In re Bruno

227 So. 3d 274, 2017 WL 4479620, 2017 La. LEXIS 2199
CourtSupreme Court of Louisiana
DecidedOctober 9, 2017
DocketNO. 2017-B-1012
StatusPublished

This text of 227 So. 3d 274 (In re Bruno) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Bruno, 227 So. 3d 274, 2017 WL 4479620, 2017 La. LEXIS 2199 (La. 2017).

Opinions

ATTORNEY DISCIPLINARY PROCEEDING

PER CURIAM

11 This disciplinary matter arises from formal charges filed by the Office of Disciplinary Counsel (“ODC”) against respondent, Joseph M. Bruno, an attorney licensed to practice law in Louisiana.

PRIOR DISCIPLINARY HISTORY

Before we address the current charges, we find it helpful to review respondent’s prior disciplinary history. Respondent was admitted to the practice of law in Louisiana in 1978. In 1989, respondent was appointed to the Plaintiffs’ Legal Committee in federal class action litigation arising out of an explosion at the Shell Oil Company refinery in Norco. During the litigation, respondent made a prohibited monetary payment to a witness, and later, he failed to correct his co-counsel who told a federal judge that the payment had not been made. In 1999, following disciplinary proceedings in the United States District Court for the Eastern District of Louisiana, respondent was suspended from practicing law in that court for a period of one year. Respondent was reinstated to practice in federal court in 2000.

Thereafter, the ODC filed formal charges against respondent arising out of his misconduct in the Shell/Norco litigation. In In re: Bruno, 06-2791 (La. 5/11/07), 956 So.2d 577 (“Bruno I”), this court . suspended respondent from the practice of law for three years, with eighteen months deferred. Respondent was reinstated to laPractice in Louisiana on November 20, 2009. In re: Bruno, 09-2227 (La. 11/20/09), 21 So.3d 933.

Against this backdrop, we now turn to a consideration of the misconduct at issue in the present proceeding.

UNDERLYING FACTS

Clarence Phoenix and his wife owned a home in Baton Rouge that they maintained as rental property.. The home sustained wind and water damage when Hurricane Gustav made landfall in Louisiana on September 1, 2008. Mr. Phoenix, an experienced . property owner who was retired from an insurance company, attempted to negotiate directly with his insurer, Repub-lie Fire and Casualty Insurance Company (“Republic”), to resolve his claim. Mr. Phoenix successfully obtained payments from Republic in the amount of $4,099.17 and $269.28, but despite his best efforts, he was unable to secure what he believed to be a reasonable additional payment for the loss he had sustained. After battling with Republic for nearly a year without success, Mr. Phoenix decided to retain the services of respondent, who had previously assisted him with a claim for property damages following Hurricane Katrina.

On August 11, 2009, Mr. Phoenix signed a contingency fee agreement with the law firm of Bruno and Bruno, LLC (“the firm”). Unbeknownst to Mr. Phoenix, respondent was suspended from the practice of law at this time as a result of this court’s order in Bruma I.

In connection with the representation of clients with hurricane property damage claims, including Mr. Phoenix, the firm engaged Full Scope Services, LLC (“Full Scope”), a claims management and adjustment services company, to inspect the property in question and document the damages. Following the inspection of Mr. Phoenix’s property, Full Scope generated a report titled “Proof of Claim” which |sestimated losses to the dwelling totaling $34,574.61. Mr. Phoenix was not provided a copy of the Full Scope report.

On August 20, 2009, respondent’s son, Joseph Bruno, Jr., forwarded the Full Scope report to Republic. He demanded an additional $20,000 to compensate Mr. Phoenix for loss of use of the dwelling and damage to the contents, for a total claim of $54,574.61. Mr. Phoenix was not provided a copy of the settlement demand. On September 30, 2009, Republic’s adjuster, Amy Hill, advised Mr. Bruno, Jr. that Republic had rejected the proof of loss as incom-píete. She also requested the submission of photos, receipts, and other items to substantiate the additional damages claimed. Upon receipt of Ms. Hill’s correspondence, Mr. Bruno, Jr. put it into the Phoenix file, set the file aside, and did nothing further.1

By November 2009, respondent had been reinstated to the practice of law, and on January 1, 2010, he assumed full responsibility for Mr. Phoenix’s file. On February 3, 2010, Ms. Hill spoke by telephone with Phillip Lee, a co-owner of Full Scope, about Mr. Phoenix’s claim, and they arrived at a tentative settlement that would cover property damages. However, Ms. Hill understood that a lawyer would have to speak to Mr. Phoenix about the offer, and Mr. Phoenix would necessarily have to agree to the terms. The amounts tentatively agreed upon were a $5,219.55 supplement for dwelling damages; a $1,000 supplement for contents; and a $1,000 supplement for additional living expenses. On February 8, 2010, Ms. Hill issued three settlement checks and forwarded the checks and settlement release documents to Mr. Lee.

Thereafter, according to respondent’s file notes, both Mr. Lee and Daniel Smart, a law student employed by respondent’s law firm, called and presented the settlement offer to Mr. Phoenix. Mr. Smart spoke to Mr. Phoenix on March 12, 2010 Land Mr. Lee spoke to Mr. Phoenix on March 16, 2010. Mr. Phoenix immediately rejected the settlement offer.

Respondent claims that he then met with Mr. Phoenix in April 2010 and secured his permission to settle the claim for the amounts previously rejected; however, Mr. Phoenix denies that such a meeting took place at that time, and there is nothing in respondent’s file documenting the meeting. In any event, the settlement checks which had been issued by Republic were not endorsed by Mr. Phoenix or respondent, and respondent took no action to secure the endorsement of the mortgage holder Bank of America on the checks. Ultimately, there is no activity documented in Mr. Phoenix’s file between March 2010 and December 2010, by which time the two-year prescriptive period had run on the claim against Republic. Respondent did not file a lawsuit against Republic on behalf of Mr. Phoenix prior to the running of prescription. For his part, Mr. Phoenix contends that he did not meet with respondent until January 2011, approximately four months after prescription had run on his claim against Republic. According to Mr. Phoenix, he initially declined tó accept the settlement that had been negotiated on his behalf, but after discussing the matter with his wife, he informed respondent that he would settle the matter for what was offered in an effort to “move on.” Respondent agreed to waive his attorney’s fees and advised Mr. Phoenix of his right to assert a malpractice action against him. Despite the fact that the claim against it was prescribed,. Republic issued new checks in amounts identical to the previous offers. Mr. Phoenix and his wife executed releases and accepted the checks on January 5, 2011.

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In re Bruno
956 So. 2d 577 (Supreme Court of Louisiana, 2007)

Cite This Page — Counsel Stack

Bluebook (online)
227 So. 3d 274, 2017 WL 4479620, 2017 La. LEXIS 2199, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-bruno-la-2017.