MANAGEMENT & CONSULTING SERVICES FOR HOMEOWNERS ASSOCIATIONS, ATTORNEYS, FINANCIAL INSTITUTIONS & DEVELOPERS

• Retained by plaintiff through D.K. Yoshida of Yoshida Law Firm, Seattle, Washington. Case titled Everett vs. Yarrow Hill Homeowners Association, County of King. My scope of work was to prepare an opinion on whether the Association acted within the standard of care when responding to the plaintiff’s maintenance requests. The case settled prior to trial.

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• Retained by defendant through David Feingold of Ragghianti, Freitas, a San Rafael law firm. Case entitled Cummings v. Newport North Homeowners Association, et al. Superior Court, County of Marin. My scope of work is to prepare an opinion on certain maintenance practices and fiduciary duties of the Association and certain property management services practices. My deposition was taken once.

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• Retained by defendant through Terri L. Crawford of Clapp Moroney Vucinich Beeman Scheley a San Bruno law firm. Case titled Doris Wong vs. Ivy Court Owners Association. County of San Mateo. My scope of work was to prepare an opinion on whether the Association acted within the standard of care while responding to the plaintiff’s maintenance requests. The case settled prior to trial.

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• Retained by plaintiff’s insurance carrier, through Jeffrey Nevin of Nevin, Greenberg & Nelson, a San Francisco law firm.  Case entitled Peninsula Plaza Homeowners Association vs. Talden Investment Company, et. al.  This case was a cross complaint by developer defendant alleging that lack of maintenance by the Association caused construction defects. My assignment was to create an opinion on this issue.  The case settled prior to trial.

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• Retained by plaintiff’s insurance carrier, through Jeffrey Nevin of Nevin, Greenberg & Nelson, a San Francisco law firm.  Case entitled Santa Clara Hampton Place vs. Citation Builders, et. al.  This case was a cross complaint by developer defendant alleging that lack of maintenance by the Association caused construction defects.  My assignment was to create an opinion on this issue.  The case settled prior to trial.

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• Retained by plaintiff, through Eric P. Norland Esq., of Norland and Kays, a San Jose law firm.  Case entitled Marie Grant vs. St. Francis Square Apartments. Superior Court, County of San Francisco.  My scope of work is to prepare an opinion on the standard of care of the Associations maintenance responsibilities.  My deposition was taken once.  The case has settled.

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• Retained by defendant through John O'Hara of Newmeyer and Dillion, a Newport Beach law firm.  Case entitled Crosspointe Village Homeowners Association vs. Lyon Corporation, et. al.  I prepared an opinion as to whether or not the Association and its management companies' maintenance practices, contributed to construction defects.  My deposition was taken once, the case settled prior to trial.

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• Retained by plaintiff through Terence Mayo of Mayo & Rogers, a San Francisco law firm. Case entitled Thrash v. Winston Square HOA, County of San Mateo. My scope of work was to opine on the Association’s maintenance programs. The case settled prior to trial.

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• Retained by plaintiff through Joseph M. Breall of Breall & Breall, a San Francisco law firm. Case entitled Martinez-Mont vs. Pacific Point HOA, County of San Mateo. My scope of work was to prepare an opinion regarding the Association’s reserve funding program and its maintenance programs. The case settled prior to trial.

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• Retained by plaintiff through Mark J. Wleklinski of the Law Offices of Mark J. Wleklinski, a Walnut Creek law firm. Case entitled Sowa v. Kimberly Oaks Maintenance Association, County of Contra Costa. My scope of work was to prepare an opinion regarding the Association’s maintenance responsibilities and maintenance programs. The case settled prior to trial.

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• Retained by defendant jointly through Ralph Mendell of Campbell, Warburton, Fitzsimmons, Smith, Mendell & Pastore and David Rollo of Glaspy & Glaspy, both San Jose law firms.  Case entitled Murthi vs. Bernal Grove Homeowners Association. Superior Court, County of Santa Clara.  The scope of work includes preparing an opinion on the standard of care of the Board of the Directors and the management company, regarding maintenance and financial issues.  My deposition was taken once.  The case settled prior to trial.

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• Retained by defendant through Ann Kaplan of Buresh, Kaplan, Jang & Feller, a Berkeley law firm.  Case entitled Day vs. Mark Twain HOA.  The case involves questions of the adequacy of the Association’s maintenance programs.  I was asked to opine on that subject. My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Palmer Swanson of Goldsberry, Freeman & Swanson, an Sacramento law firm.  Case entitled Izett vs. Cirby Hills Homeowners Association. Placer County Superior Court.  My scope of work is to prepare an opinion on the standard of care of a management company and a Board of Directors, for maintenance responsibilities, during construction defects litigation.  The case settled prior to trial.

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• Retained by defendant through Peter Geckeler of Hancock Rothert & Bunshoft, a San Francisco law firm.  Case entitled Bay Pointe at Refugio Valley Ranch HOA vs. Shea Homes, et al.  Superior Court, County of Contra Costa.  My scope of work was to prepare an opinion on the adequacy of the developer’s initial budget and reserve study and to opine on the Association and management company maintenance programs and practices.  My deposition was taken once.  The case settled prior to trial.

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• Retained by defendant through Nannette Souhrada of Campbell, Souhrada & Volk, a San Diego law firm.  Case entitled Quiet Harbor Homeowners Association vs. Centex Real Estate Corp.  My scope of work was to prepare an opinion on the adequacy of the developer’s initial budget and reserve study and to opine on the Association and management company’s maintenance programs and practices.  My deposition was taken once.  The case settled prior to trial.

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• Retained by defendant through Bennett Chin of Sedgwick, Detert, Moran & Arnold, a San Francisco law firm.  Case entitled Bay Pointe at Ardenwood Homeowners Association vs. Shea Homes et al.  My scope of work is to prepare an opinion on the adequacy of the developer’s initial budget and reserve study and to opine on the Association and management company’s maintenance programs and practices. The case settled prior to trial.

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• Retained by defendant through Jeffery Nevin of Nevin Levy LLP, a Walnut Creek law firm. Case entitled Nancy Mattingly vs. 39 Dashiell Hammett HOA. Superior Court, County of San Francisco. My scope of work is to prepare an opinion on the Association’s overall operational practices and in particular their maintenance procedures. My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Karl Torke of Morgenstein & Jubelirer, a San Francisco law firm. Case entitled Clearpointe Duet Owners Association v. Centex Homes, et al. Superior Court, County of Solano. My scope of work is to prepare an opinion on the adequacy of the developer’s initial budget and reserve study and the Association’s maintenance programs. Case settled prior to trial.

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• Retained by defendant through Mark Himelstein of counsel with Jon York & Associates, a Berkeley law firm. Case entitled Campana v. The Gardens HOA, County of San Mateo. My scope of work was to prepare an opinion regarding the Association’s reserve funding program and its maintenance programs. The case settled prior to trial.

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• Retained by defendant through Heidi C. Quan of Murchison & Cumming, a Walnut Creek law firm. Case entitled Korobow vs. 81 Lansing Street Owners Association, County of San Francisco. My scope of work is to prepare an opinion regarding the Association’s maintenance responsibilities and maintenance programs.

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• Retained by defendant through L. Jay Pedersen of Bledsoe, Cathcart, Diestel & Pedersen, a San Francisco law firm. Case entitled Hillside Gardens Homeowners Association v. BMRA Vallejo, LTD, County of Solano. My scope of work was to prepare an opinion on the standard of care for a developer controlled Board of Directors, the adequacy of the developer’s initial Association budgets and the Association’s maintenance programs. The case settled prior to trial.

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• Retained by defendant through L. Jay Pedersen of Bledsoe, Cathcart, Diestel & Perdersen, a San Francisco law firm. Case entitled Fuery v. Conley, County of San Francisco. My scope of work was to an opinion regarding the Association’s maintenance responsibilities and maintenance programs. The case settled prior to trial.

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• Retained by defendant through David Henningsen of Robinson & Wood, a San Jose law firm. Case entitled Anderson v. Lyons, et al, County of San Francisco. My scope of work was to prepare an opinion regarding the Association’s maintenance responsibilities and maintenance programs. The case settled prior to trial.

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• Retained by plaintiff through Jeffrey Paape of Ward & Hagen, a Solana Beach law firm. Case entitled Shuga-Silva, Duran, Johnson v. Ambiance Homeowners Association, et al, County of San Diego. My scope of work is to prepare an opinion regarding the Association’s maintenance duties and the appropriate use of the Association’s insurance policies. The case settled prior to trial.

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• Retained by plaintiff through Lee E. Poel of Poel & Foster, a San Jose law firm.  Case entitled Farias/Sandoval vs. Riviera at Silver Creek Valley Country Club HOA, et al.  My scope of work is to prepare an opinion on the common area maintenance and safety practices of the association and its management and landscape maintenance companies.  My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Jeffery Nevin, a San Francisco attorney. Case entitled Robert Hartwick v. Woodside Association, County of Sacramento. My scope of work encompassed the relationship between a Board of Directors, its management company, and the management company’s employees, as well as certain aspects of maintenance responsibilities. The case settled prior to trial.

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• Retained by plaintiff through David F. Feingold of Ragghianti Freitas a San Rafael law firm. Case entitled Terilyn Joe, Lindy Luoma v. 1520 Taylor Street HOA, County of San Francisco. My scope of work was to prepare an opinion on the actions of the board of directors regarding common area maintenance responsibilities. The case settled prior to trial.