The FLORIDA BAR Re ADVISORY OPINION—ACTIVITIES OF COMMUNITY ASSOCIATION MANAGERS

177 So. 3d 941, 2015 WL 6510426
CourtSupreme Court of Florida
DecidedMay 14, 2015
DocketSC13-889
StatusPublished
Cited by1 cases

This text of 177 So. 3d 941 (The FLORIDA BAR Re ADVISORY OPINION—ACTIVITIES OF COMMUNITY ASSOCIATION MANAGERS) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
The FLORIDA BAR Re ADVISORY OPINION—ACTIVITIES OF COMMUNITY ASSOCIATION MANAGERS, 177 So. 3d 941, 2015 WL 6510426 (Fla. 2015).

Opinion

PER CURIAM.

Pursuant to Rule Regulating the Florida Bar 10-9.1, The Florida Bar Real Property, Probate, and Trust Law Section petitioned the Standing Committee on Unlicensed Practice of Law (Standing Committee) for an advisory opinion regarding certain activities when performed by non-lawyer community association managers. Petitioner asked the Standing Committee to examine a 1996 advisory opinion from this Court, Florida Bar re Advisory Opinion Activities of Community Association Managers, 681 So.2d 1119 (Fla.1996), and advise whether the activities in the opinion that were found to be the unlicensed practice of law continue to constitute the unlicensed practice of law. Further, Petitioner asked whether fourteen additional activities, when performed by non-lawyer community association managers, constitute the unlicensed practice of law. As required under rule 10 — 9.1(f), the Standing Committee provided notice of and held a public hearing to address these issues where it considered written and live testimony. The Standing Committee subsequently filed a proposed advisory opinion in this Court. We have jurisdiction to review the proposed advisory opinion pursuant to rule 10-9.1(g) of the Rules Regulating the Florida Bar and article V, section 15, of the Florida Constitution.

After the proposed advisory opinion was filed, interested parties were permitted to file briefs in support of or in opposition to the proposed advisory opinion. After considering the proposed opinion and the briefs of the interested parties, the Court approves the proposed advisory opinion as set forth in the appendix to this opinion. 1

It is so ordered.

LABARGA, C.J., and PARIENTE, LEWIS, QUINCE, CANADY, POLSTON, and PERRY, JJ., concur.

APPENDIX

THE FLORIDA BAR STANDING COMMITTEE ON THE UNLICENSED PRACTICE OF LAW

FAO # 2012-2, ACTIVITIES OF COMMUNITY ASSOCIATION MANAGERS

PROPOSED ADVISORY OPINION

May 15, 2013

INTRODUCTION

Pursuant to rule 10-9 of the Rules Regulating The Florida Bar, The Florida Bar’s Real Property, Probate & Trust Law Section petitioned the Standing Committee on Unlicensed Practice of Law (“the Standing Committee”) for an advisory opinion on the activities of community association managers (“CAMS”). 2

The petitioner sought confirmation that the activities found to be the unlicensed practice of law in the 1996 opinion (Florida Bar re: Advisory Opinion Activities of Community Association Managers, 681 So.2d 1119 (Fla.1996)) continue to be the unlicensed practice of law. Those activities (hereinafter 1996 opinion) include the following:

*944 A. drafting of a claim of lien and satisfaction of claim of lien;
B. preparing a notice of commencement;
C. determining the timing, method, and form of giving notices of meetings;
D. determining the votes necessary for certain actions by community associations;
E. addressing questions asking for the application of a statute or rule; and
F. advising community associations whether a course of action is authorized by statute or rule.

The petitioner also asked if it was the unlicensed practice of law for a CAM to engage in any of the following activities (hereinafter “2012 request”):

1. Preparation of a Certifícate of assessments due once the delinquent account is turned over to the association’s lawyer;
2. Preparation of a Certifícate of assessments due once a foreclosure against the unit has commenced;
3. Preparation of Certificate of assessments due once a member disputes in writing to the association the amount alleged as owed;
4. Drafting of amendments (and certificates of amendment that are recorded in the official records) to declaration of covenants, bylaws, and articles of incorporation when such documents are to be voted upon by the members;
5. Determination of number of days to be provided for statutory notice;
6. Modification of limited proxy forms promulgated by the State;
7. Preparation of documents concerning the right of the association to approve new prospective owners;
8. Determination of affirmative votes needed to pass a proposition or amendment to recorded documents;
9. Determination of owners’ votes needed to establish a quorum;
10. Drafting of pre-arbitration demand letters required by 718.1255, Fla. Stat.;
11. Preparation of construction lien documents (e.g. notice of commencement, and lien waivers, etc.);
12. Preparation, review, drafting and/or substantial involvement in the preparation/execution of contracts, including construction contracts, management contracts, cable television contracts, etc.;
13. Identifying, through review of title instruments, the owners to receive pre-lien letters; and ⅞
14. Any activity that requires statutory or case law analysis to reach a legal conclusion.

Pursuant to Rule 10-9.1(f) of the Rules Regulating The Florida Bar, public notice of the hearing was provided on The Florida Bar’s website, in The Florida Bar News, and in the Orlando Sentinel. The Standing Committee held a public hearing on June 22, 2012.

Testifying on behalf of the petitioner was Steve Mezer, an attorney who is the chairman of the Condominium and Planning Development Committee of the Real Property Probate and Trust Law Section of The Florida Bar, and attorney Scott Peterson. In addition to the petitioner, the Standing Committee received testimony from Mitchell Drimmer, a CAM; Jeffrey M. Oshinsky, General Counsel of Association Financial Services, a licensed collection agency; Andrew Fortin, Vice-President of Government Relations for Associa, a community management company; Kelley Moran, Vice-President of Rampart Properties and a CAM; Robert Freedman, an attorney; Erica White, prosecuting attorney for the Regulatory *945 Council of Community Association Managers located within the Department of Business and Professional Regulation; Jane Cornett, an attorney; Tony Kalliche, Executive Vice-President and general counsel for the Continental Group, a community association management firm; David Felice, an attorney, a CAM, and owner of a community association management firm; Christopher Davies, an attorney; Brad van Rooyen, Executive Director of the Chief Executive Offices of Management Companies; Victoria Laney; Alan Garfinkel, an attorney; and Michael Gelfand, an attorney. There were also several individuals present to observe the hearing.

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177 So. 3d 941, 2015 WL 6510426, Counsel Stack Legal Research, https://law.counselstack.com/opinion/the-florida-bar-re-advisory-opinionactivities-of-community-association-fla-2015.