Kumar v. Waecker CA2/5

California Court of Appeal·Decided August 14, 2026·No. B349001·Unpublished

Opinion

Filed 8/14/26 Kumar v. Waecker CA2/5 NOT TO BE PUBLISHED IN THE OFFICIAL REPORTS

California Rules of Court, rule 8.1115(a), prohibits courts and parties from citing or relying on opinions not certified for publication or ordered published, except as specified by rule 8.1115(b). This opinion has not been certified for publication or ordered published for purposes of rule 8.1115.

IN THE COURT OF APPEAL OF THE STATE OF CALIFORNIA

SECOND APPELLATE DISTRICT

DIVISION FIVE

DEVINDER KUMAR, B349001

Plaintiff and Appellant, (Los Angeles County Super. Ct. No.

v. 22STCV34405)

MARK WAECKER et al.,

Defendants and Respondents.

APPEAL from an order of the Superior Court of Los Angeles County, Jon R. Takasugi, Judge. Reversed.

Law Offices of Jason A. Pollack and Jason A. Pollack for Plaintiff and Appellant.

Richard D. Rome for Defendants and Respondents.

******

A doctor sued the attorney who represented his patient in a personal injury action, seeking to recover for the medical services he rendered to the patient pursuant to a lien on the settlement

proceeds in the personal injury action. After litigating the merits of the case for over two years, the attorney moved for summary judgment, arguing not only that the undisputed facts warranted judgment in his favor on the merits, but also that the doctor individually lacked standing to bring the claims because he treated and billed the patient exclusively through his medical corporation. The doctor opposed the summary judgment motion and filed a motion to amend the complaint to add the medical corporation as a plaintiff, and add a cause of action for conversion arising out of the same underlying facts. The trial court denied the motion to amend and granted summary judgment in favor of the attorney, finding there were triable issues of fact on the merits but that the doctor as an individual lacked standing to sue on behalf of his medical corporation.

We agree the doctor lacked standing to sue thereby justifying the trial court’s order granting summary judgment and the entry of judgment against the doctor. But the doctor should have been permitted (either before or after granting summary judgment) to amend the complaint because the proposed amendments were not prejudicial to the attorney’s case. We reverse the order denying leave to amend the complaint and affirm the judgment against the doctor in his individual capacity.

FACTS AND PROCEDURAL BACKGROUND I. Facts A. The collision and personal injury action In July 2020, Alyssa Vernon was injured in an automobile accident. She retained defendants Mark Waecker and his professional corporation Mark Waecker APC (collectively, Waecker) to represent her in a personal injury action against the driver of the other vehicle.

At the time of the accident, Vernon had been a patient of plaintiff Dr. Devinder Kumar for many years. Following the accident, she continued seeing Dr. Kumar for pain management. Dr. Kumar treated Vernon through his medical corporation Devinder Kumar, M.D., Inc., which does business as “Ultimate Pain Management.”

B. The lien In September 2020, Dr. Kumar sent Waecker a document titled “Personal Injury Lien,” which provided for “the above provider” to be paid for the medical services rendered to Vernon “from any settlement judgment or verdict” in the personal injury action (“the lien”). The lien is on letterhead listing “Ultimate Pain Management” and “Devinder S. Kumar MD” at the top. It contains signature lines for both Waecker and Vernon.

Waecker signed and returned the lien to Dr. Kumar’s office in September 2020. However, Vernon subsequently told Waecker that she preferred Dr. Kumar to continue billing her medical insurance instead of placing a lien on her recovery in the personal injury action.

C. The settlement Based on Vernon’s preference, Waecker negotiated a settlement in the personal injury action without relying on any billing records from Dr. Kumar’s office. In April 2021, the personal injury action settled for $100,000.

Approximately two months later, Dr. Kumar sent Waecker a version of the lien purportedly signed by Vernon and requested that Waecker pay Vernon’s medical bills totaling $41,500 from the settlement proceeds. Dr. Kumar also provided claim forms detailing Vernon’s treatment, each of which lists “Devinder Kumar, MD Inc.” as the “billing provider.”

Waecker reviewed the lien with Vernon, who disputed the authenticity of the signature and maintained that she never granted Dr. Kumar a lien on her settlement proceeds. Accordingly, Waecker responded, “We do not have a signed lien and therefore, our relationship does not require me to pay you for your medical services.” II. Procedural History A. The complaint On October 26, 2022, Dr. Kumar filed a complaint against Waecker asserting causes of action for breach of contract, fraud, breach of fiduciary duty, constructive trust, declaratory relief, and injunctive relief. Each claim was based on the allegations that Waecker failed to pay Dr. Kumar the value of Vernon’s medical services in contravention of the lien. The first paragraph of the complaint defines the plaintiff, “Dr. Devinder Kumar, MD,” as “an individual[] and Doctor” who “brings this action in his professional capacity.”

B. Discovery Dr. Kumar provided Waecker with copies of Vernon’s medical bills and records on July 21, 2023. On January 21, 2025—less than a month before the discovery cut-off—Waecker noticed Dr. Kumar’s deposition. The deposition took place on February 20, 2025, but Dr. Kumar’s counsel terminated it early to seek a protective order after objecting to the questioning of Waecker’s attorney. Waecker then filed a motion in limine seeking to exclude testimony from Dr. Kumar on several topics that Waecker did not have an opportunity to ask Dr. Kumar about during his deposition. He later withdrew that motion without prejudice.

The court held a final status conference on March 6, 2025, and set a non-jury trial date of July 21, 2025.

C. The summary judgment motions On March 21, 2025 and March 25, 2025, respectively, Waecker and Dr. Kumar filed competing motions for summary judgment. Both parties argued that the undisputed facts entitled them to judgment as a matter of law. Waecker also argued that Dr. Kumar lacked standing to pursue the claims individually because the medical bills were issued by Dr. Kumar’s medical corporation, Devinder Kumar, M.D., Inc.

D. The motion for leave to amend the complaint On April 29, 2025, Dr. Kumar filed a motion for leave to amend his complaint. He sought to make two substantive amendments: (1) to change the plaintiff from “Dr. Devinder Kumar MD” to “Devinder Kumar, M.D., Inc., A Business Entity, and Devinder S. Kumar, A Medical Doctor, Individually” and “[a]mend Paragraph 1” with new proposed language defining the plaintiff accordingly; and (2) to add a cause of action for conversion based on Waecker “taking possession of the full settlement proceeds without withholding the amount sufficient to pay the [p]laintiffs’ [l]ien, preventing [p]laintiff from having the ability to collect the lien from settlement proceeds, and refusing to pay or negotiate the lien after demand by the [p]laintiff.” He included a declaration from his attorney explaining that the name change amendment “was not made earlier as it was believed that such amendment was unnecessary” until “[d]efendants’ filing a Motion for Summary Adjudication challenging the [p]laintiffs’ name,” and that “[d]uring the course of researching the law on this case,” his attorney learned the facts “already . . . alleged” supported a claim for conversion. He

also attached a proposed first amended complaint, which included the changes set forth above.

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