plan defendant (California) · Go Syfert
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plan defendant in California

16 California opinions name it 3 courts 1967–2023 3 in the last five years

The cases below were cited by California courts in a sentence that names this issue. Sides come from how each citing opinion treated the case (Syfertize flag on that citation), so a case can appear on both: that is where the law is contested. A red or yellow chip is the case's own overall treatment.

Followed or applied (7)

CaseFollowedCited
Samura v. Kaiser Foundation Health Plan, Inc.green
calctapp · 1993 · cited in 2 California opinions naming this issue, 2023–2023
2 sentences

2023(See Samura v. Kaiser Foundation Health Plan, Inc., supra, 17 Cal.App.4th at p. 1299 [recognizing that actions under the UCL maybe be used to enjoin acts which are declared to be unlawful under the Knox-Keene Act].) In sum, the evidence submitted in opposition to the Plan’s motion for summary judgment raises a triable issue of fact as to whether the Plan is actually providing coverage for the treatment of severe mental illness in the same manner that it provides coverage for physical illness.

2023(See Samura v. Kaiser Foundation Health Plan, Inc., supra, 17 Cal.App.4th at p. 1299 [recognizing that actions under the UCL maybe be used to enjoin acts which are declared to be unlawful under the Knox-Keene Act].) In sum, the evidence submitted in opposition to the Plan’s motion for summary judgment raises a triable issue of fact as to whether the Plan is actually providing coverage for the treatment of severe mental illness in the same manner that it provides coverage for physical illness.

22
Porter v. Golden Eagle Insurancegreen
calctapp · 1996 · cited in 2 California opinions naming this issue, 2019–2019
2 sentences

2019Co. (1996) 43 Cal.App.4th 1282 , 1292, 51 Cal.Rptr.2d 338 [same].) In their response to the Plan's motion to amend the caption, TNP and the Programs opposed the motion and referred to previous filings in the arbitration proceeding (not included in the record on appeal) explaining their position.

2019Co. (1996) 43 Cal.App.4th 1282 , 1292, 51 Cal.Rptr.2d 338 [same].) In their response to the Plan's motion to amend the caption, TNP and the Programs opposed the motion and referred to previous filings in the arbitration proceeding (not included in the record on appeal) explaining their position.

12
People v. Ewoldtgreen
cal · 1994 · cited in 1 California opinions naming this issue, 2022–2022
1 sentence

2022(See Ewoldt, supra, 7 Cal.4th at p. 402 [“in establishing a common design or plan, evidence of uncharged misconduct must demonstrate ‘not merely a similarity in the 26 results, but such a concurrence of common features that the various acts are naturally to be explained as caused by a general plan of which they are the individual manifestations’”]; People v. Carter, supra, 36 Cal.4th at p. 1147 .) Bracken argues the requisite similarity existed, contending “Mallard had a distinct practice of grooming his clients and method of assault.” It would have been within the trial court’s discretion to

11
Zakessian v. City of Sausalitogreen
calctapp · 1972 · cited in 1 California opinions naming this issue, 2008–2008
2 sentences

2008(Zakessian v. City of Sausalito (1972) 28 Cal.App.3d 794, 799-800 [ 105 Cal.Rptr. 105 ] (Zakessian).) Unnecessary hardship therefore occurs where the natural condition or topography of the land places the landowner at a disadvantage vis-a-vis other landowners in the area, such as peculiarities of the size, shape or grade of the parcel.

2008(Zakessian v. City of Sausalito (1972) 28 Cal.App.3d 794, 799-800 [ 105 Cal.Rptr. 105 ] (Zakessian).) Unnecessary hardship therefore occurs where the natural condition or topography of the land places the landowner at a disadvantage vis-a-vis other landowners in the area, such as peculiarities of the size, shape or grade of the parcel.

11
Matthews v. Board of Supervisorsgreen
calctapp · 1962 · cited in 1 California opinions naming this issue, 2008–2008
2 sentences

2008(Matthews v. Board of Supervisors (1962) 203 Cal.App.2d 800, 803 [ 21 Cal.Rptr. 914 ].) A zoning variance, and by analogy a specific plan exception, must be “grounded in conditions peculiar to the particular lot as distinguished from other property” in the specific plan area.

2008(Matthews v. Board of Supervisors (1962) 203 Cal.App.2d 800, 803 [ 21 Cal.Rptr. 914 ].) A zoning variance, and by analogy a specific plan exception, must be “grounded in conditions peculiar to the particular lot as distinguished from other property” in the specific plan area.

11
Miller v. Metzingergreen
calctapp · 1979 · cited in 1 California opinions naming this issue, 2000–2000
2 sentences

2000(Miller v. Metzinger (1979) 91 Cal.App.3d 31, 39-40 [ 154 Cal.Rptr. 22 ].) Quoting from Perkins v. West Coast Lumber Co. (1900) 129 Cal. 427, 429 [ 62 P. 57 ], Miller v. Metzinger, supra, 91 Cal.App.3d at page 39 stated: “ ‘When a party seeking legal advice consults an attorney at law and secures that advice, the relation of attorney and client is established prima facie.’ The absence of an agreement with respect to the fee to be charged does not prevent the relationship from arising.” (Italics omitted.) Contractual formality is not required. ( 91 Cal.App.3d at p. 40 .) Properly analyzed, it i

2000(Miller v. Metzinger (1979) 91 Cal.App.3d 31, 39-40 [ 154 Cal.Rptr. 22 ].) Quoting from Perkins v. West Coast Lumber Co. (1900) 129 Cal. 427, 429 [ 62 P. 57 ], Miller v. Metzinger, supra, 91 Cal.App.3d at page 39 stated: “ ‘When a party seeking legal advice consults an attorney at law and secures that advice, the relation of attorney and client is established prima facie.’ The absence of an agreement with respect to the fee to be charged does not prevent the relationship from arising.” (Italics omitted.) Contractual formality is not required. ( 91 Cal.App.3d at p. 40 .) Properly analyzed, it i

11
Perkins v. West Coast Lumber Co.green
cal · 1900 · cited in 1 California opinions naming this issue, 2000–2000
2 sentences

2000(Miller v. Metzinger (1979) 91 Cal.App.3d 31, 39-40 [ 154 Cal.Rptr. 22 ].) Quoting from Perkins v. West Coast Lumber Co. (1900) 129 Cal. 427, 429 [ 62 P. 57 ], Miller v. Metzinger, supra, 91 Cal.App.3d at page 39 stated: “ ‘When a party seeking legal advice consults an attorney at law and secures that advice, the relation of attorney and client is established prima facie.’ The absence of an agreement with respect to the fee to be charged does not prevent the relationship from arising.” (Italics omitted.) Contractual formality is not required. ( 91 Cal.App.3d at p. 40 .) Properly analyzed, it i

2000(Miller v. Metzinger (1979) 91 Cal.App.3d 31, 39-40 [ 154 Cal.Rptr. 22 ].) Quoting from Perkins v. West Coast Lumber Co. (1900) 129 Cal. 427, 429 [ 62 P. 57 ], Miller v. Metzinger, supra, 91 Cal.App.3d at page 39 stated: “ ‘When a party seeking legal advice consults an attorney at law and secures that advice, the relation of attorney and client is established prima facie.’ The absence of an agreement with respect to the fee to be charged does not prevent the relationship from arising.” (Italics omitted.) Contractual formality is not required. ( 91 Cal.App.3d at p. 40 .) Properly analyzed, it i

11

Distinguished, questioned or overruled (0)

CaseNegativeCited
No negative-treatment citations attached to this issue in California. Read the followed side critically anyway.

Also cited on this issue (13)

CaseCitedYears
Western Aggregates, Inc. v. County of Yuba green
calctapp · 2002
2 sentences

2015(See, e.g., Western Aggregates, Inc. v. County of Yuba (2002) 101 Cal.App.4th 278, 290 .) Here, Shelby merely asserts, without any meaningful discussion of the specific evidence he challenges or of the plaintiffs’ allegations, that the “‘prior bad acts’ evidence does not share sufficient features with the allegations to fall under the common plan exception.” Shelby’s bald assertions of error are wholly inadequate to allow any meaningful analysis of the issue.

2015(See, e.g., Western Aggregates, Inc. v. County of Yuba (2002) 101 Cal.App.4th 278, 290 .) Here, Shelby merely asserts, without any meaningful discussion of the specific evidence he challenges or of the plaintiffs’ allegations, that the “‘prior bad acts’ evidence does not share sufficient features with the allegations to fall under the common plan exception.” Shelby’s bald assertions of error are wholly inadequate to allow any meaningful analysis of the issue.

32015–2015
Rabuck v. Superior Court green
calctapp · 2013
2 sentences

2017As explained in Rabuck , the standardized assessment protocol itself-the most recent version of which the department adopted in 2009-explains that " '[i]n the context of clinical evaluation, a protocol is a plan or framework that serves as a guide for evaluators in performing evaluations.' " ( Rabuck , supra , 221 Cal.App.4th at p. 1348 , 165 Cal.Rptr.3d 354 .) Thus, the 2009 assessment protocol "provides a 'plan or framework' by which the evaluator makes the ultimate determination whether the person being evaluated is a sexually violent predator." ( Ibid. ) That is to say, the standardized as

2017As explained in Rabuck , the standardized assessment protocol itself-the most recent version of which the department adopted in 2009-explains that " '[i]n the context of clinical evaluation, a protocol is a plan or framework that serves as a guide for evaluators in performing evaluations.' " ( Rabuck , supra , 221 Cal.App.4th at p. 1348 , 165 Cal.Rptr.3d 354 .) Thus, the 2009 assessment protocol "provides a 'plan or framework' by which the evaluator makes the ultimate determination whether the person being evaluated is a sexually violent predator." ( Ibid. ) That is to say, the standardized as

22017–2017
People v. Carter green
cal · 2005
1 sentence

2022(See Ewoldt, supra, 7 Cal.4th at p. 402 [“in establishing a common design or plan, evidence of uncharged misconduct must demonstrate ‘not merely a similarity in the 26 results, but such a concurrence of common features that the various acts are naturally to be explained as caused by a general plan of which they are the individual manifestations’”]; People v. Carter, supra, 36 Cal.4th at p. 1147 .) Bracken argues the requisite similarity existed, contending “Mallard had a distinct practice of grooming his clients and method of assault.” It would have been within the trial court’s discretion to

12022–2022
In Re Lucas green
cal · 2012
1 sentence

2013(In re Lucas, supra, 53 Cal.4th at p. 849 .) The 2009 SAP provides a “plan or framework” by which the evaluator makes the ultimate determination whether the person being evaluated is a sexually violent predator. (2009 SAP, supra, at p. 1.) The 2009 SAP has six sections preceded by an introduction and statement of purpose.

12013–2013
Merritt v. Reserve Insurance green
calctapp · 1973
2 sentences

2000Co. (1973) 34 Cal.App.3d 858 [ 110 Cal.Rptr. 511 ] would be favorable to the defense of the Plan defendants and the statements of Wilner that his firm could not prepare an adequate defense or offer any opinion as to the Plan defendants’ exposure because of Berger Kahn’s failure to conduct any discovery.

2000Co. (1973) 34 Cal.App.3d 858 [ 110 Cal.Rptr. 511 ] would be favorable to the defense of the Plan defendants and the statements of Wilner that his firm could not prepare an adequate defense or offer any opinion as to the Plan defendants’ exposure because of Berger Kahn’s failure to conduct any discovery.

12000–2000
Unigard Insurance Group v. O'Flaherty & Belgum green
calctapp · 1995
1 sentence

2000The best interest of both insurer and insured converge in expectations of competent representation.’ ” ( Unigard, supra, 38 Cal.App.4th at p. 1236 .) The Unigard court continued: “We conclude that where the insurer hires counsel to defend its insured and does not raise or reserve any coverage dispute, and where there is otherwise no actual or apparent conflict of interest between the insurer and the insured that would preclude an attorney from representing both, the attorney has a dual attorney-client relationship with both insurer and insured.” (Id. at pp. 1236-1237, some original italics omi

12000–2000
San Diego Navy Federal Credit Union v. Cumis Insurance Society red
calctapp · 1984
2 sentences

2000Society, Inc. (1984) 162 Cal.App.3d 358, 364 , footnote 3 [ 208 Cal.Rptr. 494 , 50 A.L.R.4th 913 ], 5 in discussing the conflict faced by counsel in the triangular representation afforded the insured by the insurer’s lawyers, “ ‘[a]s a practical matter, however, there has been recognition that, in reality, the insurer’s attorneys may have closer ties with the insurer and a more compelling interest in protecting the insurer’s position, whether or not it coincides with what is best for the insured.’ ” This concern is mitigated here, where the Plan defendants for several years had had an independ

2000Society, Inc. (1984) 162 Cal.App.3d 358, 364 , footnote 3 [ 208 Cal.Rptr. 494 , 50 A.L.R.4th 913 ], 5 in discussing the conflict faced by counsel in the triangular representation afforded the insured by the insurer’s lawyers, “ ‘[a]s a practical matter, however, there has been recognition that, in reality, the insurer’s attorneys may have closer ties with the insurer and a more compelling interest in protecting the insurer’s position, whether or not it coincides with what is best for the insured.’ ” This concern is mitigated here, where the Plan defendants for several years had had an independ

12000–2000
Fifield Manor v. Finston green
cal · 1960
2 sentences

2000Having established an attorney-client relationship between Gulf and the Berger Kahn defendants, it must be determined whether under applicable law Gulf can sue them for alleged malpractice committed in representing the Plan defendants. *128 In Fifield Manor v. Finston (1960) 54 Cal.2d 632 [ 7 Cal.Rptr. 377 , 354 P.2d 1073 , 78 A.L.R.2d 813 ], because of the highly personal nature of malpractice actions, the Supreme Court held that legal malpractice claims are not assignable.

2000Having established an attorney-client relationship between Gulf and the Berger Kahn defendants, it must be determined whether under applicable law Gulf can sue them for alleged malpractice committed in representing the Plan defendants. *128 In Fifield Manor v. Finston (1960) 54 Cal.2d 632 [ 7 Cal.Rptr. 377 , 354 P.2d 1073 , 78 A.L.R.2d 813 ], because of the highly personal nature of malpractice actions, the Supreme Court held that legal malpractice claims are not assignable.

12000–2000
Kurtz, Richards, Wilson & Co. v. Insurance Communicators Marketing Corp. green
calctapp · 1993
2 sentences

1995The Fifth Circuit held that while claims against the insurer were preempted, “we are not persuaded that this logic should extend to immunize agents from personal liability for their solicitation of potential participants in an ERISA plan prior to its formation.” (Perkins, supra, 898 F.2d at p. 473 ; Kurtz, supra, 12 Cal.App.4th at p. 1260 .) “The [Perkins] court found that the claim ‘relates to’ the plan only indirectly: ‘[a] state law claim . . . which does not affect the relations among the principal ERISA entities (the employer, the plan fiduciaries, the plan, and the beneficiaries) as such

1995The Fifth Circuit held that while claims against the insurer were preempted, “we are not persuaded that this logic should extend to immunize agents from personal liability for their solicitation of potential participants in an ERISA plan prior to its formation.” (Perkins, supra, 898 F.2d at p. 473 ; Kurtz, supra, 12 Cal.App.4th at p. 1260 .) “The [Perkins] court found that the claim ‘relates to’ the plan only indirectly: ‘[a] state law claim . . . which does not affect the relations among the principal ERISA entities (the employer, the plan fiduciaries, the plan, and the beneficiaries) as such

11995–1995
Harry J. Perkins, Jr. And Blyonda Ann Perkins v. Time Insurance Company and Randall Davis green
ca5 · 1990
2 sentences

1995Co. (5th Cir. 1990) 898 F.2d 470 , which found no ERISA preemption of a state law action by an employer against an independent insurance agent who allegedly solicited the plaintiffs’ participation in an ERISA plan and allegedly misrepresented plan coverage in order to induce plaintiffs to give up existing coverage and join the plan in violation of a state statute.

1995The Fifth Circuit held that while claims against the insurer were preempted, “we are not persuaded that this logic should extend to immunize agents from personal liability for their solicitation of potential participants in an ERISA plan prior to its formation.” (Perkins, supra, 898 F.2d at p. 473 ; Kurtz, supra, 12 Cal.App.4th at p. 1260 .) “The [Perkins] court found that the claim ‘relates to’ the plan only indirectly: ‘[a] state law claim . . . which does not affect the relations among the principal ERISA entities (the employer, the plan fiduciaries, the plan, and the beneficiaries) as such

11995–1995
City of Carmel-By-The-Sea v. Board of Supervisors green
calctapp · 1986
1 sentence

1988(Cf. City of Carmel-by-the-Sea v. Board of Supervisors, supra, 183 Cal.App.3d 229, 236 .) Examination of the administrative record persuades us there was no basis for invalidating the 5 Plan approval on cumulative-impact grounds: In the course of processing the 5 Plan the term itself was mentioned only once and in passing, and although there was some mention of previous incidents of flooding and erosion in the relevant area there was no suggestion that anyone perceived any significant cumulative environmental effect relevant to the 5 Plan.

11988–1988
People v. Baskett green
calctapp · 1965
2 sentences

1967(People v. Anthony, supra, 185 Cal. 152 .) Tke holding in People v. Baskett, supra, 237 Cal.App.2d at page 717 , that the common plan exception in sex cases is limited to proof of identity, is too restrictive and is disapproved.

1967The holding in People v. Baskett, supra, 237 Cal.App.2d at page 717 , that the common plan exception in sex cases is limited to proof of identity, is too restrictive and is disapproved. [fn. 6] 6.

11967–1967
People v. Anthony green
cal · 1921
1 sentence

1967(People v. Anthony, supra, 185 Cal. 152 .) Tke holding in People v. Baskett, supra, 237 Cal.App.2d at page 717 , that the common plan exception in sex cases is limited to proof of identity, is too restrictive and is disapproved.

11967–1967

Statutes the citing opinions construe

CA § Cal. Evidence Code § 1101 (4) CA § Cal. Evidence Code § 1280 (3) CA § Cal. Evidence Code § 250 (3) CA § Cal. Evidence Code § 351.1 (3) CA § Cal. Evidence Code § 352 (3) CA § Cal. Evidence Code § 355 (3) CA § Cal. Evidence Code § 402 (3) CA § Cal. Evidence Code § 776 (3) CA § Cal. Evidence Code § 780 (3) CA § Cal. Evidence Code § 805 (3) CA § Cal. Government Code § 3300 (3) CA § Cal. Welfare and Institutions Code § 1766.5 (3)

Counted by distinct opinions that both name this issue and are annotated to the section; sections every opinion cites regardless of issue are not filtered here, so read the counts against the total above.

Where else courts name it

PA 63 (1971–2025) CA 16 (1967–2023) NY 16 (1929–2012) IN 8 (1982–2019) SD 6 (1992–2022) KS 6 (1990–2009) TX 6 (1973–2025) WA 5 (1990–2013) MI 4 (1992–2022) NJ 4 (1990–2002) MN 4 (1885–2026) GA 3 (1931–2018) AZ 3 (1989–2007) MT 3 (1895–1988) DE 3 (2019–2024) NH 3 (1981–2022) NV 2 (1980–2014) NE 2 (2017–2022) OH 2 (2000–2000) MA 2 (1978–1981) IL 2 (2014–2014) RI 2 (2005–2018) VA 2 (2002–2022) WI 2 (2019–2020) HI 2 (1961–2006) NC 2 (1986–2025)

Opinions by the citing court's state. A doctrine retained in one state and abandoned in another shows up here as a year span that stalls.

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