Office of Lawyer Regulation v. Elliott

2010 WI 124, 790 N.W.2d 508, 329 Wis. 2d 586, 2010 Wisc. LEXIS 431
CourtWisconsin Supreme Court
DecidedNovember 3, 2010
DocketNo. 2010AP0260-D
StatusPublished

This text of 2010 WI 124 (Office of Lawyer Regulation v. Elliott) is published on Counsel Stack Legal Research, covering Wisconsin Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Office of Lawyer Regulation v. Elliott, 2010 WI 124, 790 N.W.2d 508, 329 Wis. 2d 586, 2010 Wisc. LEXIS 431 (Wis. 2010).

Opinion

PER CURIAM.

¶ 1. We review the report and recommendation of the referee, Reserve Judge Timothy L. Vocke, that Attorney Peter T. Elliott's license to practice law in Wisconsin be revoked; that he be required to pay restitution to two former clients, a financial institution that was the victim of his check-kiting scheme, and the Wisconsin Lawyers' Fund for Client Protection (the Fund); and that he be required to pay the costs of this disciplinary proceeding, which were $4,960.72 as of June 1, 2010.

¶ 2. After conducting our review of the matter, we accept the referee's findings of fact, which were based on the allegations of the complaint filed by the Office of Lawyer Regulation (OLR) due to Attorney Elliott's default. We agree that those facts show that Attorney Elliott engaged in professional misconduct, as alleged in [588]*588the 51 counts of the complaint. We determine that Attorney Elliott's pattern of deliberately deceitful behavior requires that his license to practice law in this state be revoked. We further order Attorney Elliott to make restitution payments as outlined in the referee's report. Finally, we impose the full costs of this proceeding on Attorney Elliott.

¶ 3. Attorney Elliott was admitted to the practice of law in Wisconsin in 1974. He most recently practiced with a private law firm in West Allis. On January 13, 2009, this court temporarily suspended Attorney Elliott's license due to his failure to cooperate with a number of OLR investigations. His license was also suspended for non-payment of bar dues and supreme court assessments, for non-compliance with continuing legal education reporting requirements, and for non-compliance with the client trust account certification requirement. His license remains suspended as of the date of this opinion.

¶ 4. The OLR's formal complaint in this matter was personally served on Attorney Elliott on February 11, 2010. Attorney Elliott did not file an answer to the complaint. Despite multiple attempts by counsel for the OLR to contact Attorney Elliott, he did not appear for a scheduling conference on March 17, 2010. The referee subsequently granted the OLR's motion for the entry of a default.

¶ 5. Because of the default, the referee accepted all of the factual allegations of the complaint as his findings of fact. Based on those facts, the referee concluded that the OLR had established that Attorney Elliott had engaged in 51 separate acts of professional misconduct.

¶ 6. Given the voluminous nature of the very serious factual findings against Attorney Elliott, it is not necessary that we repeat all of the referee's factual [589]*589findings here. It is sufficient to provide some summary information and a description of the pattern that many of Attorney Elliott's misdeeds followed.

¶ 7. The 51 counts of professional misconduct arose out of 12 separate client representations and Attorney Elliott's handling of his client trust account and business account. Twelve of those counts involved Attorney Elliott's failure to hold funds belonging to clients or third parties in trust and his conversion of those funds for other purposes. See SCRs 20:8.4(b),1 20:8.4(c),2 and 20:1.15(b)(1).3 Similarly, another ten counts involved Attorney Elliott's failure to promptly disburse funds to clients or to third parties who were legally entitled to receive them. See SCR 20:1.15(d)(1).4 Five counts in[590]*590volved Attorney Elliott's issuance of checks from his client trust account to himself or his law firm without identifying the client and matter or the reason for the disbursement. See SCR 20:1.15(f)(l)e.l.5 Three counts related to instances when Attorney Elliott either issued checks from his client trust account made payable to "cash" or made cash withdrawals from his client trust account. See SCR 20:1.15(e)(4)a.6 Eight counts involved situations where Attorney Elliott either failed to provide required information to clients or failed to respond to a client's request for information or an accounting of funds. See SCRs 20:1.4(a)(l),7 20:1.4(a)(3),8 [591]*59120:1.4(a)(4),9 20:l.l5(d)(2),10 and 20:l.l5(g)(l).11 Finally, eight other counts related to Attorney Elliott's failure to respond to the OLR's investigations. SCRs 20:1.15(e)(7),12 [592]*59222.03(2),13 and 22.03(6),14 enforceable through SCR 20:8.4(h).15

¶ 8. A number of the client representations described in the OLR's complaint and the referee's report followed a similar pattern. Attorney Elliott would be [593]*593hired by a buyer or seller in a real estate transaction or by the financial institution that was lending money to the buyer for the transaction. As a result of his being retained, he would receive substantial sums of money that he was to hold in trust and then distribute to various parties at the closing of the transaction. Attorney Elliott would often receive those funds days or even weeks in advance of the closing. Before the closing occurred, Attorney Elliott would improperly disburse some or all of those trust funds to himself or his law firm, or he would use some or all of those trust funds to cover payments in other real estate transactions. This would result in there being insufficient funds in Attorney Elliott's trust account to make the necessary payments at the time of closing. At times, Attorney Elliott would issue checks from his trust account for the required closing payments even though there were insufficient funds to cover those checks, but he would then stop payment on the checks or those checks would be returned for insufficient funds. Often, he then had to make excuses or misrepresentations in order to explain why he had stopped payment or failed to make a required payment. Ultimately, in order to cover the closing payments he was required to make, Attorney Elliott would often use client trust funds obtained from other clients that were supposed to be used for other, future transactions.

¶ 9. In September and October 2008 Attorney Elliott turned to a check-kiting scheme. He maintained a business account at Wells Fargo Bank and a client trust account at Associated Bank. From September 24, 2008, through October 31, 2008, Attorney Elliott routinely wrote checks out of his Wells Fargo business account for hundreds of thousands of dollars each, although he knew the business account did not contain [594]*594sufficient funds to cover those checks.16 He would almost immediately deposit the checks or the proceeds from the checks into the Associated Bank client trust account. Before the check written against the business account would clear, Attorney Elliott would stop payment on the check. Because of the delay in processing the transactions, the balance in the trust account would remain inflated for some period of time.

¶ 10. On some days Attorney Elliott wrote checks or withdrew cash from his client trust account against the falsely inflated balance in that account. For example, on October 3, 2008, Attorney Elliott made two cash withdrawals from the trust account totaling $506,145.06, although the true balance in the trust account was far less.

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Related

Matter of Disciplinary Proceedings Against Inglimo
2007 WI 126 (Wisconsin Supreme Court, 2007)
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Bluebook (online)
2010 WI 124, 790 N.W.2d 508, 329 Wis. 2d 586, 2010 Wisc. LEXIS 431, Counsel Stack Legal Research, https://law.counselstack.com/opinion/office-of-lawyer-regulation-v-elliott-wis-2010.