Douglas R. Bell v. Trust of Hazel L. Surless

District Court of Appeal of Florida·Decided September 16, 2026·No. 4D2024-2723·Published

Opinion

DISTRICT COURT OF APPEAL OF THE STATE OF FLORIDA FOURTH DISTRICT

DOUGLAS R. BELL and THE LAW OFFICE OF BELL & BELL, P.A., Appellants/Cross-Appellees,

v.

ANDREAS KONIDARIS and DIANE KONIDARIS, Appellees/Cross-Appellants.

No. 4D2024-2723

[September 16, 2026]

Appeal from the Circuit Court for the Seventeenth Judicial Circuit, Broward County; Nicholas Richard Lopane, Judge; L.T. Case No. 062017CP002657A001CE.

Douglas R. Bell of The Law Office of Bell & Bell, P.A., Fort Lauderdale, for appellants/cross-appellees.

Gary E. Susser of Law Office of Gary E. Susser, P.A., Delray Beach, for appellees/cross-appellants.

MAY, J.

It’s all about the fees in this appeal of an attorney’s fees order following probate litigation, in which the attorney represented the personal representative and a beneficiary of an estate. The attorney argues the trial court erred in limiting the fees awarded in several respects. The clients cross-appeal, arguing the trial court should have limited the fees more and/or denied the fees altogether.

We agree in part with the attorney and reverse on the main appeal. Because we remand this case for a de novo hearing on attorney’s fees, the issues raised in the cross-appeal are deemed moot.

• The Facts

Andreas Konidaris (“AK”) served as the decedent’s successor trustee and was later appointed personal representative of the decedent’s estate.

His wife Diane Konidaris (“DK”) was the decedent’s granddaughter and a potential beneficiary of the estate. AK and DK retained the attorney to handle the decedent’s estate. This included defending claims of undue influence and tortious interference alleged by the decedent’s son, and an alleged breach of fiduciary duty by various beneficiaries.

In March 2017, the attorney filed a FINRA claim 1 on behalf of AK against Morgan Stanley and the decedent’s broker arising from a $200,000 transfer from the decedent’s account to the decedent’s son. The law firm of Vincent & Bishop, P.A. (“V & B”) filed a notice of limited appearance for the clients when it was anticipated that opposing counsel would invoke the witness-advocate rule if the attorney testified at trial.

The parties ultimately settled at a second mediation, which the trial court approved. The FINRA claim was dismissed as part of the settlement.

Following the settlement, a dispute arose concerning the attorney’s fees. The attorney filed a charging lien and later moved to adjudicate a second amended charging lien, seeking fees and costs.

o The Charging Lien Trial

At trial, the attorney testified regarding the legal services performed, the results obtained, and the fees sought. His billing records and exhibits, showing reductions in the fees and costs, were admitted into evidence.

The clients presented testimony from their daughter (“MK”), a certified public accountant; the decedent’s son’s attorneys, Adrian and Michelle Thomas; Arthur Vincent of V & B; and AK.

MK testified that she had reviewed the attorney’s invoices and prepared spreadsheets categorizing and analyzing his billing entries. She attributed 71.5 attorney hours to the FINRA claim. She acknowledged the definition of “block billing” that she had applied and had been provided by the clients’ new counsel.

The decedent’s son’s attorneys, Michelle and Adrian Thomas, testified primarily about their own firm’s billing records and their independent knowledge of the FINRA complaint. Neither witness testified to the number of hours which the attorney had spent on the FINRA claim, whether it was

1 A FINRA claim is a claim submitted to the Financial Industry Regulatory Authority for resolution through its arbitration process, which provides a forum for disputes involving investors, brokerage firms, and associated persons.

authorized, or whether any of the attorney’s billings duplicated V & B’s work.

Arthur Vincent of V & B testified regarding his firm’s limited involvement in the case, his firm’s invoices, and the descriptions of attorney and paralegal time reflected in those invoices. Although he authenticated his firm’s billing records, he was not asked to identify any specific billing entries that overlapped with the attorney’s work, quantify any allegedly duplicative time, or compare his firm’s invoices to the attorney’s invoices. Neither did he testify that V & B had performed the same work as the attorney, nor that the attorney’s fees should be reduced by the amounts in V & B’s invoices.

AK denied authorizing or directing the attorney to pursue the FINRA claim and testified that the attorney had never sought his approval before filing the claim. AK also testified that after the mediation, no discussion occurred regarding legal fees or any change to the retainer agreement. The attorney continued filing pleadings without direction from him. AK did, however, acknowledge that the attorney had kept him informed by sending pleadings and emails during the litigation. AK routinely relied on the attorney’s legal advice concerning estate administration and repairs to the trust property.

The attorney testified that the clients were actively involved in the probate litigation and he discussed litigation strategy with them. According to the attorney, the clients authorized pursuing the FINRA claim, participated in developing the allegations of that claim, reviewed pleadings, and remained informed through regular communications.

The attorney believed the FINRA claim had factual support based on the alleged misappropriation of approximately $200,000 from the decedent’s Morgan Stanley account and information developed during the probate litigation. The attorney testified that he had prepared the clients for depositions, actively participated in mediation, negotiated the settlement agreement, and obtained a favorable global settlement.

The attorney testified that V & B had been retained to assume responsibility for the FINRA arbitration only after his withdrawal and that V & B’s work did not duplicate his work. According to the attorney, his billing reflected work performed before V & B entered the case.

At the close of the evidence, the clients moved for a directed verdict, which the trial court denied. The trial court directed the parties to submit written closing arguments.

o The Written Closing Arguments

In its written closing argument, the attorney argued that his representation had resulted in a mediation which produced approximately $1.8 million in benefits for the clients and he was entitled to recover the unpaid balance of his charging lien. He argued his $375 hourly rate, his paralegal’s $175 hourly rate, and the hours expended were both reasonable and supported by contemporaneous time records, weekly reconciliations, and monthly invoices.

The attorney further argued that the clients failed to identify any specific unreasonable or unnecessary billing entry, MK lacked the foundation to offer reliable opinions regarding his billing, and MK’s FINRA calculations had improperly included unrelated brokerage work. The attorney also argued that AK had authorized the FINRA claim, V & B’s work did not duplicate his own, and the mediated settlement agreement reflected the clients’ agreement to pay him.

The clients responded that the requested fees were excessive and unsupported by the evidence. They argued the attorney’s conduct unnecessarily prolonged the litigation, requiring the retention of V & B, whose fees should be deducted from any total because their work duplicated that of the attorney. They further argued the attorney’s billing records were unreliable because the records included reconstructed and block-billed time, sought compensation for clerical paralegal work, and were excessive.

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Douglas R. Bell v. Trust of Hazel L. Surless, (Fla. Ct. App. 2026).

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