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

• Retained by defendant through Ryan M. Tarter of Wood Smith Henning Berman, Portland Oregon office. Case titled Quatama Park Association vs. Scott McFerran, Laura Wilson, Daron Anderson et al. United States District Court, Portland Division. My scope of work was to prepare an opinion on certain actions of developer representatives on the Board of Directors. The case settled before my testimony.

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• Retained by plaintiff through Glenn Youngling of Feingold & Youngling, a San Rafael law firm.  Case entitled Shorebird Homeowners Association vs. Shorebird Solar, Inc., et. al.  I prepared an opinion regarding the adequacy of the original developer budget and the standard of care of developer representatives on the Association's Board of Directors.  My deposition was taken once, the case settled prior to trial.

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• Retained by defendant through Andrew Fiorica of Eppsteiner & Fiorica, LLP, a San Diego law firm. Case entitled Clarendon Hills Owners Association v Clarendon Hills Investors, et al. County of Alameda. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors. The case settled prior to trial.​

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• Retained by plaintiff through the law firm of Ann Rankin, an Oakland law firm.  Case entitled Lauriedale Homeowners Association vs. Woodmont Development Company, et. al.  Scope of work included preparing an opinion on the standard of care for the developer controlled Board of Directors, the original management company and the adequacy of the developer’s initial Association budget.  My deposition was taken twice, the case settled prior to trial.

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• Retained by plaintiff, through Robert D. De Long of The Law Offices of Robert D. De Long.  Case entitled William Scott Ferry vs. Jim Gardiner.  Superior Court, County of Alameda.  The scope of work included preparing an opinion on the standard of care for the developer controlled Board of Directors, the Management Company and the Homeowners Association.  The case settled prior to trial.

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• Retained by plaintiff through Larry Russell of Russell & Mallett, a Walnut Creek law firm. Case entitled MacArthur Heights v. Transaction. Superior Court, County of Alameda. My scope of work was to prepare an opinion on the adequacy of the developer’s initial budget and reserve study and on certain developer disclosure requirements. My deposition taken once. The case settled prior to trial.

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• Retained by defendant, through Jeffrey Nevin of Nevin & Hall, an Oakland law firm, and David S. Henningsen of Robinson & Wood, a San Jose law firm.  Case entitled The Oaks of Del Rey vs. Del Rey Oaks Associates.  My scope of work was to prepare an opinion on the standard of care for the developer controlled Board of Directors and the adequacy of the developers initial Association budgets.  The case settled prior to trial.

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• Retained by defendant, through David S. Henningsen of Robinson & Wood, a San Jose law firm.  Case entitled Stewart vs. Transaction Equity.  Superior Court, County of San Mateo.  My scope of work is to prepare an opinion on the standard of care of a developer representative that served on a homeowners association Board of Directors during the original sales. The case settled prior to trial.

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• Retained by defendant, through Jonathan Terry of Songstad, Randall & Ulich, an Irvine law firm.  Case entitled Chandon vs. Taylor Woodrow.  My scope of work is to prepare an opinion on the adequacy of the developer's initial Reserve Analysis and an opinion about the actions of developer representatives on the Association's Board of Directors. My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Greg Siehl of Pedersen & Siehl, a San Jose law firm. Case entitled Heagney vs. Altamar at the Ridge HOA.  The case involves a slip and fall on association property during developer control of the association.  My scope of work is to opine on the operation of a developer controlled condominium project.  The case settled prior to trial.

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• Retained by defendant through Jeff Vincent of the law firm of Snyder, Cornelius & Hunter in Pleasant Hill.  Case entitled Jim Nixon vs. Zeka Group, et. al.  My scope of work includes issues regarding the standard of care of a developer/director on a condominium board of directors. The case settled prior to trial.

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• Retained by defendant through Jan Gruen of Nevin & Gruen, an Oakland law firm. Case entitled Quailbrook II Homes vs. Patman III, et al. San Joaquin County Superior Court. My scope of work is to prepare an opinion on the standard of care of a developer representative who served on the association Board of Director. The case settled prior to trial.

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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 Andrew Fiorica of Eppsteiner & Fiorica, LLP, a San Diego law firm. Case entitled Oxford Gardens Fremont v. CP Oxford Gardens LLC, et al., County of Alameda. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors. My deposition was taken twice. The case settled prior to trial.

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• Retained by defendant through Mark Shem of Borton Petrini, LLP a San Jose law firm. Case entitled Century Plaza v Wyatt Leung and Wyatt Leung v. Cross-Complainants, County of Santa Clara. My scope of work was to prepare an opinion on certain actions of developer representatives on the Board of Directors. My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Ryan Manning of Newmeyer & Dillion a Newport Beach law firm. Case titled The Courtyards at Dublin Ranch Villages HOA v Toll-Dublin LLC, County of Contra Costa. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Ryan Manning of Newmeyer & Dillion a Newport Beach law firm. Case titled The Terraces at Dublin Ranch Villages HOA v Toll-Dublin LLC, County of Contra Costa. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.My deposition was taken once. The case settled prior to trial.

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• Retained by defendant through Leslie Hanks of Sellar Hazard & Lucia a Walnut Creek law firm. Case titled The Candlestick Point – the Cove Homeowners Association v. Top Vision, County of San Francisco. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.The case settled prior to trial.

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• Retained by defendant through David J. Byassee of Ulich & Terry, LLP, a Newport Beach law firm. Case entitled Vantage Town Home Association v. Taylor Woodrow Homes, County of Orange. My scope of work is to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors. My deposition has been taken once. The case settled prior to trial.

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• Retained by defendant through Bahaar Cadambi of Newmeyer & Dillion a Newport Beach law firm. Case titled Rosedale Promenade Community Association v. William Lyon Homes, Rosedale Land Partners, Rosedale Investment, County of Los Angeles.My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.The case settled prior to trial.

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• Retained by defendant through Wakako Uritani of Lober, Greenfield & Polito a San Francisco law firm. Case titled Warm Springs OA v. KB HOME South Bay Inc, County of Alameda.  My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.The case settled prior to trial.

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• Retained by defendant through Wakako Uritani of Lober, Greenfield & Polito a San Francisco law firm. Case titled Monte Vista Condominium Association v. Cannery Square LLC and KB HOME, County of Santa Clara. My scope of work was to prepare an opinion on the adequacy of the original Operating Budget and Reserve Study and on the actions of developer representatives on the Board of Directors.The case settled prior to trial.
   

• Retained by plaintiff through Lynn M. Krupnik of Krupnik & Speas, a Phoenix Arizona law firm. Case titled The Villages at Estrella Mountain Ranch Community Association, et al. v. NNP-III Estrella Mountain Ranch, LLC, County of Maricopa. My scope of work is to prepare an opinion on certain actions of developer representatives on the Board of Directors. My deposition was taken once, and I testified before an arbitration panel.