Archive for March, 2010

There Ought to Be a Rule For Lawyers…

Friday, March 19th, 2010

Last week we learned the hard truth about HOA lawyers – people don’t like us.  But this week, I swallowed another bitter and jagged pill – sometimes folks have good reasons not to like us.

As a modestly experienced attorney, I have witnessed, read about and commiserated over bad lawyer behavior for much of my career.  I’m not talking about bad legal writing or lackluster performance at oral argument, I’m talking about when lawyers (sometimes even skillful ones) say and do things contrary to the aims of our clients and endanger the biological success of our species.

Sure, I confess that I have put my own foot in my own big fat mouth many times, but why my brothers and sisters abuse their JDs and bar cards as license to be a$$holes* is frustrating.  Why we use our powers for evil rather than for the good of our clients exceeds the scope of our duties and cuts deep into deficiencies of character.  A$$hole is as a$$hole does.

Consider this hypothetical with me.  An HOA is in a bitter dispute with a homeowner about an architectural violation.  Two seasoned attorneys are on the case.  One represents the HOA and the other has taken the owner’s side.  It is always the case that these two seasoned lawyers will work hard and exhaust every argument.  These two lawyers will disagree about procedure, facts and the letters they exchange regarding the same.  They may be short with one another on the phone or in the courtroom.  Perhaps they even raise their voices in passionate defense of their clients’ legal positions.  But when the HOA attorney makes fun of the homeowner lawyer’s physical disability, I think that may take things a little too far.

Outside of our little legal world, the JD and bar card offer little protection to the a$$hole attorney.  In the employment context, that same attorney gets fired or gets to defend an EEOC claim.  The inappropriate or rude comment to or about someone in a black robe earns you a night (or ten) in jail.  Too much bad behavior and verbal sparring with your kids leads to mouthy teenagers.  Harsh words intended to embarrass and intimidate your barrista might just earn you a lugie in your latte.

So there ought to be a rule for lawyers that discourages all of us zealous advocates to not cross over that line with one another or with our clients.  It just so happens that ABA Model Rule 4.4(a) and most state specific rules of ethics say something about when bad lawyer behavior goes too far:

(a) In representing a client, a lawyer shall not use means that have no substantial purpose other than to embarrass, delay, or burden a third person, or use methods of obtaining evidence that violate the legal rights of such a person.

This rule and its later sub-parts are about a lot of things, but I think that at the core this rule has to be about a baseline of decorum for us attorneys (even us HOA lawyers).  The rule sets up an expectation of no matter what happens with the law and the facts of the case, a lawyer can’t trade personal barbs and insults about opposing counsel or the lawyer’s client.  Arguing aggressively about the opposing party’s legal position is one thing.  A smirk of enjoyment while the witness squirms through a well-rehearsed, well-coached answer to a deposition question is another.  But calling opposing counsel names and embarrassing her about a physical disability is stooping well below the bar. My grandfather said it and lived it best, “If you can’t say something nice, don’t say anything at all.”

I think as attorneys we need to be thoughtful of our obligations to each other, to opposing parties and to anyone else we deal with everyday.  Having a kick a$$ legal argument and kicking the opposing party’s a$$ all over the courtroom doesn’t mean we get to be a$$holes.  I’m just saying.

* The use of the word a$$hole is appropriate here for several reasons.  But I’ll borrow a Harvard business professor’s reasons from his article about his own book, The No Asshole Rule.  Professor Sutton’s article has an exhaustive list of reasons why that word and its use is so much more powerful than lesser synonyms like “jerk, bully or tyrant.”  Click this link to read Sutton’s article and reference to his book.

Happy Sunshine Week!

Thursday, March 18th, 2010

The watchdogs of all things open and transparent are celebrating this week.  It’s Sunshine Week and government observers and citizen participants are reminding our local, state and national governments all about open meeting laws.   Get out your funny hats, noisemakers and your favorite shades.  Let’s celebrate!

As community association attorneys and industry observers, the transparency (or lack thereof) between a board and the community members is always at issue.  Transparency in HOA meetings and decisions equals good governance.  Even in those communities where boards and community managers are fastidious about compliance with Arizona law, openness is a touchstone issue.

In a recent discussion with some community managers and board members, we had occasion to crack open the statute books and look at Arizona’s open meeting law for HOAs and Condos.  The statute has some key features about what is and what is not a proper subject for the board to discuss in a closed session.   The statute also discusses homeowner rights to speak about board decisions before the board takes its vote.

At this meeting, the interesting question was raised, “well, what is a meeting?”  Sure, the regularly scheduled and properly noticed monthly board meeting is always a meeting.  However, many times board members meet in work sessions and do not decide to take any action at those special board meetings.  Oftentimes, those meetings are not properly noticed and not open to the membership because board members mistakenly believe that if no decisions are being made, it really is not a meeting.

But the Arizona statutes do not have any language to support the “no decision, no meeting” theory.  Both the planned community and condo acts in Arizona have the same open meeting language, “… all meetings of the association and board of directors are open to all members of the association.”  (ARS 33-1248(A) and ARS 33-1804(A).

There is no qualifying language about decisions.  Work sessions to discuss association business do not enjoy any special exceptions.  Just because the board doesn’t plan on taking any votes, the board doesn’t have a legal basis to close the meeting to homeowners.  The statute is crystal clear: ALL meetings of the association and board of directors are open (subject to some of the later exceptions in the statute).

The ideas and public policy behind open meetings are fundamental to a representative government.  These policies are woven into the fabric of our democracy.  All of the good reasons for transparency and openness that apply to our elected officials also apply to HOAs and Condos.  Better communication and transparency make for good HOA governance and nothing bogs down the good work of a well-intentioned board than neglecting the open meeting law. Come on, let the sunshine in!

The Photographic Evidence of Defamation – Pro Per Fun with the Rules of Evidence

Friday, March 12th, 2010

Arizona has a unique statute that allows anyone to walk into any of Arizona’s courts of first impression and file a request for a protective order.  There are no filing fees.  A party requesting such an injunction can defer service of process fess.  In addition, the injunction can be initially granted without notice to the offending party.

The public policy behind Arizona’s Injunction Against Harassment statute is to allow someone who is being harassed or has been the victim of violence a way to obtain immediate protection.  But like all legal procedures, the privilege and protection of these injunctions can be abused.  For the pro per litigant upset with the homeowner association board member, these injunctions become a sword rather than a shield.

Obviously, lawmakers understood that the easy and free access to the system needed to be balanced with due process rights.  Any defendant in these actions has the right to challenge the terms of the injunction by requesting a hearing.

As HOA and Condo lawyers, we sometimes have frantic board members or community managers call us with only days to prepare for such an evidentiary hearing in defense of a homeowner injunction filing.  The facts in these cases are messy and emotions run high.

We went to such a hearing recently.  Like all hearings with pro per litigants, such appearances are never boring.  But in this instance, the homeowner had no evidence of any harassment by the board member.  Sure, there were general complaints about the HOA and its maintenance failures, but the homeowner’s best evidence of “harassment”, his Perry Mason moment, was a photograph.  The photograph was of two gentlemen, one of them was obviously the board member, the other, allegedly the landscaper for the HOA.

The homeowner put the photograph in front of the judge and exclaimed, “See, Judge, here is the photograph of these two board members talking about me.”  The Judge carefully reviewed the photographic evidence as the homeowner hotly offered more testimony, “Look at this photo, this is evidence of the board members defaming me!”

We didn’t really need to check the rules of  evidence.  The hearsay objection was made and sustained.  There were other objectionable issues about offering the photograph.  But the Judge shook her head and ultimately dismissed the request for the injunction.

I have been involved in many of these hearings, but this was the first time a homeowner had offered photographic evidence as proof of HOA board member gossip!  Be careful what you say, someone may just make your words their actionable KODAK moment.

Homeowner Quote of the Day: HOA Lawyers are Not Well-Liked

Friday, March 5th, 2010

We hear it all.  When folks jump into a full-0n smack-down with the homeowners association, the muzzles come off and harsh words are common.  On occasion, these gems are worth sharing.

Today, one of our lawyers received a voice-mail.  The homeowner’s blistering message about the substance of his beef with the association ended like this:

“I don’t know you, but I don’t like you!”

Ouch.  Thankfully, the ethical rules for attorneys that obligate us to be fair when dealing with opposing parties do not also require us to be likable.  We would be in trouble all the time.

Me and Solicitor Scratch On the Bumpy Road to Shangri-La

Thursday, March 4th, 2010

My days are spent with lawyers.  We are fortunate to have a growing and healthy practice and the lawyers I work with everyday are (for the most part and on most days) a true joy.  From the zealous and energetic “newbie” attorney to the wise and experienced (not old) counselor, I am happy to have been in this place for the last 7 years.  The facts of the cases are never boring.  The clients’ problems are always challenging.  But it is the people I work with every day that make all the difference.

But my legal practice did not start out that way.  Like many who are experiencing the tumult of today’s legal market, my entrance into the profession in the middle 1990s was far from financially robust and vocationally satisfying.  Mine was a small firm life and I bounced around between three different firms.  At one brief moment I was the lone associate for six partners.  Later I was alone with one partner who also was a fast food franchisee.  Bouncing between litigator and burger mogul, the law for me was indeed a wicked and elusive mistress.  Most days it felt like she humored and cajoled me as she would an annoying little brother.

Then, I was let go and for almost six months of great uncertainty for me, my wife and my two little boys, I searched for a new job.  I had a temporary job helping people sign mortgage refinancing documents (make sure you are a notary, it’s a good certificate to have when the bar card won’t work).  I wrote a few wills and estate planning documents for friends that knew we needed to eat.  I had countless interviews and had countless rejection letters that I three-hole punched and filed away in my “unemployment” binder.

Finally, I had an offer and a job.  With two years of lawyer and burger-ing as my experience, I was still so green.  But I was also eager to be back at work.  This job opened up a new area, a new client base and allowed me to learn and practice something that I knew I could love.  Unfortunately, the office atmosphere was abysmal and my new boss had a silent and years-long partnership with the Lord of the Legal Underworld.  Misery ensued (I’ll save those special memories for other Musings).

But misery truly does love company and in those two years of working for the spawn of Satan (Oh how I wished it simply could have been “the man”), I fell in love with my practice area and got to work with some great lawyers and more importantly, some great people.

In those years of floundering and catching fiery fallout, I learned a few things.  The legal skills and legal knowledge I gleaned are important and my bread and butter these days.  But what you really need to learn about the law and your love of the profession has nothing to do with writing skills or oral advocacy, but the quality of relationships you have with others.  I have said many times before that the most mundane and repetitive legal work is palatable when you work with people you like.   So, in these challenging and uncertain times for many lawyers, here are a few key pieces of advice as you search for that place to land.  From BIG firms to a government assignment, from small firm life to an in-house gig, I hope some of this helps you as it has helped me.

1.   Be Patient -  Law school took you three, long years.  Finding a place, a people and a practice that you love may take just as long, if not longer.

2.   Be Flexible - The law is always stretching us but dealing with people stretches us more.  The most miserable lawyers I know are not willing to adapt and change.  They are opposed to new methods, new faces and new ideas.  They not only are reluctant to compromise cases but they are recalcitrant about their lives, their relationships and in how they treat people.  You also never know when you might have to be a mobile notary for three months just to feed your family.

3.   Be Reliable – I’m a preacher’s kid and my Dad always used to talk about his favorite parishioners as the ones who were FAT – faithful, available and teachable.  That’s what being reliable is all about.  Don’t try to know the most, write the best or argue the hardest right out of the gate.  Over the long haul in this vocation, it’s your reliability that will be invaluable to the firm.   You’re smart and you can learn the law.  You have skills and they will get better with practice.  But being reliable when called upon has nothing to do with brains and everything to do with character.  As an employer of 10 lawyers and almost 50 support staff, I’ll take the FAT employee over the brilliant legal mind every day of the week.

4.   Be a Friend (not just a referral source) – It’s trite and rather elementary, but building relationships with other lawyers always pays off over time.  Burned bridges, hurt feelings and unfriendly adversarial situations only hurt you, the other lawyer and on occasion, they can hurt our clients.  Our attorney hubris and want to win hurts our relationships and make us less effective in the office, in a case and in life.   And be a friend to the other professionals and staff you work with – your paralegal, your assistant, the expert witness, the process server.  For when you find yourself lost and alone on that career path leading you nowhere, these friendships and connections are invaluable.  My friends have names and all were so helpful along the way – Maura.   John.  Theresa.  Bobbie.  Steve.  Mike.  Nils.  Adam.  Bill.  Jim.   My wife.  Be a friend and get some friends and your legal career will be fuller and richer for it.

Your legal Shangri-La may seem out of reach, but it needn’t be that fantastical and far away.  Just hang in there, let these challenges and the bumps along the road stretch you.  Don’t do it alone and be more concerned with your attitude than your aptitude.  Now, get back to work.