Alan Schantz Defense/Plaintiff Expert Witness 805.405.3145 hoadvdceo@gmail.com
$17,000,000 HOA Construction Defect Claim = Award less than $500,000
Alan’s testimony in arbitration of a $17,000,000 HOA construction defect lawsuit vs. the Developer of a 25 year old Phoenix, Arizona master planned community was a deciding factor in Plaintiff’s award of less than $500,000. A member of the arbitration panel referred Alan to a partner in his firm as Expert Witness on another HOA case.
The Developer’s attorney stated, “Alan’s testimony produced an amazingly low award.”
Justice for abused HOA members
At a Los Angeles Superior Court jury trial where residents of an East Los Angeles government sponsored housing community sued their HOA Board for fraud and refusing to allow fair Board elections Alan’s testimony produced the winning verdict for the residents.
"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 winning jury trial verdict.
Nationwide Defense/Plaintiff Expert & Rebuttal Witness on all issues including:
CONSTRUCTION DEFECTS - STANDARD OF CARE - BEST PRACTICES - GOVERNANCE - FIDUCIARY DUTY - CONFLICT OF INTEREST - IMPROPER ACTIONS AGAINST HOA MEMBER - MALFEASANCE - MISFEASANCE - NONFEASANCE by HOA DIRECTORS - 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 - EXCESSIVE and/or SELECTIVE ENFORCEMENT - FAILURE TO ENFORCE - 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 - 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 - EXPERT WITNESS FOR HOAs & DIRECTORS IN PERFORMANCE OF THEIR GOVERNING DUTIES - PLAINTIFF/ DEFENSE REPRESENTATION OF HOAs AND THEIR INSURANCE CARRIERS, HOA MEMBERS & GUESTS, DIRECTORS, COMMUNITY MANAGEMENT COMPANIES, DEVELOPERS AND HOMEBUILDERS
"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 Los Angeles County Superior Court jury trial verdict
Alan’sengagements include astronaut pioneer and WWII fighter pilot hero General Chuck Yeager the first man to break the sound barrier as 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
SANTA ROSA SPRINGS HOA vs. DR HORTON
ESTRELLA MOUNTAIN HOA vs. NNP
RAVELLO HOA vs. SHEA HOMES
PARK RIVER OAK ESTATES HOA vs. GENERAL CHARLES ‘CHUCK’ YEAGER
FELIPA RICHLAND-EITH, STACY WASSERMANN vs. JEFFREY KETELHUT, MARCELLA KETELHUT, LOS ROBLES HILLS ESTATES HOMEOWNERS ASSOCIATION
NAIMI vs. AZUL VENTURES
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
TELFORD vs. SAGEWOOD HOA
WHITEHAWK HOA vs. NGOZI & OLEN
HYATT vs. SYCAMORE CANYON VILLAGE HOA
AOAO ROYAL ALOHA vs. PORTWOOD
AUSTIN vs. RANCHO GABRIELA HOA
BELFORD MANOR vs. LIBRARY CT HOA
BROWN vs. AOAO TERRAZZA/CORTEBELLA/LAS BRISA/TIBURON
DEGROOT vs. EH HOA
FLORES vs. WARNER SPRINGS ESTATES HOA
FLORES vs. AOAO VISTA WAIKOLOA
FOX vs. BRIDLEWOOD HOA
GILBERT FAM TRUST vs. ELK POINT CC HOA
HOKUA-BROWN vs. GUILD
HOSSEINZADEH vs. BPHOA
LANG vs. AOAO of TERRAZZA/CORTEBELLA/ LAS BRISAS/TIBURON
MONTOYA vs. MEES et. al
PELELEKAI vs. AOAO PUNAHOU MARQUIS
THIRD LAGUNA vs. COHAN
YOSHIKANE vs. TRINIDAD ISLAND HOA
Results 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 15+ 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