v Zacheis

2021 COA 74
Colorado Court of Appeals·Decided June 4, 2021·No. 20CA0021, Froid·Published·Cited by 173 cases

Opinion

The summaries of the Colorado Court of Appeals published opinions constitute no part of the opinion of the division but have been prepared by the division for the convenience of the reader. The summaries may not be cited or relied upon as they are not the official language of the division. Any discrepancy between the language in the summary and in the opinion should be resolved in favor of the language in the opinion.

SUMMARY

May 27, 2021

2021COA74

No. 20CA0021, Froid v Zacheis — Attorneys and Clients — Malpractice — Economic Damages; Family Law — Grandparents — Visitation Rights

Distinguishing McGee v. Hyatt Legal Services, Inc., 813 P.2d 754 (Colo. App. 1990), the division holds that economic damages are available in legal malpractice lawsuits involving grandparent visitation rights.

COLORADO COURT OF APPEALS 2021COA74

Court of Appeals No. 20CA0021 Weld County District Court No. 19CV30511 Honorable Todd Taylor, Judge

Cheryl Froid and Brian Froid, Plaintiffs-Appellants, v. Kristin Zacheis and Houtchens Greenfield Sedlak & Zacheis, LLC Defendants-Appellees.

JUDGMENT AFFIRMED IN PART, REVERSED IN PART, AND CASE REMANDED WITH DIRECTIONS

Division VII

Opinion by JUDGE GROVE

Fox and Harris, JJ., concur

Announced May 27, 2021

The Viorst Law Offices, P.C., Anthony Viorst, Denver, Colorado, for Plaintiffs- Appellants

Gordon & Rees LLP, John M. Palmeri, John R. Mann, Margaret Boehmer, Denver, Colorado, for Defendants-Appellees

¶1 Plaintiffs, Cheryl and Brian Froid, appeal the dismissal of their complaint alleging legal malpractice against their former attorney, Kristin Zacheis, and her law firm, Houtchens, Greenfield, Sedlak & Zacheis LLC (collectively, Zacheis). We affirm in part, reverse in part, and remand the case for further proceedings.

I. Background

¶2 We draw the following facts from the Froids’ amended complaint (the complaint).

¶3 This case stems from a tragic automobile crash that killed Jared and Genevieve Sommervold and orphaned their two-year-old daughter (the child). The Froids are the child’s maternal grandparents. Their daughter, Kathryn Arnold, is the child’s aunt.

¶4 The Froids cared for the child immediately after the crash; a short time later, Cheryl Froid and the child’s paternal grandmother were named co-guardians on a temporary basis.

¶5 The Froids then engaged Zacheis to represent both them and the child’s aunt and her husband (the Arnolds). Zacheis filed a petition for allocation of parental responsibilities (APR), naming the Arnolds as petitioners and Cheryl Froid and the child’s paternal grandmother (who were still temporary co-guardians) as

respondents. Shortly thereafter, Zacheis moved to intervene on behalf of Brian Froid,1 and then, on behalf of all of her clients, filed motions intended to modify the temporary co-guardianship and place the child in the Froids’ primary care and custody.

¶6 Additional motions followed, but before a major legal battle erupted over custody of the child, the parties decided to mediate with the goal of agreeing on a permanent parenting plan. At the mediation, Zacheis continued to represent both the Froids and the Arnolds. The paternal grandmother had her own counsel, as did other members of the paternal side of the family.

¶7 In their amended complaint, the Froids alleged that their “main goal all through the litigation and mediation, which they expressed to Ms. Zacheis on multiple occasions, was to be able to spend the most time with [the child].” They were thus concerned that the draft agreement created during the mediation did not expressly provide them with visitation rights — an accommodation that was included for the paternal grandmother, and that they

1The complaint does not state whether Brian Froid intervened as a petitioner or respondent.

alleged would have likely been granted them had Zacheis insisted on it. However, when they raised the issue with Zacheis, she “incorrectly told the Froids that they did not need their visitation rights expressly stated because they could go see [the child] anytime she was with [the Arnolds].”

¶8 Zacheis’s prediction, the complaint alleged, turned out to be inaccurate. At some point after the permanent parenting plan was finalized and approved by the district court, the Arnolds cut the Froids off from the child completely. With no visitation rights reserved in the permanent parenting plan, the Froids had to hire a new attorney to seek grandparent visitation rights. Had Zacheis accurately advised them, the Froids alleged, they would not have incurred these additional legal fees.

¶9 The Froids sued Zacheis and her law firm and, in their amended complaint, alleged a single count of legal malpractice. Although not clearly differentiated in the complaint, that count was based on two distinct theories: negligence and breach of fiduciary duty. The negligence theory was straightforward, asserting that Zacheis fell below the standard of care “by failing to consider the possibility that the family would have a falling out, and that

therefore the visitation interests of the Froids needed to be expressly protected in the Permanent Parenting Plan.” The fiduciary duty theory was based on Zacheis’s representation of both the Froids and the Arnolds. The complaint averred that Zacheis breached her duty of undivided loyalty when she agreed to represent both families despite the fact “that these parties had conflicting interests,” and that this conflict came to a head when Zacheis “protected the interests of the Arnolds at the expense of the Froids’ interests . . . .”2

¶ 10 If Zacheis had insisted on incorporating their express visitation rights into the plan, the Froids alleged, the “other parties to that Plan likely would have agreed to those express visitation rights.” And likewise, the Froids claimed, if express visitation rights had been incorporated into the draft plan that was presented to the

2 Because the Froids do not assert on appeal that the district court should have differentiated between the negligence and fiduciary theories when considering the motion to dismiss, we consider only their general claim for legal malpractice without distinguishing between the two theories. In any event, we note that when a legal malpractice claim and a breach of fiduciary duty claim arise from the same material facts, the breach of fiduciary duty claim will ordinarily be dismissed as duplicative. See Aller v. Law Off. of Carole C. Schriefer, P.C., 140 P.3d 23, 27 (Colo. App. 2005).

court, “the trial court would likely have adopted” the plan as written.

¶ 11 The Froids demanded both economic and noneconomic damages. The alleged economic damages included (1) the fees that they paid Zacheis “throughout the custody proceedings”; (2) the fees paid for the mediation, during which Zacheis “had a conflict of interest” and negligently represented them; and (3) the fees that the Froids “paid to successor counsel in order to secure grandparent visitation rights,” which could have been secured at the mediation absent Zacheis’s alleged malpractice. The Froids’ alleged noneconomic losses were those “associated with the complete loss of contact with their beloved granddaughter.”

¶ 12 Zacheis filed a motion to dismiss. Relying primarily on McGee v. Hyatt Legal Services, Inc., 813 P.2d 754 (Colo. App. 1990), she argued that “[i]ssues of custody are best determined by the domestic court in accordance with the best interests of the child,” and that, as a result, “[noneconomic] damages arising from custodial orders are not compensable and attorney fees related to such orders are not recoverable.”

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