Attorney-Client Privilege: What is it and how do you protect it?
The attorney-client privilege permits confidential communication between an attorney and her client. The objective is to encourage open communication, which permits an attorney to provide thorough, competent and complete advice. Generally speaking, only a client can waive the privilege, but as found by the Virginia Supreme Court in Walton v. Mid-Atlantic Spine Specialist, PC, et al., a client’s inadvertent disclosure of a privileged communication may operate as a waiver of the attorney-client privilege.
In this Williamsburg medical malpractice case, a defendant doctor wrote a letter to his attorney calling into question his medical diagnosis he gave to his patient. The doctor kept this letter in a separate notebook. During discovery the defendant medical practice used a third party service to copy document requests. The letter was provided inadvertently to the plaintiff.
Although the defendant claimed that he did not produce the letter or permit anyone else to produce the letter, the Court found that the defendant did not take adequate protection to protect the letter. The Court noted that the notebook in which the letter was found was not marked as confidential or privileged. Furthermore, the Court held that the client did not take prompt action following disclosure.
The Virginia Supreme Court considered five main factors in determining whether the inadvertent disclosure waived the client’s privilege. The Court looked at: (1) the reasonableness of the precautions to prevent inadvertent disclosures, (2) the time taken to rectify the error, (3) the scope of discovery, (4) the extent of the disclosure, and (5) whether the party asserting the claim of privilege or protection for the communication has used its unavailability for misleading or otherwise improper or overreaching purposes in the litigation making it unfair to allow the party to invoke confidentiality under the circumstances.
As a start, clients should maintain attorney-client privileged communications in a separate file or notebook and clearly mark the file or notebook and each communication as “CONFIDENTIAL-ATTORNEY-CLIENT PRIVILEGED COMMUNICATION.” Then, if an inadvertent disclosure is made, the client should contact her attorney as soon as possible to determine a plan of action to restore the attorney-client privilege.
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
Limited Liability Companies: What happens to an LLC when a Member dies?
This case has been overturned by statute. Check out this blog post for the details.
We have written about the importance of operating agreements to help succession planning for your limited liability company (“LLC”). Operating agreements can help the company with procedures to remove a member, or with procedures to permit a member to leave the LLC on his own accord. This blog post reviews a recent Virginia Supreme Court case that shows the importance, and limitations of your LLC operating agreement to set forth succession planning of a member’s interest when that member dies.

LLC Agreements
Continue reading “Limited Liability Companies: What happens to an LLC when a Member dies?”
James City County offering Good Neighbor Grant to HOAs and other neighborhood associations
We frequently blog on the importance of cooperation and relationship-building in your homeowner association or condominium association. Here is an easy and practical way to build your association’s camaraderie as James City County is sponsoring a Good Neighbor Environment Matching Grant for the fall of 2013.
The county’s stated purpose of the grant ” is to enhance the sense of community and environmental wellness of our neighborhoods through the development and accomplishment of a neighborhood sustainable landscape beautification project.” Consequently, the two categories for the grant are Physical Improvement/Sustainable Landscaping and Multi-Neighborhood Project Partnerships.
The grant is not limited to “formal” HOAs or Condo Associations, as any neighborhood association or neighborhood committee authorized “to manage and/or maintain the common areas of a community” may apply. However, such a neighbor association or committee has a few more obstacles to overcome to apply.
Applications are due on September 30, 2013, and the grants will be announced on October 15, 2013. We will make this information known to our association clients, but anybody is welcome to pass along this link to the application. Let us know if we can help your association apply for this Good Neighbor grant.
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
2013 Virginia Leadership Retreat at The Homestead
This week, at the newly renovated Omni Homestead Resort, the annual Virginia Leadership Retreat will take place. For this event, community managers and their management company executives, guest speakers, and the community association attorneys and service providers from all parts of Virginia will meet to discuss this year’s topic: Building Community Association Intelligence. Susan Tarley served on the VLR Planning Committee and helped put together a program with an exciting slate of interactive classes to encourage participatory learning for all attendees.
John Tarley will teach classes at the VLR, discussing topics about which we blog frequently. John is teaching “Mission Possible? The Dynamics of Group Decision-Making,” and will be the Square-Master for “Hollywood Squares – Your Mission Has Begun.”
The VLR provides us with an opportunity to mingle with other industry professionals so we can provide better service for our clients. The golf, spa, and Jefferson Pools are pretty nice, too!
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
HOAs and Transitions: Now’s the Time to Take Control
Will your homeowners association or condominium association transition from developer control to homeowner control soon? Have you recently transitioned? Susan Tarley will explain a Developer’s responsibilities, help you establish your first homeowner Board of Directors, and discuss what the Association and its members can expect as they go through transition in this FREE seminar.
Details:
June 20, 2013 6-8PM
William E. Wood Building
5208 Monticello Ave, Williamsburg, VA 23188
Contact:
Monica Godman at Tarley Robinson, PLC to reserve your seat!
(757) 229-4281 or mgodman@tarleyrobinson.com
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
Free HOA Seminar – Implementing a Complaint Procedure: It’s the Law in Virginia for Homeowner and Condominium Associations
Homeowner and condominium associations are required to adopt a Complaint Process by September 29, 2012. This presentation will discuss the requirements of the Complaint Process and how the Complaint Process works. Susan B. Tarley, Esquire of Tarley Robinson, PLC will present the seminar. Particular attention will be given to how associations will practically deal with complaints, and the types of complaints that are covered under the Complaint Process. The presentation will include a time for questions and answers. Click the link below for details.
Virginia Leadership Retreat – 2012
This week, at the venerable Homestead, the annual Virginia Leadership Retreat will take place. For this event, community managers and their management company executives, guest speakers, and the community association attorneys and service providers from all parts of Virginia will meet to discuss this year’s topic: Changing Times in Community Associations.
Both Susan Tarley and John Tarley will teach classes at the VLR, discussing topics about which we blog frequently. The topics for this year’s event include:
- Learning to Communicate like a Pro;
- The Role of a Manager as a First Responder;
- Leadership Training;
- Preparing for “Forcing Green” Legislation (taught by Susan Tarley);
- Conflict Management Skills;
- Virginia Legislative Update; and
- Dealing with Lawsuits (taught by John Tarley).
The VLR provides us with an opportunity to mingle with other industry professionals so we can provide better service for our clients. Oh, and the golf is pretty nice, too!
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
Sign up for the Community Association Legislative Lunch & Learn in Williamsburg or Richmond
The Central Virginia Chapter of Community Association Institute is sponsoring two sessions of the Legislative Lunch & Learn. The June 5 session will be held in Williamsburg at the Ford’s Colony Swim & Tennis Club, and the June 7 session will be held at The Wyndham Foundation. The sessions will cover updates on Virginia legislation and case law that affect Virginia homeowner associations and condominium associations. Managers, HOA Boards of Directors, and interested owners will benefit from this educational opportunity.
Our own Susan Tarley will be teaching both sessions, along with Jerry Wright of the Richmond area law firm Chadwick, Washington, Moriarity, Elmore & Bunn, P.C. Use this registration form for either the Williamsburg or the Richmond event. Already registrations have been strong for this event so sign up soon!
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
ADA Compliance – Update on HOAs, Condos and Swimming Pools
In the Spring of 2011, we blogged about Homeowners Associations and Condominium Associations that own swimming pools, wading pools, or spas. The issue we addressed was whether your Association needed to be aware of new requirements under the Americans with Disabilities Act (“ADA”). The Justice Department had issued new ADA Standards for Accessible Design, which include mandates for removing barriers to access to pools and spas. We suggested that if your HOA or Condo Association allows non-members of the association to use its pool in exchange for some form of compensation, your pool may fall under the definition of a public accommodation. If it does, the association would have to comply with the new ADA Standards and provide accessible entry and exits no later than March 15, 2012.
The March 15, 2012 deadline has come and gone, but Attorney General Eric Holder signed a rule that extended the deadline for a period of 60 days after publication of the rule in the Federal Register. A Notice of Proposed Rulemaking (NPRM) was also filed on March 15, 2012, which proposes a 180-day extension of the compliance deadline. This blog post discusses what these delays mean for your HOA or Condo.
Continue reading “ADA Compliance – Update on HOAs, Condos and Swimming Pools”
New Legislation will change the operations of your Virginia Condominium Associations and Homeowner Associations
My first year on the Community Associations Institute Virginia Legislative Action Committee (“VALAC”) was a great learning experience. The education on how our legislature works was, well, interesting. The greater educational moment came in watching the members of the VALAC volunteer for innumerable hours towards the betterment of the community association industry. Here are some of the changes in Virginia law for HOAs: Continue reading “New Legislation will change the operations of your Virginia Condominium Associations and Homeowner Associations”