Alan Schantz - 805.405.3145 - hoadvdceo@gmail.com
Plaintiff/Defense Expert Witness Nationwide for HOA Members, Guests, HOAs & Directors, Management Companies, Home Builders & others for all issues including:
INJURY/ACCIDENT IN HOA COMMON AREAS INCLUDING LANDSCAPE, STREETS, FACILITIES, EQUIPMENT - INSURANCE CASES - FAILURE TO MITIGATE and/or WARN OF HAZARDOUS CONDITIONS IN COMMON AREAS - CONSTRUCTION DEFECTS - STANDARD OF CARE - BEST PRACTICES - GOVERNANCE - MAINTENANCE ISSUES - HOA FAILURE TO REPAIR MEMBERS PROPERTY DAMAGE CAUSED FROM COMMON AREA - IMPROVEMENT STANDARDS & ENFORCEMENT - ARCHITECTURAL REVIEW PROCESS, APPROVAL & APPEAL - CC&R & RULE ENFORCEMENT - INADEQUATE OR EXCESSIVE HOA RULES - FIDUCIARY DUTY - CONFLICT OF INTEREST - EXCESSIVE and/or SELECTIVE ENFORCEMENT - FAILURE TO ENFORCE - FAILURE TO MAINTAIN - FAILURE TO BUDGET RESPONSIBLY INCLUDING ADEQUATE ASSESSMENT INCREASES OVER TIME - PROPER TURNOVER OF HOA COMMON AREAS & FACILITIES BY BUILDER / DEVELOPER - BUILDER / DEVELOPER FAILURE TO PROPERLY BUDGET/FUND HOA - EXCESSIVE DIRECTOR TENURE & FAILURE TO ENCOURAGE NEW CANDIDATES TO RUN FOR DIRECTOR POSITIONS - COMPLIANCE WITH LETTER AND SPIRIT OF GOVERNING DOCUMENTS - IMPROPER ACTIONS AGAINST HOA MEMBER - MALFEASANCE - MISFEASANCE - NONFEASANCE by HOA DIRECTORS - EXPERT WITNESS FOR HOAs & DIRECTORS IN PERFORMANCE OF THEIR GOVERNING DUTIES - PLAINTIFF/ DEFENSE REPRESENTATION OF HOA MEMBERS, GUESTS, HOAs, DIRECTORS, COMMUNITY MANAGEMENT COMPANIES, HOME BUILDERS
"Alan, the jury told me we won because of your testimony in court. The jury 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 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’.
Connects with all audiences - an HOA Management Company owner commented, "Alan communicates as easily with the roofing crew as the Company President".
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.
10 years as Director of Community Associations for Pardee Homes, largest of five Weyerhaeuser Corp. Real Estate Companies. Managed the full range of HOA matters and negotiated resolution of countless issues & conflicts while serving as the Board President of scores of HOAs in California and Nevada. No litigation against Pardee Homes by HOAs under my supervision.
Some 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
SULLIVAN vs SYCAMORE CANYON HOA
PARK RIVER OAK ESTATES HOA vs GENERAL CHARLES & VICTORIA YEAGER
FELIPA RICHLAND-EITH, STACY WASSERMANM vs. JEFFREY KETELHUT, MARCELLA KETELHUT, LOS ROBLES HILLS ESTATES HOMEOWNERS ASSOCIATION
TELFORD vs SAGEWOOD HOA
WHITEHAWK HOA vs NGOZI & OLEN
HYATT vs SYCAMORE CANYON VILLAGE HOA
AOAO Royal Aloha v. Portwood
AUSTIN v. RANCHO GABRIELA HOA
BELFORD MANOR v. LIBRARY CT HOA
BROWN v. AOAO TERRAZZA/CORTEBELLA/LAS BRISA/TIBURON
DEGROOT v. EH HOA
ESTRELLA MTN HOA v. NNP
FLORES v. WARNER SPRINGS ESTATES HOA
FLORES v. AOAO VISTA WAIKOLOA
FOX v. BRIDLEWOOD HOA
GILBERT FAM TRUST v. ELK POINT CC HOA
HOKUA-BROWN v. GUILD
HOSSEINZADEH v. BPHOA
LANG v. AOAO of TERRAZZA/CORTEBELLA/ LAS BRISAS/TIBURON
MONONTOYA v. MEES et al
PELELEKAI v. AOAO PUNAHOU MARQUIS
ROYAL CREST v. WHALERS VILLAGE
SANTA ROSA SPRINGS HOA v. DR HORTON
THIRD Laguna v. COHAN
YOSHIKANE v. TRINIDAD ISLAND HOA
Ten years as Pardee Homes, Inc. Director of HOAs
Team member on seven Pardee Homes Community Development Teams throughout Southern California and Nevada
Continuously served as Board President of 20-25 Pardee Homes Residential, Commercial & Industrial HOAs in 7 California development regions & Las Vegas, 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 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
Veteran United States Army
805.405.3145 hoadvdceo@gmail.com
Preview scenes of ‘Understanding Your HOA The Easy Way’© DVD includes Spanish 2nd Audio + Subtitles in English, Spanish, Chinese, Korean, Vietnamese, Russian and Armenian. Order on the ‘Buy The DVD’ page.
CLICK ON THE SPEAKER SYMBOL AT TOP RIGHT OF THE VIDEO TO HEAR AUDIO