Douglas R. Bell v. Trust of Hazel L. Surless
CourtDistrict Court of Appeal of Florida
Date FiledSeptember 16, 2026
Docket4D2024-2723
StatusPublished
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Full Opinion
DISTRICT COURT OF APPEAL OF THE STATE OF FLORIDA
FOURTH DISTRICT
DOUGLAS R. BELL and THE LAW OFFICE OF BELL & BELL, P.A.,
Appellants/Cross-Appellees,
v.
ANDREAS KONIDARIS and DIANE KONIDARIS,
Appellees/Cross-Appellants.
No. 4D2024-2723
[September 16, 2026]
Appeal from the Circuit Court for the Seventeenth Judicial Circuit,
Broward County; Nicholas Richard Lopane, Judge; L.T. Case No.
062017CP002657A001CE.
Douglas R. Bell of The Law Office of Bell & Bell, P.A., Fort Lauderdale,
for appellants/cross-appellees.
Gary E. Susser of Law Office of Gary E. Susser, P.A., Delray Beach, for
appellees/cross-appellants.
MAY, J.
It’s all about the fees in this appeal of an attorney’s fees order following
probate litigation, in which the attorney represented the personal
representative and a beneficiary of an estate. The attorney argues the trial
court erred in limiting the fees awarded in several respects. The clients
cross-appeal, arguing the trial court should have limited the fees more
and/or denied the fees altogether.
We agree in part with the attorney and reverse on the main appeal.
Because we remand this case for a de novo hearing on attorney’s fees, the
issues raised in the cross-appeal are deemed moot.
• The Facts
Andreas Konidaris (“AK”) served as the decedent’s successor trustee
and was later appointed personal representative of the decedent’s estate.
His wife Diane Konidaris (“DK”) was the decedent’s granddaughter and a
potential beneficiary of the estate. AK and DK retained the attorney to
handle the decedent’s estate. This included defending claims of undue
influence and tortious interference alleged by the decedent’s son, and an
alleged breach of fiduciary duty by various beneficiaries.
In March 2017, the attorney filed a FINRA claim 1 on behalf of AK
against Morgan Stanley and the decedent’s broker arising from a $200,000
transfer from the decedent’s account to the decedent’s son. The law firm
of Vincent & Bishop, P.A. (“V & B”) filed a notice of limited appearance for
the clients when it was anticipated that opposing counsel would invoke
the witness-advocate rule if the attorney testified at trial.
The parties ultimately settled at a second mediation, which the trial
court approved. The FINRA claim was dismissed as part of the settlement.
Following the settlement, a dispute arose concerning the attorney’s
fees. The attorney filed a charging lien and later moved to adjudicate a
second amended charging lien, seeking fees and costs.
o The Charging Lien Trial
At trial, the attorney testified regarding the legal services performed,
the results obtained, and the fees sought. His billing records and exhibits,
showing reductions in the fees and costs, were admitted into evidence.
The clients presented testimony from their daughter (“MK”), a certified
public accountant; the decedent’s son’s attorneys, Adrian and Michelle
Thomas; Arthur Vincent of V & B; and AK.
MK testified that she had reviewed the attorney’s invoices and prepared
spreadsheets categorizing and analyzing his billing entries. She attributed
71.5 attorney hours to the FINRA claim. She acknowledged the definition
of “block billing” that she had applied and had been provided by the clients’
new counsel.
The decedent’s son’s attorneys, Michelle and Adrian Thomas, testified
primarily about their own firm’s billing records and their independent
knowledge of the FINRA complaint. Neither witness testified to the number
of hours which the attorney had spent on the FINRA claim, whether it was
1
A FINRA claim is a claim submitted to the Financial Industry Regulatory
Authority for resolution through its arbitration process, which provides a forum
for disputes involving investors, brokerage firms, and associated persons.
2
authorized, or whether any of the attorney’s billings duplicated V & B’s
work.
Arthur Vincent of V & B testified regarding his firm’s limited
involvement in the case, his firm’s invoices, and the descriptions of
attorney and paralegal time reflected in those invoices. Although he
authenticated his firm’s billing records, he was not asked to identify any
specific billing entries that overlapped with the attorney’s work, quantify
any allegedly duplicative time, or compare his firm’s invoices to the
attorney’s invoices. Neither did he testify that V & B had performed the
same work as the attorney, nor that the attorney’s fees should be reduced
by the amounts in V & B’s invoices.
AK denied authorizing or directing the attorney to pursue the FINRA
claim and testified that the attorney had never sought his approval before
filing the claim. AK also testified that after the mediation, no discussion
occurred regarding legal fees or any change to the retainer agreement. The
attorney continued filing pleadings without direction from him. AK did,
however, acknowledge that the attorney had kept him informed by sending
pleadings and emails during the litigation. AK routinely relied on the
attorney’s legal advice concerning estate administration and repairs to the
trust property.
The attorney testified that the clients were actively involved in the
probate litigation and he discussed litigation strategy with them.
According to the attorney, the clients authorized pursuing the FINRA
claim, participated in developing the allegations of that claim, reviewed
pleadings, and remained informed through regular communications.
The attorney believed the FINRA claim had factual support based on
the alleged misappropriation of approximately $200,000 from the
decedent’s Morgan Stanley account and information developed during the
probate litigation. The attorney testified that he had prepared the clients
for depositions, actively participated in mediation, negotiated the
settlement agreement, and obtained a favorable global settlement.
The attorney testified that V & B had been retained to assume
responsibility for the FINRA arbitration only after his withdrawal and that
V & B’s work did not duplicate his work. According to the attorney, his
billing reflected work performed before V & B entered the case.
At the close of the evidence, the clients moved for a directed verdict,
which the trial court denied. The trial court directed the parties to submit
written closing arguments.
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o The Written Closing Arguments
In its written closing argument, the attorney argued that his
representation had resulted in a mediation which produced approximately
$1.8 million in benefits for the clients and he was entitled to recover the
unpaid balance of his charging lien. He argued his $375 hourly rate, his
paralegal’s $175 hourly rate, and the hours expended were both
reasonable and supported by contemporaneous time records, weekly
reconciliations, and monthly invoices.
The attorney further argued that the clients failed to identify any
specific unreasonable or unnecessary billing entry, MK lacked the
foundation to offer reliable opinions regarding his billing, and MK’s FINRA
calculations had improperly included unrelated brokerage work. The
attorney also argued that AK had authorized the FINRA claim, V & B’s
work did not duplicate his own, and the mediated settlement agreement
reflected the clients’ agreement to pay him.
The clients responded that the requested fees were excessive and
unsupported by the evidence. They argued the attorney’s conduct
unnecessarily prolonged the litigation, requiring the retention of V & B,
whose fees should be deducted from any total because their work
duplicated that of the attorney. They further argued the attorney’s billing
records were unreliable because the records included reconstructed and
block-billed time, sought compensation for clerical paralegal work, and
were excessive.
The clients also argued the FINRA claim was filed without their
authorization and lacked evidentiary support, and thus any fees attributed
to the claim should be disallowed. Finally, the clients argued the attorney
failed to present independent expert testimony required to establish the
reasonableness of his fees and that significant portions of the charging lien
were legally unenforceable.
o The Order
More than eight months after trial, the trial court entered an eighteen-
page order adjudicating the attorney’s charging lien. The court found the
attorney was “neither skilled nor knowledgeable enough in the area of trust
litigation.” The trial court reduced the attorney’s hourly rate from $375 to
$300 and his paralegal’s hourly rate from $175 to $125.
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The trial court found 732.6 attorney hours and 325.6 paralegal hours
reasonable. The court reduced the time by 255.4 hours, including 156
hours devoted to the FINRA claim, finding the claim “was neither requested
nor approved” by the clients, the attorney “had not consulted with anyone
experienced in FINRA claims,” and the FINRA panel found the claim
frivolous. The trial court also reduced 54 hours for “unmeritorious
discovery issues” and 46 hours for “duplicative work and excessive hand
holding.”
The trial court found V & B’s work was “absolutely necessary,” its
handling of the matter “exceptional,” and “any of the [a]ttorney’s time
which was duplicative was not reasonably chargeable to AK.” The trial
court deducted the $85,040 paid to V & B from the attorney’s fees award.
After awarding $260,480 in fees and $16,584.64 in costs, deducting the V
& B offset, and crediting prior payments, the trial court entered a charging-
lien award of $124,847.96 for the attorney.
o The Motions for Rehearing
The attorney’s amended motion for rehearing argued the trial court had
overlooked material facts and relied on findings unsupported by the
evidence. The attorney attached new email exhibits showing AK had
directed the attorney to pursue the FINRA claim. The attorney also argued
the evidence did not support the trial court’s finding that the attorney had
spent 156 hours on the FINRA matter.
The attorney further argued the trial court had improperly deducted
the full $85,040 paid to V & B because the evidence did not establish its
work duplicated his work. Much of V & B’s work had occurred after the
charging lien period or involved matters for which he did not seek
compensation. He argued the trial court’s findings were unsupported by
the record and had tracked the clients’ written closing argument verbatim.
The clients’ motion for reconsideration argued the trial court had
overlooked several issues that warranted further reductions to the
attorney’s fees award. The clients argued the evidence established that AK
had personally paid V & B $82,185—not $77,596.31—and requested that
amount be used as the offset. The clients also argued the trial court
should disallow the $2,775 for the FINRA filing and panel costs, together
with the fees and costs incurred pursuing two unsuccessful appeals,
because those matters had not produced any benefit to the clients.
Further, the clients argued they were entitled to offset $188,399.97 that
they had personally expended repairing the trust property in reliance on
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the attorney’s advice. Finally, the clients argued the attorney had failed to
present an expert witness to establish the reasonableness of his fees.
The trial court conducted a hearing on both motions. The attorney
again challenged the FINRA findings, the V & B deduction, several factual
findings, and attempted to rely on emails that had not been admitted at
trial to show AK’s approval of the FINRA claim. The trial court declined to
consider the emails and denied both motions.
From the fees order and the order denying multiple post-judgment
motions, the attorney appeals. The clients cross-appeal the fees order and
the order denying their motion for rehearing.
• The Analysis
The attorney argues the trial court failed to exercise independent
judgment by adopting numerous verbatim factual inaccuracies,
unsupported findings, and internal inconsistencies directly from the
clients’ written closing argument.
The clients respond that the trial court exercised independent judgment
and the order is supported by competent substantial evidence. The clients
further argue the trial court’s fees reductions were supported by
competent substantial evidence that the attorney lacked proficiency in
trust litigation, overbilled the clients, and performed deficient legal work.
o The Trial Court Order
We review a trial court’s verbatim adoption of a party’s closing
arguments into its final order for an abuse of discretion. See Perlow v.
Berg-Perlow, 875 So. 2d 383, 386–87 (Fla. 2004).
A trial court may adopt a party’s proposed order verbatim without
committing reversible error. Id. However, if the circumstances create the
appearance that the trial court failed to exercise an independent analysis
of the facts, issues, and law, a reversal is warranted. Id. at 389–90; King
v. King, 363 So. 3d 1099, 1100 (Fla. 4th DCA 2023) (citing Ross v. Botha,
867 So. 2d 567, 572―73 (Fla. 4th DCA 2004), abrogated on other grounds
by C.N. v. I.G.C., 316 So. 3d 287, 289 (Fla. 2021)).
In determining whether the trial court exercised independent judgment,
courts consider:
(1) whether the order is consistent with the court’s oral rulings;
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(2) how much time has passed after the hearing;
(3) whether the order contains irregularities or conflicts;
(4) whether the judge participated in the proceeding; and
(5) whether the judge edited or instead signed the proposed order
verbatim.
King, 363 So. 3d at 1101 (citing Ross, 867 So. 2d at 572, abrogated on
other grounds by C.N., 316 So. 3d at 289).
The lack of independent judgment may appear where the court adopts
a party’s submission wholesale, without findings or meaningful
modifications. An order which contains errors, omissions, conflicts, or
other irregularities suggests that it reflects the drafter’s work product
rather than the court’s analysis. See id. at 1100–01; Bishop v. Bishop, 47
So. 3d 326, 328–29 (Fla. 2d DCA 2010).
Here, several months passed before the trial court issued the order.
Substantial portions of the order track the parties’ written closing
arguments, including identical citation formatting, language, and
structure. The order incorporates both parties’ distinct citation styles—
underlined citations from the clients’ closing and italicized citations from
the attorney’s closing—often appearing side-by-side in the same
paragraph. The trial court made no findings on the record before issuing
the order and did not announce any preliminary rulings.
More importantly, the order contains several findings suggesting
adoption of counsel’s advocacy rather than an independent review of the
record. Simply put, the order raises substantial doubt about the trial
court’s independent judgment. We therefore reverse the order and remand
for a de novo hearing.
o The Lack of Evidence Supporting the Trial Court’s Findings
The attorney next argues the trial court erred in its findings that the
attorney had pursued the FINRA claim without the clients’ authorization,
and billed 156 hours for that claim, because the findings are unsupported
by competent substantial evidence. The clients respond that the trial
court’s findings were supported by AK’s testimony that he had neither
requested nor authorized the FINRA claim and the claim lacked merit.
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An attorney’s fees award must be supported by competent substantial
evidence. Diwaker v. Montecito Palm Beach Condo. Ass’n., 143 So. 3d 958,
960 (Fla. 4th DCA 2014). “Competent evidence includes invoices, records
and other information detailing the services provided as well as the
testimony from the attorney in support of the fee.” Id. (citation modified).
Here, the trial court found the attorney’s FINRA-related services were
non-compensable because the claim was unauthorized by the clients.
Competent substantial evidence supports that finding. AK specifically
testified that he did not authorize pursuing the FINRA claim, and he had
no proof that Morgan Stanley had acted improperly or that the decedent’s
son had improperly taken funds from the account. Although the attorney’s
testimony contradicted that of the client, the trial court was entitled to
resolve the conflicting testimony. 2 Porter v. State, 788 So. 2d 917, 923
(Fla. 2001).
But the trial court also found the attorney had billed 156 hours for the
FINRA claim and excluded those hours from the fees award. However, that
figure appears nowhere in the record. No witness testified to that figure,
no billing record reflected it, and no party argued it. In fact, the attorney’s
billing records reflect about 35.4 attorney hours devoted to the FINRA
matter. Even the clients’ billing spreadsheet attributed only 114.6 hours
to the FINRA claim. 3
Even if the FINRA claim was unauthorized, the record does not support
the trial court’s finding that the attorney expended 156 hours on the
FINRA claim. We therefore reverse and remand on this issue for a
reduction of an amount supported by the record.
o The Deduction of V & B’s Fees
The attorney next argues the trial court erred in deducting V & B’s fees.
First, he argues the deduction is not supported by competent substantial
evidence because no proof existed of duplicated work. Second, he argues
that the order lacks the requisite findings. The clients respond generally
that both firms worked on the same case and pursued the same objectives.
2
The attorney’s post-trial attempt to introduce the client’s emails to show that
AK had authorized the FINRA claim was properly denied by the trial court as
untimely.
3 The spreadsheet shows the attorney billed $42,975.00. At $375 per hour, that
amount accounts for only 114.6 hours.
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Although the retention of multiple attorneys does not automatically
render one attorney’s work duplicative, a court may disallow fees for
unnecessary work duplication. Fla. Drilling & Sawing v. Fohrman, 635 So.
2d 1054, 1055–56 (Fla. 4th DCA 1994). Once the fee applicant establishes
entitlement to fees, the opponent bears the burden of identifying with
specificity the hours that should be deducted. Centex-Rooney Constr. Co.
v. Martin Cnty., 725 So. 2d 1255, 1259 (Fla. 4th DCA 1999).
Here, the trial court deducted $85,040 from the attorney’s fees award,
reasoning that V & B’s involvement was “absolutely necessary” and that
“any of [the attorney’s] time which is duplicative is not reasonably
chargeable to [the clients].” Arthur Vincent testified to his hourly rate, his
paralegal’s hourly rate, and the firm’s total fees. But he was not asked
whether any V & B’s services duplicated the attorney’s work.
The documentary evidence merely reflected the work performed by
multiple professionals over the same period. Neither the clients nor the
trial court identified any duplicative billing entry. In short, the evidence
did not support the $85,040 reduction in the attorney’s fee award.
When a trial court fails to make specific findings supporting an award
of attorney’s fees, the proper remedy is reversal and remand. See William
Dorsky Assocs., Inc. v. Highlands Cnty. Title & Guar. Land Co., 528 So. 2d
411, 413 (Fla. 2d DCA 1988). We must therefore reverse on this issue as
well as the record fails to support duplicative work.
o The Cross-Appeal
The clients raise two issues on cross appeal. First, the clients argue
the trial court erred in their request for an offset for money they spent to
improve the estate’s real property. Second, the clients argue the attorney’s
fees award should be reversed because the attorney did not provide an
expert to testify to the reasonableness of the hours expended and a
reasonable hourly rate. 4 Because we reverse the judgment for a de novo
hearing, these issues are rendered moot.
Affirmed in part, reversed in part, and remanded for a de novo hearing
4
We note the Sixth District has recently eliminated this requirement. Ruffenach
v. Deutsche Bank Nat’l Trust Co., 431 So. 3d 1055, 1058–60 (Fla. 6th DCA 2026).
Ruffenach held that neither expert testimony nor an evidentiary hearing is
required to award attorney’s fees because no statute, procedural rule, or binding
Florida Supreme Court decision requires such testimony or hearing. Id.
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on attorney’s fees.
GERBER, C.J., and SHAW, J., concur.
* * *
Not final until disposition of timely-filed motion for rehearing.
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