Alan Schantz HOA Expert Witness * 805.405.3145 * hoadvdceo@gmail.com * Plaintiff / Defense
Expert Witness for HOA Members, Directors, Management Companies, Home Builders & HOAs on virtually all issues including but not limited to:
INJURY IN HOA COMMON AREA, LANDSCAPE, STREETS, FACILITIES - INSURANCE CASES - CONSTRUCTION DEFECTS STANDARD OF CARE - BEST PRACTICES - GOVERNANCE - MAINTENANCE ISSUES - IMPROVEMENT STANDARDS & ENFORCEMENT - ARCHITECTURAL REVIEW PROCESS, APPROVAL & APPEAL - CC&R & RULES ENFORCEMENT - FIDUCIARY DUTY - CONFLICT OF INTEREST - EXCESSIVE and/or SELECTIVE ENFORCEMENT - FAILURE TO ENFORCE - FAILURE TO MAINTAIN - FAILURE TO BUDGET RESPONSIBLY INCLUDING ADEQUATE ASSESSMENT INCREASES - TURNOVER OF HOA IMPROVEMENTS BY DEVELOPER - EXCESSIVE DIRECTOR TENURE - HOA COMPLIANCE WITH LETTER AND SPIRIT OF GOVERNING DOCUMENTS - IMPROPER ACTIONS AGAINST HOA MEMBER - MALFEASANCE - MISFEASANCE - NONFEASANCE by HOA DIRECTORS - HOA vs. MEMBER - MEMBER vs. HOA, MANAGER
"Alan, the jury told me we won because of your testimony in court. They gave our clients all they wanted."
Paul Katrinak, Esq. after an L.A. County Superior Court jury trial verdict
Clients include residents of an East Los Angeles government sponsored housing community vs. an abusive Board of Directors & aviation pioneer and World War II hero General Chuck Yeager, first man to break the sound barrier & featured in the movie ‘The Right Stuff’
PARTIAL LIST OF ALAN SCHANTZ EXPERT WITNESS ENGAGEMENTS
AUSTIN vs RANCHO GABRIELA HOA
BREW vs CREEKSIDE HOA
MARION vs SWEETWATER RIDGE HOA
RIVERA vs 4 STREETS COOP OF RTE 2
ROYAL CREST vs WHALERS VILLAGE
SANDYLAND PROTECTIVE ASSN vs ZACKY TRUST
PARK RIVER OAK ESTATES HOA vs GENERAL CHARLES & VICTORIA YEAGER
SULLIVAN vs SYCAMORE CANYON HOA
TELFORD vs SAGEWOOD HOA
WHITEHAWK HOA vs NGOZI & OLEN
HYATT vs SYCAMORE CANYON VILLAGE HOA
"Alan communicates as easily with a roofing crew as the Company President" - HOA Management Company owner
Preview scenes of Alan Schantz presenting below
As Director of Homeowner Associations (HOAs) for Pardee Homes, largest of 5 Weyerhaeuser Real Estate companies, I managed the full range of HOA matters while resolving countless HOA issues and conflicts
During my tenure there was no litigation against Pardee Homes by HOAs under my supervision
Creator of the 15-minute DVD 'Understanding Your HOA The Easy Way’©
Pardee Homes Director of HOAs
Continuously served as Developer appointed Board President of 20-25 Pardee Homes Residential and Commercial/Industrial HOAs in California and Las Vegas Nevada
Team member on seven Pardee Homes Community Development Teams throughout Southern California and Nevada
Personally handled turnover of all HOA facilities and HOA common area landscape areas for scores of HOAs in California and Las Vegas Nevada
Team member in development of communities in seven Pardee Homes regions throughout Southern California and the greater Las Vegas area on all aspects of planning, construction and operation from grading through transition to homeowner control
Raised awareness and sensitivity of development team members to HOA issues and best practices to reduce builder-HOA conflicts and litigation. Impressed fiduciary duty to HOA upon developer appointed HOA directors
Developer appointed Board President of dozens of HOAs in California and Nevada
Appointed, trained and advised homeowner directors and committee members including fiduciary duty to HOA and membership
Organized and hosted a major awards event for Pardee Homes HOA directors of Las Vegas communities. The event received praise and front page coverage in the Las Vegas Review Journal
Through proactive communication and relationships I averted litigation of HOA issues. There was no HOA litigation by communities under my supervision
Supported development and sales teams in seven Pardee Homes development regions in California and Nevada
Identified facilities and landscape issues from initial planning to build out with potential for conflict with HOA boards and residents and developed appropriate solutions with team members
Worked closely with homeowner board members and homeowners to address their concerns during construction, community growth and after transition of the HOA to homeowner control
Resolved the gamut of individual homeowner issues with the HOA, the builder & 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 and approved, rejected or suggested modifications to meet approval
Resolved disputes related to Architectural Violations and failure to submit plans and/or obtain approval prior to construction of improvements. Transitioned Architectural Committees to Homeowner control
Managed proper completion and turnover of HOA facilities and common areas including remediation of construction issues that could result in litigation against the Developer
805.405.3145 hoadvdceo@gmail.com
Preview scenes of Alan Schantz presenting below
‘Understanding Your HOA The Easy Way’©
DVD has Spanish 2nd Audio + Subtitles in English, Spanish, Chinese, Korean, Vietnamese, Russian and Armenian