Expert Witness Services - Standard of Care:

5. Management Company

Case: Lauriedale Homeowners Association vs. Woodmont Development
Company, et. al.

Retained by plaintiff through the law firm of Ann Rankin, an Oakland law firm.
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.

Case: Garcia vs. Independent Planning, et al.

Retained by plaintiff through James Childers of the law office of Childers, Christiansen & Murray, a Sacramento law firm.
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.

Case: Crosspointe Village Homeowners Association vs. Lyon Corporation, et. al.

Retained by defendant through John O'Hara of Newmeyer and Dillion, a Newport Beach law firm.
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.

Case: Peachtree Community Association Services, Inc. vs. Charles Mitchell dba Community Care Property Management

Retained by plaintiff, through Michael Blumenfeld, Esq., of the law firm of Sher & Blumenfeld, an Oakland firm.
Superior Court, County of Alameda.
My scope of work is to prepare an opinion regarding unfair competition, proprietary and confidential trade secrets, within the common interest subdivision management field.
The case has settled.

Case: Morgan Heights HOA vs. Bridge Housing, et al.

Retained by plaintiff through Andrew Wiener of Haas & Najarian, a San Francisco law firm
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.

Case: Farias/Sandoval vs. Riviera at Silver Creek Valley Country Club HOA, et al.

Retained by plaintiff through Lee E. Poel of Poel & Foster, a San Jose law firm
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.

Case: Cheda Knolls vs. Garbarino, et. al.

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.
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.

Case: Shadow Pines vs. M.E.L. Enterprises, et. al.

Retained by two cross-defendant, management companies' insurance carrier through Ann Kaplan of Buresh, Kaplan, Jang, Feller & Austin, a Berkeley law firm.
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.

Case: Murthi vs. Bernal Grove Homeowners Association

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.
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.

Case: Plaza Camino Real HOA vs. Matteson Investment Corporation.

Retained by defendant, through Donald Fornasier of Archer, McComas, Breslin, McMahon & Chritton, a Walnut Creek law firm.
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.

Case: Portobello H.O.A. vs. Bay City Investors, et al.

Retained by defendant through David Miller of the Oakland law firm Nevin & Gruen.
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.

Case: Izett vs. Cirby Hills Homeowners Association

Retained by defendant through Palmer Swanson of Goldsberry, Freeman & Swanson, an Sacramento law firm.
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.

Case: Bay Pointe at Refugio Valley Ranch HOA vs. Shea Homes, et al.

Retained by defendant through Peter Geckeler of Hancock Rothert & Bunshoft, a San Francisco law firm. 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.

Case: Quiet Harbor Homeowners Association vs. Centex Real Estate Corp.

Retained by defendant through Nannette Souhrada of Campbell, Souhrada & Volk, a San Diego law firm.
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.

Case: Bay Pointe at Ardenwood Homeowners Association vs. Shea Homes et al.

Retained by defendant through Bennett Chin of Sedgwick, Detert, Moran & Arnold, a San Francisco law firm.
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.

Case: Cummings v. Newport North Homeowners Association, et al.

Retained by defendant through David Feingold of Ragghianti, Freitas, a San Rafael law firm.
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.

Case: Robert Hartwick v. Woodside Association, County of Sacramento

Retained by defendant through Jeffery Nevin, a San Francisco attorney.
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.