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5th ANNUAL IRWA CHAPTER 57 AND SCCAI JOINT LUNCHEON AND PROGRAM - "What Does and Doesn't Work for Appraisers at Deposition and Trial"
April 3, 2019
Local Area Topics
3400 Market St.
Sponsor / Contact
The presentation is titled “What Does & Doesn’t Work for Appraisers at Deposition and Trial - (9 Milestones on the Path to a Good Verdict)”. We will discuss “Do’s and Don’t’s” for 9 phases of a litigation support assignment, from the first phone call through trial testimony. The material will be presented by Stephen Roach, MAI, SRA, AI-GRS and Bruce Beach, Esq., a highly experienced attorney.
Stephen D. Roach, MAI, SRA, AI-GRS has been an appraiser in the San Diego area for over 35 years, and has been a co-owner of Jones, Roach & Caringella, Inc. since 1986. His appraisal assignments have included numerous income-producing properties, partial acquisitions, and other significant and complex assignments. He has appraised a wide variety of property types from individual homes to regional shopping centers and master-planned communities. His current work focuses on difficult and complex valuation and consulting assignments, along with litigation support. Mr. Roach has extensive deposition and trial testimony experience. In addition, Mr. Roach has extensive experience appraising undivided and divided fractional interests, including general and limited partnership interests, family limited partnership interests, and LLC interests. He holds a Bachelor of Science degree in Real Estate from San Diego State University, the MAI and SRA designations from the Appraisal Institute, and is a Certified General Real Estate Appraiser in California and Nevada. Mr. Roach currently serves the Appraisal Institute as a member of the Strategic Planning committee and as a member of the General Comprehensive Examination Panel. He formerly served as the Chair of the International Relations Committee, as a member and the Vice Chair of the National Education Committee, and as a member and the Chair of the Curriculum Subcommittee. He is a member and former San Diego Chapter Board Member of the International Right of Way Association, a member of Lamda Alpha International (Honorary Society for the Advancement of Land Economics), and a Principal Member of the Real Estate Counseling Group of America. He has extensive teaching and curriculum development and oversight experience for the Appraisal Institute and other organizations, having participated in editing multiple editions of The Appraisal of Real Estate, The Dictionary of Real Estate Appraisal, and over 30 courses and seminars. He has taught over 200 appraisal courses and seminars throughout the United States, and in South Korea, China, Japan, and Taiwan. Mr. Roach has served as a visiting professor of appraisal theory and practice at the International Center for Land Policy Studies and Training in Taoyuan, Taiwan since 2004.
Bruce Beach is a partner in the Municipal Law practice group of Best Best & Krieger LLP, focusing on eminent domain and property litigation.
Bruce represents public and private clients in eminent domain and condemnation proceedings, as well as other matters related to real property. Bruce is very experienced in projects for road rights-of-way, pipelines, light rail transit corridors, reservoir sites, as well as redevelopment and flood control projects. He has also represented private individuals whose properties were taken for public projects.
Some of Bruce’s most notable projects include:
• City of San Buenaventura, Johnson Drive railroad grade separation
• City of San Diego, Sorrento Mesa Road extension and library site
• City of Redlands, Orange Avenue widening and improvement
• San Diego County Water Authority, water pipelines
• Fallbrook Public Utility District, Helix Water District, Padre Dam Municipal Water District, Sweetwater Authority, water reservoirs and pipelines
• San Diego Metropolitan Transit District (now Metropolitan Transit System) light rail extension for Old Town, Mission Valley East, Mission Valley West through El Cajon and Santee
• San Ysidro, intermodal transportation center and bus maintenance facility expansion
• Vista CDC, town redevelopment project
• City of San Diego Redevelopment Agency, Gaslamp District redevelopment project
• City of Coachella, Above Grade Crossings for Grapefruit Avenue
• City of Calexico, Cesar Chavez Blvd. Improvement Project
• SANDAG, San Diego River Double Track Project, Mid-Coast Corridor Transit Project
In addition to having tried numerous eminent domain cases in state court, Bruce has also handled many appeals, including more than 20 that were certified for publication, including:
• County of San Diego v. Cabrillo Lanes, Inc. (1992) 10 Cal.App.4th 576*
• San Diego County Water Authority v. Mireiter (1993) 18 Cal.App.4th 1808*
• San Diego Metropolitan Transit Development Board v. The Price Co. (1995) 37 Cal.App.4th 1541*
• Padre Dam Municipal Water District v. Joseph M. Burkhart (1995) 38 Cal.App.4th 988*
• San Diego Metropolitan Transit Development Board v. Cushman (1997) 53 Cal.App.4th 918*
• San Diego Metropolitan Transit Development Board v. Handlery Hotel, Inc. (1999) 73 Cal.App.4th 517*
• Escondido Union School Dist. v. Casa Suenos de Oro, Inc. (2005) 129 Cal.App.4th 944*
• Red Mountain, LLC v. Fallbrook Public Utility District (2006) 143 Cal.App.4th 333*
• Redevelopment Agency of the City of San Diego v. Mesdaq (2007) 154 Cal.App.4th 1111*
• Community Youth Athletic Center v. City of National City (2009) 170 Cal.App.4th 416
Before joining BB&K, Bruce was a partner at Jennings, Engstrand & Henrikson, where he also represented public agencies and individuals in eminent domain matters. He has also worked for the San Diego County Counsel’s Office, where he represented the County of San Diego, the County of San Diego Flood Control District and various school districts in civil litigation cases involving eminent domain, real property public construction contracts and property-related tax issues.
Bruce conducts training seminars for appraisers, attorneys and right-of-way agents through the firm, as well as for the San Diego Appraisal Institute and the San Diego International Right-of-Way Association.
Bruce served in the Navy from 1967 through 1969, completing his tour of duty in Vietnam as a Lieutenant j.g. He is admitted to practice in the State of California.
ALL ARE WELCOME - LIMITED SEATING REGISTER EARLY
Up To 15 days prior to program start date, $10.00 cancellation fee.
2 - 14 days prior to program start date, $15.00 cancellation fee.
Less than 2 days prior to program start date, forfeit of payment.
This Educational Program (Program) was developed and organized by the Appraisal Institute Chapter offering the Program with the intent of addressing topic(s) of current local interest solely for educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program.
The content of this Program, including but not limited to any written materials andhttps://www.myappraisalinstitute.org/register/admin/listdisclaimer.aspx?sort=D&show=Apr-19 presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.
This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.
Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.
The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements.
Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.
Some classes have required textbooks. Be sure to read the class description to find out if there are any required textbooks for this course. There will not be any textbooks for purchase at the class. You must buy them ahead of time. If you arrive for a class without the required textbook credit for the class cannot be given and there will be no refund.
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CLASS MATERIALS TO DOWNLOAD
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Certificates of completion for continuing education will be sent to the student in approximately 15 days from the date of the class. Express Grading is available. For more information contact the national office at (312)335-4207.
Program materials will be picked up at the site.
CHECK IN: 11:15 AM
LUNCHEON & PROGRAM: 11:30 AM - 1:30 PM
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