If you need a telephone consultation, I can arrange one. I can help any owner or Board "get their arms around" a problem and figure out a pragmatic way to deal with the issues. If you are an individual, I can call you at home or work. If you are a group of individuals, I can dial in two, or you can arrange a call in conference call. And if you are a board, and you can gather around a table in a board meeting with a speaker phone, I can provide an attorney-client consultation, i.e., an executive session meeting by telephone, which in turn saves you the extra costs commonly involved in travel time and any wasted time. I also do "standby" blocks of time where, for a flat fee of $150 plus time on the telephone charged at my hourly rate if you have a difficult meeting coming up and want to know I would be available to take a call. I offer standby periods in two hour windows.
MY SERVICES: Often, people are just out there dealing with problems and do not have a clue which direction to turn. What I do is:
WHAT I DO NOT DO: I do not conduct or defend litigation or perform collections, or attend many face to face meetings, ADR processes, small claims court appeals, etc. And I cannot provide free consultations.
RATES: My rate is $320.00 per hour for all work except for telephone consultations with individuals or boards. The telephone consultations are $275.00 for a one-hour consultation. I have a special rate for full governing document update/restatement projects and can send a proposal explaining the process upon request. The CC&R Amendment/Update project rate is $275.00 per hour. You will find a link to information about Amending and Restating Governing Documents on the "mainpage" of the website.
For any new client,yhe one hour charge is nonrefundable. Fees must be paid up front. Once I have done a conflicts check and you are approved, you may go to my webstore and make the appropriate charge (which I will confirm for you).
If there are documents to review, before the call, I will need a retainer sufficient to cover at least 2 hours ($275 X 2) and will charge fees incurred against the retainer. The one hour minimum still applies. [NOTE: I don't open or download any unsolicited documents or files. No attorney-client privilege attaches until you are a client so do not send sensitive or confidential information.] On the consultation call, I estimate the time for additional services if requested, and require a retainer. I have been able to help thousands of people over the years to find solutions to their disputes and answer questions about what options are available given the facts and the situation. I would be pleased to assist you. I need sme information.
Name of all Client/Participant(s):
Billing or MailingAddress:________________________________________________________________
Telephone No./Contact Information:___________________________________________
Fax Number for contact:________________________ email address:_____________________
Name of Association or Any Other Party That Might Be Involved, including attorneys (so I can do a conflicts check):
Name of Managing Agent for Association (if none, put self-managed): _____________________________________________________________________________
What is Your Relationship in/to the Association? (Board member, owner, manager, etc.): _____________________________________________________________________________
Brief nature of problems/questions (subject matter only): Try to stick with 50 words or less.
DOCUMENT REVIEW: My office is paperless. I accept only electronic files, and faxed documents. I do not accept any documents until an attorney-client relationship has been formed and I have agreed to provide services and receive documents. Tell me the documents you would like me to review:
Tell me how you would plan to pay for services:
____ check (which would be mailed to the address below with instructions for calling you)
____ credit card (which you would use to charge for the consultation on the website once I approve you as a client).
As soon as I have a chance to look at this form, I will contact you or send you an email about whether I can provide services. I will have to do a conflicts check so make sure that you list all potentially involved parties. It usually takes not more than a few days to provide a response, but it could take up to a week. You may call and tell me you sent it if you want to try and expedite a consultation. If you fax the form, send me an email to alert me to the above email address.