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Can a POA allow my unmarried partner to attend board meetings with me or in place of me?

Started by JoeS2619 replies • 2065 views

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JoeS26 (Illinois)
Posts: 34
Posted:
Hello friends. I have updated my will and created a general and a healthcare power of attorney (POA). My partner and I are unmarried. I am on the mortgage, and the POA provides the legal backing for my partner to act on my behalf should I become incapable of doing so. The board does not like me. They have submitted the POA to the association attorney (twice now) for review. This seems unnecessary and excessive. They do not like my partner showing up at meetings, however, allow another neighbor to sit in who holds a POA (his brother owns the unit, and he has the POA and attends meetings in place of his brother).

Is it legal to bar individuals who hold a POA from attending? It may be, but it seems the board should enforce the rule systematically, and not just because they don't like me.

I can post the attorney response with names removed if that would help.

EmmaH1
Posts: 674
Posted:
Quote:
Posted By JoeS26 on 12/10/2014 7:48 AM
Hello friends. however, allow another neighbor to sit in who holds a POA (his brother owns the unit, and he has the POA and attends meetings in place of his brother).


You say they allow another neighbor to do exactly the same as you are asking, when questioned about this what is their response?
MarkM31 (Washington)
Posts: 556
Posted:
Isn't a healthcare POA different than a general POA?
MelissaP1 (Alabama)
Posts: 13,836
Posted:
How do they check people in attendance are even members in the first place? Just curious. Unless someone actually states their relationship to the HOA, I would have no way of confirming until actual paperwork research.

Here's the deal... You say they don't like you. So what? Has someone come up to you and just told you flat out "We don't like you and please don't attend meetings?" Liked or not, you can attend. Only you can control the reactions you get. Just because your outvoted or idea is turned down does not equal hate.

Can you both attend meetings together? Maybe make your partner the person they would rather deal with? If they like your partner, then they may just encourage them to attend versus you. Let your partner handle the issue and not you. Stay out of it. If they feel it's because your partner is truly interested in participating and listening, then the more likely they will accept them. You being involved may make it seem like it is YOUR issue and what you want. If they truly do not like you, why would they give you what you want?

Former HOA President
EmmaH1
Posts: 674
Posted:
JoeS,

The HOA Board of Directors cannot discriminate against you for any reason, period. They must treat members equally. You do need to get all the facts straight though like the question about which type of POA and if there is a legal difference. Also somehow document the fact that they are allowing exactly the same scenario for another neighbor. Fact check and make sure that this is true you would not want to make false accusations. You have to be able to prove things, and it is best to keep a calm cool demeanor when confronting a director about the problem.

Good luck and keep us posted.
JoeS26 (Illinois)
Posts: 34
Posted:
The board replied, regarding my general POA, that if my partner attends board meetings, they will have him physically removed from the premise and will bill the expense to me. The association atty did say that my partner may attend the annual unit owner meeting to vote on my behalf (but a proxy can do this, and a formal POA is not needed). I think they're trying to screw with me.

The board has instituted a sign-in sheet at meetings to give the facade that they are monitoring who attends meetings. I emailed the PM today letting her know that I see non owners and a person holding a POA attending board meetings. No response.

JoeS26 (Illinois)
Posts: 34
Posted:
Thank you EmmaH1.

The person with the POA, who attends board meetings, is my friend and showed me his POA.

But if the board cannot discriminate, who monitors the board? Everywhere I look, I see I have to take them to court. Of course, this is of no interest to me for such a small problem.

I can report the PM to the state for inconsistently applying the rules. I've done this already for a host of other examples, and she is awaiting her second hearing and will possibly lose her license.

EmmaH1
Posts: 674
Posted:
Send it certified return receipt. So you have a proof. Start a paper trail.
MelissaP1 (Alabama)
Posts: 13,836
Posted:
Your PM is not your issue. It is your board. The PM is a contractor to the HOA. The people who watch the board are you and your neighbors. You can vote the board out as much as in. The power is in numbers.

Your right in avoiding a lawsuit. The consequence is that suing your HOA is suing yourself and your neighbors. If it is worth that consequence, then go for it.

Former HOA President
SheliaH (Indiana)
Posts: 6,964
Posted:
As some have stated, a general vs. healthcare POA aren't the same thing, although it can be written to cover healthcare and other issues. Usually the healthcare POA is used for someone to make healthcare decisions (such as whether to do surgery) when the person issuing the POA is incapacitated (e.g. in a coma). A general POA also kicks in when the person is INCAPACITATED and the POA can then making other decisions on his/her behalf (depending on what authority's listed in the document).

You'll have to speak to your own attorney for more information on what POAs can and can't do, but I would think since you're not incapacitated, there's no reason for your partner to attend. You didn't say if your neighbor is incapacitated in some way - if so, his brother probably has a right to be there because he's acting in his stead.

HOA meetings don't necessarily have to be open to people who aren't members (homeowners), and since your partner isn't on the mortgage, he isn't a homeowner. Check your documents to see what it says. In some states, there's an open door law regarding public meetings, but they may or may not apply to HOAs because those laws are usually written for government agencies - and HOAs aren't government agencies. Your state may have a website on that issue, so check it out as well.

Finally, regarding "the board doesn't like me" issue, it sounds like you have a personality conflict with one or several board members. As a homeowner you still have a right to attend meetings - are there other members on the board or perhaps a neighbor that can help mediate a meeting to get the personality conflicts hashed out?


If it is not right do not do it; if it is not true do not say it. Marcus Aurelius
JoeS26 (Illinois)
Posts: 34
Posted:
Thanks SheilaH.

The brother on the mortgage lives out of state, and has provided a POA to act on his behalf to his brother. There is no known incapacity. I have enacted the same authority to my partner. My partner wants to join board meetings to keep updated on building information should he ever need to step in on my behalf.

According to the assoc atty, this is legal according to our documents but, of course, should apply to all equally.

What I need to do is let the board know that I see that they are applying the rules inconsistently.

In the beginning - I asked to meet with the board and they gave me the run around. I asked for a sit down. We are far beyond hashing things out unfortunately. One of the BOD told an owner "on my side" that she had absolutely nothing to say to him. He's one of the nicest guys I know and made a statement at the board meeting about putting our differences aside and working together. Sadly, how do you mend bridges with someone who is leading the board and who can be so abrasive?

LarryB13 (Arizona)
Posts: 4,099
Posted:
Joe,

It was not clear from your post but are you and your partner trying to attend the meetings together or does he try to attend when your health does not permit it?

The reason I ask is that my understanding of the Federal Fair Housing Act is that an association must make a reasonable accommodation for persons with disabilities. My interpretation would be if you are unable to attend a meeting due to health problems then the association would be in violation of the FHA for refusing to accommodate your representative.

If you are simply trying to bring your partner with you into a meeting as a guest then the association may have the authority to bar him from entering. In my state the law specifies that a member may appoint someone to attend the meeting in his place; nothing in the statute explicitly states that both the member and his representative may attend at the same time.

There may also be another element that falls under the FHA. You did not state it explicitly but it sounds like you may be in a gay relationship. I do not know whether sexual orientation falls under the authority of the FHA but it does appear that there is one set of rules for you and another set of rules for others, suggesting that the motive is to discriminate.

Since there is the possibility of two distinct violations of the FHA, I suggest that you find out where to file a complaint and go do it.

NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By JoeS26 on 12/10/2014 7:48 AM
I can post the attorney response with names removed if that would help.

Please do as long as it does not include any personal information or details about your HOA.

Sikubali jukumu. Read all posts at your own risk.
TimB4 (Tennessee)
Posts: 21,059
Posted:
Joe,

They should allow your wife to attend in your place as your personal representative.
If you are with her, that is a different issue.

Additionally, proxy appointments are typically only good for 11 months. Therefore, you may have to resubmit paperwork on a yearly basis. You wouldn't have to do that in my Association, but it appears you may need to do this with your Association.

JanetB2 (Colorado)
Posts: 4,219
Posted:
Joe:

Just give your unmarried partner a proxy every less than 11 months stating the individual can act on your behalf with regards to any and all issues pertaining to X HOA. If your partner has permission to act on your behalf the BOD cannot deny them access to any meetings which you would be able to attend.

To some degree I will disagree with Melissa ... sometimes suing your HOA is NOT suing yourself because in some states such as CO if you win you are not required to pay for the BS. In other words the HOA can only assess everyone else other than he who was right and won the battle.
MikeS1
Posts: 521
Posted:
Usually there is a clause in most docs that allows this to occur with an agency agreement or limited power of attorney. check you docs.
JohnB26 (South Carolina)
Posts: 1,001
Posted:
the BOD is within their rights to limit attendance at a BOD meeting to members only since there would NOT be a vote by membership at said meeting

they must, however, allow a vote / attendance by proxy at a MEMBERS meeting

your POA allows you to act on the 'giver's' behalf for LEGAL purposes ~ it does NOT confer membership in the HOA (which is appurtenant to and may not be separated from ownership)

USUALLY

the law(s) in your jurisdiction may state otherwise
JanetB2 (Colorado)
Posts: 4,219
Posted:
JohnB26:

I would disagree with you to an extent ... if my HOA had a board meeting and I gave a proxy to someone to attend on my behalf then that individual would have any and all rights to attend. Laws vary by state .... In CO and many other states the members are to be notified of BOD meetings and can attend or have a proxy attend on their behalf.
JanetB2 (Colorado)
Posts: 4,219
Posted:
JohnB26:

I would disagree with you to an extent ... if my HOA had a board meeting and I gave a proxy to someone to attend on my behalf then that individual would have any and all rights to attend. Laws vary by state .... In CO and many other states the members are to be notified of BOD meetings and can attend or have a proxy attend on their behalf.
NpS (Pennsylvania)
Posts: 4,216
Posted:
Quote:
Posted By NpS on 12/10/2014 8:19 PM
Posted By JoeS26 on 12/10/2014 7:48 AM
I can post the attorney response with names removed if that would help.

Please do as long as it does not include any personal information or details about your HOA.

Joe - Can we see what they wrote to you? Thanks.

Sikubali jukumu. Read all posts at your own risk.

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