Real Estate Law. 37th Annual Course Advanced. Come a day early in San Antonio for Real Estate 101 Separate registration required

Transcription

1 37th Annual Course Advanced Real Estate Law HYATT REGENCY HILL COUNTRY RESORT & SPA Come a day early in San Antonio for Real Estate 101 Separate registration required LIVE San Antonio Hyatt Regency Hill Country Resort and Spa July 9-11, 2015 VIDEO Houston Crowne Plaza - River Oaks August 19-21, 2015 VIDEO Dallas Cityplace Events August 26-28, 2015 MCLE CREDIT HOURS (3 ETHICS)

2 TexasBarCLE presents Real Estate 101 San Antonio Site Only LIVE San Antonio Wednesday July 8, 2015 SCHEDULE 10:30 Registration 11:00-5:30 - Seminar Box Lunch Provided During First Afternoon Break The course is intended for new lawyers and for experienced lawyers new to the real estate law area or as a refresher to more experienced lawyers. It is a very basic course. This is not a short version of the Advanced Real Estate Course. We will not be following along with a course book the way a traditional CLE course flows, rather a discussion in which we walk you thru the moving parts of a real estate practice the basic documents you will see, the people you will interact with, and a study of a survey. You will benefit from a panel with over 210 years of combined real estate practice experience, representing a wide variety of practices and you will receive reference materials covering over 20 practice topics which you be able to refer back to for further guidance. We will help you with those off of the top of our head issues like: My seller-finance lender died. How do I get a release now that I ve paid off the note? What do you mean they can drill on my land - the broker said I was getting the surface rights? My mom has a life estate but she s NCM - how do I sell the land / grant an easement / lease the minerals? Grandpa sold the front 40 acres and kept the back part (but no easement to get there) - why is this a problem to my new lender? The old fence doesn t match the calls in the deed - what can I do? Dad s will devised the properties to a series of trusts that were never formally created - who owns the property? TOPICS Basic Real Estate Documents Understanding a Survey Clients Other People You Will Meet Ethical and Practice Traps Special Problems Resources for a Real Estate Practice Title Insurance FACULTY Course Director Michael Baucum, San Antonio Baucum Law Firm J. Cary Barton, San Antonio Barton East & Caldwell Laura A. Baucum, San Antonio Baucum Law Firm Kacy D. Cigarroa, San Antonio Barton East & Caldwell Carly Hawthorne, San Antonio Fidelity National Title Group Rhonda S. Jolley, San Antonio Branscomb PC Richard Melamed, Houston Attorney at Law Rebecca Smit, Austin Attorney at Law Brent Stahl, Austin Stahl Bernal Davies Sewell & Chavarria Can I just use a quit claim deed? Divorce lawyers did not handle the real property / how do I get my name off the loan? How do I get a valid legal description? My mother in law just died, how do we change the title to her home? And many more... MCLE CREDIT 6 HOURS (1 ETHICS) MCLE COURSE NO: Applies to the Texas Bar College and the Texas Board of Legal Specialization in Real Estate Law. 2

3 TexasBarCLE presents the 37th Annual Course Advanced Real Estate Law Co-sponsored by the Real Estate Probate and Trust Law Section of the State Bar of Texas Day hours including.5 ethics 7:45 Registration Coffee & Pastries Provided 8:30 Welcoming Remarks Course Director Kent Newsome, Houston Greenberg Traurig 8:45 Case Law Update - Part 1.75 hr (.25 ethics) David A. Weatherbie, Dallas Cramer Weatherbie Richardson Walker 9:30 Allocating Title and Survey Risks and Maximizing Title-Insurance Coverage.5 hr J. Edwin Martin, Dallas Attorney at Law 10:00 Break 10:15 Letters of Credit in Real Estate Transactions.5 hr Marilyn C. Maloney, Houston Liskow & Lewis 10:45 Joint Venture Development Issues.5 hr J. Cary Barton, San Antonio Barton East & Caldwell 11:15 Easement Update.5 hr Charles J. Jacobus, Bellaire Law Office of Charles J. Jacobus 11:45 Break - Lunch Provided 12:15 Awards Ceremony & REPTL Section Annual Meeting 12:45 Luncheon Presentation: The Texas Economic Outlook: Tapping On the Brakes.75 hr Keith R. Phillips, San Antonio Federal Reserve Bank of Dallas 1:30 Break Afternoon Moderator Rosemary B. Jackson, Houston Rosemary B. Jackson, PC 1:45 Fair Housing Issues.5 hr (.25 ethics) Rosemary B. Jackson, Houston Rosemary B. Jackson, PC 2:15 Condemnation Clauses in Commercial Leases.5 hr Charles B. McFarland, Houston McFarland PLLC 2:45 Common Carriers and Uncommon Issues - Resources and Case Law for the Real Estate Lawyer.5 hr Russell S. Johnson, Austin McGinnis Lockridge 3:15 Break 3:30 What Real Estate Attorneys Should Know About Overriding Royalty Interests.5 hr M.C. Cottingham Cottie Miles, San Antonio Martin & Drought 4:00 Eviction Jurisdictional Wars: District and Justice Courts on Possession v. Title.5 hr Robert Harms Bliss, Dallas Attorney at Law 4:30 Top Ten Landlord/Tenant Issues.75 hr Susan Mills Cipione, Dallas McGuire Craddock & Strother Thomas M. Whelan, Dallas McGuire Craddock & Strother 5:15-6:15 Adjourn to Networking Social (live site only) Bonus Materials Included in Course Book! A comprehensive indices of articles covering over 30 years of real estate reference material Published by Richard L. Spencer 3 REPTL Section Members can save $100! ($25 of it provided by REPTL) Attorneys licensed 5 years or less receive Half Off! LIVE San Antonio July 9-11, 2015 Thursday-Saturday Hyatt Regency Hill Country Resort & Spa Register by June 25 and save $50! VIDEO Houston August 19-21, 2015 Wednesday-Friday Crowne Plaza - River Oaks Register by August 5 and save $50! VIDEO Dallas August 26-28, 2015 Wednesday-Friday Cityplace Events Register by August 12 and save $50! MCLE CREDIT HOURS (3 ETHICS) MCLE COURSE NO: Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Real Estate Law.

4 Day hours including 2 ethics 8:00 Coffee & Pastries Provided 8:25 Announcements Course Director Kent Newsome, Houston Greenberg Traurig Morning Moderator Michael Baucum, San Antonio Baucum Law Firm 8:30 Case Law Update - Part 2.75 hr (.25 ethics) David A. Weatherbie, Dallas Cramer Weatherbie Richardson Walker 9:15 What Real Estate Attorneys Need to Know About Wills and Probate.5 hr Patricia F. Sitchler, San Antonio Schoenbaum Curphy & Scanlan 9:45 POAs: Drafting Rules for Reasonableness.5 hr (.25 ethics) Sipra S. Boyd, Houston Roberts Markel Weinberg Butler Hailey PC Marc D. Markel, Houston Roberts Markel Weinberg Butler Hailey PC 10:15 Break 10:30 Issues Relating to Home Equity Financing.5 hr Morton W. Baird II, San Antonio Law Office of Morton W. Baird II 11:00 Overview - ALTA vs. Texas Title Insurance Endorsements.75 hr Richard D. Worsham, Houston First American Title National Commercial Services 11:45 Break - Lunch Provided 12:00 Luncheon Presentation: What GC/ In-House Want, Need and Expect from Outside Counsel 1 hr (.5 ethics) George P. Bernhardt, Houston Baker Hughes Adam T. MacLuckie, Houston Motiva Enterprises Richard L. Spencer, Houston Dow Golub Remels & Beverly Mark D. Stout, Houston Weingarten Realty Elizabeth F. York, Houston The Johnson Development Corp. 1:00 Break Afternoon Moderator Sara E. Dysart, San Antonio Sara E. Dysart, PC 1:15 Lis Pendens.5 hr Richard Melamed, Houston Richard Melamed PLLC 1:45 Standard of Care and Immunity for POAs.5 hr (.25 ethics) Marc D. Markel, Houston Roberts Markel Weinberg Butler Hailey PC 2:15 Terminating Condominium Projects.75 hr (.25 ethics) Charles S. Turet Jr., Houston Frank Elmore Lievens Chesney & Turet Reid C. Wilson, Houston Wilson Cribbs & Goren 3:00 Break 3:15 Top Ten Issues When Negotiating Earnest Money Contracts.5 hr Ken Mills, Austin Law Office of Ken Mills 3:45 Insurance for Real Estate Lawyers More Things You Wish You Had Known.75 hr William H. Locke, Jr., Austin Graves Dougherty Hearon & Moody Elizabeth A. Lowe, Boston, MA Custom House Risk Advisors 4:30 Ethical Issues in Social Media.5 hr ethics David A. Chaumette, Houston Chaumette PLLC 5:00 Adjourn Day hours including.5 ethics 8:00 Coffee & Pastries Provided 8:25 Announcements Course Director Kent Newsome, Houston Greenberg Traurig Morning Moderator George P. Bernhardt, Houston Baker Hughes 8:30 Legislative Update 1 hr Richard A. Crow, Houston Strasburger & Price 9:30 Statutory Notices in Purchase and Sale Agreements.5 hr ethics Sara E. Dysart, San Antonio Sara E. Dysart, PC 10:00 Break 10:15 Environmental Update.5 hr Christopher L. Bell, Houston Greenberg Traurig 10:45 SNDAs and Estoppel.5 hr Consuella Taylor, Houston Baker Botts 11:15 Farm and Ranch Acquisitions: Trends, Tips and Tools.5 hr James D. Eggleston Jr., Weatherford Eggleston King 11:45 Financing Issues - Solving Development Problems.5 hr Katherine A. Tapley, San Antonio Norton Rose Fulbright 12:15 Adjourn #TBCLE 4

5 Mark Your Calendar! Visit TexasBarCLE.com for more info or to register. Oil & Gas 101 Houston September 30, 2015 Advanced Oil, Gas & Energy Resources Law Houston October 1-2, 2015 Internet Legal Research on a Budget Dallas November 10, 2015 Austin November 12, 2015 Handling Your First (or Next) Oil & Gas Lease Austin September 16, 2015 Handling Your First (or Next) Commercial Real Estate Lease Austin November 13, 2015 Advanced Real Estate Strategies Fredericksburg December 3-4, 2015 Reserve Your San Antonio Hotel Room by June 9 Hotel rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course. LIVE San Antonio Hyatt Regency Hill Country Resort and Spa 9800 Hyatt Resort Drive San Antonio, TX $210 single/double Deadline: June 9, 2015 Hotel Reservation Link: AdvancedRealEstate2015 The reserved block of rooms may fill up before the deadline indicated. Act now! VIDEO Houston Crowne Plaza - River Oaks 2712 Southwest Freeway Houston, TX No hotel rooms have been blocked for this video replay. VIDEO Dallas Cityplace Events 2711 North Haskell Avenue Dallas, TX No hotel rooms have been blocked for this video replay. 5

6 fyi TexasBarCLE.com Ways to Save on This Course! Meet the Register By Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic. Real Estate, Probate & Trust Section Members Can Save $100 ($25 of it provided by REPTL) by registering by the Register by date (thereafter, save $50). Not a member? To join, sections@texasbar.com or phone , x1425. Please do not send Section membership payment with your registration fee. Interested in Sponsoring or Exhibiting at This Course or Others? Contact Julie Marshall at or julie.marshall@texasbar.com Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone s candidacy. Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at or laura.angle@texasbar.com. HALF OFF for Attorneys Licensed 5 Years or Less! You read that right! See the registration form. Need Financial Assistance to Attend? TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at , x1490. Please apply at least four weeks prior to the CLE event. Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge s Staff Attorneys May Attend for Free, Provided: (1) the course directly relates to the judge s tribunal s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials. Parking Information is provided for the convenience of the attendees, is subject to change without notice and is not a guarantee of availability. SAN ANTONIO: self-parking is complimentary at the hotel. HOUSTON: self-parking is complimentary by picking up a validation ticket from the State Bar staff onsite. DALLAS: self-parking in the underground Cityplace Events garage is complimentary by picking up a validation ticket from the State Bar staff onsite. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. For the Cityplace Events in Dallas, please call us in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles. Registered But Can t Attend? Still Earn MCLE Credit and receive course materials by (1) calling , x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you ll automatically be sent the course materials. If you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There s no extra charge; as a registrant, you re already entitled! Advanced Real Estate Law Course Director Kent Newsome...Houston Real Estate 101 Course Director Michael Baucum... San Antonio Planning Committee J. Cary Barton...San Antonio George P. Bernhardt...Houston Sara D. Dysart...San Antonio Steven C. Haley...Brenham Rosemary B. Jackson...Houston Rhonda S. Jolley...San Antonio William H. Locke Jr...Austin Marilyn C. Maloney...Houston Richard L. Spencer...Houston Consuella Taylor...Houston David A. Weatherbie...Dallas Benjamin Whitehill...Amarillo Douglas A. Yeager...Houston TexasBarCLE Planning Team Kathy Reese...Program Planner Dawn Mershon... Program Coordinator Sandra Molina... Senior Written Materials Coordinator Kathy Kasper...Meeting Planner Real Estate Probate and Trust Section of the State Bar of Texas Richard L. Spencer...Chair William D. Pargaman... Chair-Elect/Secretary G. Roland Love... Treasurer Lisa H. Jamieson... Immediate Past Chair State Bar of Texas Trey Apffel...President Roger A. Key... Chair of the Board Allan K. DuBois... President-Elect Lisa M. Tatum... Immediate Past President Rebekah Steely Brooker...TYLA President Deborah Bullion...Chair, CLE Committee Gary Nickelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE 6

7 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas LB# P.O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. Lawyers licensed 5 years or less take HALF OFF! Advanced Real Estate Law Course 5005 Real Estate Advanced Real Estate Law Course San Antonio LIVE, July 9-11, 2015 q Regular Registrant.... $745 $695 ($50 off by June 25) q Licensed 5 years or less, HALF OFF...$372.50* 2 I want my Advanced Course materials format to be: q Hard copy books as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I ll take $25 OFF Houston VIDEO, August 19-21, 2015 q Regular Registrant.... $595 $545 ($50 off by Aug. 5) q Licensed 5 years or less, HALF OFF...$297.50* Dallas VIDEO, August 26-28, 2015 q Regular Registrant.... $595 $545 ($50 off by Aug. 12) q Licensed 5 years or less, HALF OFF...$297.50* Real Estate 101 (live site only) San Antonio LIVE, July 8, 2015 q Regular Registrant... $175* q REPTL Section Member... $150* 3 I want my 101 Course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I ll take $25 OFF I m entitled to a discount on the Advanced Course (choose 1): q $50 OFF because I m a member of the Real Estate Probate and Trust Law Section ($25 of it provided by REPTL) $25 OFF because (choose 1 box only) I m a member of the q Texas Bar College q Paralegal Division I may attend complimentary because I am a (see p. 6) q Qualifying judge q Judge s staff attorney * No additional discounts in section 3 may be taken. Your Advanced Course amenities include: Thursday evening networking social (live site only) Coffee and pastries provided all days Lunch provided days 1 & 2 Course materials provided as a PDF download and a printed notebook or receive the PDF download only at a discount! 4 I can t attend. Just send course materials. FREE Shipping & Handling Advanced Course q Book set $230 (plus tax; see footnote ) Real Estate 101 q Book $155 (plus tax; see footnote ) To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. 5 My total is $. I am paying by: q Check (enclosed) payable to the State Bar of Texas for $ q Visa q MasterCard q AMEX q Discover PLEASE PRINT LEGIBLY Account No. Exp. Date Name on card (Please print) Signature State Bar Membership No. Registrant Name Firm Name/Court Address for Bar-Related Mail City/State Zip Phone ( ) Fax ( ) (required for registrant s PDF download option): A confirmation of your registration will be sent to the address you provide. 7 Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book orders are filled and shipped 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at , x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? , x

8 State Bar of Texas P.O. Box Austin, TX th Annual Course Advanced Real Estate Law LIVE San Antonio July 9-11, 2015 VIDEO Houston August 19-21, 2015 VIDEO Dallas August 26-28, 2015 NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS ENJOY MEMBERSHIP IN Over 7,000 of the lawyers licensed in Texas are members of the Real Estate, Probate and Trust Law Section, making it the second-largest section of the State Bar. Members receive the official online quarterly, The REPTL Reporter, containing case law summaries, feature articles, and news. They also enjoy access to the Section s online collection of CLE materials from recent real estate, probate and trust law seminars, as well as access to the latest work product of REPTL committees. Another member benefit is a $100 discount off the annual subscription price to TexasBarCLE s Online Library (regularly $295). Lastly, membership in REPTL allows for a discount on numerous publications from Thomson West. Membership is available to all Texas-licensed attorneys and (on a non-voting basis) to all law students for just $30 per year. 8