Latest Events

  • MAR 22
    2017

    Karen Tiedemann and Rafael Yaquian presenting at the 37th Annual CALED Conference, San Diego

    MOVING FORWARD: CALED’s 37th ANNUAL TRAINING CONFERENCE

     

    March 21 – 23, 2017
    Wyndham San Diego Bayside
    San Diego, CA

     

    Meeting the Challenge: Layering CED Tools

     

    March 22
    10:30 a.m. to Noon

     

    In this session, Karen Tiedemann and Rafael Yaquian will present a legal survey of tax increment financing tools and examine case studies to help you meet the challenges of layering financing subsidies for economic development.

     

    Click here for more information.

  • MAR 08
    2017

    Goldfarb & Lipman Attorneys Presenting at the 2017 Housing California Annual Conference

    “The Whole Caboodle: Understanding the Legal Documents in a Multifamily Housing Closing”

     

    Pre-Conference Institute
    Wednesday, March 8
    Presenters: Isabel Brown, William DiCamillo, Elizabeth Klueck

     

    Each affordable development project has a voluminous set of loan documents, such as loan agreements, regulatory agreements, promissory notes, deeds of trust, and assignment agreements from multiple lenders. In addition, there may be documents that govern the ownership structure, such as an operating agreement and a partnership agreement with an investor, plus other documents. Then, throw in architect and construction contracts, and there are enough documents to make your head spin! At best, it is a headache to read through all these documents. At worst, they contain pages and pages of legalese so intimidating and confusing that the documents are ignored. This workshop will unravel the mystery of all this paper so that you can understand why these documents are so important and what they do. It will also help you get a handle on how to review and negotiate these documents so that you can communicate your organization’s goals to your lenders, attorneys, and other key participants in the deal.

     

    “What Lies Beneath: The Top 10 Lurking Dangers in Standard Construction Contract Provisions”

     

    Workshops – Session I
    Thursday, March 9
    Presenters: William DiCamillo, Isabel Brown

     

    Back by popular demand!

     

    In the sprint to closing a construction loan for an affordable housing project, the construction contract is frequently overlooked, and often misunderstood. While loan documents, partnership agreements and other documents command attention and negotiation, the construction contract, in contrast, is often treated as a mere afterthought. After all, the AIA-standard forms are mostly boilerplate stuff that someone must have thought made sense, and all we need to think about is the contract sum and the schedule, right? Unfortunately, this conventional wisdom is anything but wise, as the standard AIA construction contract is loaded with provisions that could potentially lead to shocking results. This panel will discuss the 10 most significant provisions-including some hidden risk allocation provisions and other clauses that to the untrained eye appear harmless but, in fact, fundamentally alter the owner’s expectations.

     

    “Parking—If You Build It, Will They Come?”

     

    Workshops – Session I
    Thursday, March 9
    Presenter: Eric Phillips

     

    Structured “podium” parking is expensive. The California Tax Credit Allocation Committee and other funders are looking for ways to cut costs on development, yet parking remains a top concern for neighbors. We will look at the evolving parking construction laws and examine alternatives to building concrete parking structures. We’ll take a glimpse at future parking demand with the mass adoption of car-sharing services.

     

    “What’s Your Game Plan?”

     

    Workshops – Session VI
    Friday, March 10
    Presenters: Amy DeVaudreuil, Vincent Brown

     

    Parting ways with a tax credit investor following the 15-year compliance period can be fraught with financial and legal issues; thus, a successful investor exit takes planning. Workshop attendees will learn what to look for when analyzing the current project and which questions to ask prior to initialing the investor’s exit. In addition, attendees will walk away with a list of tips and workable techniques for an optimal negotiation.

  • MAR 03
    2017

    Barbara Kautz Speaking at the League of California Cities Municipal Law Institute Symposium

    Join Barbara Kautz at the Municipal Law Institute Symposium hosted by the League of California Cities, UC Irvine School of Law, 401 E. Peltason Drive, Suite 1000, Irvine, CA 92697.

     

  • FEB 15
    2017

    Groundbreaking Ceremony for Magnolia Crossing

    Groundbreaking Ceremony for Magnolia Crossing
    Southwest corner of Sierra Avenue and 168 Freeway, Clovis, CA
    10:00 a.m.

     

    Innovative Development and Living Solutions of California is breaking ground on their Magnolia Crossing development, California’s first state-of-the-art, mixed-income, senior assisted living community in Clovis, California. Visit www.idlsca.org for more information.

  • JAN 26
    2017

    Luis Rodriguez Speaking at the 2017 Novogradac New Markets Tax Credit Conference, San Diego, CA

    2017 Novogradac New Markets Tax Credit Conference
    The Hilton Bay Front Hotel, San Diego, CA
    January 26-27, 2017

    Panel Discussion: Target Populations
    January 26, 4:00–5:00 p.m.

    
    

    As part of the 2017 Novogradac New Markets Tax Credit Conference, Goldfarb & Lipman attorney Luis Rodriguez will participate in a panel discussion on “Target Populations” on Thursday, January 26, from 4:00 to 5:00 p.m.

     

    While targeted population transactions may contain more compliance considerations, they are a critical tool that can allow impactful projects access to NMTC financing. Hear best practices on how to qualify a targeted population’s transaction as well as how to monitor that the project continues to satisfy the target population requirements.

     

    Panelists also include Mary Beth Hubner, Holland & Knight; David Lutz, Stinson Leonard Street; and Christopher Pierce, Lathrop & Gage LLP.

     

    Click here for more information on the conference.

  • JAN 11
    2017

    Dianne Jackson McLean Speaking at the 6th Annual CMCP/Kaiser CLE Marathon

    10:15 a.m. – 11:15 a.m.
    Kaiser Permanente
    Ordway Building, 22nd Floor
    One Kaiser Plaza
    Oakland, CA 94612

     

    Join Dianne Jackson McLean for a panel discussion on “The Ethics Game: An Interactive Approach to Understanding the Top Legal Ethics Developments in California in 2016” at the 6th Annual CMCP/Kaiser CLE Marathon.

     

  • OCT 23
    2016

    Barb Kautz and Eric Phillips Speaking at 2016 American Planning Association California Conference

    October 22–25, 2016
    Pasadena Convention Center

     

    Goldfarb & Lipman attorneys Barbara Kautz and Eric Phillips will be participating in two panels during the 2016 APA California conference:

     

    “Moving Beyond a Project’s Effects on the Environment: Addressing Environmental Impacts on Projects Outside of CEQA”
    Sunday, October 23, 2016
    1:30 p.m.–3:00 p.m.

     

    In 2015, the California Supreme Court stated that impacts of the environment on a project no longer required analysis under CEQA. In this session, planning and legal professionals will describe the Court’s ruling and alternative tools that can be used to examine the effects of the environment on projects.

     

    “Density Bonus Dos, Do Nots, and Don’t Knows”
    Tuesday, October 25, 2016
    8:00–9:30 a.m.

     

    The State’s Density Bonus Law was intended to encourage the development of affordable housing. However, it has evolved into a very complex law that poses challenges for planners in evaluating requests. This panel will discuss the statute’s requirements and mandates to local agencies; agency discretion in evaluating developer requests; incentives, concessions and waivers; and best practices.

     

    SPEAKERS

     

    Barbara Kautz, AICP, JD

    Barbara Kautz is a partner with Goldfarb & Lipman LLP and an AICP fellow. She practices in the areas of land use, inclusionary and affordable housing, CEQA/NEPA compliance, and economic development. Barbara has over 30 years of land use experience. Immediately prior to joining Goldfarb, she was the Community Development Director and Assistant City Manager for the City of San Mateo. She is currently a member of the Mayor’s Housing Cabinet in Oakland and formerly served on the Board of Directors for the League of California Cities and the California Chapter of the American Planning Association.

     

    Eric Eric Phillips, JD

    Eric Phillips practices in the areas of real estate, affordable housing, land use, and CEQA compliance. Mr. Phillips represents clients in all phases of the development process, including property acquisition, entitlement and administrative approvals, CEQA compliance, and negotiating real estate disputes. Specifically, Mr. Phillips assists clients to negotiate and close purchase and sale agreements, draft commercial leases, advise on matters involving environmental contamination and remediation, perform property diligence, work with technical consultants to prepare Draft and Final EIRs, draft and file entitlement applications, and write ordinances and legislative findings. Mr. Phillips has worked with various nonprofit organizations, including Junior Blind America in Los Angeles, California and the Turkey Creek Community Land Trust in Gulfport, Mississippi on real estate, land use, and environmental matters.

     

  • OCT 13
    2016

    Goldfarb & Lipman Attorneys Presenting at the San Diego Housing Federation's 25th Annual Conference

    Thursday October 13, 2016
    Hilton San Diego Baypoint

     

    Goldfarb & Lipman attorneys M David Kroot, Isabel Brown, Amy DeVaudreuil, Joshua Mason, Vince Brown and Justin Bigelow will be participating in four panels at the San Diego Housing Federation’s 25th Annual Affordable Housing and Community Development Conference.

     

    “Really Ready for Rehab?”
    10:30 a.m. – 11:45 a.m.

     

    Occupied rehab projects present challenges with respect to formal agreements, such as construction contracts, insurance policies and LIHTC partnerships. There are also issues around scheduling, relocation and tenant relations. Understanding potential pitfalls and coordinating multiple parties is key. Plenty to worry about, but you will get plenty of help.

     

    “What’s Your Game Plan?”
    10:30 a.m. – 11:45 a.m.

     

    Parting ways with a tax credit investor following the 15-year compliance period can be fraught with financial and legal issues; thus, a successful investor exit takes planning. Workshop attendees will learn what to look for when analyzing the current project and which questions to ask prior to initialing the investor’s exit. In addition, attendees will walk away with a list of tips and workable techniques for an optimal negotiation.

     

    “Fair Housing: Affirmatively Furthering Fair Housing and Site Selection”
    10:30 a.m. – 11:45 a.m.

     

    High housing costs, historic segregation by ethnicity and income, and the obligation to affirmatively further fair housing complicate site selection. Panelists will discuss state and federal mandates and HUD’s AFFH Tool to navigate affordable housing production in San Diego County from the perspective of both local governments and developers.

     

    “Housing Accessibility: Navigating the Matrix of Federal, State & Programmatic Requirements”
    3:30 p.m. – 4:45 p.m.

     

    Federal and State Requirements—such as the ADA, Section 504, the Federal Fair Housing Act, TCAC Regulations, California statutes and Title 24—can present a confusing matrix. This will provide guidance about how the requirements affect single-family, multifamily and townhouse new construction and rehabilitation.