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Establishing And Operating Homeowners Associations: Understanding The Legal Issues  

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Seminar Summary:

This highly informative seminar will enhance your knowledge and understanding of the fundamental legal issues related to homeowners' associations. (see full course description)

 
 

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Training Course Syllabus:


This highly informative seminar will enhance your knowledge and understanding of the fundamental legal issues related to homeowners' associations. Discussions will examine these legal issues as they relate to all aspects of the homeowners' association, including formation, rule enforcement, conflict resolution, and documentation. After attending this seminar, you will have a greater sense of applicable laws and processes involved in developing and operating a homeowners' association, and will be able to handle a much broader range of HOA issues that arise in your daily practice.

Topics to be discussed include:

  • Formation
  • Ethical Considerations
  • Operations
  • Handling Conflicts

9:00 a.m. - 9:15 a.m.

I. Overview – What Is A Community Association?

A. Created Under Common Law

B. Created Under Oregon Condominium Act

C. Created Under Oregon Planned Community Act

D. Essential Characteristics Of A Community Association

9:15 a.m. - 10:30 a.m.

II. Formation

A. Documents Creating Planned Communities

B. Documents Necessary To Sell Homes/Units

C. Regulatory Filing(s)

D. Major Drafting Decisions

E. Nature Of Project Dictates Document Provisions

F. Mixed-Use Projects

G. 2003 Legislative Changes Affecting Development And Sales

10:30 a.m. - 10:45 a.m.

Break

10:45 a.m. - 11:45 a.m.

III. Ethical Considerations

A. At Formation

B. Through Turnover

C. Identifying The Client

D. Communications With Client

11:45 a.m. - 12:45 p.m.

Lunch (On Your Own)

12:45 p.m. - 2:35 p.m.

IV. Operations

A. Initial Operations – Developer Control

B. HOA Responsibilities And Authority

C. Meetings (Board And Owners)

D. Rule And Covenant Enforcement

E. Voting

F. Assessments-Reserves

2:35 p.m. - 2:50 p.m.

Break

2:50 p.m. - 3:50 p.m.

IV. Operations (Continued)

G. Insurance

H. 2003 Legislative Changes Affecting Association Operations

3:50 p.m. - 4:30 p.m.

V. Handling Conflicts

A. Conflicts Between The HOA And Owners Or Developer

B. Conflicts Between Owners

C. Liability Issues Peculiar To Community Associations

D. Litigation

E. SB 909: Notice And Opportunity To Cure

Seminar Summary:

This highly informative seminar will enhance your knowledge and understanding of the fundamental legal issues related to homeowners' associations. (see full course description)

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