DocketNumber: S19Y0977
Citation Numbers: 830 S.E.2d 730
Filed Date: 7/1/2019
Status: Precedential
Modified Date: 10/19/2024
This disciplinary matter arises from a renewed petition for voluntary discipline filed by Cheryl Joyce Braziel (State Bar No. 275115), after we rejected her earlier petition, which had been filed before the issuance of a formal complaint. See In the Matter of Braziel ,
The special master made the following factual findings. Braziel, who was admitted to the Bar in 2007, settled a client's personal-injury claim with the liability insurer, and the client executed a limited liability release to enable pursuit of a claim against her own uninsured motorist (UM) carrier. The client's UM policy provided reduced-limits coverage, meaning the amount of coverage was reduced by available liability insurance limits, but coverage could be restored to the extent that certain federal liens, such as a Medicaid lien, were satisfied from the liability settlement proceeds. Braziel's client had been treated at Grady Hospital, incurring charges of $24,384.77, and Braziel believed that the client was eligible to receive Medicaid and that the hospital charges should have resulted in the filing of a Medicaid lien, which would have allowed recovery under the UM policy. However, Braziel had been unable to document the existence of a Medicaid lien.
Braziel recalled that she had received a lien letter from an attorney who represented Grady Hospital in another client's matter, and she wanted to contact that lawyer to ask his assistance in determining if a lien had been filed or would be filed with respect to her current client's hospital bill. Braziel testified that, while she was traveling outside of Georgia to obtain medical treatment, she called her assistant to ask her to pull the lien letter from the prior client's file, duplicate it, and place it in the new client's file, so that Braziel could contact Grady's lawyer for assistance. Braziel made the call to her assistant while driving in rural Mississippi, and, due to poor reception for the call, poor instructions, and poor training of the assistant, the assistant misunderstood her instructions. The assistant created a new lien letter patterned after the old one, but with the information for the new client and the expected amount of the lien. The result was a letter purportedly from Grady's lawyer to Braziel about a lien held by Grady in connection with Braziel's representation of her current client. Braziel arrived at her office later that evening and saw the letter that had been created. Braziel admonished her assistant and gave her additional instructions in her duties as a legal assistant.
Rather than destroying the letter, however, Braziel faxed it that evening to Felecia Morris, an administrative service provider who has a law degree but is not a member of the Georgia Bar, and asked her to confirm the existence of the lien. Braziel testified that she explained the nature of the document to Morris and sent her the letter for internal, informational purposes only, as it contained the information Morris would need to track down the lien information. Six days later, Morris emailed the letter to the new client's UM carrier, which then forwarded the letter to Grady's lawyer. When Grady's lawyer contacted Braziel, Braziel promptly admitted what had occurred, took responsibility for the matter, and attempted to explain how the situation occurred. Braziel also severed her ties with Morris.
Morris was deposed and provided a materially different version of her interactions with Braziel. But the special master found Morris not credible and concluded that there was no credible evidence to contradict Braziel's assertion that she did not personally create the lien letter, send it to the UM carrier, or engage in any effort to make it appear that Grady had a lien on the case when it did not. Based on his factual findings, the special master concluded that Braziel violated Rules 5.3 (a), (b), and (c) (2) of the Georgia Rules of Professional Conduct found in Bar Rule 4-102 (d), but that there was insufficient evidence to establish any violation of Rules 4.1 or 8.4 (a) (2). Citing the pertinent American Bar Association Standards for Imposing Lawyer Sanctions (1992), the special master also found the following mitigating circumstances: Braziel's lack of prior disciplinary history, her lack of selfish motive or an intent to deceive, the existence of personal health problems that may have led to the misconduct, her efforts to rectify *732the consequences of the misconduct, her acceptance of responsibility and demonstration of remorse for what occurred, and her demonstration of a cooperative attitude in the disciplinary proceedings. See ABA Standard 9.32 (a), (b), (c), (d), (e), and (l); see also In the Matter of Morse ,
The special master's factual findings are supported by the record, and we are not in a position to second-guess his credibility determinations. See In the Matter of Ballew ,
Petition for voluntary discipline accepted. Public Reprimand.
All the Justices concur.