Tuesday, February 14

Sam Adams is on Yelp

News The other day I noticed a curious tweet from our venerable mayor's Twitter account:Yes, Sam is tweet... More

Feb 13, 2012 01:20 pm by RUTH BROWN  | Comments 1
 

Doctor Groups Flex Muscle In Capitol: $2.3 Million in Campaign Cash to Influence Health-Care Reform

News The State Capitol has been abuzz the last couple of days because of a hot list (PDF) circulating in ... More

Feb 10, 2012 06:00 pm by NIGEL JAQUISS  | Comments 4
 

Nonsense Knows No State Boundary: Washington Legislators Get Bogus Job Claims on CRC

News Up north of here, Washington legislators in Olympia are debating whether or not they should authoriz... More

Feb 10, 2012 09:09 am  | Comments 1
 

Occupy Arrestees Win Their Right to Full Trials—Even Though They May Not Need It

News The estimated 160 people arrested during Occupy Portland protests in the past five months have won t... More

Feb 9, 2012 01:24 pm by HANNAH HOFFMAN  | Comments 4
 
 
 
Home · Articles · News · News · A Matter Of Trust
November 26th, 2008 JAMES PITKIN | News
 

A Matter Of Trust

A high-profile defense lawyer in Portland faces allegations that could end his career.

13 Comments
     
Tags:

IMAGE: waltonportfolio.com

There are damaging allegations that a lawyer can survive even if they prove true. Sleeping with a client, or even multiple drunken-driving arrests (see “Drinking and Lawyering,” WW, March 26, 2008), can lead to discipline without disbarment.

But one transgression is so severe that, if proven, it’s considered instant death to a lawyer’s career: dipping into client money for personal expenses.

“There’s a relatively small constellation of things that you get your ticket pulled for pretty much automatically,” says Mark Johnson, past president of the Oregon State Bar. “This is one of them.”

The most recent lawyer who stands accused is Gary Bertoni, one of Portland’s leading juvenile defense lawyers.

Since graduating from Lewis & Clark Law School in 1978, Bertoni has represented some of the state’s most notorious juvenile offenders. His most recent headline-making case was that of Abel Antonio Chavez-Garcia, the 15-year-old boy who beat a 71-year-old man unconscious at a Gresham MAX stop last year.

Bertoni declined to comment to WW, and his attorney, Christopher Hardman, did not respond to WW’s repeated phone calls and emails. Hardman sent a four-page response to the bar Nov. 6, calling the allegations “completely without merit.” The bar has not yet determined if the evidence warrants a full investigation.

Bertoni’s accuser is Cynthia Statham, his former office manager for nine years. She filed a complaint with the bar July 3 alleging Bertoni’s client trust account was $69,826.80 short when she left the firm in September 2007.

Statham, who is now a clerk for Multnomah County Juvenile Court Judge Pro Tem Carol Herzog, backed up her allegations with hundreds of pages of documents, including credit-card receipts and bank statements that Statham says show Bertoni’s money flowing in and out of his clients’ trust account.

That’s a huge no-no under bar rules, which strictly prohibit lawyers not only from taking money out of a client account for personal use, but also from putting personal money in. The accounts are for client money only, used to pay expenses only for the client’s case. No other money can flow in or out.

“It’s a third rail,” says Portland lawyer Greg Kafoury. “You touch it, you’re a goner.”

In the bar complaint, Statham says she left the firm “because of the ongoing abuse of funds.” She told the bar she received one year’s pay in exchange for agreeing not to sue the firm, but she says the agreement did not forbid her to file a bar complaint.

In a Sept. 28, 2007, email sent to Christopher Todd, Bertoni’s partner at the time, Statham laid out her concerns. Todd and a third partner in the firm, David Shannon, left Bertoni two months later to start their own firm. Neither responded to WW’s repeated phone calls and emails for comment.

In one example of alleged wrongdoing by Bertoni, Statham sent the bar copies of receipts and bank statements she says show that on Feb. 14, 2003, Bertoni charged $28,000 on his wife’s MasterCard by running it on the firm’s machine. Statham says that money went into the firm’s client trust account. Four days later, she says, there was a wire transfer of $28,000 from the trust account to an Arizona title agent.

Public property records obtained by WW from Maricopa County, Ariz., show that on the same day the wire transfer was allegedly made, Bertoni and his wife, Katherine Avery, closed on the sale of a home in Scottsdale for $347,000.

Hardman’s letter to the bar on Bertoni’s behalf claims Statham’s records are incomplete and that an audit was performed when the partnership broke up after she left. Hardman also accuses Statham of downloading records without permission after she left the job, which Statham denies.

Meanwhile, Bertoni continues as point man for an annual $1.7 million state contract that includes 13 other public defenders. Bertoni could lose his part of the contract if the allegations are proven, says Ingrid Swenson, executive director of the state Office of Public Defense Services.


FACT: Attorney Thomas LaFollett of Potlatch, Idaho, resigned his Oregon State Bar certification Oct. 3 for depositing more than $127,000 in personal money in his client trust account to shield it from creditors.

 
  • Currently 3.5/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5
 
 
 

 

 
11.26.2008 at 12:28 Reply
I'm a lawyer who drinks and practices law (but nobody's complained so far), has a trust account for client money (ditto), and happens to work next door to Gary Bertoni (ditto again). Whether Gary actually did what his obviously disgruntled former employee says he did is unknown, but WW's breathless assassination didn't give the Oregon State Bar (the arbiter of ethics complaints against lawyers) a chance even to decide whether it wants to bring charges against him. Yet because of your article Gary can now be remembered not for his many successful defenses of juvenile criminal defendants, but for the -- just possibly false, how do we know? -- accusations of a pissed-off former employee. Is it really so easy to hurt somebody if you're pissed at them -- just call a credulous WW reporter and spill your guts? Would there have been any harm in waiting for, gasp!, facts to appear before running your story? But you certainly did a great deal of harm in going with the story now. I nominate WW for this year's "Fox News Fair and Balanced" award. Or maybe you should give yourselves a good Roguish pat on the back, eh? On the other hand, there are a few folks in town that I'm pissed at ... you'll hear from me soon!

 

11.27.2008 at 11:42 Reply
So this disgruntled former employee waited 4 years to report her concern? And only after receiving a hefty severance (blackmail?) package. Sounds like WWeek should have waited until the bar investigates this complaint before running such serious allegations.

 

11.29.2008 at 07:47 Reply
PDX attorneys are like catholic priests, PIG shit scum bags, less then human. PERIOD, they think so much of themselves and do so little out put for the human good. Self serving bastards, The Pay Off sounds like it kept in in the dark, Attorney are scum, and shitty people.

 

11.29.2008 at 09:04 Reply
Boy I remember all the trips he took to AZ. He was gone all the time and I had to deal with angry clients constantly because he wouldn't return their calls or answer their questions.

 

11.29.2008 at 01:58 Reply
Looks like WW should have waited for an investigation if any, before printing these harsh allegations.

 

 
 

Web Design for magazines

Close
Close
Close