Another Successful Legal Symposia is in the books!

#ICYMI [In case you missed it]

Another Successful Epsten, APC Legal Symposia is in the books!

 


 

 

Authored by Jen Serrano, Sr. Marketing Manager

Photography and editing by Leah Eklof, Marketing Assistant

 


 

(From left to right) Pejman D. Kharrazian, Esq., Rhonda R. Goldblatt, Esq., Kieran J. Purcell, Esq., William S. Budd, Esq., Emily A. Long, Esq., and Susan M. Hawks McClintic, Esq., at the Coachella Valley Symposium.

 

It’s a wrap! We had another successful Symposia season and are thankful to everyone who attended. Here is a quick recap of what happened at our 2024 Symposia in case you couldn’t make it. Overall, 900+ board members, community managers, and industry partners attended our Coachella Valley and San Diego Symposia. We delivered timely, relevant, and up-to-date legal education impacting community associations.

 

Our Symposia fosters collaboration and new networking opportunities for our attendees. They can ask general legal-related questions to one of our attorneys, network with exhibitors, and build meaningful connections with fellow professionals. Epsten, APC, continues to be at the forefront of legal education for community associations, and its Symposia are some of the most attended community association events in Southern California. It is also important to highlight that our event offers 2 CEUs from the California Association of Community Managers (CACM) and 5 CEUs that complete the requirement for the CMCA certification offered by the Community Association Managers International Certification Board (CAMICB).

 

 

 

Interview with Marisha Lou from Keystone Pacific: I’ve been in management for 33 years, and I attend every year because it’s well worth it for any association manager or assistant manager or even a realtor that does leasing at community properties. It’s great information!

 

(From left to right) Shareholder Pejman D. Kharrazian, Esq. and Senior Attorney Emily A. Long, Esq. presenting Case Law Update at the Coachella Valley event.

 

By popular demand, our content does a deep dive into the legislative updates based on the annual Bills signed by the Governor, as well as the key case law from the year relevant to community associations. Here are some quick links to the Statutes – New or Newly Amended. You may find these on our website under the Laws & Statutes tab / Civil Codes:

 

California Civil Code (Civ. Code)

California Civil Code (Civ. Code): Davis-Stirling Act

California Corporations Code (Corp. Code)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Left) Shareholder and new CAI-San Diego President Susan M. Hawks McClintic, Esq. and (right) Mike Cruz, Administrative Assistant, holding the famous and acclaimed Epsten, APC 2025 Community Association Law Resource Book

 

In addition, Kieran J. Purcell, Esq. spoke about updates on The Corporate Transparency Act (CTA). With all the back-and-forth on the CTA, board members and managers have really had to stay up to date with the most recent updates. Our firm has been closely tracking the CTA, and you can click here to sign up for our CTA Legal Alerts. 

 

Kieran J. Purcell, Esq., Managing Shareholder of Epsten, APC, speaking to over 600 attendees at our San Diego Symposium.

 

Kieran J. Purcell, Esq., and Susan M. Hawks McClintic, Esq., also spoke on the 2024 Legislative Update. They discussed Bill AB 2114, which allows civil engineers to be added to the qualified list of inspectors who conduct mandatory inspections of balconies. Both attorneys also spoke on matters regarding elections, SB 900 on repairs and maintenance, and other relevant updates in the community association law.

 

Interview with Dominique Albrecht, Chief Administrative Officer for Rancho Santa Fe Association:Today we loved the sessions, such great information on new case law, the latest and greatest on what’s happening on the legislative front and then just really awesome breakout sessions where we could hear from others in the industry about what their facing and get great advice as well.

 

BREAK IT DOWN > Legal Discussions

Content tailored to Community Managers and Board Members

You may find your next brilliant idea for your community association at one of our Legal Discussions. Attendees get to share thoughts and concerns directly with our attorneys on matters such as insurance, senior communities and fair housing, amending governing documents, litigation, and elections & recalls (Election Process Timeline and Election by Acclamation Process Timeline), and meetings.

 

 

Industry partners harness the power of new products, services and expertise for community associations

Symposia exhibitors have the unique opportunity to showcase their company’s products, services, and expertise to a targeted audience of community leaders and industry professionals. This event allows for valuable networking, strengthening connections, and fostering new partnerships and business opportunities. Our diversified exhibitors are ahead of the game providing attendees great giveaways and special offers to Symposia attendees. This year,  vendor categories included:

Accounting, Architect, Backflow Services, Bank, Construction Managements, Door/Gate, FHA, Foundation Repair, Furniture, General Contractor, Inspector of Elections, Insurance, Landscape, Leak Detection, Maintenance, Meter, Painting, Pest Control, Pool, Refuse, Reserve Study, Restoration, Roofing, Security, Solar, Towing, Tree Care. We are always in search of new types of vendors to join our repertoire.

If you are looking to become a sponsor for next year, click here to connect with us.

*Disclaimer: due to event capacity and fairness to our clients, Epsten, APC is unable to accept management companies or other community association law firms to exhibit at our event.

 

A Big THANK YOU!

 A huge shout out to our beverage partner CM2 & Associates for providing beverages for our San Diego Symposium.

San Diego Beverage sponsor, Annie Wyland from CM2, Inc. networking with prospects.

This event is also possible thanks to our Premier and Standard sponsors at both San Diego and Coachella Valley, we thank you! Our 2024 Symposia season could not have happened without you. To find out more about our exhibitors and the services they offer, check out the links below.

 

Coachella Valley San Diego

(PREMIER)

(STANDARD)

  • AMS Paving, Inc.
  • Banc of California
  • California Association of Community Managers (CACM)
  • C.L. Sigler & Associates, Inc.
  • Click2Bind Insurance Services, Inc.
  • Conserve LandCare
  • Frazier Pest Control
  • Harvest Landscape Enterprises, Inc.
  • Newman Certified Public Accountants, PC
  • NEXTIER Insurance Services
  • NLB Consulting Election Services
  • NPG Asphalt
  • O’Connell Landscape Maintenance
  • PatioShoppers
  • SCT Reserve Services
  • Sherwin Williams

 

 

 

 

 

 

 

 

 

(PREMIER)

(STANDARD)

  •  Accurate Termite & Pest Control
  • Bald Eagle Security Services, Inc.
  • Banc of California
  • Berg Insurance Agency in Partnership with LaBarre/Oksnee
  • California Sub-Meters
  • Click2Bind Insurance Services, Inc.
  • Enhanced Landscape Management
  • First Citizens Bank
  • Four Seasons Tree Care
  • Gemini Insurance Agency
  • Global Disposal
  • Harvest Landscape Enterprises, Inc.
  • Kirk Miller Insurance Agency, Inc.
  • LaBahn’s Landscaping
  • McCormick-JWC Construction & Consulting
  • MeterNet, LLC
  • NPG Asphalt
  • O’Connell Landscape Maintenance
  • Precision Construction & Painting
  • Premier Roofing CA, Inc.
  • Proform Interiors
  • Rayco Exteriors
  • SCT Reserve Services
  • Sherwin Williams Paint
  • Southern Cross Property Consultants

 

To Our Staff and Attorneys…

This wouldn’t be a proper recap without thanking our staff and attorneys who helped put on the symposia events. Here are just some faces behind the scenes working hard.

>> Click here for a Coachella Valley recap video

>> Click here for San Diego recap video

>> Click here for a behind the scenes video

 

 

Looking Ahead: 2025 San Diego & Coachella Valley

Participants left with new knowledge, lasting friendships and connections, and a renewed sense of energy to tackle problems in 2025. Nevertheless, a new Symposium season will be arriving soon. If you are looking for more information for next year’s symposia, click here to be updated when we release dates.

 

Speakers at San Diego Symposium from left to right; Jillian M. Wright, Esq., Kieran J. Purcell, Esq., Susan M. Hawks McClintic, Esq., Pejman D. Kharrazian, Esq., Jon H. Epsten, Esq., Rhonda R. Goldblatt, Esq., Jacquelyn E. Quinn, Esq., and Joseph A. Sammartino, Esq.

Victoria R. Minor Joins Epsten, APC

Epsten, APC is pleased to announce the addition of Associate Attorney Victoria R. Minor to the firm’s San Diego office. Victoria is a member of the firm’s Transactional Department.

“We welcome Victoria, who initially began working with Epsten, APC as a Post Bar Law Clerk. We are eager to work with her and to continue to support her professional journey. Welcome to the team Victoria!,” said Kieran Purcell, Esq., CCAL, Managing Shareholder.

Victoria handles matters involving governing document compliance and interpretation, including drafting letters to homeowners regarding governing document violations, assisting Boards in drafting special and emergency assessments, attending board meetings, executive committee sessions, and hearings, and researching relevant statutes, codes, and case law to help community associations best manage their communities by the law.

“We look forward to supporting Victoria as she grows her career and collaborates with team members to provide exceptional service to our clients,” said Carolyn D. Decker, Chief Operating Officer.

As an attorney, Victoria is committed to providing the best experience for all clients and ensuring that their needs are met. Her goal is to help clients create healthy environments within their communities and assist associations by proactively and efficiently advising clients on any potential issues to hopefully avoid litigation. Victoria places a strong emphasis on guiding clients on best practices for managing their communities.

Managing Shareholder Kieran J. Purcell Selected as ‘Leader in the Law’ for 2024

Epsten, APC’s Managing Shareholder Kieran J.  Purcell, Esq., CCAL, has been awarded as a 2024 Leader in the Law by the San Diego Business Journal. This special report celebrates and honors influential leaders by acknowledging their contributions and commitment. Kieran’s work on behalf of community associations includes providing advice on all types of corporate matters including litigation, interpretation and enforcement of governing documents and reconstruction issues.

Kieran served three terms on the Board of Directors of the San Diego Chapter of the Community Associations Institute (CAI), where he served as its President, co-chaired the National Seminar Committee, and co-chaired the Golf & Tennis Charity Classic. Kieran is a former delegate for the San Diego Chapter’s Legislative Support Committee (LSC), a former Legislative Co-Chair for the California Legislative Action Committee (CLAC), and a former CLAC  Chair. He currently serves as an Emeritus Delegate for CLAC.   Kieran is a four-time recipient of the San Diego Chapter’s President’s Award, and a recipient of the Samuel L. Dolnick Lifetime Achievement Award. In 2023, he was recognized with the San Diego Chapter’s Legacy Award. He is a fellow of the College of Community Association Lawyers (CCAL).

 

Epsten Attorneys Recognized in The Best Lawyers in America® 2025

The 31st edition of The Best Lawyers in America® recognized Epsten, APC’s attorneys Jon H. Epsten, CCAL®, Shareholder and Founder of Epsten, APC, and attorney Mary M. Howell, CCAL®. Both attorneys were acknowledged for their contributions to the legal field in the practice of Community Association Law.

 The Best Lawyers in America® awards are gathered through exhaustive peer-review surveys in which notable lawyers are evaluated and spotlighted for their legal excellence. In addition, this designation reflects the esteem earned by an attorney among their colleagues for their high standards of professionalism, proficiency, and unwavering ethical conduct.

Mary M. Howell. Esq., CCAL

Jon H. Epsten, Esq. CCAL

Epsten, APC’s Attorney Joseph A. “Joe” Sammartino Promoted to Shareholder

Epsten, APC is pleased to announce that Joseph A. “Joe” Sammartino will become the firm’s newest Shareholder effective July 1, 2024. Joe also serves as the firm’s Litigation Department Co-Chair.

We are proud to welcome Joe as a Shareholder of our firm. This well-deserved promotion results from his hard work, dedication and demonstrated leadership skills,” said Kieran Purcell, CCAL, Managing Shareholder. “At Epsten, we believe that promoting the next generation of legal talent is essential to our ability to continue to provide first-class legal services to our clients.”

Joe has extensive experience litigating civil cases on behalf of and against major international companies. He has defended the rights of individuals in state and federal courts throughout California and around the United States.

I am honored to be promoted to Shareholder in one of California’s most experienced, well-regarded, and qualified community association law firms. Clients trust Epsten, a recognized industry leader, because we are uniquely equipped to handle the most complex of legal matters and the diverse variety of challenges Common Interest Developments face today,” said Joe.

Joe has handled all aspects of litigation from pre-litigation demands, negotiations, and settlements having served as lead counsel in over 350 depositions – mediation and settlement, arbitration, or trial and verdict in state and federal courts, including appeals.

Susan M. Hawks McClintic Included in ‘Women of Influence in Law’ for 2024

Epsten, APC Shareholder and Board Member, Susan M. Hawks McClintic, has been recognized as a 2024 Women of Influence in Law by the San Diego Business Journal (SDBJ). The Women of Influence in Law Award celebrates female trailblazers by highlighting their legal careers and accomplishments.

Sue is an example of dedication and leadership, marked by more than 30 years of experience in community association law and legal education,” said Kieran J. Purcell, CCAL, Managing Shareholder.

Sue has been an active member of the San Diego chapter of the Community Associations Institute “CAI” for the past 30 years, serving as Treasurer, member and co-chair of the Education Committee, and now President-Elect of the 2024 Board of Directors. She has also served CAI nationally on the Board of Directors for the CAI Foundation for Community Association Research, is a member of the CAI Diversity, Equity & Inclusion Committee and a Task Force assisting in the development and presentation of an M400 course, and is a past member of the Case Law Review Committee. Sue also regularly participates with HOALeader.com to provide national educational webinars and articles for common interest development homeowners.

I am grateful to my family and fellow shareholders, attorneys and staff at Epsten, APC who have supported me and helped me grow and develop throughout my career,” said Sue.

Sue has over three decades of experience in community association law, developing a unique expertise in document interpretation, amendments, and restatements. She speaks regularly throughout the Community Association industry and is a fellow of the College of Community Association Lawyers (CCAL).

 

Published by San Diego Business Journal, June 24, 2024, Page 28: https://images.sdbj.com/wp-content/uploads/2024/06/SDBJ-Women-of-Influence-in-Law-2024-1.pdf

Epsten, APC Attorney Lindsay J. Anderson Named 2024 Super Lawyers Rising Star

Epsten, APC is pleased to announce that Attorney Lindsay J. Anderson has been selected to the 2024 Super Lawyers Rising Star list. The Rising Star recognition is awarded to top-performing attorneys with less than ten years of practice and 40 years of age or younger.

“We are proud of Lindsay’s hard work, dedication, and accomplishments as an up-and-coming attorney,” said Kieran J. Purcell, Managing Shareholder.

Super Lawyers is a rating system that recognizes high-performing lawyers from over 70 practice areas based on peer recognition and professional accomplishments.

 

Epsten, APC Relocates its Coachella Valley Office

 

Epsten, APC, a leading law firm specializing in providing legal solutions to community associations, is pleased to announce the relocation of its Coachella Valley office from Indian Wells to Palm Desert. The new office is located in One Paseo Plaza, 74-199 El Paseo Drive, West Building, Suite 201A, Palm Desert, CA 92260. The firm’s phone numbers and email addresses will remain the same. For more information, email us at [email protected].

Susan M. Hawks McClintic New President-Elect of CAI – San Diego

Epsten, APC’s Shareholder and Board Member, Susan M. Hawks McClintic, is the new President-Elect for the Community Association Institute – San Diego Chapter (CAI-SD) 2024 Board of Directors. CAI-SD provides homeowner association professionals and leaders with the information, education, and support they need to ensure their communities can thrive. Sue follows the footsteps of other Epsten attorneys who led the CAI – San Diego Chapter in the past.

Sue has been an active Board Member for CAI-SD for the past 30 years, serving as Treasurer and member of the Education Committee. She has also served CAI National on the Board of Directors for the CAI Foundation for Community Association Research, is a member of the CAI Diversity, Equity & Inclusion Committee, including working on a committee to develop an M400 course, and is a past member of the CAI Case Law Review Committee.

Sue has over three decades of experience in community association law, developing a unique expertise in document interpretation, amendments, and restatements. She speaks regularly throughout the Community Association industry and is a fellow of the College of Community Association Lawyers (CCAL).

Joseph A. Sammartino Appointed Co-Chair of the Litigation Department

Epsten, APC’s Board of Directors, is pleased to announce that Joseph A. Sammartino has been appointed Co-Chair of the Litigation Department. Joe has litigated civil cases on behalf of and against major international companies and has defended clients in state and federal courts throughout California and the United States.

Joe has significant experience in litigation involving real estate disputes, contract disputes, business disputes, partnership disputes, trade secret disputes, real estate matters, construction, construction defect, product liability, professional liability, insurance bad faith, and employment matters. Joe has handled all aspects of litigation from pre-litigation demands, negotiations, and settlements through the filing of complaints, discovery, comprehensive motion practice, depositions – having served as lead counsel in over 350 depositions – mediation and settlement, arbitration, or trial and verdict in state and federal courts, including appeals.

Joe has served as outside general counsel for clients, providing services including: corporate structures, dispute avoidance and resolution, drafting and reviewing contracts, agreements and leases, nondisclosure agreements, partnership agreements, reseller and distributor agreements, professional services agreements, financing structures and deals, real estate leases and sales, easements, equipment sales and leases, severance agreements, employee handbooks, risk management policies and procedures, due diligence, and letters of intent for mergers and acquisitions.