Kristin Pearce v. Ross Forrest Lagarde, Jones Lagarde, LLC, and ABC Insurance Company

CourtLouisiana Court of Appeal
DecidedOctober 7, 2021
Docket2020CA1224
StatusUnknown

This text of Kristin Pearce v. Ross Forrest Lagarde, Jones Lagarde, LLC, and ABC Insurance Company (Kristin Pearce v. Ross Forrest Lagarde, Jones Lagarde, LLC, and ABC Insurance Company) is published on Counsel Stack Legal Research, covering Louisiana Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kristin Pearce v. Ross Forrest Lagarde, Jones Lagarde, LLC, and ABC Insurance Company, (La. Ct. App. 2021).

Opinion

STATE OF LOUISIANA

COURT OF APPEAL

FIRST CIRCUIT

2020 CA 1224

KRISTIN PEARCE

VERSUS

V" ROS FORREST LAGARDE

Judgment Rendered: OCT0 7 2021 OC

Appealed from the 22nd Judicial District Court In and for the Parish of St. Tammany State of Louisiana Case No. 2014- 13656

The Honorable William H. Burris, Judge Presiding

Jacques F. Bezou, Jr. Counsel for Plaintiff/Appellant Jacques F. Bezou, Sr. Kristin Pearce Covington, Louisiana and

Charlotte C. Mead New Orleans, Louisiana

Gus A. Fritchie, III Counsel for Defendants/ Appellees Gretchen F. Richards Ross F. Lagarde and Jones Lagarde, LLC New Orleans, Louisiana

Philip F. Cossich, Jr. Counsel for Defendant/Appellee Belle Chasse, Louisiana Durand Seafood, LLC

BEFORE: McDONALD, LANIER, AND WOLFE, JJ. LANIER, J.

Plaintiff, Kristin Pearce, appeals the March 3, 2020 judgment of the district

court, granting an exception raising the objection of no right of action and an

alternative motion for summary judgment in favor of defendants, Ross Forrest

Lagarde (" Ross") and Jones Lagarde, LLC ( sometimes hereinafter collectively

referred to as " Lagarde") and dismissing, with prejudice, her legal malpractice

claims against Lagarde. For the reasons set forth below, we affirm in part and

vacate in part.

FACTS AND PROCEDURAL HISTORY

The termination of a community property regime between Kristin and her

former husband Randy Pearce forms the basis of the present legal malpractice

action by Kristin against Lagarde. The record reveals that Kristin and Randy were

married in April 2002 and lived under a community property regime. In 2006,

Randy started a seafood processing plant called Doran Seafood, L.L.C. (" Doran").

A federal investigation into Doran led to the parties deciding to terminate the

community property regime and separate their property such that Randy would

become the sole owner of the parties' interest in Doran and in the company that

owned the land on which Doran was located, and Kristin would become the sole

owner of all other former community assets, including the family home, the cars

and other movables, and their interests in several restaurants.

According to the record, Randy originally spoke with attorney David

Lukinovich about terminating the community property regime. However, he

ultimately decided to use Ross for the separate property agreement. During this

time, Kristin was working for Baumann & Associates and was the outside certified

public accountant (" CPA") for Jones Lagarde. As evidenced by the email string

from December 29, 2009, Ross communicated to Randy and Kristin what was

required in order to get the separation agreement in place by the end of the year.

2 He also advised that one of them would need independent counsel to review the

documents. In a letter dated December 30, 2009, Ross confirmed that Randy and Kristin had been advised that independent counsel was required and that Kristin

had, in fact, consulted with Troy Ingram regarding the implications of the

agreement. On that same date, the Separation of Property Agreement was signed

by the parties, and a petition for court approval of the agreement was filed by Ross

on behalf of both Randy and Kristin.

Following a court hearing on March 16, 2010, a judgment was signed

approving said agreement, terminating the community property regime previously

existing between Randy and Kristin. During the court hearing, Kristin confirmed

that she was represented by counsel before she entered into the agreement,

indicating that Troy Ingram was her counsel. Although Mr. Ingram waived his

appearance for the hearing on March 16, 2010, his name was listed on the

judgment as counsel for Kristin.

Concerning Ross' s representation of her and Randy during this time, Kristin

testified that it was her belief that Ross was jointly representing both her and

Randy in the partition of the community property regime in 2009. She

acknowledged that she consulted with Mr. Ingram regarding the Separation of

Property Agreement, but indicated that she never paid Mr. Ingram, did not sign an

engagement letter with him, and did not have an ongoing legal relationship with

him either before or after he reviewed the agreement for her. Kristin indicated that

the last communication from Ross regarding the Separation of Property Agreement

was a letter dated March 30, 2010, that included his invoice for " professional fees

and services rendered." The invoice from Ross, in the amount of $1, 645. 00, was

paid with a check, signed by Kristin, from Randy and Kristin's joint checking

account. According to Kristin, Ross ended this letter with the following statement,

Should you have any questions regarding this matter please do not hesitate to

3 contact me." When asked if she followed the advice to contact him with any questions about the agreement, Kristin replied, "[ e] ssentially," and continued with

her explanation of what transpired in the fall of 2013.

Kristin testified that once the trouble with Doran was over, the parties were

experiencing marital problems. Kristin indicated that she and Randy were

contemplating divorce and that Randy wanted to return to the community property regime. Kristin believed Randy wanted to do this so that he could get half of his

property back. Kristin testified that Randy first contacted Ross to find out what

was required to end the separate property regime. According to Kristin, Ross then

contacted her by phone to explain what Randy's wishes were.

According to Kristin, Ross told her that " because Louisiana was a default

community property state, all we had to do was really orally agree to go back to

community. But if we wanted to make it more formal, more proper, we could

address it in an [ email]." Kristin testified in her deposition that Ross called her on

her cell phone. However, the phone records introduced into evidence did not

reflect that call. When confronted with this issue, Kristin indicated that the call

could have been on a land line, as she and Ross would often call each other at

work. However, when asked about the phone records from her office, Kristin

indicated that her former employer would not allow access to the records due to the

confidentiality of the records.

On August 16, 2013, Kristin and Randy both sent the following identical

email to Ross:

I, [ name], hereby request that the separate property agreement entered into between ... [ spouse name] and myself be terminated. I fully understand that any assets and/ or liabilities incurred during the time the separate property agreement was in force will now become community property.

I, [ name], waive my right to separate legal counsel. I am aware of the conflict of interest you and/ or your firm, Jones Lagarde, LLC has

0 representing both parties in this matter. I understand it may indeed be in my best interest to seek separate legal counsel.

When asked where the language for the email came from, Kristin testified that

Ross told her what to write. She further testified that approximately thirty minutes

after the emails were sent, she received another phone call from Ross, at which

time he told her that " all is fine" and that they were " back in community" and

nothing further has to be done." According to Kristin, when she and Randy later

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