cooperative attitude toward the proceedings should be considered in mitigation of sanction. See BCGD Proc.Reg. 10(B)(2)(a) and (d). Lorenzon also submitted 12 letters from attorneys, family, and friends attesting to his good character and integrity apart from the charged misconduct, as well as his professional skills. See BCGD Proc.Reg. 10(B)(2)(e). Although the parties did not stipulate to any aggravating factors, the board expressed its concern that Lorenzon felt that he had been victimized by Metzner and found that he did not acknowledge the wrongfulness of his own conduct. See BCGD Proc.Reg. 10(B)(1)(g).

{¶ 13} Relator sought a public reprimand for Lorenzon’s misconduct, while Lorenzon argued that the complaint should be dismissed.

{¶ 14} The panel and board note that we have not previously disciplined an attorney for relinquishing his electronic signature and attorney-registration number to a third party for use on preapproved correspondence and forms. We have, however, sanctioned attorneys who have failed to properly supervise their employees. In Columbus Bar Assn. v. Watson,

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Related

Office of Disciplinary Counsel v. Ball
618 N.E.2d 159 (Ohio Supreme Court, 1993)
Columbus Bar Ass'n v. Watson
106 Ohio St. 3d 298 (Ohio Supreme Court, 2005)
Disciplinary Counsel v. Broeren
115 Ohio St. 3d 473 (Ohio Supreme Court, 2007)
Disciplinary Counsel v. Maley
119 Ohio St. 3d 217 (Ohio Supreme Court, 2008)
Stark Cty. Bar Assn. v. Buttacavoli
2002 Ohio 4743 (Ohio Supreme Court, 2002)

Cite This Page — Counsel Stack

Bluebook (online)
2012 Ohio 4713, 978 N.E.2d 183, 133 Ohio St. 3d 332, Counsel Stack Legal Research, https://law.counselstack.com/opinion/disciplinary-counsel-v-lorenzon-ohio-2012.