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Boards often struggle with what information should or can be maintained confidential to satisfy the board members' duties as trustees as opposed to the demand of owners that the board be fully transparent in its governance of the community. This session explores the legal obligation of board members to maintain confidentiality, including issues of attorney-client privilege, negotiation of contracts, pending or threatened litigation and other issues.
Special Note: This program is a recorded education session from the 2014 CAI Law Seminar, brought to you by the College of Community Association Lawyers (CCAL). Length: 50 minutes.
Duration: 50 minutes
Program Description
Boards often struggle with what information should or can be maintained confidential to satisfy the board members' duties as trustees as opposed to the demand of owners that the board be fully transparent in its governance of the community. This session explores the legal obligation of board members to maintain confidentiality, including issues of attorney-client privilege, negotiation of contracts, pending or threatened litigation and other issues.
What is the role of the Association's attorney when boards or individual board members tread too far from the line dividing confidentiality and transparency?
Speakers
J. David Ramsey, Esq. is a partner in the law firm of Becker and Poliakoff, LLP, in Morristown, New Jersey. David has practiced law since 1976, with his areas of specialty in community association law, land use and development. David is a past president of CAI and a past president of the New Jersey Chapter of CAI. He previously chaired the New Jersey LAC and currently serves as the Chair of the UCIOA Implementation Committee. David has previously served as one of CAI’s designated advisors to the National Conference of Commissioners on Uniform State Laws with respect to updating the model UCIOA act. He currently serves as Chairman of CAI’s Government and Public Affairs Committee.
Jennifer A. Loheac, Esq., represents community associations throughout New Jersey and New York, including homeowner and condominium associations, as well as cooperatives. Ms. Loheac provides counsel on a wide range of issues, including interpretation of governing documents, legal analysis of insurance and budgetary matters and conflict resolution through ADR. She actively participates with various homeowner boards and residents at monthly meetings. She negotiates and drafts amendments, corporate resolutions and agreements with municipalities on behalf of her clients.
Continuing Education Credit
This program provides 1 credit hours toward:
- Certified Manager of Community Associations recertification
- Association Management Specialist redesignation
- Professional Community Association Manager redesignation
To earn credit, you must be personally registered for this program and print the certificate of completion to document your participation
Manager Certifications and
Designations
Certified Manager of Community Associations
(CMCA®) /Association Management Specialist
(AMS®) /Professional Community Association Manager
(PCAM®) /Large-Scale Manager
(LMS®)
Management Company Designation
Accredited Association Management Company
(AAMC®)
Service Provider Designations and
Distinctions
Reserve Specialist
(RS®)/Community Insurance and Risk Management
Specialist (CIRMS®)/Educated Business
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