Willis v. Meilleur

96 So. 3d 1259, 11 La.App. 5 Cir. 705, 2012 La. App. LEXIS 748, 2012 WL 1957594
CourtLouisiana Court of Appeal
DecidedMay 31, 2012
DocketNo. 11-CA-705
StatusPublished
Cited by4 cases

This text of 96 So. 3d 1259 (Willis v. Meilleur) 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
Willis v. Meilleur, 96 So. 3d 1259, 11 La.App. 5 Cir. 705, 2012 La. App. LEXIS 748, 2012 WL 1957594 (La. Ct. App. 2012).

Opinion

JUDE G. GRAVOIS, Judge.

IgThe plaintiff has appealed the jury verdict in favor of the defendants in this legal malpractice case. For the reasons that follow, we affirm.

FACTS AND PROCEDURAL HISTORY

Plaintiff, Frank Willis,1 was rendered a quadriplegic on April 5, 2002 when he fell from the roof of a structure he was working on. At the time of his accident, plaintiff was a subcontractor for Rapid Services. The owner of Rapid Services, Ryan Meilleur, filed a report of this injury with the Office of Workers’ Compensation. Rapid Services’ workers’ compensation insurer, the Louisiana Commerce & Trade Association Self Insurer’s Fund, initially denied payment of any benefits other than medical expenses. Plaintiff contracted with attorney Salvador Brocato of the law firm of Jim Hall and Associates to represent him in his workers’ compensation ease. A mediation hearing was held with the Office of Workers’ Compensation on August 8, 2002. As a result of the mediation hearing, |sit was agreed that the insurer would begin paying plaintiff minimum wage workers’ compensation benefits ($106 per week), retroactive to the date of the accident. In answers to interrogatories, plaintiff stated that during the five years preceding his accident, he earned from $28,000 to $30,000 per year doing roofing work. However, plaintiff was unable to produce any documentation to substantiate these alleged earnings.

On July 7, 2003, a mediation was held between the parties in an effort to settle plaintiffs workers’ compensation claim. The mediation was attended by plaintiff, his son, and his attorneys, Jim Hall and Salvador Brocato, as well as a representative of the insurer, and the insurer’s attorney, Robert Lorio. As a result of the mediation, the parties reached a settlement agreement in which plaintiff would receive a lump-sum payment of $120,000, [1262]*1262plus payment of his attorneys’ fees, payment of medical expenses in the amount of $32,000 per year, payment to plaintiff of $500 per month for life, and a waiver by Rapid Services and its insurer of all subro-gation rights in plaintiffs third-party tort claim. This settlement agreement was approved by the workers’ compensation judge on September 9, 2003. The settlement of plaintiffs workers’ compensation claim was consummated shortly thereafter.

On April 28, 2004, plaintiff filed a disputed claim for compensation with the Office of Workers’ Compensation seeking to set aside the settlement agreement based on misrepresentations. Plaintiff contended that his attorneys misrepresented to him that he would continue receiving 24-hour nursing care and other medical services after the settlement. The workers’ compensation court held a trial on plaintiffs petition on September 8, 2004. On December 28, 2004, the workers’ compensation judge rendered judgment denying plaintiffs motion to set aside the settlement agreement.

|4On December 6, 2004, plaintiff filed suit against his attorneys, Salvador Broca-to and Jim Hall, defendants/appellees in this appeal, alleging that they committed legal malpractice in their representation of him in his workers’ compensation case. Plaintiff alleged that defendants failed to obtain approval of the workers’ compensation settlement by the Social Security Administration and/or Medicare, thereby jeopardizing his future entitlement to Medicare, that defendants failed to obtain the $30,000 lump-sum payment which he was entitled to pursuant to La. R.S. 23:1221(4)(s)(i), that the settlement was inadequate to cover his estimated $160,000 per year costs for medical assistance, and that defendants failed to pursue proof of his prior earnings.

After numerous pretrial motions and hearings, the matter proceeded to trial. At trial, Mr. Brocato testified that the reason why plaintiff originally received only $106 per week in workers’ compensation benefits was because there was no evidence of his prior earnings. Plaintiff had not filed income tax returns in over fifteen years. Mr. Brocato testified that plaintiff wanted to go to mediation because he wanted to settle his case and receive a lump-sum payment so that he could buy a house and a dump truck, explaining that plaintiff complained that he “was starving” on the $106 weekly payments. Mr. Broca-to further explained that he was concerned that the workers’ compensation insurer would file a motion to dismiss the claim due to plaintiffs inability to prove his prior wages. Mr. Brocato explained that because of plaintiffs failure to file tax returns, he did not qualify for Medicare or Social Security benefits. Rather, plaintiff received Supplemental Security Income and Medicaid benefits. Mr. Brocato testified that they contracted with NuQuest in order to determine the effect of the settlement on any Social Security and Medicare benefits plaintiff may have been receiving or was entitled to. NuQuest rendered a report stating that Medicare and Social Security did not [shave to approve the settlement because plaintiff did not meet the then-current review threshold. Mr. Bro-cato testified that he relied on NuQuest’s report in settling plaintiffs case. He explained that NuQuest confirmed that plaintiff could not have more than $2,000 in countable assets in order to receive Medicaid. Because plaintiff intended to purchase a house and/or a dump truck with the settlement funds, these would not be considered countable assets.

Mr. Brocato admitted that a written demand had not been made for the $30,000 lump-sum payment pursuant to La. R.S. [1263]*126323:1221(4)(s)(i).2 However, Mr. Brocato stated that this payment was personally discussed with the insurer’s attorney and Mr. Brocato was concerned that if this issue was pushed, the entire settlement could be lost. He explained that he thought it would have been futile to file a written demand for this sum. He concluded that the $30,000 was paid as a result of all the “dispute in this case.” Mr. Brocato explained that plaintiffs workers’ compensation claim was a tough case because there were allegations of fraud due to plaintiffs inability to prove his prior wages. Further, plaintiffs employee, Raymond Ballard, was also injured in this accident. Because plaintiff did not have workers’ compensation insurance for his employee, plaintiff could have been responsible for reimbursing Rapid Service’s compensation insurer for payments it made to or on behalf of Mr. Ballard.

Mr. Brocato acknowledged that he hired Nathan Fentress to do a life-care plan for plaintiff. Mr. Fentress rendered a report stating that it would take | f,$160,000 per year to maintain plaintiffs care. However, this report was based on plaintiff receiving 24-hour care. Mr. Brocato testified that he disagreed with Mr. Fentress’ report because Dr. Katz, plaintiffs choice of treating physician, wrote a report stating that plaintiff only needed seven hours of direct care per day. The compensation insurer also had a report that stated plaintiff did not require 24-hour care. Mr. Brocato testified that prior to the settlement, a company named Private Care was providing care to plaintiff. Some of plaintiffs family members were trained and employed by Private Care; they cared for plaintiff and were compensated by Private Care. After the settlement, Private Care continued paying plaintiffs family members to care for him. Sometime in December 2003, Private Care was notified that the insurer would not pay for care after the date of the settlement, September 2003. Thereafter, Private Care sought to get payment from plaintiff. A Private Care representative, Ms. Fulgenzi, contacted Mr. Brocato about these charges. Mr.

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96 So. 3d 1259, 11 La.App. 5 Cir. 705, 2012 La. App. LEXIS 748, 2012 WL 1957594, Counsel Stack Legal Research, https://law.counselstack.com/opinion/willis-v-meilleur-lactapp-2012.