Latest Articles

Continuing Legacy of the Johns-Manville Marrero Plants

By Douglas W. Redfearn

The focus of asbestos litigation in Louisiana has shifted from non-malignant disease cases to the more deadly lung and mesothelioma cancer cases.  The dominant questions in these cases is how and where a person was exposed to asbestos. Cases involving New Orleans Westbank area residents always raise the question of whether their asbestos exposure can be traced to the Johns-Manville (JM) shingle and pipe plants, which were located in Marrero, Louisiana, and have been closed for years.   Both JM plants manufactured pipes and shingles with asbestos.  The pipe also contained crocidolite “blue” asbestos, a particularly deadly form of asbestos associated with mesothelioma.  
As to be expected, asbestos claims continue to arise from former JM employees who were directly exposed to asbestos during their employment in the Marrero plants.  In addition and more tragically, family members of these employees have also made mesothelioma claims based on their breathing in asbestos from the employees’ clothes.  
Incredibly, there is a more insidious source of asbestos exposure.  Up until approximately 1965, residents on the Westbank of Jefferson and Orleans Parishes, Louisiana, were able to obtain “fill material” from the JM Marrero facility.  The fill material contained waste from the pipes and shingles. It was an asbestos-containing aggregate by-product that was concrete-like in consistency, and used by residents in driveways, yards and street right-of-ways.   The JM “Westbank Asbestos Site,” which is the term used by the Louisiana Department of Environmental Quality (DEQ) to describe the scope and size of the fill material contamination, includes the Louisiana communities of Bridge City, Westwego, Marrero, Harvey, Gretna and Algiers.

The JM “Westbank Asbestos Site” was first investigated by the DEQ, then referred to the Environmental Protection Agency (EPA).  Although the EPA was the lead agency responsible for removing the asbestos-containing fill material, the DEQ assisted the EPA with site investigations and preparing removal activities.    During their investigations, EPA and DEQ officials noticed children playing on the fill material and observed that cars created dust clouds when crossing over areas containing the fill material. The DEQ analytical results in February, 1990, showed samples with up to 60% asbestos content and noted a high concentration of crocidolite “blue” asbestos.  Analytical results in April, 1996, confirmed up to 60% asbestos in some bulk and soil samples.

In the mid-1990s, the EPA began  removal actions for homes and sites contaminated with  asbestos-containing fill material. Articles in the newspapers initially reported that  600 homes contained the asbestos fill material; however, that number subsequently rose to 900 sites.  As of May 14, 1997, the DEQ confirmed that a total of 1,174 sites have visible asbestos-containing material.  All totaled, the EPA removed fill material from approximately 1,400 properties.

Mesothelioma is a long-term latency disease, and may take decades to develop after exposure to asbestos.  Sadly, this means that the impact and legacy of the JM Marrero plants won’t truly be known for decades to come.

 
Small Succession Law Amended Effective January 1, 2010

By April A. McQuillar

Acts 2009, No. 81, effective January 1, 2010, amended the Louisiana small succession law.  The Act’s amendments increase the gross dollar value of small successions, for the first time allows decedents dying with certain types of immovable property to use the small succession procedure, and simplifies certain small succession rules.
LCCP art. 3421 raises the gross value limit of a small succession from $50,000 to $75,000. Of particular interest regarding the effective date of this increase in gross value is that it applies to all small successions opened on and after January 1, 2010, regardless of the date of death of the decedent.

Previously, the small succession procedure was not available to decedents owning immovable property.  The Act changes this with the amendments to LCCP art. 3431 (A) and (D):

  1. An individual with an ownership interest in “small succession immovable property” will now be able to use the affidavit small succession procedure (but note that the decedent must die intestate for this article to apply);
  2. and New Paragraph D defines small succession immovable property generally as the last place of residence of the decedent or his spouse and also includes cemetery spaces.


Amended LCCP art. 3432 also simplifies the requirements for execution of a small succession affidavit.  Previously, the small succession affidavit had to be signed by all competent heirs and the surviving spouse, if any.  Now, the small succession affidavit need only be signed by at least two persons, one of which must be the surviving spouse, if any, and the other(s) being a competent major heir of the deceased.LCCP art. 3432(A)(1)-(A)(10) contains an extensive list of information that must be included in the small succession affidavit.

LCCP art. 3434 no longer requires that the small succession affidavit be submitted to the Department of Revenue. The other amendment to this Article requires the that the original affidavit and a certified copy of the decedent’s death certificate must be recorded in the conveyance records of the parish where the small succession property is located.  Under the amended Article, an action against third parties who acquire an interest in the small succession immovable property by a person who claims to be a successor of the decedent, but who was not recognized as such in the small succession affidavit, is subject to  a two year prescriptive period.

The Act repeals LCCP art. 3433, which required that the inheritance tax collector certify that no inheritance taxes are due upon review of the affidavit and endorse the multiples of the original affidavits to be returned to the heirs and surviving spouse.

Practitioners should welcome these new changes.

 
Renewable Energy and Efficiency Incentives In Louisiana

By Christopher M. Guidroz

As a result of the publicity surrounding the U.N. Climate Change Conference held in Copenhagen this last December, and the ongoing Washington debate regarding energy independence, most of us have some familiarity  with the various federal programs providing tax credits, grants and favorable financing to individuals and corporations who increase energy efficiency by utilizing renewable energy sources, such as hydrokinetics, wind, solar or geothermal.   With this current focus on federal programs, however, it is easy to overlook the significant steps Louisiana has taken to encourage energy efficiency and the development of renewable energy sources.  The summary outline below  highlights that Louisiana is one of the most progressive states when it comes to tax credits and programs for renewable energy.

Solar and Wind Energy Credit. Individuals and corporations who install solar or wind energy systems can receive a state tax credit of 50% of the first $25,000 of the cost of each system. The Louisiana credit is in addition to federal tax credits, and the Louisiana tax credit  is  refundable, meaning you can get a check back from the Department of Revenue for up to $12,500.

Net Metering. Special rules adopted by the Public Service Commission and the New Orleans City Council make Louisiana one of the few places that  require utility companies to allow “net metering”.  So, if you are not home, or it’s a nice day and you have your windows open, and  are not using the energy generated by your renewable system, you can instantaneously sell the excess electricity your system is then producing to your utility company.
Department of Natural Resources Programs.  The Louisiana Department of Natural Resources administers two important programs: (1) the Home Energy Rebate Option (HERO) Program under which homeowners can  receive rebates of up to 20% of the cost of energy efficiency improvements or the cost of energy saved, provided the improvements increase a building’s efficiency by 30%; and (2)  the Home Energy Loan Program (HELP) which allows homeowners to obtain a five-year special reduced-rate loan to improve energy efficiency.
Reduced Rate Incentives.  Both the CLECO and DEMCO utilities also provide special reduced rate incentives to customers who make energy efficiency improvements.

Energy Efficiency Measures. Louisiana enacted legislation in July, 2007, which requires energy efficiency measures to be incorporated in the construction and renovation of every major facility project funded by the state.
Property Tax Exemption.  There is also a special property tax exemption for renewable energy systems installed on your property.

 

Latest Attorney News

Andrew Wilson Appointed as a Member of the External Advisory Board for the Louisiana Coastal Sustainability Studio

Mr. Wilson has been appointed as a member of the External Advisory Board for the Louisiana Coastal Sustainability Studio, an experimental program being developed by LSU's Coastal Studies Institute to develop, coordinate and implement coastal restoration projects in a manner that will maximize efficiency and benefits in an effort to save our rapidly disappearing coast. The first project being developed is associated with the area of Bayou Bienvenue and the Lower Ninth Ward.

View Mr. Wilson's full bio here

 
Andrew Wilson to Address the Louisiana Landowner's Association

Mr. Wilson will address the Louisiana Landowner's Association on March 12, 2010 at their monthy meeting in Baton Rouge on the topic of liability issues on privately owned wetlands.

View Mr. Wilson's full bio here

 
Simon, Peragine Announces New Partners

Simon, Peragine, Smith & Redfearn is pleased to announce the following attorneys have become partners:

Susan M. Caruso

Ms. Caruso received her Juris Doctor degree from Tulane School of Law. She practices in the following areas: commercial litigation, insurance defense, general civil litigation, products liabiality, environmental and toxic tort.

James R. Guidry

Mr. Guidry received his Juris Doctor degree from Louisiana State University Paul M. Hebert Law Center. Mr. Guidry practices in the following areas: general liability, products liability and toxic tort defense.
April A. McQuillar: Ms. McQuillar received her Juris Doctor degree from Loyola University School of Law. Ms. McQuillar practices in the following areas: general civil litigation, insurance defense, products liability and toxic tort defense.

Charles E. Riley, IV

Mr. Riley received his Juris Doctor from Tulane University School of Law.  Mr. Riley practices in the following areas: civil litigation, general casualty work, insurance subrogation, automobile liability, premises liability, transportation/trucking liability and insurance coverage.

 

Latest Firm News

Simon, Peragine is an Active Member of Legus

Simon, Peragine, Smith & Redfearn is an active member of Legus, a network of international law firms. As a member of this organization, Simon, Peragine is able to provide clients with access to quality legal representation throughout the United States, South and Central America, Europe, Asia and the Far East. We at Simon, Pergaine, Smith & Redfearn are honored to have been selected as network member.

 
Noteworthy Cases: Montgomery v. Tulane

SPS&R recently filed a motion for summary judgment on behalf of Susan Henderson Montgomery, asking the state district court in New Orleans to rule that Tulane University violated the charges and conditions contained in the will of Josephine Louise Newcomb when it closed Newcomb College and ended its 119-year history as the first coordinate women's college in the United States, and to direct Tulane to reopen Newcomb and restore its endowments.

Montgomery v. Tulane is a follow-up to the earlier case of Howard v. Tulane, also handled by SPS&R, which resulted in a 2008 landmark ruling by the Supreme Court of Louisiana that would-be heirs who inherit nothing from an ancestor’s estate have the right to enforce a condition in their ancestor’s will. Previously, these would-be heirs only had a poorly defined right to revoke a conditional donation or bequest if the donee violated the condition. By ruling that this class of plaintiffs, called would-be heirs or successors, have a right to enforce a conditional bequest in their ancestor’s will, the Supreme Court set the stage for the current litigation, in which the plaintiff is a great-great-great niece of Mrs. Newcomb. Following up on the ruling in Howard, Mrs. Montgomery asked the court in New Orleans to enforce the charge in Mrs. Newcomb's will that Tulane "continue to use and apply the benefactions and property, I have bestowed and may give, for the present and future development of this Department of the University known as the H. Sophie Newcomb Memorial College which engrosses my thoughts and purposes, and is endeared to me by such hallowed associations."

Montgomery v. Tulane is a significant case in the increasingly important area of donor intent in making bequests to educational and charitable institutions. To read the pleadings filed on behalf of Mrs. Montgomery, click here.

 
Simon, Peragine Renews Lease

Our firm was the first tenant in the Energy Centre in July 1984. We have renewed our lease and are happy to call the Energy Centre home for the next 15 years.

 
Practice Areas
Banking and Finance Print E-mail

Banking and FinanceSimon, Peragine, Smith & Redfearn represents both regional and national commercial banks and savings and loan associations. The varied expertise of our lawyers means that we are able to assist our clients in several aspects of business, including: secured transactions, preparation of loan and security agreements, enforcement of security interests, defense of lender liability claims, and defense of bad faith/breach of fiduciary duty claims.  The firm provides guidance on compliance with federal and state banking laws and regulations, and provides representation in audits, administrative proceedings, and court hearings.

 
Bankruptcy Print E-mail

BankruptcySimon, Peragine, Smith & Redfearn’s bankruptcy attorneys advise creditors on issues and strategies related to bankruptcy proceedings. The firm defends clients in preference and fraudulent conveyance actions brought by trustees and creditors’ committees. Additionally, the firm counsels clients on strategies and options related to the negotiation of plans of reorganization and the plan confirmation process.

 
Commercial Litigation / Class Actions Print E-mail

Commercial Litigation and Class ActionsSimon, Peragine, Smith & Redfearn represents diverse clients in complex commercial litigation. The firm has a history of representation in anti-trust lawsuits, securities matters, and oil and gas contract and lease disputes. The diversity of our practice and the varied expertise of our lawyers means that we are able to represent clients in large commercial matters with a high degree of sophistication and efficiency. With this comes the knowledge of how to handle class action suits. The firm has represented clients in class actions concerning product liability, environmental and toxic torts (including silica and asbestos exposure cases), student loan guaranty disputes, claims on behalf of pension holders, and oil and gas royalty disputes.

 
Commercial Real Estate and Development Print E-mail

Real EstateSimon, Peragine, Smith & Redfearn represents developers, landlords, purchasers, tenants, lenders, and individual and corporate landowners in transactions and litigation involving real estate, leases, property management, and other related matters.

As part of its real estate practice, the firm negotiates and documents complex real estate transactions, including sales, purchases, leases, condominium conversions, refinancing and restructuring of commercial, residential, and other properties. Our attorneys are experienced in all phases of negotiation and documentation of commercial real estate leases, including offices, medical facilities, shopping centers, and free-standing buildings. The firm handles title matters and facilitates the issuance of title insurance.

In addition, the firm represents corporate and individual clients in litigation involving environmental remediation issues, foreclosure, landlord-tenant disputes, lease disputes, property management issues, title insurance matters, and redhibition actions.

 
Construction Print E-mail

ConstructionSimon, Peragine, Smith & Redfearn has a history of representation in the construction industry. Our clients include contractors, owners, sureties, design professionals, and their insurers. The firm has had the privilege of advising and litigating on behalf of clients who build hospitals, highways, industrial facilities, condominiums, hotels, parking garages, airports, casinos, and convention centers.

Often, representation begins at the time of contract negotiations and continues through post-completion claims. We customarily provide counsel in negotiating and drafting construction and design-build contracts. During the contract negotiation phase of a project, our principal goal is to protect our client’s interests and to help minimize any risk of liability during the construction process.

In the event litigation becomes unavoidable, our goal is to provide competent and cost-effective representation to resolve our client’s claims and potential liabilities in an expedited manner. Our firm has had the opportunity to represent clients in litigation involving a wide range of issues, including: bid disputes, construction defect claims, delay and disruption claims, acceleration and inefficiency claims, Eichlaey claims, design defect claims, liens and privileges, warranty claims, mold claims, federal procurement issues, EIFS claims, professional errors and omissions claims, wrongful termination claims, critical path scheduling issues, administrative licensing hearings, and minority and   women business enterprise issues.

Led by H. Bruce Shreves, the firm’s construction practice group has been involved in many of the seminal construction law cases in Louisiana. Through active participation in local and national construction groups, our attorneys remain informed of current legal developments and trends affecting the construction industry. Our attorneys are frequent lecturers at local and national construction related seminars. Moreover, we have published numerous articles and publications relating to the construction industry, including the Louisiana Construction Law Handbook.

 
Employment and Worker's Compensation Print E-mail

Employment and Workers CompensationSimon, Peragine, Smith & Redfearn provides counsel to its individual and corporate clients regarding a wide-range of employment issues. In litigation, the firm represents clients in both federal and state administrative and court proceedings concerning wrongful termination, sexual harassment, discrimination, and other crucial employment issues. Also, to help minimize our clients’ exposure to employment-related liability, our attorneys draft  employee handbooks and manuals tailored to the clients’ needs, and conduct seminars regarding employment laws.

 
Energy Print E-mail

Oil and GasSimon, Peragine, Smith & Redfearn has a long history of involvement in energy related litigation and transactions. In these matters, the firm represents interstate pipeline companies, independent producers, landowners, and financial institutions.

The firm has litigated contract disputes arising out of gas purchase and sales agreements, leases, farm out agreements, joint operating agreements, drilling contracts, servitudes, transportation agreements, and other related oil and gas contracts. In addition, the firm has represented its oil and gas clients in lawsuits concerning property damage claims, personal injury claims, and environmental claims.

The firm’s transactional  practice includes the representation of clients that are purchasing or selling interests in producing properties or involved in mergers or acquisitions with other oil and gas companies. We have also represented clients in financing the purchase of oil and gas properties and similar financing arrangements. In connection with transactional work, the firm routinely renders drill site opinions, division order title opinions, and financing and acquisition title opinions.

Unique and complex issues must be addressed in a regulated industry; therefore, the firm provides advice and counsel to clients with regard to regulatory requirements that may affect oil and gas operations and transactions. Our attorneys are prepared not only to represent oil and gas clients in any court, but also before the many regulatory and administrative agencies impacting the industry.

 
Environmental / Toxic Tort Print E-mail

Environmental / Toxic TortSimon, Peragine, Smith & Redfearn has a rich history of representation in environmental/toxic tort litigation. In this practice, we have had the privilege of advising and representing developers, owners, construction firms, lenders, lessees, and industrial clients from the energy, chemical, oil and gas, and consumer product sectors.

In environmental litigation, the firm has defended private entities against government enforcement actions for site clean-up, and has handled private cost recovery cases in which one private party sues another for clean-up costs. Also, our attorneys have represented clients in challenging agency rule making, as well as administrative enforcement actions against individual parties.

In transactional matters, the firm provides competent counseling on matters related to the structure of business transactions, and we continue to advise clients on investigation, pollution, and remediation issues (which most often involve asbestos, silica, lead paint, radon, and other naturally occurring radioactive materials). The firm further provides advice to clients concerning compliance issues, such as those concerning the transfer of environmental permits. Incorporated into our transactional practice is the guidance we provide clients on proper due diligence, Brownfields redevelopment, financial and other tax incentives, the means for insuring against liabilities, and preparing warranties, indemnifications, and other contractual provisions to better allocate environmental risks among parties.

In regulatory matters, the firm provides counsel on federal and state environmental compliance issues. Our attorneys are well acquainted with the issues that arise out of the federal and state environmental statutes and regulations, including the Clear Air Act (CAA), Clean Water Act  (CWA), Comprehensive Environmental Response, Compensation, and Liability Act (CERCLA), Resource Conservation and Recovery Act (RCRA), and National Environmental Policy Act (NEPA).

 
Fidelity and Surety Print E-mail

Fidelity and SuretySimon, Peragine, Smith & Redfearn has a reputation for providing competent representation in fidelity and surety matters. Our attorneys are experienced in the preparation of UCC filings, take over agreements, contracts, release of lien bonds, appeal bonds, material bonds, and notarial bonds. Further, our attorneys are experienced in the handling of payment and performance bond claims, bond buyouts, indemnity actions, bankruptcy related issues, public works claims, private works claims, and Miller Act claims.

The firm’s attorneys who are active in the area of surety law are also active participants in many surety-related associations, such as the Fidelity & Surety Section of the American Bar Association, DRI Surety Committee, National Bond Claims Institute, Surety Claims Institute, and the Louisiana Surety Association.

 
General Business and Taxation Print E-mail

General Business and TaxationSimon, Peragine, Smith & Redfearn provides both individuals and businesses with a wide range of services involving commercial transactions and litigation, tax advice, planning, and representation. Among other things, the firm advises and represents individuals, partnerships, limited liability companies, and corporations regarding the following:

  • Choice, structure, formation, operation, and valuations of business and nonprofit entities;
  • Restructuring transactions, including mergers, asset and stock acquisitions, reformation, dissolution, and liquidations;
  • Dispute resolution, transfers of ownership , and business planning for business owners;
  • Tax controversies at the federal, state, and local levels; and
  • General tax strategies and planning for business entities and owners in a wide range of business activities, including oil and gas, real estate, construction, and nonprofit.
 
Maritime Print E-mail

Cargo shipSince its founding, SPS&R has had continued involvement in the maritime industry, providing all types of maritime and offshore related legal services, many of which involve the representation of clients in federal and state court litigation, various marine related federal agencies and in arbitration.

Maritime and Offshore Claims:

SPS&R handles personal injury, wrongful death and property damage claims arising from marine accidents occurring on the waterways of the United States and the States of Louisiana, Texas, Mississippi and Alabama.

Marine Insurance:

SPS&R is involved in coverage analysis, counseling and litigation involving all types of marine insurance contracts from hull and cargo to protection and indemnity and maritime employers risks of all kinds.

Environmental:

As part of its overall environmental practice, SPS&R has experience in the Oil Field Pollution Act of 1990 and other state and environmental laws affecting the maritime industry.

 
Professional Liability Print E-mail

Professional LiabilitySimon, Peragine, Smith & Redfearn has had the privilege of advising and litigating on behalf of professionals such as accountants, engineers, designers, notaries, and directors and officers of financial institutions and other companies. The firm is particularly sensitive to the unique issues  often involved in professional liability cases, and takes great care to handle these matters privately and confidentially to the greatest extent possible.

Beyond litigation, the firm has drafted legislation on behalf of professional accountant associations. This legislation, which deals with scope of duty, prescriptive period (statute of limitations), pre-suit review panels, and limited access to confidential information, has had the effect of reducing claims and assisting in quick and efficient resolution of disputes.

 
Tort and Insurance Print E-mail

Tort and InsuranceAt Simon, Peragine, Smith & Redfearn, many of the firm's litigation attorneys are engaged in an active tort and insurance practice, representing corporate, governmental, and insurance clients.  Our tort and insurance clients range from individuals and small businesses to Fortune 500 companies, domestic and foreign insurers, as well as third party administrators.

We believe that to provide quality legal services, it is essential that we work with our clients to identify their goals and expectations to chart a course which will most efficiently and effectively achieve a satisfactory resolution of claims.  From providing counsel and advice to clients in managing risk and minimizing exposure, to zealous representation through all phases of litigation, our team is dedicated to providing superior, cost effective service.  Our attorneys and staff are proficient in the current technology utilized to stream-line communications and billing.  We respect our clients' need for timely and concise reporting and evaluations, and strive to maintain a friendly but professional working relationship with others who service our clients needs.  Our seasons, skilled litigators share their experience and talent with our younger attorneys who are trained in all facets of litigation, commencing at the outset of their association with the firm.

The firm is regularly engaged in the representation of clients in the following tort and insurance matters:

  • Class action litigation;
  • Employment practices liability and worker's compensation;
  • Insurance coverage and bad faith litigation;
  • Mass torts, including toxic torts, catastrophic occurrences, pharmaceutical and environmental hazards;
  • Personal injury and property damage litigation, including product liability, trucking and automobile liability, premises liability, municipal liability, telecommunications, maritime, environmental and toxic tort; and
  • Professional liability.
 
Transportation Print E-mail

Tractor Trailers on highwayAt Simon, Peragine, Smith & Redfearn, our attorneys understand the specialized legal environment that affects the transportation community. We are privileged to represent commercial transportation companies that operate across the United States. Our attorneys handle both litigation and commercial matters for the firm's transportation clients.

 
Trust and Estate Planning Print E-mail

Trust and Estate PlanningSimon, Peragine, Smith & Redfearn provides a full range of trust and estate planning and representation services. The firm can provide advice, representation, planning, and implementation regarding the following:

  • Wealth transfers through wills, gifts, trusts, and business restructuring;
  • Operation and processing of successions, ancillary successions, transfer or probate and nonprobate assets, and related matters at the federal and state levels;
  • Representing and advising fiduciaries such as trustees, executors, tutors, custodians, and curators in connection with the performance of their fiduciary duties;
  • Drafting and implementation of estate planning documents such as wills, trusts, acts of donation, powers of attorney, and health care powers of attorney, living wills, and stock transfers;
  • Dispute resolutions between heirs and legatees;
  • Estate and gift tax audit controversies before the Internal Revenue Service and Louisiana Department of Revenue; and
  • Advice and planning in connection with current or anticipated physical or mental disabilities.