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5th Annual Legal & Legislative Symposium
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5th Annual Legal & Legislative Symposium

Rates $50 - CAI Members $75 - All Others

When: 11/02/2017
From 1:00 PM until 5:30 PM (Registration Begins at 12:30 pm)
Where: Oronoque Village Clubhouse
600 North Trail
Stratford, Connecticut  06614
United States
Contact: Ellen Felix

Online registration is closed.
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SYMPOSIUM - Good for 4.5 CEU Credits
$50 - CAI Members

$75 - All Others




All proceeds to benefit Legislative Advocacy Common Interest Communities in Connecticut.


   The CAI Next Generation Committee invites attendees to help support its Food Drive by bringing canned or non-perishable foods to its table at the Symposium. Cash donations are also welcomed. The Committee will provide an extra drink ticket for every two items of food or $5 cash donated (limit two additional tickets per person).


2017 CAI-CT Annual Legal Symposium - Downloadable Program

Sponsored by.............



1:00 - 1:15 - Welcome - Handout 


1:15 - 2:10 - Main Room


Best Practices from Two Perspectives:  Millennial & Baby Boomer - Handout

Speakers: Bill Ward, Esq. - Ackerly & Ward & Chas Ryan, Esq. - Franklin G. Pilicy, P.C. 

This presentation will provide advice from two attorneys, one a millennial and the other a baby boomer, as to best practices developed from both perspectives. The session will be valuable to lawyers, managers, and board members. The goal is to provide practical advice to implement immediately to allow all three to work together in the best interest of their common interest communities. Topics will include:

·         Communication – How – Why – When;

·         Adopting Policies – Types – Benefits

·         Maintaining Confidential Information – Why - How

·         Insurance – Guaranteed Replacement Cost – Rider for Code and Statutory Compliance – Separate D&O Policy

·         Condo Commandos – Vocal Minority – Criminal Harassment Statute

·         Email Management – Association Email – Destruction Policy

·         Essential Contract Provisions

·         Educating New Owners

·         Surveillance v. Security Cameras

·         Robert’s Rules v. Confidentiality of Ballots

·         AirBnb – ADA compliance


2:20 - 3:15


Main Room

Construction Defect Claims Against the Declarant: Are the Roads Leading to Litigation? - Handout

Michael Feldman, Esq. - Feldman & Hickey, LLC, J Lucas – Becht -Engineering, BT Inc.and Kelly Freitas, Esq. - Feldman & Hickey, LLC

Have you had issues with faulty or incomplete construction?  Learn about how to determine if there are problems and what legal recourse may be available.



Conflicts of Interest and the Application of the Business Judgment Rule

Speakers: Kasey Burchman, Esq. - Feldman & Hickey, LLC & Gregory McCracken, Esq. Perlstein & McCracken, LLC

An explanation on how boards should handle conflicts of interest within their communities and among board members with some focus on handling conflicts of interest when litigation is pending.


Card Room

Governing Document Updates and Revisions - Revising Governing Documents: Proven Strategies and Techniques - Handout

Lisa Anderson, Esq. & Edward S. Hill, Esq, of Counsel, Bender, Anderson & Barba, P.C.

Discover tools to organize and complete a document update or revision project in a cost-effective manner and to produce the best product for a particular community. The speakers will discuss what provisions and issues should be considered and approaches to the development of revised provisions. We will discuss proven strategies and options to get the necessary approvals.


3:25 - 4:20


Main Room

Association Collections - Bankruptcy and Its Impact on Association Collections - Handout

Scott J. Sandler, Esq. - Sandler, Hansen & Alexander, LLC

A description of the legal proceedings for foreclosing association liens for unpaid common charges, including a discussion on the differences between strict foreclosure and foreclosure by sale, and how a unit owner’s bankruptcy petition impacts the

ability of the association to proceed with the foreclosure of its lien.



Duty of Care - Handout

Matthew Perlstein - Perlstein & McCracken, LLC

In this session you will learn:  • That the term “fiduciary” has almost nothing useful to do with community associations in Connecticut.  • That the phrase “conflict of interest” is one of the most overused, and the most misused terms in most community associations.  • What the standard of care actually is for unit owner officers and directors.  • To whom the officers and directors owe this duty of care.  • The protections available to officers and directors while they are carrying out their duties for the association.  • How officers and directors can do their jobs in a manner that minimizes the risk of being challenged for breach of their duty of care.


Card Room

Neighbor on Neighbor Harrassment: When Can an Association be Held Liable? - Handout 1 Handout 2

Steven Berg, Esq.  – Frankel & Berg

Based on recent regulations adopted by HUD, community associations may need to become involved in neighbor disputes. This session will discuss the Fair housing Act and how recent court rulings may impact how associations must respond, including criteria which a complainant must meet before an association must take action and how HUD may impose a duty on associations to act when those criteria are  Learn strategies to limit your association’s liability.


4:30 - 5:30 Main Room


Legal Panel – Q & A

Moderator: Richard Wechter -Westford Real Estate Management, LLC

Ask your pressing legal questions to our panel of  experienced legal pros!



5:30 - 7:00 Main Room

Reception immediately following...........

Sponsored by.............

Bouvier Insurance, Imagineers, LLC, Westford Real Estate Management, Simsbury Bank


Thank you in advance for your support!

Admission to all CAI-CT events requires advance registration either by mail, online, or in person. Individuals will not be admitted to an event without payment. Failure to attend an event does not constitute a cancellation of event registration and you will be charged for registering.  

Video/Audio Taping

Courses are copyrighted by CAI and may not be audiotaped, videotaped or reproduced in any way for personal use or for public distribution or viewing without prior written permission.

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