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Law Offices of Zoberg, P.A. v. Rosen

District Court of Appeal of Florida, Third District
Oct 30, 1996
684 So. 2d 828 (Fla. Dist. Ct. App. 1996)

Opinion

No. 96-429.

October 30, 1996.

Appeal from the Circuit Court, Dade County, Gisela Cardonne, J.

David H. Zoberg, Miami, for appellant.

Lauri Waldman Ross, Miami, for appellee.

Before NESBITT, COPE and FLETCHER, JJ.


The Law Offices of David H. Zoberg, P.A., appeal an order discharging a charging lien. As an essential element of the establishment of a charging lien has not been met, we affirm.

In 1989 appellee Bonnie Rosen retained Zoberg to defend her in a lawsuit brought by National Title Insurance Company. National Title claimed that Rosen had acted negligently in conducting certain real estate closings. See National Title Ins. Co. v. Safeco Title Ins. Co., 661 So.2d 1234, 1235-36 (Fla. 3d DCA 1995), review denied, 670 So.2d 939 (Fla. 1996). In 1990 Zoberg served an offer of judgment of $10 on Rosen's behalf, which was not accepted.

In 1992 Rosen discharged Zoberg and retained Maland Ross, P.A., to represent her. In 1993, on the eve of trial, Maland Ross served an offer of judgment on Rosen's behalf for $5,001. The offer was not accepted and the case proceeded to trial. Rosen received a defense verdict, which was subsequently affirmed on appeal. 661 So.2d at 1236.

Rosen moved for attorney's fees pursuant to both offers of judgment. The trial court granted the motion. At the hearing Rosen only requested attorney's fees for services rendered by Maland Ross, and made no claim for fees for Zoberg's work. Consequently Rosen's attorney's fee judgment is based solely on the work of Maland Ross, and not on the work of Zoberg. Part of the attorney's fee judgment will be paid to Maland Ross for their outstanding balance, and the remainder will go to Rosen personally to reimburse her for attorney's fees and costs she paid Maland Ross over the course of the litigation.

Rosen explains that at the attorney's fee hearing, she did not make a claim for Zoberg's post-offer-of-judgment time, because Rosen and Zoberg were embroiled in a separate lawsuit over attorney's fees. In that suit, filed in 1993, Rosen claimed she had been overbilled on this file and other matters, and demanded a refund. Zoberg counterclaimed, contending that Rosen owed him legal fees and had not paid them. The case remains pending in circuit court.

Maland Ross moved for a disbursement order and an order discharging Zoberg's charging lien. The trial court granted the motion and Zoberg has appealed.

The question is whether Zoberg's charging lien can attach to an attorney's fee judgment which is based on work another law firm did. We answer in the negative.

Zoberg argues that his filing the first offer of judgment created an entitlement for Rosen to obtain attorney's fees from National Title. He contends that as a matter of law his charging lien attaches to any attorney's fee judgment which is based in whole or in part on the offer of judgment he filed. The law governing charging liens, however, is not so broad.

In order to establish a valid charging lien, four requirements must be met:

To impose such a lien, the attorney must show: (1) an express or implied contract between attorney and client; (2) an express or implied understanding for payment of attorney's fees out of the recovery; (3) either an avoidance of payment or a dispute as to the amount of fees; and (4) timely notice. In the case at bar the district court determined that Mones did not give timely notice of his charging lien claim.

Daniel Mones, P.A. v. Smith, 486 So.2d 559, 561 (Fla. 1986) (emphasis added).

Zoberg's argument falters on element (2), the requirement that there be an express or implied understanding for payment of Zoberg's attorney's fees out of the recovery. In the present case the record is very scanty on the terms of the fee agreement between Zoberg and Rosen, but it is clear that Rosen agreed to pay Zoberg on an hourly basis. Thereafter Rosen, through Zoberg, made an offer of judgment. It stands to reason that when an offer of judgment is made, the attorney and client impliedly agree that the attorney may look to an attorney's fee award under the offer of judgment statute as an additional source of payment, if the attorney is owed money at the end of the case.

How far, then, does this implied agreement extend? We think that the attorney can only reasonably expect to obtain an award of fees based on his own work, not the work of successor counsel. Thus, if Rosen had obtained an award of attorney's fees based on Zoberg's hours of work as defense counsel, Zoberg's charging lien would attach to it. But Zoberg has no right, nor any reasonable expectancy, to participate in the fee award attributable to the work of Maland Ross as successor counsel. Since the attorney's fee award in this case was solely for work that Maland Ross did after Zoberg was discharged, it follows that Zoberg was not entitled to a charging lien and the order of discharge is correct. See Lochner v. Monaco, Cardillo Keith, P.A., 551 So.2d 581, 583 (Fla. 2d DCA 1989); Bailey v. Bailey, 546 So.2d 104, 105 (Fla. 4th DCA 1989); 4 Fla. Jur.2d Attorneys at Law § 392 (1994).

Zoberg suggests that the result should be otherwise because Rosen was obliged to include Zoberg's time in the post-offer-of-judgment motion for attorney's fees. Rosen counters that Zoberg was aware of Rosen's trial victory and could have submitted an attorney's fee motion of his own. We do not reach, and express no opinion on, this issue because it was not raised in the trial court.

Affirmed.


Summaries of

Law Offices of Zoberg, P.A. v. Rosen

District Court of Appeal of Florida, Third District
Oct 30, 1996
684 So. 2d 828 (Fla. Dist. Ct. App. 1996)
Case details for

Law Offices of Zoberg, P.A. v. Rosen

Case Details

Full title:LAW OFFICES OF DAVID H. ZOBERG, P.A., APPELLANT, v. BONNIE ROSEN, APPELLEE

Court:District Court of Appeal of Florida, Third District

Date published: Oct 30, 1996

Citations

684 So. 2d 828 (Fla. Dist. Ct. App. 1996)

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