Kurt Crosby; The Tara E Crosby Trust; The Allison Crosby Trust; The Tara E Crosby Trust 2; The Allison Crosby Trust 2; The Lauren Guidry Trust, the Aaron Guidry Trust; And Bertucci Contracting Company, LLC v. Waits, Emmett, Popp & Teich, L.L.C.; Randolph Waits; John Emmett; And Jordan Teich

CourtLouisiana Court of Appeal
DecidedOctober 6, 2021
Docket2021-CA-0054
StatusPublished

This text of Kurt Crosby; The Tara E Crosby Trust; The Allison Crosby Trust; The Tara E Crosby Trust 2; The Allison Crosby Trust 2; The Lauren Guidry Trust, the Aaron Guidry Trust; And Bertucci Contracting Company, LLC v. Waits, Emmett, Popp & Teich, L.L.C.; Randolph Waits; John Emmett; And Jordan Teich (Kurt Crosby; The Tara E Crosby Trust; The Allison Crosby Trust; The Tara E Crosby Trust 2; The Allison Crosby Trust 2; The Lauren Guidry Trust, the Aaron Guidry Trust; And Bertucci Contracting Company, LLC v. Waits, Emmett, Popp & Teich, L.L.C.; Randolph Waits; John Emmett; And Jordan Teich) 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
Kurt Crosby; The Tara E Crosby Trust; The Allison Crosby Trust; The Tara E Crosby Trust 2; The Allison Crosby Trust 2; The Lauren Guidry Trust, the Aaron Guidry Trust; And Bertucci Contracting Company, LLC v. Waits, Emmett, Popp & Teich, L.L.C.; Randolph Waits; John Emmett; And Jordan Teich, (La. Ct. App. 2021).

Opinion

KURT CROSBY; THE TARA E. * NO. 2021-CA-0054 CROSBY TRUST; THE ALLISON CROSBY TRUST; * THE TARA E. CROSBY TRUST COURT OF APPEAL 2; THE ALLISON CROSBY * TRUST 2; THE LAUREN FOURTH CIRCUIT GUIDRY TRUST, THE AARON * GUIDRY TRUST; AND STATE OF LOUISIANA BERTUCCI CONTRACTING ******* COMPANY, LLC

VERSUS

WAITS, EMMETT, POPP & TEICH, L.L.C.; RANDOLPH WAITS; JOHN EMMETT; AND JORDAN TEICH

APPEAL FROM CIVIL DISTRICT COURT, ORLEANS PARISH NO. 2019-01609, DIVISION “G-11” Honorable Robin M. Giarrusso, Judge ****** Judge Dale N. Atkins ****** (Court composed of Judge Rosemary Ledet, Judge Tiffany Gautier Chase, Judge Dale N. Atkins)

David P. Vicknair Keegan E. Chopin SCOTT VICKNAIR, LLC 909 Poydras Street, Suite 2025 New Orleans, LA 70112

COUNSEL FOR PLAINTIFFS/APPELLANTS

Gustave A. Fritchie, III Christopher H. Irwin IRWIN FRITCHIE URQUHART & MOORE, LLC 400 Poydras Street, Suite 2700 New Orleans, LA 70130

COUNSEL FOR DEFENDANTS/APPELLEES

AFFIRMED October 6, 2021 DNA RML TGC

This is a legal malpractice case. Appellants, Kurt Crosby, the Tara E. Crosby

Trust, the Allison Crosby Trust, the Tara E. Crosby Trust 2, the Allison Crosby

Trust 2, the Lauren Guidry Trust, and the Aaron Guidry Trust (collectively

“Crosby Appellants”), appeal the trial court’s December 10, 2020 judgment, which

granted the second exception of no right of action filed by Appellees, Waits,

Emmett, Popp & Teich, L.L.C., Randolph Waits, John Emmett, and Jordan Teich

(collectively “WEPT Appellees”), and dismissed all of Crosby Appellants’ claims.

For the reasons that follow, we affirm the trial court’s judgment.

FACTUAL BACKGROUND AND PROCEDURAL HISTORY

Underlying Lawsuit - NASDI, LLC v. Bertucci Contracting Company, LLC

In October 2012, NASDI, LLC, sued Bertucci Contracting Company, LLC,

(hereinafter “BCC”) for damages arising out of a contract dispute concerning the

demolition of the Twin Span Bridges over Lake Pontchartrain and the construction

of marine mattresses for coastal protection. The lawsuit of NASDI, LLC v. Bertucci

Contracting Company, LLC was filed in the Twenty-Fourth Judicial District Court

for the Parish of Jefferson with docket number 719-944 (hereinafter “NASDI

1 Lawsuit”). BCC answered and filed, on October 31, 2012, a reconventional

demand for its own alleged damages. In the NASDI Lawsuit, Randolph Waits and

Jordan Teich, two WEPT Appellees, represented BCC. No Crosby Appellants were

parties to the NASDI Lawsuit.

In January 2018, a jury trial commenced in the NASDI Lawsuit. The jury

rendered a verdict against BCC. In accordance with the jury verdict, the trial court

signed a judgment in favor of NASDI and against BCC for damages totaling

$4,184,993.00. The trial court subsequently signed another judgment against BCC,

which awarded various attorneys’ fees and costs to NASDI.

After the adverse judgments, BCC engaged in settlement negotiations with

NASDI in an effort to mitigate its losses. However, on February 14, 2019, WEPT

Appellees withdrew from representation of BCC in the NASDI Lawsuit when

Crosby Appellants and BCC filed a legal malpractice suit against WEPT

Appellees.

On March 18, 2019, NASDI, LLC; NASDI Holdings, LLC; and Great Lakes

Dredge & Dock Corporation on one side, and BCC, Kurt Crosby, as a member and

authorized representative of BCC, and Hartford Insurance Company on the other

side, entered a Settlement Agreement and Release (hereinafter “NASDI

Settlement”). In the NASDI Settlement, NASDI and BCC agreed to settle the

NASDI Lawsuit for five million dollars. Additionally, Kurt Crosby signed an

agreement, in which he agreed to guarantee the amount owed by BCC in the

NASDI Lawsuit (“Guarantor Agreement”).

Initial Transaction - The Seventy-Five Percent Interest in BCC

On January 1, 2015, Crosby Appellants and Vinton Crosby, who is not a

party to this suit, purchased Anthony J. Zelenka’s and Margaret G. Zelenka’s forty

2 percent interest in BCC and a portion of the fifteen percent ownership interests in

BCC owned by the Catherine Elizabeth Zelenka ESBT Trust; the Caroline

Margaret Zelenka QSST Trust; the Meredith Ann Zelenka Trust; and the Madeline

Marie Zelenka ESBT Trust (collectively “Zelenka Trusts”). By these purchases,

Crosby Appellants and Vinton Crosby purchased, in total, seventy-five percent of

BCC (hereinafter “Seventy-Five Percent Transaction”). After the Seventy-Five

Percent Transaction, the Zelenka Trusts retained, in total, twenty-five percent

ownership in BCC. As part of the Seventy-Five Percent Transaction, Mr. Zelenka

agreed to retain substantially all risks from the then-pending NASDI Lawsuit

(minus legal and litigation expenses and subject to a $5.159 million cap), as well as

to retain all potential rewards in the form of monies recovered from the NASDI

Lawsuit.

In the course of the negotiations leading up to the Seventy-Five Percent

Transaction, John Emmett, a WEPT Appellee, reviewed, prepared, and edited

documents on behalf of Crosby Appellants and Vinton Crosby that memorialized

the Seventy-Five Percent Transaction. Additionally, Mr. Emmett communicated

with Kurt Crosby and Farrel Trosclair. In an affidavit, Mr. Emmett identified Mr.

Trosclair as “the chief financial officer for . . . various Crosby interests.”1

Termination of Mr. Zelenka’s Employment with BCC

On January 2, 2015, the day after the Seventy-Five Percent Transaction was

completed, Anthony Zelenka and BCC signed an Employment Agreement, which

set forth the terms and conditions of Mr. Zelenka’s employment with BCC.

Additionally, Mr. Zelenka retained his position as manager of BCC. Later that

1 Mr. Trosclair is not party to the subject suit or the underlying NASDI Lawsuit, and the record is unclear as to exactly for whom Mr. Trosclair worked. In briefing to this Court, Crosby Appellants identify Mr. Trosclair as “an employee of Crosby, not BCC.”

3 year, on December 10, 2015, Mr. Trosclair contacted Mr. Emmett and inquired

under what circumstances Mr. Zelenka could be terminated and what Mr.

Zelenka’s termination entailed for BCC. In particular, the termination of Mr.

Zelenka triggered a buyout option in BCC’s operating agreement, whereby the

Zelenka Trusts had the right to sell their remaining twenty-five percent interest in

BCC. Mr. Emmett responded to Mr. Trosclair’s e-mail and provided advice. That

same day, BCC terminated Mr. Zelenka.

Final Transaction - The Twenty-Five Percent Interest in BCC

On January 6, 2016, the Tara E. Crosby Trust 2, the Allison Crosby Trust 2,

the Lauren Guidry Trust, and the Aaron Guidry Trust, purchased the remaining

twenty-five percent ownership interest in BCC from the Zelenka Trusts

(hereinafter the “Twenty-Five Percent Transaction”). Mr. Emmett, at Mr.

Trosclair’s request, reviewed the sale document in January 2016: he recommended

to Mr. Trosclair no changes to the document.

Termination of Mr. Zelenka’s Employment with BCC - Settlement Agreement, Waiver, and Release

After BCC terminated Mr. Zelenka and after Crosby Appellants and Vinton

Crosby collectively became the owners of one hundred percent of BCC, there

remained outstanding issues between Mr. Zelenka and BCC concerning Mr.

Zelenka’s termination and the NASDI Lawsuit. To resolve the outstanding matters,

on March 4, 2016, Mr. Zelenka e-mailed Mr. Trosclair and offered three options

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Kurt Crosby; The Tara E Crosby Trust; The Allison Crosby Trust; The Tara E Crosby Trust 2; The Allison Crosby Trust 2; The Lauren Guidry Trust, the Aaron Guidry Trust; And Bertucci Contracting Company, LLC v. Waits, Emmett, Popp & Teich, L.L.C.; Randolph Waits; John Emmett; And Jordan Teich, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kurt-crosby-the-tara-e-crosby-trust-the-allison-crosby-trust-the-tara-e-lactapp-2021.