Advanced Real Estate Drafting

Transcription

1 Advanced Real Estate Drafting Thursday 8:00 Registration Coffee and Pastries Provided 9:00 1. Negotiating Guaranty Agreements from the Guarantor s Perspective.5 hr 9:31 2. Drafting Defaults and Remedies Clauses in a Commercial Lease.5 hr 9:59 Break 10:10 3. Quit Claims Texas and Beyond.75 hr 10:49 4. Top Issues Presented to Title Insurance Underwriters.5 hr (.25 ethics) 11:22 5. Boundary Line Agreements.5 hr 11:50 Break- Lunch Provided 12:00 6. Top Ten Drafting Rules - or - Ten Things Not to Do in Drafting.75 hr (.25 ethics) 12:42 Break 12:50 7. Drafting Contracts for Construction of High-End Homes.5 hr 1:22 8. Drafting ROFO Option Agreements Etc..5 hr 1:51 9. The Use of Subject To Clauses.5 hr 2:19 Break 2: Drafting Insurance Requirements for Leases/ Developments/Whatever.5 hr 3: Maintaining Agriculture and Open Space Exemptions and Rollback Consequences If They Are Lost.5 hr 3: Involuntary Extinguishment of Easements.33 hr Friday 8: Forms Manual Update and How It Incorporates New Laws.5 hr 9: Drafting Documents for Evictions.5 hr 9: How to Solve Insolvable Assignment Breaks in the Chain of Title.5 hr 9:56 Break 10: Thorny FIRPTA Withholding Issues Involving Foreign Sellers of Real Estate Including Discussion of Disregarded Entities.75 hr 10: Trespass to Try Title Suits Drafting the Petition, Discovery, and Jury Questions in Opposing an Adverse Possession Claim.5 hr 11: Annotated Promissory Note.5 hr 11:45 Break- Lunch Provided 11: Case Law Update.75 hr (.5 ethics) 12:37 Break 12: Reciprocal Easements Providing Driveways & Parking in Centers with Multiple Owners.75 hr 1: Commercial Contracts: A Practical Approach to Using & Modifying the TAR Commercial Contract Forms in Your Office.5 hr 2:09 Break 2: Transfer on Death Deeds.5 hr 2: Ethics - Conflicts of Interest and Other Sticky Situations.75 hr 3:33 Adjourn 3:51 Adjourn VIDEO HOUSTON April 21-22, 2016 Crowne Plaza River Oaks VIDEO AUSTIN May 5-6, 2016 Norris Conference Center MCLE COURSE NO MCLE CREDIT Hours (1.75 Ethics) Education by the Bar, for the Bar

2 27 th Annual Course Advanced Real Estate Drafting LIVE Dallas Westin Galleria March 10-11, 2016 VIDEO Houston Crowne Plaza River Oaks April 21-22, 2016 VIDEO Austin Norris Conference Center May 5-6, 2016 MCLE CREDIT Hours (1.75 Ethics) DOWNLOADABLE Course Materials TexasBarCLE.com x1574 Education by the Bar, for the Bar

3 TexasBarCLE presents the 27th Annual Course Advanced Real Estate Drafting Purpose and Scope Dictum meum pactum or My word is my bond - has been the motto of the London Stock Exchange since 1801 where bargains were made with no exchange of documents and no written pledges given. Even when this is the motto of our clients, attorneys are charged with the responsibility of making sure that when documents are exchanged and written pledges are given, the documents and written pledges accurately reflect the transaction. Critical to this process is the expertise of real estate attorneys in the complexities of real estate law. Texas attorneys will present current Texas laws and issues that must be addressed when real estate documents are drafted and exchanged and written pledges are drafted and given. REPTL Section members can save up to $100 ($25 provided by REPTL) LIVE Dallas Westin Galleria March 10-11, 2016 Register by February 25 th and save $50! VIDEO Houston Crowne Plaza River Oaks April 21-22, 2016 Register by April 7 th and save $50! VIDEO Austin Norris Conference Center May 5-6, 2016 Register by April 21 st and save $50! #TBCLE MCLE CREDIT HOURS (1.75 ETHICS) MCLE NO: Applies to the Texas Bar College and the Texas Board of Legal Specialization in Real Estate Law. Thursday 6.25 hours including.5 ethics 8:00 Registration Coffee & Pastries Provided 8:50 Welcoming Remarks Course Director Sara E. Dysart, San Antonio Sara E. Dysart, PC 9:00 Negotiating Guaranty Agreements from the Guarantor s Perspective.5 hr J. Cary Barton, San Antonio Barton East & Caldwell 9:30 Drafting Defaults and Remedies Clauses in a Commercial Lease.5 hr Robert Harms Bliss, Dallas Attorney at Law 10:00 Break 10:15 Quit Claims Texas and Beyond.75 hr G. Roland Love, Dallas Winstead 11:00 Top Issues Presented to Title Insurance Underwriters.5 hr (.25 ethics) Paul D. Pruitt, Austin Fidelity National Title Group, Inc. 11:30 Boundary Line Agreements.5 hr L. Andrew Oliver, Austin Oliver Law Office 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Top Ten Drafting Rules - or - Ten Things Not to Do in Drafting.75 hr (.25 ethics) Chad Baruch, Dallas Johnston Tobey Baruch 1:00 Break 2 Afternoon Moderator David W. Tomek, Dallas David Tomek PLLC 1:15 Drafting Contracts for Construction of High-End Homes.5 hr Bruce W. Merwin, Houston Thompson & Knight 1:45 Drafting ROFO/Option Agreements/ Etc..5 hr Kent Newsome, Houston Greenberg Traurig 2:15 The Use of Subject To Clauses.5 hr Denise Cheney, Austin Bickerstaff Heath Delgado Acosta 2:45 Break 3:00 Drafting Insurance Requirements for Leases/Developments/Whatever.5 hr Aaron Johnston, Jr., Dallas The Johnston Law Firm 3:30 Maintaining Agriculture and Open Space Exemptions and Rollback Consequences If They Are Lost.5 hr James D. Eggleston, Jr., Weatherford Eggleston King 4:00 Involuntary Extinguishment of Easements.33 hr Steven Haley, Brenham Moorman Tate Haley Upchurch & Yates 4:20 Adjourn

4 Cosponsored by the Real Estate Probate and Trust Law Section of the State Bar of Texas Friday 6.5 hours including 1.25 ethics 8:00 Coffee & Pastries Provided 8:25 Announcements 8:30 Forms Manual Update and How It Incorporates New Laws.5 hr Tommy Bastian, Addison Barrett Daffin Frappier Turner & Engel Rueben C. Cásarez, Houston Wells Fargo & Co. 9:00 Drafting Documents for Evictions.5 hr Travis H. Gray, Dallas Jack O Boyle & Associates 9:30 How to Solve Insolvable Assignment Breaks in the Chain of Title.5 hr Tommy Bastian, Addison Barrett Daffin Frappier Turner & Engel 10:00 Break 10:15 Thorny FIRPTA Withholding Issues Involving Foreign Sellers of Real Estate Including Discussion of Disregarded Entities.75 hr Douglas W. Becker, San Antonio Chicago Title Insurance Co. Arturo Machado, San Antonio Sol Schwartz & Associates 11:00 Trespass to Try Title Suits - Drafting the Petition, Discovery, and Jury Questions in Opposing an Adverse Possession Claim.5 hr Michael D. Jones, Houston Jones Gill 11:30 Annotated Promissory Note.5 hr Jeffrey W. Matthews, Dallas Winstead 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Case Law Update.75 hr (.5 ethics) David A. Weatherbie, Dallas Cramer Weatherbie Richardson Walker 1:00 Break Afternoon Moderator Frederick J. Biel, McAllen Atlas Hall & Rodriguez 1:15 Reciprocal Easements: Providing Driveways & Parking in Centers with Multiple Owners.75 hr David Z. Conoly, Corpus Christi David Z. Conoly, PC 2:00 Commercial Contracts: A Practical Approach to Using & Modifying the TAR Commercial Contract Forms in Your Office.5 hr Richard Melamed, Houston Attorney at Law 2:30 Break 2:45 Transfer on Death Deeds.5 hr Jerry F. Jones, Austin of Counsel Ikard Golden Jones 3:15 Ethics - Conflicts of Interest and Other Sticky Situations.75 hr ethics D. Diane Dillard, Brownsville Attorney at Law 4:00 Adjourn Mark Your Calendar! Visit TexasBarCLE.com for more info or to register. Real Estate Law 101 LIVE San Antonio Hyatt Hill Country Spa & Resort July 6, 2016 Advanced Real Estate Law Course LIVE San Antonio Hyatt Hill Country Spa & Resort July 7-9,

5 Reserve Your Hotel Room Early 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 Dallas Westin Galleria Dallas Parkway Dallas, TX (972) $169 single/double Deadline: February 19, 2016 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 (713) No hotel rooms have been blocked for this video replay. VIDEO Austin Norris Conference Centers 2525 W. Anderson Lane Austin, TX (512) No hotel rooms have been blocked for this video replay. Course Director Sara E. Dysart... San Antonio Planning Committee J. Cary Barton... San Antonio G. Tommy Bastian...Addison Douglas W. Becker... San Antonio Frederick J. Fred Biel...McAllen Robert Harms Bliss... Dallas Denise V. Cheney...Austin David Z. Conoly...Corpus Christi D. Diane Dillard... Brownsville Steven C. Haley...Brenham G. Roland Love... Dallas Marilyn C. Maloney... Houston Richard Melamed... Houston Kent Newsome... Houston TexasBarCLE Planning Team Kathy Reese... Program Planner Dawn Mershon... Program Coordinator Sheena Taylor...Written Materials Coordinator Mary A. Galarza... Meeting Planner Real Estate Probate and Trust Law Section of the State Bar of Texas William D. Pargaman... Chair G. Roland Love... Chair-Elect/Secretary Tina R. Green...Treasurer Richard L. Spencer... Immediate Past Chair State Bar of Texas Allan K. DuBois...President David E. Chamberlain... Chair of the Board Frank Stevenson... President-Elect Trey Apffel... Immediate Past President C. Barrett Thomas...TYLA President Mark D. White...Chair, CLE Committee Susan Nelson... Chair, Board PDP Committee Michelle E. Hunter... Executive Director Patrick A. Nester... Director, TexasBarCLE ENJOY MEMBERSHIP IN Over 8,400 of the lawyers licensed in Texas are members of the Real Estate, Probate and Trust Law Section, making it the 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. 4 Membership is available to all Texas-licensed attorneys and (on a non-voting basis) to all law students for just $30 per year.

6 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Lawyers licensed 5 years or less take HALF OFF the Advanced Course! 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 Advanced Real Estate Drafting 5065 Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. Advanced Real Estate Drafting Dallas LIVE, March 10-11, 2016 q Regular Registrant...$695 Take $50 OFF: Register by February 25, 2016 q Licensed 5 years or less, HALF OFF...$347.50* 1 2 I want my 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 Houston VIDEO, April 21-22, 2016 q Regular Registrant...$595 Take $50 OFF: Register by April 7, 2016 q Licensed 5 years or less, HALF OFF...$297.50* Austin VIDEO, May 5-6, 2016 q Regular Registrant...$595 Take $50 OFF: Register by April 21, 2016 q Licensed 5 years or less, HALF OFF...$297.50* 3 I m entitled to 1 or 2 discounts on this course: q $50 OFF because I m registering by the Register by date at the left. (If by mail, date of postmark will be determinative.) OR q $50 OFF because I m a member of the Real Estate, Probate, and Trust Law Section ($25 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 discounts in section 3 may be taken. Your course amenities include: Coffee and pastries provided both days Lunch provided both days Complimentary parking at all sites Complimentary wireless internet connection in the meeting room Course materials 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 q Course 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. Plus 8.25% sales tax on total course book sales only. Please include sales tax or attach an exemption certificate. Book orders are shipped separately 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 JNW 5

7 State Bar of Texas P.O. Box Austin, TX th Annual Course Advanced Real Estate Drafting LIVE Dallas March 10-11, 2016 VIDEO Houston April 21-22, 2016 VIDEO Austin May 5-6, 2016 NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS fyi 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 Law 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. 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 scholarships for live courses, video replays, online classes, and webcasts. To apply or learn more, call , x1574, Mon-Fri 8am-5pm CT. Please apply at least two weeks prior to any live/video replay course or at least one week prior to any webcast or online class. 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. DALLAS: Self-parking in the Galleria Mall garage is complimentary; valet parking is $17/day or $28/overnight. HOUSTON: Self-parking in the hotel parking garage is complimentary. See State Bar staff onsite for ticket validation. AUSTIN: Self-parking in the mall open-air lot is complimentary. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. 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! 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. 6