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Contracts
Breach of Contract
Fraud

Bohm Wildish LLP v. Teresa Roebuck, Trustee of the Shell Beach Trust Settlement

Published: Mar. 20, 2020 | Result Date: Oct. 29, 2019 | Filing Date: Jul. 7, 2016 |

Case number: 30-2016-00862253-CU-CL-CJC Verdict –  $146,376

Judge

Walter P. Schwarm

Court

Orange County Superior Court


Attorneys

Plaintiff

James G. Bohm
(Bohm, Wildish & Matsen LLP)


Defendant

Arthur J. Lettenmaier
(Law Offices of Arthur J. Lettenmaier)


Facts

The law firm of Bohm Wildish LLP filed suit against Teresa Roebuck in her capacity as trustee of the Shell Beach Trust Settlement in relation to a fee dispute. Defendant filed a cross-complaint.

Contentions

PLAINTIFF'S CONTENTIONS: Plaintiff contended defendant trustee Roebuck entered into an agreement to settle a fee dispute with plaintiff for $100,000 but defendant failed to pay the fee. Plaintiff alleged breach of contract claim.

DEFENDANT'S CONTENTIONS: Defendant denied plaintiff's contentions and further contended plaintiff breached its fiduciary duty when it sued its client defendant for a legal fee. Defendant also contended plaintiff breached its fiduciary duty, when it used information plaintiff claimed was learned by the attorneys, during the time the attorney-client relationship existed.

Defendant filed a cross-complaint, alleging fraud and breach of fiduciary duty.

Result

The court ruled in favor of plaintiff law firm and awarded $146,375.60

Deliberation

three hours

Poll

12-0

Length

three weeks


#134148

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