Real Estate Expert Witness Credentials
Summary Curriculum VitaeCA DRE Broker License #00481825 issued 1974 Residential and Commercial Real Estate  Owner, Professional Publishing LLCCopyrighted real estate transaction forms |
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EXPERT SERVICES PROVIDED
Pre-litigation Advisory
Transaction file review
Written Declaration
Deposition and Trial testimony
Case load average: 50% Plaintiff and 50% Defendant
AREA OF EXPERTISE
Real Estate Licensee's Standard of Care
Agency Duties
Disclosure Obligations
Industry Practices
Brokerage Supervision
COURT TESTIMONY
Approved as a real estate Standard of Care Expert at trials in Marin, Sonoma, San Francisco, Alameda, and San Joaquin County Courts.
DESIGNATIONS EARNED
Certified Commercial Investment Member (CCIM) #1276 issued 1980
Certified Residential Specialist (CRS) issued 1982
Certified Brokerage Manager (CRB) issued 1986
Certified Career Development Specialist (CCDS) issued 1992
Graduate, Realtors Institute (GRI) issued 1977
PROFESSIONAL AFFILIATIONS
Marin Association of Realtors (M.A.R.) Elected President 1996, Ethics Instructor
California Association of Realtors (C.A.R.) Past Director, course author, Instructor
REAL ESTATE INSTRUCTION EXPERIENCE
California Department of Real Estate (DRE) Continuing Education Approved Instructor
Master Faculty, Professional Realty Institute, administering GRI designation, 1976-2012
BOOKS AUTHORED
“Don’t Shoot Me…I’m Just the Real Estate Agent! 100 Risks for Sellers, Buyers, and Agents” Author House, 2010
“Conquer the Market” C.A.R. Real Estate Business Services, 2007
“Foreclosures” C.A.R. Real Estate Business Services, 2007
ARTICLES PUBLISHED
“Coach’s Corner” column Broker Agent Magazine Northern CA Edition, 2007-08
“Avoid IRS Audits of Your Exchange” CCIM Journal, 6/96
“Increase Your Odds for Investment Success” (Co-author Dave Segrest) Financial Freedom, 1994
"Legal Loopholes in Commercial Leases" Real Estate Today, 4/93
"Expert Witness for Real Estate Agents" Real Estate Today, 5/92
"Real Estate Financing" California Real Estate Magazine, 10/90
"Turn Commercial Cold Calls into Hot Prospects" Real Estate Today, 9/90
"Solve Agency Dilemmas" Real Estate Today, 7/90
"Working With International Buyers" California Real Estate Magazine, 4/89
"Real Estate Superstars", (interview) published in Real Estate Today, 10/88
"Crossover: Moving From Residential to Commercial" Real Estate Today, 3/88
REAL ESTATE TRAINING COURSES WRITTEN AND INSTRUCTED
JUMP START C.A.R.’s Residential Training 3-day DRE accredited program
TOUGH STUFF Residential Agent Training 10-day program
RISK MANAGEMENT (co-author w/James McKenney, esq.) 3-hour DRE accredited course
SUCCESS EXPRESS: Author of C.A.R. Internet modules - Agency and Business Strategies
BUYING, SELLING, MARKETING C/I PROPERTIES contributing author and instructor
LEASING AND MANAGING COMMERCIAL PROPERTIES contributing author and instructor
A.B.C.'s OF INVESTMENT REAL ESTATE contributing author and instructor
DEFERRED EXCHANGES contributing author for N.A.R.
EXPERT WITNESS FOR APPRAISERS contributing author for N.A.R.
COMMERCIAL AND INVESTMENT BROKERAGE contributing author for N.A.R.
COMMERCIAL/INVESTMENT SKILLS TRAINING 3-day course for private firms
LEARN TO LEND Loan Broker/Agent 3-day Training Program for private firms
DISTRESSED PROPERTIES 4-hour DRE accredited course for C.A.R.
CODE OF ETHICS: N.A.R. New Member Orientation & videos, M.A.R.
RISKY BUSINESS – Agent Risk Management Course author and instructor
TRUST FUND HANDLING – DRE approved, contributing author and instructor, PRI
AGENCY – DRE approved, contributing author and instructor, PRI
ETHICS – DRE approved, contributing author and instructor, PRI
FAIR HOUSING –DRE approved, contributing author and instructor, PRI