In re Meisner

11 So. 3d 1096, 2009 La. LEXIS 2265, 2009 WL 1351518
CourtSupreme Court of Louisiana
DecidedMay 15, 2009
DocketNo. 2008-B-2351
StatusPublished

This text of 11 So. 3d 1096 (In re Meisner) 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 Meisner, 11 So. 3d 1096, 2009 La. LEXIS 2265, 2009 WL 1351518 (La. 2009).

Opinion

| ATTORNEY DISCIPLINARY PROCEEDINGS

PER CURIAM.

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

UNDERLYING FACTS AND PROCEDURAL HISTORY

The ODC filed two sets of formal charges against respondent, consisting of a total of five counts of misconduct. The charges were considered by separate hearing committees, then consolidated by order of the disciplinary board. The board then filed in this court a single recommendation [1098]*1098of discipline encompassing both sets of formal charges.

03-DB-021

Count I — The Renovate Matter

Frank and Karen Castjohn retained respondent to represent their contracting company, Renovate, Inc. (“Renovate”), in disputes with several homeowners over insurance proceeds. In 1997, Mr. Castjohn negotiated with representatives of Republic Insurance Company (“Republic”) to settle the Mariam Jones matter for $7,579.20. At this time, respondent was employed by the New Orleans law firm of Milling Benson Woodward, L.L.P. (“Milling Benson”). In October 1997, respondent |2signed a letter agreement confirming the Mariam Jones settlement. On November 19, 1997, Republic issued a settlement check in the amount of $7,579.20 payable to “Renovate, Inc. and their attorney Peter Meisner.” Respondent denies that he received the settlement funds at this time. However, it is undisputed that in December 1997, respondent executed the settlement documents on behalf of Renovate. There is also no dispute that on December 15, 1998, one year after the issuance of the settlement check, the settlement proceeds were deposited into Milling Benson’s client trust account. On December 23, 1998, an amount identical to the settlement proceeds was transferred from the trust account to the firm’s operating account. In January and February 1999, Renovate received two invoices from Milling Benson for services rendered by respondent in connection with the Mariam Jones matter. These invoices, when added together, equaled the exact amount of the Republic settlement proceeds.

In June 2000, Mr. and Mrs. Castjohn filed a complaint against respondent with the ODC, alleging that he had “confiscated” the Mariam Jones settlement funds. The complainants also expressed concern about respondent’s billing practices and that he had not regularly communicated with them regarding their legal matters. Following the filing of the complaint, Milling Benson learned that the Mariam Jones settlement funds had been transferred in error from the firm’s trust account to its operating account. Thereafter, Milling Benson sent a check in the amount of $7,579.20 to Mr. and Mrs. Castjohn.

The ODC alleges that respondent’s conduct violates Rules 1.3 (failure to act with reasonable diligence and promptness in representing a client), 1.4 (failure to communicate with a client), and 1.15 (safekeeping property of clients or third persons) of the Rules of Professional Conduct. Respondent subsequently stipulated |ato a violation of Rules 1.3 and 1.4; however, he maintained that he did not violate Rule 1.15 because he did not know of, authorize, or approve the transfer of the Mariam Jones settlement funds from the Milling Benson trust account to its operating account.

Count II — The Oceanside Matter

Barry living and Chassity Hulbert Irving were represented in a personal injury claim by attorney Evan Tolchinsky.1 During the representation, Mr. Tolchinsky referred the Irvings to a finance company, Oceanside, Inc. (“Oceanside”), to borrow money for living expenses. In July 1997, the Irvings each signed a promissory note and an “assignment letter.” The promissory note made no reference to the pending litigation. The “assignment letter” [1099]*1099contained the following paragraph signed by the client:2

ASSIGNMENT
I hereby grant a lien against the proceeds of this case in favor of Oceanside Finance (or other company as noted above), and I authorize and direct Evan Tolchinsky, or any attorney who may subsequently represent me in this matter, to withhold and pay to the finance company the principal and interest of this loan and all previous or other loan(s). I understand that if the case is lost the loan becomes due and payable immediately.

| Respondent subsequently assumed the representation of the Irvings in the personal injury matter and filed suit on their behalf in Orleans Parish Civil District Court. In 1998, Oceanside forwarded three letters to respondent advising that the Irvings had made loans with the finance company which were guaranteed to be paid through the settlement of the personal injury case. The notice also requested that respondent provide a written guarantee of the loans, the payoff amounts of which were provided, but respondent refused to acknowledge the debt in writing. As a result, in November 1998 Oceanside filed a petition for intervention in the Irv-ings’ personal injury suit.3 The Irvings were served with the intervention through respondent, but respondent did not file an answer or other responsive pleading on their behalf.4

In May 2000, respondent settled the Irv-ings’ personal injury suit. Although Oceanside’s petition for intervention was still pending at this time, respondent nevertheless distributed the proceeds of the settlement to the Irvings without protecting Oceanside’s interests because he did not consider the intervention to be valid. In June 2000, Jeffrey Reilley, counsel for Oceanside, filed a complaint against respondent with the ODC. Respondent thereafter withdrew from the representation of the Irvings. In September 2000, the trial court ordered respondent to deposit $5,000 into the registry of the court, which funds would be disbursed in accordance with a ruling on Oceanside’s intervention. Milling Benson subsequently deposited $5,000 into the registry of the court. In July 2001, the trial court rendered an order allocating $4,500 of this amount to Oceanside and $500 to Milling Benson.

| fiThe ODC alleges that respondent’s conduct violates Rule 1.15 of the Rules of Professional Conduct.

Count III — The Plaza Matter

Respondent represented Cathy Taylor and her son, Kenneth, in a personal injury matter. During the course of the representation, Ms. Taylor and Kenneth received medical treatment from Dr. Fritz [1100]*1100Fidele at Plaza Medical Center (“Plaza”). Although Plaza’s charges totaled $4,275, the tortfeasor’s insurer determined that $1,975 represented the reasonable and customary fees for the services and treatment that had been provided to the Taylors. In November 1999, the insurer sent two checks to respondent totaling $1,975. These funds were deposited into Milling Benson’s trust account and subsequently transferred in error to the firm’s operating account.

In October 2000, respondent left his employment at the Milling Benson law firm. At no time prior to his departure from the firm did respondent disburse any funds to Plaza on behalf of the Taylors, prompting Dr. Fidele to file a complaint with the ODC. Following the filing of the complaint, Milling Benson made several requests to respondent for instructions about how to disburse the funds in its possession.

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Cite This Page — Counsel Stack

Bluebook (online)
11 So. 3d 1096, 2009 La. LEXIS 2265, 2009 WL 1351518, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-meisner-la-2009.