Namikas v. Miller CA2/6

225 Cal. App. 4th 1574, 171 Cal. Rptr. 3d 23, 2014 WL 1823127, 2014 Cal. App. LEXIS 407
CourtCalifornia Court of Appeal
DecidedApril 14, 2014
DocketB244685
StatusUnpublished
Cited by28 cases

This text of 225 Cal. App. 4th 1574 (Namikas v. Miller CA2/6) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Namikas v. Miller CA2/6, 225 Cal. App. 4th 1574, 171 Cal. Rptr. 3d 23, 2014 WL 1823127, 2014 Cal. App. LEXIS 407 (Cal. Ct. App. 2014).

Opinion

Opinion

PERREN, J.

In this “settle and sue” case, 1 Alexander Namikas sued his former attorneys, Paul A. Miller and the Law Offices of Lowthorp, Richards, McMillan, Miller & Templeman P.C. (collectively respondents), for negligently recommending he pay his ex-wife permanent spousal support of *1578 $7,000 per month. He alleged the settlement was excessive because respondents improperly calculated his permanent support obligation based upon DissoMaster guidelines instead of a forensic marital standard of living analysis. Family Code section 4320 2 requires trial courts to consider the marital standard of living, along with numerous other factors, in assessing the need for permanent spousal support.

The trial court granted summary judgment for respondents. It determined Namikas had failed to establish a triable issue of material fact as to whether, in the absence of the alleged negligence, he would have obtained a more favorable judgment or settlement. We affirm.

FACTS AND PROCEDURAL BACKGROUND 3

Namikas married Joanne in 1978. He was a dentist and she a pharmacist. Joanne worked part time while their children were growing up, allowing Namikas to concentrate on his dental practice.

Joanne petitioned for dissolution in 2000, after nearly 22 years of marriage. At that time, Namikas’s annual income was $314,718. Joanne’s income was $44,841. Namikas agreed to pay Joanne temporary spousal support of $7,080 per month. Joanne continued to work part time until 2003, when she entered the Betty Ford Clinic for substance abuse treatment. She successfully completed the program, but did not immediately resume working.

Respondents represented Namikas in the dissolution proceeding. Joanne was represented by Richard L. Taylor. In June 2004, after extensive negotiations, the parties stipulated to entry of judgment based upon a marital settlement agreement (MSA). Pertinent to this action, Namikas received the family home and his dental practice, which generated monthly income of over $30,000. Joanne received the parties’ second home, plus two properties with combined monthly rental income of $3,000.

The MSA also provided for permanent spousal support to Joanne of $7,000 per month, $80 less than the temporary support payment. The amount was calculated through the DissoMaster program 4 based on Namikas’s “compromise” monthly income of $27,902 and Joanne’s imputed income of $4,000. A copy of the DissoMaster calculation was attached to the MSA.

*1579 Prior to recommending the settlement, Miller informed Namikas the marital standard of living is a factor courts consider in awarding spousal support, but did not suggest that Namikas obtain a forensic marital standard of living analysis. Namikas grudgingly accepted the settlement, in part, because it imputed $4,000 in income to Joanne even though she was unemployed, ended the costly dissolution proceeding and resulted in after-tax support payments of $3,855 per month. Joanne agreed to pay her own attorney fees.

Over the next few years, Namikas periodically asked respondents about modifying support. He was told it was too soon to seek modification. In 2008, Namikas consulted with another attorney, who recommended an analysis of Joanne’s monthly needs based on the marital standard of living. At Namikas’s request, respondents retained a forensic accountant, William Scott Mowrey, Jr., to perform the analysis. Using the date of separation claimed by Joanne, Mowrey determined Joanne had monthly support needs of $7,738 to maintain her marital standard of living. Based on that analysis, Namikas concluded Joanne needed $738 in monthly spousal support to supplement the $7,000 she was receiving in rental income ($3,000) and imputed income ($4,000).

Subsequently, Namikas retained a different law firm to request modification of spousal support. Judge William Liebmann granted the request in 2012. Rejecting Mowrey’s calculations as outdated, Judge Liebmann “accepted [Joanne’s] evidence regarding the amount of her reasonable needs, and [found] that a net disposable income from all sources of approximately $9,575 [was] sufficient for [all] her needs.” He recognized Joanne could meet these needs if she worked full time as a pharmacist, but was “not convinced from the evidence presented that she is capable of working that schedule at this time, nor that she would have been capable of doing so if she had made additional efforts since the entry of the judgment.”

Weighing the factors enumerated in section 4320, Judge Liebmann found that “[t]he balance of hardships [is] clearly in favor of [Joanne].” He determined that if she works 24 hours per week, a monthly spousal support payment of $2,750, along with her other sources of income, will meet her needs of $9,575. Judge Liebmann ordered Namikas to pay $2,750 per month for two years to give Joanne time to increase her work schedule to fully support herself. He reduced support to zero at the end of that period.

Namikas filed a complaint for legal malpractice against respondents, claiming their negligence caused him to pay excessive spousal support. He alleged they negligently failed to conduct a marital standard of living analysis *1580 prior to recommending settlement and had improperly used the DissoMaster program to calculate permanent support. Respondents moved for summary judgment, contending they were not negligent and that even if they were, Namikas could not prove that Joanne would have settled for less than $7,000 per month or that he would have obtained a better outcome at trial. Respondents submitted a declaration from Taylor that stated, inter alia, that even if he had received Mowrey’s calculations at the time of the settlement negotiations, he “still would not have agreed to a settlement of the spousal support issue for less than $7,000 monthly.”

Namikas responded with a declaration from Roslyn Soudry, an experienced family law attorney, who opined that respondents’ failure to “strongly” recommend that Namikas obtain a forensic marital standard of living analysis fell below the standard of care for attorneys practicing family law in Southern California. Soudry offered her expert opinion, based on her experience, that “the fact that permanent spousal support was based on a DissoMaster analysis resulted in a higher level of spousal support than would have been obtained based on an actual trial of the factors set forth in . . . [s]ection 4320.”

The trial court granted the summary judgment motion. It determined a triable issue of material fact exists as to breach of the duty of professional care, but not as to causation and damages. The court concluded Joanne would not have accepted a settlement of less than $7,000 per month even if a forensic standard of living analysis had been prepared. It stated: “Reasonable minds cannot differ as to the legal effect of this evidence: plaintiff could not have obtained a more favorable settlement.

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Cite This Page — Counsel Stack

Bluebook (online)
225 Cal. App. 4th 1574, 171 Cal. Rptr. 3d 23, 2014 WL 1823127, 2014 Cal. App. LEXIS 407, Counsel Stack Legal Research, https://law.counselstack.com/opinion/namikas-v-miller-ca26-calctapp-2014.