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

• 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 plaintiff through Michael W. Thomas of Thomas & Associates a Roseville law firm. Case entitled Verdera Community Association v. Riverside Management, et al., County of Placer. My scope of work was to prepare an opinion on professional management practices. My deposition was taken once. 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 two management companies insurance carriers as cross defendants through the law firms of McGlynn, McCorg & McDowell (Ms. Michelle Perussina) of San Francisco and the law firm of York, Buresh & Kaplan (Fred Feller) of Berkeley.  Case entitled Cheda Knolls vs. Garbarino, et. al.  My assignment was to create an opinion about whether the management companies were responsible for lack of maintenance as alleged by developer defendant.  The case settled prior to trial.

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• Retained by plaintiff through James Childers of the law office of Childers, Christiansen & Murray, an Sacramento law firm. Case entitled Garcia vs. Independent Planning, et al. Superior Court, County of Contra Costa.  My scope of work is to prepare an opinion on the standard of care for maintenance responsibilities of a management company for a condominium association. 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 Andrew Wiener of Haas & Najarian, a San Francisco law firm.  Case entitled Morgan Heights HOA vs. Bridge Housing, et al. Superior Court, County of San Francisco.  My scope of work was to prepare an opinion on the adequacy of the Developer's initial Operating Budget and Reserve Analysis and whether or not the first management company performed their duties within the standard of care.  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 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 two cross-defendant, management companies' insurance carrier through Ann Kaplan of Buresh, Kaplan, Jang, Feller & Austin, a Berkeley law firm.  Case entitled Shadow Pines vs.  M.E.L. Enterprises, et. al.  My assignment was to prepare an opinion about whether a management company was responsible for lack of maintenance as alleged by the developer defendant. 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 Donald Fornasier of Archer, McComas, Breslin, McMahon & Chritton, a Walnut Creek law firm.  Case entitled Plaza Camino Real HOA vs. Matteson Investment Corporation.  Superior Court, San Mateo County.  My scope of work is to prepare an opinion regarding the standard of care for the management company of this homeowners association. The case settled prior to trial.

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• Retained by defendant through David Miller of the Oakland law firm Nevin & Gruen.  Case entitled Portobello H.O.A.  vs. Bay City Investors, et al.  Alameda County Superior Court.  My scope of work is to prepare an opinion regarding the standard of care for the management company of the Association.  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 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 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 defendant through Kimberly A. Shields of Murphy Pearson Bradley & Feeney a San Francisco law firm. Case entitled Chen v Summitpointe Homeowners Association, County of Santa Clara. My scope of work was to prepare an opinion on the standard of care of the management company and a Board of Directors on a variety of operational issues. My deposition was taken once. The case settled prior to trial.