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Alan Schantz CV - HOA Litigation Expert Witness
My court testimony has directly led to jury verdict for my clients
Expert Witness for HOA Members, Directors, HOA Management Companies, Homebuilders & Developers on virtually all issues including but not limited to:
STANDARD OF CARE - BEST PRACTICES - GOVERNANCE - MAINENANCE ISSUES IMPROVEMENT STANDARDS & ENFORCEMENT - CC&R & RULE ENFORCEMENT FIDUCIARY DUTY - CONFLICT OF INTEREST - EXCESSIVE or SELECTIVE ENFORCEMENT - FAILURE TO ENFORCE - PROPER MAINTENANCE & TURNOVER OF HOA IMPROVEMENTS BY DEVELOPER/HOMEBUILDER - EXCESSIVE DIRECTOR TENURE COMPLIANCE WITH LETTER AND SPIRIT OF GOVERNING DOCUMENTS MALFEASANCE or MISFEASANCE by HOA DIRECTORS
My ability to win the hearts and minds of a jury is proven.
Paul Katrinak, Esq. called after a jury trial verdict and said, "Alan we won and it was because of your testimony. The jury told me your testimony made all the difference. The jury gave our clients all they wanted."
Clients include residents of an East Los Angeles government sponsored housing community in dispute with an abusive Board of Directors to Aviation Pioneer and World War II Hero General Chuck Yeager, first man to break the sound barrier and featured in the movie ‘The Right Stuff’.
I connect with all audiences. An HOA (Homeowners Association) Management Company owner commented, "Alan communicates as easily with the roofing crew as the Company President".
I am recognized for outstanding communication and issue resolution skills and known nationwide as the creator of 'Understanding Your HOA The Easy Way©', the only 15-minute HOA orientation DVD available with Spanish Second Audio and Subtitles in 7 languages.
For ten years I was Director of Community Associations for Pardee Homes, largest of five Weyerhaeuser Corp. Real Estate Companies. I managed the full range of HOA matters and negotiated resolution of countless issues & conflicts while serving as the Developer-appointed Board President of scores of HOAs in California and Nevada. There was no HOA litigation against Pardee Homes by communities under my supervision.
I am retained by execution of my Engagement and Retainer letter and receipt of the initial retainer fee. The Engagement and Retainer letter is available upon request for matters where I am available for engagement. My engagement may contribute to settlement of your case prior to trial.
Pardee Homes, Inc. Director of HOAs
Team member on seven Pardee Homes Community Development Teams throughout Southern California and Nevada. Participated in all aspects of planning, construction & operations impacting HOAs from grading through transition to homeowner control.
Through proactive communication, issue resolution and relationship building I averted litigation of HOA issues. There was no HOA litigation against Pardee Homes by communities under my supervision.
Raised awareness & sensitivity of Development Team members to issues and best practices to avoid HOA conflicts & litigation. Impressed their fiduciary duty upon Pardee appointed HOA Directors.
Trained & advised Pardee-appointed & elected Homeowner Directors and Committee members including their fiduciary duty.
Initiated, organized and hosted a major recognition and awards Black-Tie dinner for all Homeowner HOA Directors of Pardee Homes Las Vegas communities. This event received praise and front page coverage in the Las Vegas Review Journal.
Supported Development and Sales teams in seven Pardee Homes regions in California and Nevada.
Identified issues from initial planning to build out with potential for conflict with Pardee Homes then developed and implemented solutions with Team members.
Worked with Homeowner Board Members and Homeowners to resolve their concerns during construction, community growth and after transition to homeowner control.
Resolved the gamut of Homeowner issues with the HOA, Pardee Homes & Community Management Companies.
Participated in development of CC&Rs, Architectural Standards, Property Disclosure Documents and HOA Budgets.
Contracted with Community Association Management companies and other vendors.
Initial Chairman of Architectural Committee for all new communities. Reviewed thousands of Homeowner Architectural Requests for Improvement & approved, denied & suggested modifications to gain approval.
Managed completion and turnover of HOA facilities & common area landscape including remediation of issues that could result in litigation against Pardee Homes.
Resolved HOA Common Area & amenity issues after transition of HOA to Homeowner control.
Experience / Education
HOA Litigation Expert Witness 12+ years
Creator of 'Understanding Your HOA The Easy Way©' the only 15-minute DVD that clearly explains what people need to know about living in an HOA with Spanish Second Audio & Subtitles in 7 languages. DVD details and preview at www.hoadvd.com
Ten years as Director of Community Association for Pardee Homes Southern California & Nevada - largest of 5 Real Estate Companies of Weyerhaeuser Real Estate Corporation
Two years HOA management with Crown Pacific Management
Multi-year President, Treasurer and Director of my own HOA
Licensed California / Arizona Realtor® for over 35 years
Juvenile Probation Counselor Santa Clara County
Bachelor’s Degree Psychology, Master’s Program Counseling and Guidance
Ordained Minister - www.reverendal.com
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