Posts Tagged ‘Jackson Mississippi Lawyer’

Saving and Investing for the Future: Who Can I Trust for Advice and Counsel?

Tuesday, August 9th, 2011

Our estate planning clients come to us from many different walks of life and many have differing financial issues, from saving and investing, to planning for future care needs. Most of our clients have no one providing them with investment planning or counsel. Some of our clients simply don’t know who can be trusted to provide this information, and many have preconceived notions that most purveyors of financial planning services are, shall we say, not interested in what is best for the client. While some bad apples are out there, we have found that there are highly skilled, trustworthy financial planning specialists available who will seek the best plan for clients, even if a different plan would better benefit the financial planner. We work with such qualified professional financial planners regularly and have developed a track record with proven results.

Do you have an incomplete plan for your financial future? Are you concerned that you could outlive your means and ability to cover your costs of living as you age? Do you worry that changing financial conditions might affect your standard of living? These are legitimate questions that deserve careful consideration. The professionals at Adams & Edens, P.A., stand ready to provide you with sound legal counsel concerning your estate plan; but we also are prepared to go further by introducing you to trusted professionals who can provide solid financial planning, if you need it, that addresses natural questions about an uncertain financial future. You don’t have to go it alone. Give us a call today to schedule an appointment.

Role Reversal: Adult Children Take on Parenting Role Over Aging Parents

Friday, July 29th, 2011

As our population ages, we see more and more situations where aging parents require the assistance of their adult children with certain tasks such as paying bills, grocery shopping, transportation, personal hygiene, taking medicine, etc. Some of our clients have parents who are exhibiting signs of diminishing mental acuity (memory problems, dementia in its various forms, etc.). These are difficult situations with which to deal; but, these are not difficult situations for which to prepare. Where most people make a critical mistake is in putting off a review of their unique situation with competent legal counsel until they sense that it is “needed.” Many times, once it becomes clear that Mom or Dad are in need of assistance, it is too late for Mom and/or Dad to voluntarily create documents designed to establish the scope of their care and those who will provide it. Once your parents have lost mental capacity, addressing their future medical care and attending to their assets may require expensive, time-consuming court intervention. Effective, early, proactive planning can avoid this unpleasant result.

As an adult child of parents who are aging and may be experiencing the onset of mental or physical infirmity, one of your first orders of business ought to be a meeting with competent legal counsel who can assist you with a thorough assessment of your family’s situation. The lawyers of Adams & Edens, P.A., have a wealth of experience in counseling adult children as they attend to the care of aging parents. Call us today for an appointment.

Why You Need a Last Will and Testament

Friday, July 1st, 2011

So you may have listened to so-called legal experts or wanna-be attorneys who have suggested, in some form or fashion, that there is no need for “the vast majority of people” to create a Last Will and Testament. While this advice is immediately satisfying, you are wise to evaluate whether it is sound. First, no two legal or financial situations are alike, making one-size-fits-all advice suspect. Second, because our lives are fast-paced, hectic and often times frazzled, it is nearly impossible for individuals to cover every eventuality that life may bring our way. By creating a Last Will and Testament, individuals may rest comfortably knowing that the assets with which they have been entrusted will be distributed at death in a fashion of their choosing, not at the choosing of the state legislature.

Furthermore, couples with minor children are STRONGLY encouraged to create a Last Will and Testament that affords them the ability to select a Guardian responsible for raising their children in the event of an untimely death. And through a carefully crafted Last Will and Testament, parents with minor children are able to situate the assets of their estate in such a way that those assets are preserved and protected for the benefit of the children – without the necessity of future court intervention. Without a Last Will and Testament, the care of minor children following an untimely death will necessarily involve protracted and expensive court intervention. And that expensive court intervention could potentially last until the child reaches age 21.

So if you think there’s no need for you to create a Last Will and Testament, you might want to think again. Give the professionals at Adams & Edens, P.A., a call today to discuss whether a Last Will and Testament is right for your unique situation.

Mississippi Supreme Court Update – June 16, 2011

Monday, June 20th, 2011

In the Matter of the Estate of Anthony Walter Smith: W.E. Davis, Administrator v. Raymond Smith, No. 2009-CA-01838-SCT

In a Desoto County estate matter, the Supreme Court ruled that the estate was not entitled to prejudgment interest for the beneficiary’s share of estate taxes due where there existed a legitimate disagreement or dispute among the parties’ regarding each one’s tax liability and where the Estate had previously over estimated the amount due from the beneficiaries and where no bad faith was shown and the damages were unliquidated.

The Supreme Court also upheld a judgment against the estate for 24-months back rent where the administrator locked the beneficiary out of two farm buildings in which he owned a life estate for two years following a judgment reforming of title in which the Court determined the beneficiary had a life estate in the property.

The administrator’s obligation to protect the estate property expired when it was determined that the beneficiary had a life estate in the property. The administrator then had a new obligation to relinquish the property to the beneficiary.

Dooley et al. v. Byrd and Independent Roofing Systems, Inc., No. 2009-CA-01830

A Rankin County Circuit Court wrongful death case brought by beneficiaries of Jonathan Wayne Dooley, a two-year-old child who died when the vehicle his mother was driving  struck the rear end of a flatbed trailer that was hanging out of a driveway onto Highway 468. The jury’s verdict was for the defendants. Family conflict existed between the heirs and several heirs were represented at trial by separate attorneys.

The Supreme Court held that all wrongful-death claims must be litigated in one suit and upheld the trial court’s granting of a beneficiary’s joinder motion, stating that Miss. Code Ann. 11-7-13 also mandated that outcome.

Each wrongful-death beneficiary has a right to participate fully in all aspect of a trial. Joining Plaintiff had a right to question all witnesses (trial court had limited questioning to the first Plaintiff to file). Trial court committed reversible error in denying joining Plaintiff’s right to question all the witnesses.

Court also gave a lengthy analysis of jury instructions with regard to warning devices for trucks and buses as contemplated by Section 63-7-71 after upholding the trial court’s denial of Plaintiff’s jury instruction that misstated the law.

The Court did find error in granting jury instructions that removed fact issues from the jury’s consideration.

Rebuild America, Inc. v. Tim A. Norris, No. 2009-CT-01191-SCT

A Hinds County Chancery Court case setting aside a tax sale for failure to effect personal service pursuant to Section 27-43-3, which requires notice of the tax sale in three forms, personal service by summons, mail at his usual address, and by publication in a newspaper in county which land is located. All three requirements must be met. Under some circumstances where the clerk and sheriff have complied with their duties the tax sale may be confirmed even though the owner never received actual notice of the tax sale, however the sheriff has not complied with his duties in this case when he did not effect personal service despite knowing the owner’s home address.

Will Tort Caps in Mississippi Stand?

Thursday, June 16th, 2011

The Mississippi Supreme Court heard oral arguments in the Sears v. Learmonth case yesterday, where the Court will eventually rule whether tort reform is constitutional. For a full report on what happened at oral arguments check out Philip Thomas’s blog. At the end of his post Thomas predicts that the caps will stand. I’ll be surprised if he’s wrong.

Mississippi Court of Appeals Update – June 14, 2011

Wednesday, June 15th, 2011

Angela L. Turner v. Deutsche Bank National Trust Company, No. 2009-CA-01601-COA

In a foreclosure action, Deutsche Bank attempted to serve Angela Turner by publication, but did not certify that Turner was a non-resident of Mississippi or allege she could not be located in the state after diligent inquiry. The Court of Appeals reversed the Warren County Chancery Court’s refusal to set aside the default judgment and remanded the case.

Service by publication is only permitted “if the defendant…be shown by sworn complaint or sworn petition, or by a filed affidavit, to be a resident of this state or not be found therein on diligent inquiry. M.R.C.P. 4(c)(4)(A).

The rules on service of process are to be strictly construed. Even if a defendant is aware of a suit, the failure to comply with rules for the service of process, coupled with the failure of the defendant voluntarily to appear, prevents a judgment from being entered against him.

Where notice by publication is resorted to as a basis for jurisdiction of the court, in lieu of personal summons, all the requirements of the statute as to such notice must be strictly complied with.

Roy L. Clincy v. Daudra Atwood and Dale Caskey, No. 2010-CP-00877-COA

Court of Appeals upheld the Circuit Court’s dismissal of a personal injury complaint by an inmate at a correction facility as frivolous.

Gerald Hammond v. Caterpillar Financial Services, No. 2010-CA-00547-COA

In a replevin suit brought by Caterpillar for a Skid-Steer in which it had a perfected security interest. Hammond argued that he was a buyer of a consumer good without knowledge of the prior security agreement. After hearing only arguments, the Circuit Court found that Caterpillar had a perfected security interest under the law of Texas that should be granted in Mississippi and granted Caterpillar Financial possession of the Skid-Steer.

The Court of Appeals held that the Circuit court did not err in not requiring Caterpillar to prove its right to possession when Hammond did not dispute that Caterpillar had a valid perfected security interest.

Anthony Joseph Cuccia v. Julie Anne Cuccia, No. 2010-CA-00083-COA

The Court of Appeals reversed the Desoto County Chancery Court’s grant of sole legal and physical custody to Wife, disagreeing with the Chancery Court’s findings as to the Albright factors.

Regarding “continuity of care” the Chancery Court failed to point out that Husband had sole physical custody for several weeks during the pendency of the divorce, and that the parties had shared joint legal and physical custody for more than a year and a half. Court also found that Husband took an active role in extra-curricular activities and continued to participate in the children’s lives to the extent possible given his custodial restrictions.

Chancery Court was wrong in concluding Wife exhibited more of a willingness to provide primary childcare just because Husband allowed the children to live in the sole custody of Wife during the period of time immediately following the parties’ separation when Husband did petition the Court for custody once the Chancery Court became involved.

“A parent’s desire to allow his child the opportunity to enjoy the presence of both parent’s in the child’s life should not later be used against the parent to support a theory that the parent is unwilling to care for the child. Simply because a parent in a child-custody case does not employ a take-no prisoners strategy does not mean that the parent should be marked as unwilling to provide primary care for the child.”

In an unusual step, the Court of Appeals stepped in “for the safety of the children,” and restricted Wife’s ability to allow dogs or any number and weight to roam loose or occupy any portion of Wife’s residence utilized by the children as living space. Wife boarded dogs and the facts showed she had up to 36 dogs, including pit bulls and rottweilers loose on the property and inside her residence.

A bonus of $43,000 received by husband after the separation and as a result of his employer’s performance and not his own performance would not have been marital property but for Husband’s commingling of the funds by paying marital debt. If Husband had kept the money separate, it would not have been marital property. Additionally, since Husband had spent the bonus on marital debt, he should not have been forced to regain the money in the form of a loan to place into a trust for division in the marital estate.

It was error for the Chancery Court not to consider the marital debt in property division where the debt was enough for Husband to need a $40,000 bonus to pay it.

A house purchased by Wife after the separation may have been marital property where Husband had used his bonus money to pay down mortgage of first house and where temporary alimony payments from Husband were part of the income Wife used to qualify for the loan on the new house.

Rehabilitative alimony payments to wife erroneous where Husband could not meet his monthly expenses, and where Wife had received large award of division of marital property and Husband had paid much money to Wife in the form of temporary alimony, and wife had personal income.

Carolyn Epperson v. Southbank, No. 2010-CA-00056-COA

Court of Appeals reversed Alcorn County Circuit Court, ruling that Southbank was in error where Plaintiff was a joint owner of a CD and asked for withdrawal of the CD and bank refused because Plaintiff did not have original certificates to present and such requirement was not present in the contract. Joint owners of CD later changed names on the CD’s and took Plaintiff’s name off. Plaintiff filed suit against Southbank. Court of Appeals ordered Southbank to pay Plaintiff the value of the CD’s at time she requested withdrawal ($233,183.45) plus interest.

CD’s are non-negotiable, non-transferable instruments governed by contract law. Article 3 of the UCC does not apply.

“When an account is held jointly in the name of one depositor or another, ‘each depositor is allowed to treat joint property as if it were entirely her own.”

Connie Mack Douglas and Charlene Douglas v. Denbury Onshore, LLC, No. 2010-CA-00369-COA

An oi and gas case. Douglas’s didn’t want Denbury re-opening an old gas well, alleging it was too close to their residence. Denbury had a valid lease of the mineral estate. Denbury prevailed.

“In Mississippi, when land is severed to create a surface and mineral estate, the two estates are separate and distinct. The owner of a mineral estate has a corporeal possessory interest in the minerals. The mineral estate is dominant over the surface estate. As such, a mineral owner or a lessee of the mineral estate, in the absence of additional rights expressly conveyed or reserved, may use as much of the surface as is reasonably necessary to exercise its right to recover minerals without liability for surface damage. Likewise, the mineral owner has the absolute right to select the location for drilling a well.”

How to Prove Medical Malpractice

Tuesday, June 14th, 2011

In order to prove medical malpractice at trial, the Plaintiff must establish the following elements:

(1) The existence of a duty of the hospital, nursing home, or other healthcare provider to conform to a specific standard of conduct for the protection of others against an unreasonable risk of injury;

(2) a failure to conform to the required standard; and

(3) an injury to the plaintiff proximately caused by the breach of such duty by the hospital, nursing home or other healthcare provider.

Expert testimony is required to support each of these elements. The expert witness, usually a doctor who  practices in the field at issue, must identify and articulate the required standard that was not complied with. The expert witness must also establish that the failure to comply with the standard of care was the proximate cause, or proximate contributing cause, of the alleged injuries.

- Jake Adams

Worst Case Scenario for Bed Sores

Monday, June 13th, 2011

In some cases hospital and nursing home patients develop severe bed sores. These bed sores can lead to major complications such as sepsis and even death. Nursing homes and medical providers must provide a certain standard of care to patients to prevent them from getting bed sores. This standard of care can be as simple as turning the patient in his or her bed to prevent the pressure sores from forming.

In 2007, the Mississippi Supreme Court upheld a $1,000,000 judgment against Delta Regional Medical Center, where the patient at the hospital developed a decubitus ulcer (bed sore) that expanded into a wound measuring six by ten inches.

In explaining why it was upholding the judgment amount, the Supreme Court stated:

“While in the care of DRMC, (the patient) developed a bedsore measuring six by ten inches in diameter. The Court found that by the time the patient left DRMC the ulcer was large enough that a volleyball could be placed inside it. Although both parties agreed that the standard of care mandates turning a patient every two hours, the medical records show that Delta Regional failed to meet this benchmark during the majority of the patient’s stay, even after she first developed a skin tear. In the medical records, a nurse changing the patient’s dressing described “picking out little pieces of bone from the dressing as it was removed from her backside.” See Delta Regional Medical v. Venton, 2004-CA-02208-SCT (Miss. 2007).

- Jake Adams

Nursing Home Arbitration Agreement Not Enforceable Where Nursing Home Did Not Sign

Monday, June 13th, 2011

In Byrd v. Simmons, 5 So.3d 384 (Miss. 2008), the Supreme Court held that Manhattan Nursing & Rehabilitation Center, LLC, could not enforce an arbitration agreement where the agreement required the assent of both parties and no representative of Manhattan Nursing Home signed the agreement.

- Jake Adams

Mississippi Supreme Court Update – June 9, 2011

Thursday, June 9th, 2011

Kimball Glassco Residential Center, Inc., and Vera Richardson v. Terrance Shanks as Next of Kin of Lois Shanks, No. 2009-IA-01617-SCT

In a personal injury action involving an injury resulting from an automobile accident, defendants moved to dismiss, asserting that Plaintiff’s action was barred by the one-year statute of limitations under the Mississippi Tort Claims Act (MTCA), 11-46-11(3). The trial court denied the motion to dismiss holding that the defendants waived their statute-of-limitations defense by failing to timely raise and pursue the defense for eleven months while actively participating in the litigation. Trial court further held that the defendants were estopped from asserting the MCTA’s one-year statute of limitations bases on a misrepresentation by the Mississippi Tort Claim’s Board (MTCB) that Delta Community Mental Health Service (DCMHS) was not a state entity.

The Supreme Court reversed on both rulings.

Defendants filed their motion to dismiss eleven months prior to setting a hearing on the motion and little transpired other than service of discovery requests from each party to the other. Nothing occurred of record in the case. The case was dormant until the Defendants answered discovery requests as required by the Rules of Civil Procedure and then set their motion to dismiss for hearing. The Court ruled this is not waiver of the affirmative defense of the statute of limitations.

The Supreme Court ruled that a letter from MTCB to Plaintiff’s counsel acknowledging receipt of a notice of claim and stating that the MTCB had been advised by the Mississippi Department of Health that DCMHS was not a state agency or a department or division of the Mississippi Department of Health was not inequitable conduct on the part of the defendants. Because the misrepresentation of the MTCB was a result of information provided by the Mississippi Department of Health and not the two defendants in this case, the Supreme Court found that the defendants were not equitably estopped from asserting the affirmative defense of the MTCA’s statute of limitations.

Motion to remand for determination of unsound mind to invoke Section 11-46-11(4) of Lois was not well taken where the issue was not raised at the trial level and where Shanks brought the action on behalf of Lois, meaning Lois was not the Plaintiff in the case.

Barry Gregg v. Natchez Trace Electric Power Association and Electric Power Associations of Mississippie Workers’ Compensation Group, Inc., No. 2009-CT-00699-SCT

Court held that the Court of Appeals erred in considering Plaintiff’s higher wages post-injury as determinative of no lost wage-earning capacity where Plaintiff had shown that he could no longer take after-hours call (climbing power poles) whereas he regularly took call prior to his injury.

The Mississippi Commission on Judicial Performance v. Talmadge Littlejohn, No. 2010-JP-01954-SCT

Holding an attorney in criminal contempt for not reciting the Pledge of Allegiance in open court infringed on the attorney’s First Amendment right to freedom of speech and such was a violation of Canons 1, 3B(2), 3B(8), 2A and 3B(4).

- Jake Adams