4 Tips to help your HOA protect its Attorney-Client Privilege
The Attorney-Client Privilege protects confidential communications between an attorney and his or her client. This privilege includes communications made to the attorney and communications from the attorney. The Attorney-Client Privilege is designed to encourage clients to communicate with their attorney freely, without fearing disclosure of those communications made in the course of representation. The Attorney-Client Privilege is important because it permits clients to give their attorney complete and uncensored information, enabling their attorney to provide informed and thorough legal advice.
For community associations, the Attorney-Client Privilege belongs to the association and can only be expressly waived by the a decision of the association board or executive organ. However, the privilege can be impliedly waived based on the client’s conduct. A determination on whether the privilege has been waived will depend on the specific facts of each case. The association will have to establish that the attorney-client relationship existed, that the communication is privileged, and that the privilege was not waived.
Here are four basic tips for the board of your Common Interest Community to follow so that it protects the association’s Attorney-Client Privilege:
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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
3 tips for safe emailing with your attorney
Obviously the use of email has changed many aspects of our world, including the practice of law. As with all new technology, we sometimes learn hard lessons. The attorney-client privilege is the foundation of effective communication between counsel and clients. Only a client can waive that privilege. Although email has far more positives than negatives, to protect attorney-client communications, use these three tips.

Attorney-Client Privilege
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Update on using work email – American Bar Association says lawyers must caution clients of risks
We continually warn about the use of work email accounts to correspond with your attorney:
- 3 tips for safe emailing with your attorney;
- Using a company computer to email your attorney may be a bad idea
- Emails from work computer can waive rights to privileged communications
The American Bar Association has now opined that lawyers should “warn the client about the risk of sending or receiving electronic communications using a computer or other device, or e-mail account, where there is a significant risk that a third party may gain access.” Although the ABA’s opinion is not binding upon any state regulatory bar association, it is likely that state bar associations, like the Virginia State Bar, will review this opinion with interest.

Client Email
Most of our communications are not private, even though we think they are. Work emails are not secure. Regardless of whether lawyers are required or suggested to warn clients, it is not a good idea to use your work email account to email your attorney.
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
Emails from work computer can waive rights to privileged communications
We have written on the issues that arise when employees use their work computer for personal business. In that blog article, we referred to a California case in which an appellate court ruled that an employee’s emails to her attorney were not protected by the attorney-client privilege because the company had a written policy that informed employees that computers were not to be used for personal matters, that emails could be monitored to ensure that employees complied with the policy, and that employees should not expect any privacy in the use of their computers.
In local news, former Delegate Phil Hamilton raised a “marital privilege” objection to the use at trial of emails he sent to his wife. Certain communications to and from a spouse can be protected from disclosure. There were complicating factors to this case’s analysis.
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Using your business’ computer to email your attorney may be a bad idea
Well, we have written about protecting the attorney-client privilege and about safe emailing tips when emailing your attorney. Although we thought we had it pretty well covered, a recent decision from a California appellate has given us something more to think about.
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Virginia Statute – HOAs must adopt “Cost Schedule” to recover copy costs
The Virginia Code has provisions that provide members of condominium associations and homeowner associations with the ability to request copies of books and records. The statutes have also permitted associations to recover the costs of copying the requested books and records.
This blog post highlights a new statutory provision affecting common interest communities. On July 1, 2012, HOAs and condo associations will only be able to recover these copying costs if the association has adopted a cost schedule.
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2-Minute Drill Weekly Tweets for 2012-02-03
- Blog: HOAs need to beware of lawyer-driven law and look for client-centered law practices. http://t.co/aoaz03X0 RT @CliftonKokLLP #
- Blog: HOAs need to beware of lawyer-driven law and client-centered practices. http://t.co/aoaz03X0 RT @CliftonKokLLP #
- Blog Post: Emails from work computer can waive rights to attorney-client privileged communications. http://t.co/ixwDWnSB #in #
- Blog Post: How does an HOA hire a Reserve Study specialist? Part 3 of a series on #HOAreserves http://t.co/hMgSIqyk #in #
- Blog Post: Does Your Condo or HOA Contain Defective Construction Products? http://t.co/CNLYQ2FX RT @LisaMagillEsq #
- Thanks for the mentions @MAcondoMGMT @HOA_Lawyer @colmbrannigan – Have a great weekend! #
- Thanks for the RT @TechSavvyLaw Potential Conflict of Interest Issues when attorneys serve as HOA board members http://t.co/L3IXeIuD #
- Blog Post: Mediation and Arbitration – There is a big difference http://t.co/IPx11oGk #in #
- Tarley Robinson summer associate Jason Howell a finalist for 2012 Presidential Management Fellows Program http://t.co/cdRO4Tr5 @jmhowell84 #
- Lawyers in the General Assembly may be roadblock to passing Rules of Evidence http://t.co/8YstyZIS #Virginia #
- #JamesCityCounty Business incubator churns out success-several business benefitting from entrepreneurial support http://t.co/yn9VQIwD #WBGVA #
- Blog: How can HOA collect past dues when a bankrupt homeowner surrenders property but the lender does not foreclose?http://t.co/6tMtkZ68 #in #
- #Walmart Revives Plan for Neighborhood Market Store near #NewTown in Settler's Market http://t.co/r5EymqVm #WBGVA #
- RT @colmbrannigan Boards Can Enforce Parking Restrictions Even After Years of Not Doing So http://t.co/RxUcduZR Thanks for the RT, Colm #
- How to Run an HOA or Condo Board Meeting http://t.co/gv6N297r RT @HOAServicesATL #
- #Foreclosure Crisis Is Ensnaring #Community #Associations http://t.co/ad5CEc6f RT @meebpc #HOA #
- Thanks for the RT @myhoacommunity – HOAs must follow their governing documents, state statutes and case decisions http://t.co/ixIe847D #in #
- Blog Post: HOAs and Swimming Pools–Do you need to be ADA Compliant? http://t.co/UJrg34aJ #in #
- Thinking of installing surveillance cameras in your HOA. Read this article first. http://t.co/Nh7S3Xnu RT @CardinalOnline #
- Ever progressive, #WBGVA Circuit Judge Judge Powell exits to a standing ovation http://t.co/3oGLh05D #VirginiaLaw #
- Should your HOA plan to amend its governing documents in 2012? http://t.co/Hv4lgkNq #in #
- Short recap of the #CAILawSeminar What a great program! http://t.co/H0Sy5SXJ RT @HOA2HOA #
- Social Media is great, but a Handshake and Smile Go a Long Way to Building Business Relationships http://t.co/P0V9SkLB RT @constructionlaw #
- Blog Post: HOAs know to follow their governing documents, but don't forget to review statutes and case decisions http://t.co/ixIe847D #in #
- Blog Post: Potential Conflict of Interest Issues when attorneys serve as HOA board members http://t.co/L3IXeIuD #in #
- Big week for big names on campus: @JohnKingCNN to air live from the Wren on Thursday. http://t.co/WHmSgR9k RT @wmlawschool #CNN #
- Blog Post: What are the right reasons for requiring employee noncompete agreements in #Virginia http://t.co/77t0DRAg #in #
- A new era for noncompetes – Recent Va Supreme Court decision shows the need to rewrite contracts with key employees http://t.co/4ZzNTnB6 #
- Blog Post: #HOA Boards must be aware of state statutes and the court decisions interpreting those statutes http://t.co/vChJmsLe #in #
- The need for #HOA Boards to take steps to begin healing the dysfunctional HOA community http://t.co/pNyaPHQy RT @myhoacommunity #
- Blog Post: on Attorney Client Privilege. What is it and how to protect it. http://t.co/eLyDjrDO RT @vahoalaw #HOA #condo #
- 4 Years Later. . . . . #VirginiaBeach demands action from developer on promised theater, ice rink, entertainment area http://t.co/ZGJAmC6L #
- "@JohnnySolinger: Saturday's muzic is "SPECIAL" Lynyrd Skynyrd in '76 with Ronnie on vox http://t.co/Xnqwk6wt" #
- The Tarley Robinson HOA Daily is out! http://t.co/aBfVTsut ? Top stories today via @deniselash @realmanage @condoassoc @granthaddock #
- Tarley Robinson Virginia Law is out! http://t.co/qplF7MWv ? Top stories today via @nccco @jamisonkoehler @vahoalaw @valocalitylaw #
- An in-depth article on the man who owns #Kingsmill in #WBGVA -And a bunch of other things http://t.co/aluM3qft #
- TarleyRobinson Williamsburg Daily is out! http://t.co/hYArAkOT ? Top stories today via @abinterfaces @wmlawcomm @tgifwilliamsbrg @dsquaredb #
- Recent HOA Appellate Court Decisions http://t.co/09GWdV95 #CAILawSeminar #condohoalaw RT @SwedGottHOALaw #
- RT @vahoalaw: 10 key words to be an innovator: Observe, Think, Change, Dare, Banish, Try, Question, Grow, Do, Enjoy. #CAILawSeminar #
- Threat to sue #condo board to obtain #FHA approval will cause FHA to disqualify bc of pending litigation! #CAILawSeminar RT @TambalaStrategy #
- HOA Boards need to be trained on atty/client privilege and importance and how to preserve it. #CAILawSeminar RT @HOA_Lawyer #
- Service, Companion & Therapy Dogs and HOAs http://t.co/WwGcGteV #CAILawSeminar #condohoalaw RT @SwedGottHOALaw: #
- Blog Post 2-Minute Drill Weekly Tweets for 2012-01-27: 2 Norfolk shopkeepers file inverse #condemnation suit… http://t.co/EKTOaJFF #in #
- The Marketing Step Lawyers Miss – Remember to "Follow-up" http://t.co/Vrom8bkj RT @ALPScorp #
- Blog Post: HOAs and Management Companies – Does your contract say what you think it says? http://t.co/K1BpBd2Q #in #
- Blog Post: You are on your Homeowners Association's Board, so. . . . what are your Governing Documents? http://t.co/9wYuRb6H #HOALaw #in #
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Recap of the 2011 Virginia Leadership Retreat
The 2011 Virginia Leadership Retreat was held this past weekend at The Homestead in Hot Springs, Virginia. The Virginia Leadership Retreat is the leading educational and networking forum for community association professionals in Virginia. This was the 3rd annual retreat and it was a great success! The attorneys at Tarley Robinson, PLC participated in many events at the Retreat. From teaching to sponsoring to working at the VLR, our attorneys devoted dozens of hours to this event.
Susan Tarley serves as a member of the Virginia Leadership Retreat Committee. The Committee is comprised of members of the Washington Metro, Central Virginia and Southeastern Virginia Chapters of the Community Associations Institute. Susan is a representative of the Central Virginia Chapter, serving on the Board of Directors as well as the Virginia Legislative Action Committee.
Both John Tarley and Susan Tarley presented educational sessions that provided community association managers with their annual continuing education credits. Susan’s topic was Protecting Confidentiality: The Attorney Client Privilege. The importance and purpose of the privilege for homeowner and condominium associations was discussed along with best practice tips to protect the privilege. We have blogged many times on this important topic.
John’s area of expertise in social media provided the backdrop for his presentation on how to use social media, including Facebook, Twitter and blogging to help move management companies to the forefront in the industry. John provided a roadmap on how to implement social media into a business, and related the benefits that gained as a leading professional in the field.
The keynote speaker was one of Williamsburg’s own Deborah Reeser McKinnon who presented an inspiring session on leadership.
John, Susan and Philip Chapman, also attended the educational forums and retreat events. The event includes many industry professionals. We find that sharing information and socializing with colleagues is a tremendous learning experience, helping us provide even better service for our clients. Pictures will follow!
Tarley Robinson, PLC, Attorneys and Counsellors at Law
Williamsburg, Virginia
How to Run An Effective HOA Board Meeting
Have you ever asked yourself after an Association board meeting “what went wrong?” The flow of the meeting was off, the meeting went on way too long and the atmosphere was unwelcoming for the owners who came to observe. With some careful preparation and attention to some simple tips, you can leave your next board meeting with the feeling that everything was right on track. Although we go into much greater detail when we hold our annual Board training seminars for our clients, this blog post provides some helpful tips to run your next board meeting.
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