OAT TRUSTEE v. ELITE INVESTMENT GROUP

2021 CA 1402 2021 CW 1551.

347 So.3d 938 (2022)

OAT TRUSTEE, LLC, Solely in Its Capacity AS TRUSTEE FOR GIROD TITLING TRUST v. ELITE INVESTMENT GROUP, LLC, Jason Adams, and Worley Claims Services, LLC.

Court of Appeal of Louisiana, First Circuit.

Judgment rendered: July 29, 2022.


Attorney(s) appearing for the Case

Jason F. Giles , Robert G. Harvey, Sr. , Justin Asher Zitler , New Orleans, Louisiana, Attorneys for Defendants/Appellants, Elite Investment Group, LLC, Highland Ventures, LLC, and Jason Adams.

C. Parker Kilgore , Justin J. Marocco , Henry S. Rauschenberger , Baton Rouge, Louisiana, Attorneys for Defendant/Appellant, Worley Claims Services, LLC.

Vincent V. Tumminello, III , Brett P. Furr , John A. Milazzo, Jr. , T. Coulter McMahen , Baton Rouge, Louisiana, Attorneys for Plaintiff/Appellee, OAT Trustee, LLC, solely in its capacity as Trustee for Girod Titling Trust.

BEFORE: GUIDRY, HOLDRIDGE, AND CHUTZ, JJ.


This appeal involves competing claims to funds held in the district court clerk of court's registry, amongst other issues that arose after the alleged default on two promissory notes related to the sale of commercial property. On the main demand, defendants/appellants, Elite Investment Group, LLC ("Elite"), Jason C. Adams ("Adams"...

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