Varro and Varro ( 2019 )


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  •                                        716
    Argued and submitted September 20, affirmed November 27, 2019
    In the Matter of the Marriage of
    Zoltan A. VARRO,
    Petitioner-Appellant,
    and
    Cynthia VARRO,
    Respondent-Respondent.
    Josephine County Circuit Court
    14DR09069; A166157
    454 P3d 35
    In this domestic relations case, husband appeals a general judgment of disso-
    lution, an order, and two supplemental judgments. Among other rulings, husband
    assigns error to the trial court’s award of transitional spousal support to wife
    and the trial court’s denial of his motion to modify that award. Husband argues
    that modification of the award is appropriate because wife obtained employment.
    Held: The trial court did not err. With regard to the trial court’s award of transi-
    tional spousal support, the trial court adequately considered the factors provided
    in ORS 107.105(1)(d)(A) in fashioning its award and did not abuse its discretion.
    With regard to the trial court’s denial of husband’s motion to modify the award
    of transitional spousal support, when the trial court made that award, it antic-
    ipated that wife would obtain employment and, consequently, wife obtaining
    employment was not an unanticipated change in economic circumstances.
    Affirmed.
    Thomas M. Hull, Judge. (Judgments)
    Michael Newman, Judge. (Order)
    John C. Howry argued the cause for appellant. Also on
    the briefs was The Law Office of John C. Howry, P. C.
    Kendell H. Ferguson argued the cause for respondent.
    Also on the brief was Sorenson, Ransom, Ferguson & Clyde,
    LLP.
    Before Armstrong, Presiding Judge, and Tookey, Judge,
    and Aoyagi, Judge.
    TOOKEY, J.
    Affirmed.
    Cite as 
    300 Or App 716
     (2019)                                             717
    TOOKEY, J.
    In this domestic relations case, which turns on evi-
    dence presented during the dissolution proceedings con-
    cerning the nature of dental training and the business of
    dentistry, husband appeals a general judgment of dissolu-
    tion, an order, and two supplemental judgments. Husband
    assigns error to, among other things, the trial court’s
    (1) award of transitional spousal support to wife, and specif-
    ically the amount and the duration of that award; (2) denial
    of husband’s motion for reconsideration regarding the award
    of transitional spousal support to wife, which husband filed
    after wife found employment as a dentist; and (3) denial of
    husband’s motion to modify the award of transitional spou-
    sal support to wife, which husband argued was appropriate
    due to wife’s employment as a dentist.1 For the reasons that
    follow, we affirm.
    I. FACTS, STANDARD OF REVIEW, AND
    PROCEDURAL HISTORY
    Husband requests de novo review; however, because
    we do not consider this to be an exceptional case, we decline
    to exercise our discretion to apply such review. See ORS
    19.415(3)(b) (we have discretion to apply de novo review in
    equitable actions); ORAP 5.40(8)(c) (stating that we will
    exercise our discretion to apply de novo review only in
    “exceptional cases”).
    Having declined husband’s request for de novo
    review, “we are bound by the trial court’s express and
    implicit factual findings if they are supported by any evi-
    dence in the record.” Stewart and Stewart, 
    290 Or App 864
    ,
    866, 417 P3d 438 (2018) (internal quotation marks omitted).
    If the trial court did not make express findings on a partic-
    ular issue in dispute, “we assume that the trial court found
    the facts in a manner consistent with its ultimate conclu-
    sion.” 
    Id.
     (internal quotation marks omitted). We state the
    facts consistently with that standard.
    1
    Husband also assigns error to various trial court rulings concerning par-
    enting time, custody, and attorney fees. We reject those assignments of error
    without discussion.
    718                                         Varro and Varro
    In 2003, wife graduated from dental school. In 2004,
    wife met husband and they married in April 2006. At that
    time, wife was employed full time as a dentist, and husband
    was completing a radiology residency at Oregon Health &
    Science University (OHSU) in Portland, Oregon, the city
    in which wife was raised, and wife’s mother and stepfather
    reside.
    During their marriage, wife discussed with hus-
    band the possibility of opening her own dental practice.
    During the dissolution proceedings, evidence was presented
    that wife wanted to open her own dental practice for sev-
    eral reasons, including “being successful as a dentist” and
    because owning a practice gives dentists an opportunity to
    “pick [their own] salary,” insofar as they get to determine
    how many hours per week they work. Wife also believed
    that she would have greater control over her schedule if
    she owned a practice than if she pursued other avenues of
    employment in the dental field, and that would allow her to
    cater to her children’s schedules. Additionally, wife believed
    that she might be able to earn more money working a few
    days a week in a dental practice that she owned than in a
    dental practice that she did not own. In short, her ideal sit-
    uation would be owning her own practice.
    In June 2007, a little over a year after they were
    married, wife and husband moved to Vacaville, California,
    so that husband could complete a four-year commitment to
    the United States Air Force (USAF). Husband made that
    commitment prior to beginning his residency at OHSU,
    because he believed that it would make him a more compet-
    itive candidate when applying for radiology residencies.
    After wife and husband moved to Vacaville, wife did
    not immediately start working outside the home because, as
    husband explained during the dissolution proceedings, wife
    and husband had just moved and they were trying to start a
    family. In June 2008, wife and husband had their first child.
    Beginning in January 2009, husband was deployed
    overseas, and wife started working as a dentist one day per
    week. Around June or July 2009, when husband returned
    from deployment, wife began working two days per week
    as a dentist, primarily treating pediatric patients, which
    Cite as 
    300 Or App 716
     (2019)                                             719
    differs in many respects from treating adult patients. Wife
    stopped working around June 2010. In November 2010, the
    parties had their second child.
    Around June 2011, after husband’s USAF commit-
    ment ended, the parties returned to Portland so that hus-
    band could complete a one-year radiology-related fellowship
    at OHSU. Wife was not working outside the home during
    husband’s fellowship in Portland.
    In June or July 2012, after husband had completed
    his fellowship, wife and husband moved to Grants Pass,
    Oregon, where husband had received a job offer to work
    as an associate in a radiology practice. Wife and husband
    would have preferred to stay in Portland, but the job market
    for radiologists did not allow for it.
    In August 2012, wife obtained employment working
    one day per week as a dentist in Grants Pass.2 Wife expe-
    rienced difficulty in that position. During the dissolution
    proceedings, wife explained that, in that position, she per-
    formed only the dental procedures that she felt she could
    perform without engaging in malpractice, which were “very
    limited,” given her sporadic and limited work as a dentist
    following wife and husband’s move to Vacaville. She also
    explained that she was not confident with the procedures
    that she was performing at that job.
    In August 2013, husband became a partner at the
    radiology practice in Grants Pass. As a result, husband’s
    income increased. He earned $496,266 in 2014 and approxi-
    mately $542,000 in 2015.3
    In contrast to husband’s continued career success
    and upward advancement, in April 2014, wife’s position at
    the dental clinic where she worked was eliminated. Wife
    explained during the dissolution proceedings that her posi-
    tion was eliminated by her employer’s chief financial officer,
    2
    Wife increased her schedule to two days a week during a subsequent two- or
    three-month period.
    3
    During the dissolution proceedings, husband testified that his salary in
    2015 was an outlier, because it included an approximately $42,000 payment that
    he would not receive in future years. As noted below, however, husband’s income
    remained significant in 2016 and 2017.
    720                                                          Varro and Varro
    and that there was “probably a correlation” between the
    elimination of her position and her failure to “produce[ ]” at
    that job, and that at that job she “fell short” of the dental
    clinic’s goals.
    In December 2014, husband filed a petition for dis-
    solution and took the position that wife should be “awarded
    limited and reasonable transitional spousal support.” Wife,
    for her part, sought spousal support and asked the trial
    court to allow her to move to Portland.
    Wife explained that she sought spousal support
    because she would “need help with transitioning back into
    [her] field” and she believed that husband had left her in
    a very bad position. She had, in her view, sacrificed her
    career for her family so that husband could build his career,
    but once he reached the “top of his field” and was making
    “over half a million a year,” husband “kicked [her] to the
    curb.” She had “stopped everything” and “followed [hus-
    band] around,” trusting that husband would “be [there] for
    [her],” but, instead, he was not. Wife explained that she was
    47 years old and was “starting from scratch.”
    With regard to relocating to Portland, wife believed
    that relocating to Portland would increase the likelihood
    that she would be able to “actually really make it” as a
    dentist.4 During the dissolution proceedings, evidence was
    presented that the demographics of the Portland market
    would increase the likelihood of wife being able to open
    a successful dental practice. That is, in part, because the
    patient-to-dentist ratio in the Rogue Valley, where Grants
    Pass is located, makes it a “bad market” for someone to open
    a dental practice, and the demographics in Portland are
    “much better.”5 As a result, a dentist opening a practice in
    the Rogue Valley would need to spend a substantial amount
    of money and time marketing the practice for it to become
    successful.
    4
    Wife also sought to move to Portland to be closer to her family.
    5
    Specifically, evidence was presented during the dissolution proceedings
    that for a full-time dentist to be successful she or he needs 1500 to 1800 active
    patients, but the ratio of dentists to patients in the Rogue Valley is one dentist per
    620 patients. Further, the “target population” for dentists in private practice is
    patients with an annual income of $50,000 or more, and once that is considered,
    the ratio in the Rogue Valley is one dentist per 220 patients.
    Cite as 
    300 Or App 716
     (2019)                              721
    Evidence was also presented during the dissolu-
    tion proceedings that the Rogue Valley is a better market
    in which to purchase an existing practice than it is to open
    a new practice. But, while approximately 32 dental practices
    were for sale in Portland around the time of the dissolution
    proceedings, only one dental practice was for sale within a
    60-mile radius of Grants Pass, and that practice was listed
    at $815,000. As one witness observed during the dissolution
    proceedings, $815,000 is “a lot of dentistry.”
    During the dissolution trial, the parties thoroughly
    litigated wife’s employability and earning potential as a
    dentist, and presented evidence regarding various aspects
    of the dental industry; as is relevant to our analysis, we
    summarize some of the evidence below.
    Husband called the manager of a vocational reha-
    bilitation firm, Stan Potocki, who husband’s attorney had
    been retained to “do an assessment of the employability of”
    wife. Potocki opined that wife was “of course” employable as
    a dentist, because she was licensed to practice dentistry, and
    that wife needed no additional training to reenter the labor
    market. Potocki also opined that wife could find part-time
    employment in three months and full-time employment in
    six months.
    Potocki also explained that there are different niches
    in the labor market for dentists. Specifically, according to
    Potocki, dentists can (1) open their own practice and be
    self-employed, (2) work as an associate dentist at a private
    practice as, “in essence,” an employee, or (3) work in the pub-
    lic sector at a clinic. In his view, wife would be employable in
    any of those scenarios, but noted that “opening a practice[ ]
    would take quite a bit more of an endeavor businesswise.”
    Potocki also stated that public sector dentistry typically
    pays less than private sector dentistry.
    With respect to what wife could earn as a dentist,
    Potocki opined that wife, working full time as an associate
    dentist, would have an “initial wage-earning capacity” of
    $145,000 in the “Southern Oregon area.” He explained that
    “earnings for dentists are sometimes driven by production”—
    i.e., how many patients you see per day and how many
    procedures you do—and that a dentist can attain higher
    722                                          Varro and Varro
    earnings, “in the hundred and seventy-five-thousand-dollar
    range * * * if they’re moderately productive,” and “on task
    quite regularly.”
    Additionally, Potocki acknowledged that wife’s skills
    might be “rusty” and that certain procedures might take
    her longer initially than they would have had she not taken
    time away from the practice of dentistry.
    Husband also called a dentist, John Hendy, who
    testified that it is “pretty common” for associate dentists
    to make $250,000 per year, but, to do so, the “number one
    thing is[ ] efficiency.” He also testified that some associate
    dentists make as much as $300,000 per year and that it is
    possible to start a dental practice and to work only two or
    three days per week.
    Wife and wife’s witnesses took a less optimistic view
    of wife’s employability.
    Wife testified that she believed that, if she applied
    for jobs as a dentist she could obtain employment, but she did
    not believe that she would be able to stay employed because
    her “skill level” and her “knowledge ha[d] declined,” her
    “production was low [at her] last job,” and she was not sure if
    she would be able to “produce” or “perform the procedures.”
    Additionally, wife testified that she would need at
    least a year, and possibly two years, of continuing education
    courses to practice dentistry successfully without commit-
    ting malpractice, and that she needed to take a lot of con-
    tinuing education courses before she could perform dentistry
    at a level commensurate with “today’s standard of practice.”
    The cost for such courses could be around $100,000, includ-
    ing travel and lodging. Wife explained that she had grad-
    uated in 2003, and that since that time there have been
    developments in dentistry, insofar as the technology of den-
    tistry has changed. She had, in her view, “missed out on
    major concepts” since “taking time off for the children.” Wife
    testified that she could not currently “do” “braces,” “bridges
    and implants,” “crowns and caps,” “dentures” “complex
    [extractions],” “gum surgery,” “oral cancer examinations,”
    “root canals,” “teeth whitening,” “veneers,” “X-rays,” “laser
    dentistry,” and had never used a “CEREC” machine. (Some
    capitalization omitted.).
    Cite as 
    300 Or App 716
     (2019)                             723
    Wife further testified that, after she completed the
    continuing education she required so as to not commit mal-
    practice, she would like to buy a practice, but, if she could
    not buy an existing practice because she was in Grants Pass,
    she ideally would find a job in private practice.
    Wife also called a consultant for dental businesses,
    Rhonda Savage, a dentist, who testified that, given wife’s
    current skill level, wife was “unemployable.” In Savage’s
    view, wife’s “skills are fillings,” and Savage noted that wife
    does not even “feel she does those well.” Savage testified
    that, without further training, if wife did any dental proce-
    dure other than fillings, wife would be at risk of malpractice
    and that, even if wife only did fillings, she might be at risk
    of malpractice if the quality was poor. Savage testified that
    based on wife’s work history and “what [wife] has produced,”
    wife did not have the skill set required to work in corporate
    dentistry or private practice.
    Savage also opined on the difference between den-
    tistry in a rural area and a more urban environment. She
    explained that, especially in rural areas, patients “like the
    general dentist to do as much as they can” because there
    are fewer specialists available, and because many patients
    in rural areas do not have income sufficient to pay for treat-
    ment by specialists.
    Further, in Savage’s view, general dentists who are
    “really successful” have a variety of skills and, although
    they “may refer core complex cases,” successful general den-
    tists are able to do “moderate to minor surgical procedures,”
    “treat [mild to moderate] periodontal disease,” and have the
    ability to do orthodontics. But to do those things, Savage
    explained, general dentists must “have the training to do
    [them] at the level of the specialist” or the dentist perform-
    ing them is at risk of malpractice.
    Savage also testified that wife needs additional
    training, that wife’s skills would take time to develop, and
    that if wife is “not at the same level of knowledge as a spe-
    cialist, an orthodontist, an[ ] endodontist, or root canal spe-
    cialist, a periodontist, and she’s treating these cases inap-
    propriately, it would increase her risk of malpractice.”
    724                                           Varro and Varro
    Savage also opined that wife was “11 years behind
    [the] colleagues” that wife went to dental school with, and
    that it would take wife “a lot of time” to develop the skills
    necessary to run a practice. Savage noted it would take two
    years to “learn not only the business side” of dentistry, but
    also “to present the dentistry to support [a] practice.” Savage
    explained that for wife to successfully attract and keep
    patients—as is necessary for a dentist to run a successful
    dental practice—wife would need to “project confidence and
    have confidence in her skills,” and that in a “private practice
    setting it typically takes two years before a dentist is really
    competent.”
    Savage opined that, if wife were to purchase the
    $815,000 practice that was for sale in the Rogue Valley, wife
    would “set herself up for failure and bankruptcy” because
    wife does not have the “skills that could support that type
    of production, the knowledge to diagnose, [or] the knowledge
    to produce the dentistry.” She explained that to maintain a
    practice of that size, given wife’s current skill level, Savage,
    as a consultant, “would need to almost come and live in her
    practice.” And, Savage added that, if wife was to open her
    own practice at her current skill level, wife would likely “go
    bankrupt” and “lose some money.”
    Savage testified that full-time coaching would be
    beneficial to wife in running her own practice, which annu-
    ally, for someone with wife’s limited experience, would cost
    approximately $54,000, for a minimum of two years, and
    that many of Savage’s clients use her as a consultant for
    “five or six years” after “the initial level.”
    Savage further opined that “[h]ands-on courses”
    would be very important for wife to build her skills and a
    “continuum of practice would be important where she would
    work with a mentor and review cases.” She noted a person
    can “easily” spend “$20,000, $30,000, $40,000 on a class like
    that,” if they own a practice, “because you have to step away
    from the practice.” That is, there is “the actual cost of the
    classes, * * * lost production, and * * * travel time and costs
    that are also involved in that kind of a learning practice.”
    Wife also called another witness, who testified that,
    in her experience, public dentistry, as a “type of practice,” is
    Cite as 
    300 Or App 716
     (2019)                               725
    typically not a “long-term thing” for dentists, in part because
    the procedures performed tend to be more physically taxing
    than those performed in private dentistry.
    On January 26, 2017, the trial in the dissolution pro-
    ceeding concluded. During closing argument, wife renewed
    her requests for permission to move to Portland and an
    award of spousal support. Husband argued that the court
    should deny wife’s request to relocate to Portland and not
    award wife any spousal support going forward, but that, if
    the court was going to award transitional support, it should
    be for a short duration.
    On March 29, 2017, the trial court issued a letter
    opinion addressing the multitude of issues that were liti-
    gated during the dissolution proceedings. As relevant here,
    the trial court denied wife’s request for permission to move
    to Portland and ordered that wife obtain the approval of the
    court before moving more than 60 miles from Grants Pass.
    The trial court explained that it reached that determination
    for the following reasons:
    “The parties as well as the experts who testified in
    regard to custody and parenting time, both favor the par-
    ties to reside close to each other to allow for parenting
    exchanges often and with the most reasonable and lim-
    ited amount of time consumed by exchanges/transfers.
    [Husband] wishes to restrict the parties to close proximity
    and that [wife] not move to Portland, at least not with-
    out [husband] having a comparable position and income
    in Portland. It is clear that [husband] is able to and he
    has fashioned his job’s timing and days off to allow for
    the most flexible schedule possible to provide for limited
    exchange time. Living in the same location is an advan-
    tage to the children without doubt. It was clear that there
    was no present position available in the Portland area
    that would provide the same income, or the same flexibil-
    ity [to husband] to facilitate parenting. He has considered
    Portland work and has applied but with no success.
    “It is difficult to discuss parenting and a limitation
    on [wife] in regard to Portland, without considering
    her position as a licensed dentist. Evidence was signif-
    icant from [husband] with regard to the present ability
    of [wife] to obtain employment and to work now. [Wife]
    presented witnesses as well as testimony that she is
    726                                                     Varro and Varro
    currently unable to practice dentistry at this time or
    without additional training and for up to two years. Her
    establishing a private dentist office is more difficult,
    would require additional investment, and more time.
    It is also clear that opportunities for [wife] in dentistry
    are more in number, and would strongly suggest that
    Southern Oregon would be more limited and less condu-
    cive for her success given her circumstances.
    “I am inclined and do order that [wife] before mov-
    ing more than 60 miles from Grants Pass, must obtain
    approval of the court to do so at further hearing. I con-
    clude it is in the best interests of the children, especially
    at their current age, that both parties remain residing
    within that 60-mile radius. And this limitation applies
    to both parties.”
    The court then explained that its conclusion that
    wife would need to obtain the approval of the court before
    moving more than 60 miles from Grants Pass had an effect
    on “the amount and tenure of spousal support” that it
    intended to award to wife.6 It explained that, because
    wife “is being limited from access [to] the Portland mar-
    ket for dentists, support should be more significant in
    time and amount. The location of the family, while bene-
    ficial, it has a cost to [wife] as well.”
    The court then explained why it was awarding
    transitional spousal support, but not compensatory spousal
    support:
    “I am not awarding compensatory support as I do not
    find the purposes therefore a part of the facts of this case.
    I likewise do not find that indefinite support is appropri-
    ate. [Wife] has a license to practice dentistry. Given time
    she can hone her skills to become a competent dentist and
    develop and maintain a practice. Therefore I focus on tran-
    sitional support in order for [wife] to re-engage her profes-
    sion that she effectively left almost 10 years ago to have
    children and raise them, for the most part being a stay
    at home mom, and to alter her lifestyle to accommodate
    that profession.
    6
    The general judgment of dissolution of marriage provides that both hus-
    band and wife “should obtain prior approval of the court before moving outside
    the urban growth boundary for the city of Grants Pass.”
    Cite as 
    300 Or App 716
     (2019)                                  727
    “This is not what I call a high current asset divorce
    however it is one of high income and a potential for con-
    servation and accumulation of assets. While [wife’s]
    income may become significant it will not approach
    [husband’s] income. [Wife] has been relying in signifi-
    cant part or in most part upon [husband’s] income, while
    raising the parties’ two boys. She did work outside the
    home before the children and after the marriage, but
    since then, her time in gainful employment has been
    very limited.
    “There was testimony from [husband] that both
    parties expected [wife] to become gainfully employed
    at some point. [Wife] contradicts this perspective, and
    she advises that there was no agreement when or if she
    would re-establish her practice. After birth of the chil-
    dren [wife] attempted to work up to 1 day a week, which
    employment failed and she withdrew therefrom.
    “* * * * *
    “The law in Oregon does not favor or expect the court
    to categorize marriage as long, mid or short term. The
    length of marriage has probably more to do with prop-
    erty division than support, however, it is clear the law
    expects a youthful party that can work or educate and
    support themselves to do so. Here, [wife] is 47 years of
    age. She has an extensive education, though she has
    never developed a dentistry practice and certainly so far
    has given up the opportunity to do so during the mar-
    riage. The court expects her to become self­supportive
    over a period of time.
    “Of significant importance also is the court’s obliga-
    tion to leave the parties with a lifestyle not over dispro-
    portionate to the lifestyle enjoyed during the marriage.
    While the court with all of its objectives cannot do so
    for the life of [wife] it is a consideration. Also overall the
    court [has] defined divisions of assets and support that
    is just and equitable, which I have attempted to do so
    with the consideration of a property division, and sup-
    port as follows.”
    The trial court’s letter opinion then awarded transi-
    tional spousal support as follows:
    •      $10,000 per month for the first two years (February
    2017 through January 2019);
    728                                            Varro and Varro
    •   $5,000 per month for the following three years
    (February 2019 through January 2022); and
    •   $2,500 per month for the following two years
    (February 2022 through January 2024).
    In May 2017, wife signed an employment agreement
    to work three days per week as a dentist at a public health
    dental clinic, earning approximately $127,509 per year.
    That agreement took effect in June 2017, and wife started
    seeing patients in July 2017, approximately six months after
    the end of the trial in the dissolution proceedings.
    Also in July 2017, husband filed a motion titled
    “Motion to Reconsider Spousal Support, Child Support,
    Parenting Time and Attorney Fees and Order New Evi-
    dentiary Hearing.” In that motion, husband argued that
    wife’s “lack of employment was a relevant if not one of the
    most important factors in the court reaching its decision on
    Spousal Support, Child Support, Parenting Time and pay-
    ment of Attorney Fees.” Husband took the position that the
    court should reconsider the conclusions it reached in its
    March 29, 2017, letter opinion, because wife “was able to
    find employment as a dentist within 3 months of the court’s
    decision.”
    On September 29, 2017, the court issued a letter
    opinion denying husband’s motion for reconsideration. In
    that letter opinion, the court explained that
    “[t]he primary issues raised in the motion[—]support, cus-
    tody and parenting time[—]are certainly significant, but
    have also been raised and thoroughly litigated multiple
    times. Truly the issue of [wife’s] ability to earn an income
    and reenter dentistry practice was also thoroughly contem-
    plated during this case and trial.”
    Around the same time, a draft judgment of disso-
    lution of marriage was prepared. Husband objected to a
    provision of the draft judgment providing that, “[b]ecause
    wife is being limited from access [to] the Portland market
    for dentists, [transitional spousal] support should be more
    significant in time and amount.” After considering hus-
    band’s objection, in a July 14, 2017, letter opinion, the trial
    court denied husband’s request to remove that language,
    Cite as 
    300 Or App 716
     (2019)                              729
    explaining that wife’s limited access to the Portland mar-
    ket was relevant to its award of transitional spousal support
    because it impacted “how long it may take [wife] to establish
    herself as a dentist and with a private practice.” The court
    also noted that as “a result of the children [wife] worked
    less, gave up the opportunity to become an established den-
    tist or develop her own private practice.”
    On October 9, 2017, husband filed a motion to show
    cause seeking to, among other things, terminate or reduce
    husband’s “spousal support obligation due to the change in
    [wife’s] income.” At a March 19, 2018, evidentiary hearing
    concerning that motion, husband argued that the “basis for
    the modification is that [wife] now has employment” and “a
    substantial income,” which is a “change from the time of the
    trial and that qualifies for a change in circumstance.”
    Additionally, at that evidentiary hearing, wife testi-
    fied that, although she was employed as a dentist, her skills
    remained limited and she needed “a lot” more continuing
    education to be able to do “everything a regular dentist
    would do.” She also explained that at work she was doing
    “just really simple stuff,” like “simple filings” and “[s]imple
    extractions,” but even with respect to extractions, she was
    “probably the weakest of all the dentists” in the clinic where
    she worked. Wife also testified that she was unable to do all
    of the procedures offered by the clinic where she worked.
    Additionally, wife testified that, since the trial, she
    had taken continuing education courses and was working
    to develop the skills that she needed to work as a dentist
    in the public sector. She explained that she needed fewer
    continuing education courses to start practicing in the pub-
    lic sector than in the private sector. She also testified that
    the majority of dentists own a practice, and with regard to
    the cost of continuing education for dentists, that it can cost
    “$15,000 to $20,000 just to learn how to do an implant” and
    “everybody is doing implants nowadays.”
    Husband provided testimony reflecting that his
    income in 2016 was $536,417 and in 2017 it was $580,270.
    In a May 7, 2018, letter opinion, the trial court
    denied husband’s motion to modify the transitional spousal
    730                                            Varro and Varro
    support award. The trial court explained its reasoning as
    follows:
    “It is evident that [wife] has taken employment, that is,
    public employment as opposed to her own private office,
    as a dentist. She is earning approximately $120,000 per
    year, having begun employment in July of 2017. [Husband]
    has moved to amend the terms of the judgment regard-
    ing spousal support. I have previously noted at trial and
    hearing also, support for [wife] was established with a view
    to the future, and with the assumption that [wife] would
    find work, and frankly, if she did not, the judgment inten-
    tionally provided a means for [wife] to become adequately
    trained/refreshed in her dentistry skills to enable her, at
    her choice to become employed or begin her own private
    practice. In all circumstances the choice was hers, but she
    was given a limited amount of resources and time to reach
    an employable point. This was based upon consideration of
    the future as to availability for employment, training, edu-
    cation and the like. The judgment was clearly reached from
    that standpoint and point of view.
    “[Husband’s] position is that she is now employed as
    anticipated and that support should be ended. Case law
    requires that a change in economic circumstances must not
    have been contemplated at the time of judgment. I point out
    that [wife] is in a limited practice and that she still is in
    need of additional training, which training and time was
    anticipated in the judgment * * *. There was no set time for
    [wife] to become employed and the judgment was entered in
    order to encourage her to become trained and self­sufficient.
    Presumably, [husband] would have moved to end support
    at any time [wife] got a job, no matter when employed or
    what job. There was certainly no expectation in the judg-
    ment that support would end as soon as she did find or
    accept a position, as the judgment could have easily said
    same if that was my conclusion and intention. This is a case
    where the future for [wife] was completely and sufficiently
    litigated. Nothing was left out or to speculation. There has
    been no change in circumstances to warrant a change in
    support.
    “That being the case, I find no evidence to suggest
    the judgment did not cover the situation of [wife] gain-
    ing employment and at any time. And certainly the level
    of income and more than [wife] is currently earning was
    Cite as 
    300 Or App 716
     (2019)                                   731
    anticipated in the evidence at trial. There is no suggestion
    of fraud or untoward conduct on [wife’s] part.
    “The motion to change support is denied and the judg-
    ment stands.”
    II. ANALYSIS
    A. The Trial Court’s Award of Transitional Spousal Support
    Under ORS 107.105(1)(d), when a trial court renders
    a judgment of marital dissolution, the court may provide in
    the judgment for spousal support in “an amount of money
    [and] for a period of time as may be just and equitable.” As
    relevant here, pursuant to ORS 107.105(1)(d)(A), a trial court
    in a dissolution action may order
    “[t]ransitional spousal support as needed for a party to
    attain education and training necessary to allow the party
    to prepare for reentry into the job market or for advance-
    ment therein. The factors to be considered by the court in
    awarding transitional spousal support include but are not
    limited to:
    “(i)        The duration of the marriage;
    “(ii)    A party’s training and employment skills;
    “(iii)  A party’s work experience;
    “(iv)   The financial needs and resources of each party;
    “(v)      The tax consequences to each party;
    “(vi)   A party’s custodial and child support responsibil-
    ities; and
    “(vii) Any other factors the court deems just and
    equitable.”
    We have stated that “[t]ransitional spousal support
    is typically awarded when one spouse has been out of the
    workforce for an extended period of time and needs educa-
    tion or on-the-job training to prepare for reentry into the job
    market.” Stuart and Ely, 
    259 Or App 175
    , 181, 313 P3d 317
    (2013) (internal quotation marks omitted). “The wording of
    ORS 107.105(1)(d)(A) limits the purposes for which transi-
    tional support may be awarded to those needed for a party
    to attain education and training for job market reentry or
    advancement.” 
    Id.
     (internal quotation marks and brackets
    732                                         Varro and Varro
    omitted). “In other words, transitional support is appropri-
    ate only where it is contemplated that a party will obtain
    education and/or training to facilitate reentry or advance-
    ment in the job market.” 
    Id.
    The court’s determination regarding “what amount
    and duration of support is just and equitable is discretion-
    ary and we, accordingly, review for abuse of discretion.”
    
    Id. at 180
     (internal quotation marks omitted). We will not
    “disturb the trial court’s discretionary determination unless
    the trial court misapplied the statutory and equitable con-
    siderations required by ORS 107.105.” Logan and Logan, 
    270 Or App 176
    , 183, 347 P3d 337, rev den, 
    357 Or 550
     (2015)
    (internal quotation marks omitted). “The general rule is
    that the amount of a support award is not justified if it is
    outside the range of reasonableness by a significant enough
    margin so as not to be just and equitable in the totality of
    pertinent circumstances.” Boatfield and Boatfield, 
    297 Or App 716
    , 720, 447 P3d 35 (2019) (internal quotation marks
    omitted). Further, there must be some “nexus” between the
    duration of the award of transitional spousal support and
    the time needed for reentry or advancement in the job mar-
    ket. 
    Id. at 723
     (remanding for trial court to “consider the
    appropriate factors and make an appropriate record” where
    “nothing in the record provide[d] an evidentiary basis for a
    nexus between the duration of transitional support ordered
    (12 years) and the two and a half years that wife testified it
    will take her to retrain”); see also Johnson and Johnson, 
    277 Or App 1
    , 11, 370 P3d 526 (2016) (trial court erred in award-
    ing indefinite transitional spousal support to wife where
    that award was unmoored from the “markers” that the trial
    court had from which to gauge an appropriate timeframe for
    wife to transition back to employment).
    In our review, we “take seriously our practice of not
    micro-managing trial court decisions that disentangle the
    economic affairs of divorcing spouses, unless we can mean-
    ingfully improve on such decisions.” Cullen and Cullen, 
    223 Or App 183
    , 190, 194 P3d 866 (2008) (internal quotation
    marks and brackets omitted). “Recognizing that a mari-
    tal dissolution involves the calibration of multiple socio-
    economic objectives with respect to which trial courts have
    Cite as 
    300 Or App 716
     (2019)                                733
    a range of reasonable discretion to fashion an equitable
    outcome, we assume that there often can be more than one
    overall economic solution that would withstand an appeal
    from a dissolution judgment.” 
    Id.
     (internal quotation marks
    and citation omitted). “This jurisprudential approach serves
    both as an invitation to principled arguments and a state-
    ment of self-restraint in favor of stability.” 
    Id.
     “Our role * * *
    is not to make our own determination of the ‘just and equi-
    table’ amount of spousal support.” Morgan and Morgan, 
    269 Or App 156
    , 166, 344 P3d 81, rev den, 
    357 Or 595
     (2015).
    In this case, we conclude that the trial court’s
    award falls within “the range of discretion accorded by
    the statutory scheme.” Logan, 
    270 Or App at 184
    . As noted
    above, we will not “disturb the trial court’s discretionary
    determination unless the trial court misapplied the statu-
    tory and equitable considerations required by ORS 107.105.”
    
    Id. at 183
    . In this case, it is apparent from the trial court’s
    March 29, 2017, letter opinion, that it adequately consid-
    ered, among other factors, wife’s training and employment
    skills (e.g., wife “has a license to practice dentistry,” but her
    most recent effort at employment had “failed” and she had
    not yet “hone[d] her skills to become a competent dentist”),
    wife’s work experience (e.g., wife “effectively left” the prac-
    tice of dentistry “almost 10 years ago”), the financial needs
    and resources of each party (e.g., “[w]hile [wife’s] income
    may become significant it will not approach [husband’s]
    income”), and equitable considerations (e.g., wife gave up
    the opportunity to develop a dentistry practice during
    the parties marriage and wife was being limited from
    access to the Portland market for dentists, in part due to
    husband’s employment success in Grants Pass). Accordingly,
    we will not disturb the trial court’s discretionary determi-
    nation. See 
    id. at 184
     (affirming “generous” award of tran-
    sitional and maintenance spousal support where the trial
    court’s ruling demonstrated consideration of the statutory
    factors listed in ORS 107.105(1)(d)(A) and (C)); cf. DeAngeles
    and DeAngeles, 
    273 Or App 88
    , 95, 359 P3d 371 (2015) (the
    trial court “committed legal error” in awarding transitional
    spousal support where it “did not make any findings to sup-
    port a transitional support award, nor was there evidence in
    the record to support such an award”).
    734                                                       Varro and Varro
    Further, given the evidence presented to the trial
    court regarding the significant cost associated with the
    training and continuing education needed for wife to suc-
    cessfully reenter and advance in the field of dentistry, the
    amount of transitional spousal support awarded in this case
    was not “outside the range of reasonableness by a signifi-
    cant enough margin so as not to be just and equitable in the
    totality of pertinent circumstances.” Boatfield, 
    297 Or App at 720
     (internal quotation marks omitted). In that regard,
    we observe that wife was not awarded any other form of
    spousal support, that there is a “rather substantial” dispar-
    ity in earning capacity between the parties, and, as the trial
    court stated, that this was not a “high current asset divorce”
    but one of “high income.” See Carlson and Carlson, 
    236 Or App 291
    , 309, 236 P3d 810 (2010), rev den, 
    349 Or 602
     (2011)
    (noting that, in awarding spousal support, “the court must
    consider the other financial provisions of the judgment, and
    none can be considered in isolation”); Bean and Bean, 
    223 Or App 108
    , 112, 195 P3d 412 (2008) (noting a “rather sub-
    stantial” earning disparity during “transitional period” in
    determining “appropriate” award of transitional spousal
    support).
    We also note that there is some nexus between the
    duration of the transitional spousal support awarded by the
    trial court in this case, seven years, and the evidence that
    was presented at trial concerning the time it would take
    wife to successfully re-enter and advance in the dental field:
    Savage opined (1) that wife was 11 years behind her col-
    leagues, (2) that if wife was to open or purchase a practice,
    professional coaching by a consultant would help to facil-
    itate wife’s success, and (3) that that coaching would take
    two years at a minimum, but many clients use her services
    for “five or six years” after “the initial level.”7 See Bean, 
    223 Or App at 111-12
     (concluding transitional spousal support
    for a period of “three years from the date of the original dis-
    solution judgment is appropriate” where wife testified that
    7
    We note that wife’s need for additional training distinguishes this case
    from Stuart, where we concluded an award of transitional spousal support to wife
    was inappropriate where wife needed time to “continue her professional develop-
    ment and build[ ] experience,” but there was not evidence that wife “require[d]
    or intend[ed] to seek additional education or training in order to facilitate her
    advancement in the job market.” 
    259 Or App at 182
    .
    Cite as 
    300 Or App 716
     (2019)                             735
    she expected to find full-time employment “within the next
    two years”).
    Husband argues, among other points, that the trial
    court abused its discretion regarding the amount and dura-
    tion of spousal support in this case, because wife is capa-
    ble of being “self-supporting” and does not “require further
    education or training.” We recognize that much of the evi-
    dence presented at trial—including wife’s own testimony—
    indicated that wife would be able to attain employment as
    a dentist. But the evidence also raised significant questions
    regarding whether wife would be able to keep that employ-
    ment, at least without significant additional training and
    education: As the trial court found in its March 29, 2017,
    letter opinion, wife’s prior employment in Grants Pass had
    “failed.” As a result, it is not clear that wife—at least with-
    out significant additional training and education—is “self-
    supporting,” as husband argues.
    Moreover, husband points to no authority that awards
    of transitional spousal support are inappropriate merely
    because a party is capable of obtaining employment. To the
    contrary, ORS 107.105(1)(d) expressly allows for awards of
    spousal support as are “just and equitable” to allow for a
    party’s “advancement” in the job market. The record con-
    tains evidence that, for wife to advance in the dental field—
    indeed, to merely do “everything a regular dentist would
    do”—wife would need certain training and education, and
    would need to expend substantial sums of money to obtain
    such training and education.
    Husband also argues that wife does not “need to
    open her own practice or purchase an existing practice in
    order to support herself.” The trial court’s March 29, 2017
    and July 14, 2017, letter opinions do suggest that the trial
    court, in fashioning its award of spousal support, considered
    what it would take for wife to establish a dental practice. In
    that regard, we note that the record contains evidence from
    which the trial court could determine that opening or pur-
    chasing a dental practice, at least for wife in the particular
    circumstances presented in this case, would be “advance-
    ment” in the field of dentistry: Wife testified that she might
    earn more money working a few days per week in a practice
    736                                                         Varro and Varro
    that she owned than in a practice owned by someone else;
    that owning a practice would allow her to “pick” her salary
    insofar as she could determine how many hours per week
    she wanted to work; and that owning a practice would pro-
    vide her a more flexible schedule, which would allow her to
    cater to her children’s schedules.
    In sum, we conclude the trial court did not abuse its
    discretion when awarding transitional spousal support in
    this case.8
    B.    The Trial Court’s Denial of Husband’s Motion to Modify
    the Award of Transitional Spousal Support
    As stated above, husband also assigns error to the
    trial court’s denial of his motion to modify the award of
    transitional spousal support. Husband argues that wife’s
    employment “qualifies as a substantial change in economic
    circumstances for the purposes of modifying the Transitional
    Spousal Support.” Husband also contends that, because the
    “statutory purpose of the Transitional Spousal Support has
    been met, the Court of Appeals should terminate the spou-
    sal support as a matter of law.”
    Under ORS 107.135(3)(a), a court “may set aside or
    modify a spousal support award if there has been a substan-
    tial change in economic circumstances sufficient to justify
    the court’s reconsideration of the award.” Luty and Luty,
    
    245 Or App 393
    , 399, 263 P3d 1067 (2011). The “substantial
    change in economic circumstances,” however, “must have
    been unanticipated when the court entered the last relevant
    judgment in the dissolution proceeding.” 
    Id. at 399-400
    .
    Whether there has been a “substantial change in
    [the] economic circumstances of a party sufficient to war-
    rant reconsideration of an award of spousal support under
    8
    As noted above, husband also assigns error to the trial court’s denial of
    his motion for reconsideration regarding the award of transitional spousal sup-
    port. That assignment of error is resolved by our discussion of the trial court’s
    award of transitional spousal support and the resulting judgment. In any event,
    we conclude the trial court did not abuse its discretion in adhering to its award of
    transitional spousal support after husband filed his motion for reconsideration.
    See Lang v. Rogue Valley Medical Center, 
    361 Or 487
    , 497 n 8, 395 P3d 563 (2017)
    (considering whether “the trial court abused its discretion in adhering on recon-
    sideration” to an earlier ruling).
    Cite as 
    300 Or App 716
     (2019)                             737
    ORS 107.135(3)(a) presents a mixed question of fact and
    law.” Tilson and Tilson, 
    260 Or App 427
    , 431, 317 P3d 391
    (2013) (internal quotation marks omitted). “We review the
    trial court’s implicit and explicit findings of historical fact
    regarding the parties’ economic circumstances to deter-
    mine whether those findings are supported by any evidence
    in the record.” 
    Id.
     “We review the court’s determination [of
    whether] those facts constitute a ‘substantial change in eco-
    nomic circumstance of a party’ under ORS 107.135(3)(a) for
    legal error.” 
    Id. at 431-32
    .
    In this case, we conclude that the trial court did not
    err when it determined in its May 7, 2018, letter opinion,
    that there had been “no change in circumstances to war-
    rant a change in [spousal] support.” A party’s income from
    employment is not an “unanticipated” change in economic
    circumstances where a trial court anticipated such employ-
    ment and income when making the award of spousal sup-
    port. Bliven and Bliven, 
    106 Or App 93
    , 96 n 1, 
    806 P2d 177
     (1991) (“[W]e conclude that her obtaining employment
    was anticipated and that her earnings from that employ-
    ment do not constitute an unanticipated change.”). As indi-
    cated in the trial court’s May 7, 2018, letter opinion, when
    making the transitional spousal support award in this case,
    the trial court anticipated that wife would find employment
    and, further, the level of income wife is earning (and more)
    was anticipated in the evidence that was introduced at trial.
    As the trial court observed in its September 29, 2017, letter
    opinion, wife’s “ability to earn an income and reenter den-
    tistry practice was * * * thoroughly contemplated.”
    Nor do we agree with husband that the “statutory
    purpose of the Transitional Spousal Support has been met.”
    Wife’s testimony during the hearing on husband’s motion to
    modify the transitional spousal support award supports the
    trial court’s determination that wife “is in a limited practice
    and that she still is in need of additional training.” We also
    note that the record contains evidence from which the trial
    court could determine that wife still had room to “advance”
    in the dental field: Wife was employed in public dentistry,
    but evidence was presented that public dentistry typically
    pays less than private dentistry, is typically not a “long-term
    thing” for dentists, and that, without additional training and
    738                                                      Varro and Varro
    education, wife does not have the skills to transition into pri-
    vate dentistry. Further, one of husband’s witnesses, Hendy,
    testified that it was “pretty common” for associate dentists
    to earn more than wife was earning.9
    In sum, we conclude that the trial court did not err
    when it determined in its May 7, 2018, letter opinion, that
    there had been “no change in circumstances to warrant a
    change in [spousal] support.”
    Affirmed.
    9
    On appeal, husband does not argue that wife initially finding employment
    in public dentistry rather than immediately opening or purchasing her own
    dental practice is relevant to our analysis. We note, however, that wife needed
    fewer continuing education courses to start practicing in the public sector than
    the private sector—making her decision to start there understandable. Further,
    as noted above, evidence was presented during the dissolution proceeding that
    public-sector dentistry is typically not a “long-term thing” for dentists.
    

Document Info

Docket Number: A166157

Judges: Tookey

Filed Date: 11/27/2019

Precedential Status: Precedential

Modified Date: 10/10/2024