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2004

William W. Gibson, Jr. Mortgage Lending Institute

Austin Sep 9-10, 2004 Hyatt Regency Austin
Conference Concluded
Dallas Sep 30 - Oct 1, 2004 Belo Mansion
Conference Concluded
Buy
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Overview

This is the essential two-day institute for attorneys who represent borrowers or lenders. The Institute — with its focus on lending, financing and title issues — is also of great appeal to developers, mortgage brokers, and others engaged in real estate activities. The annotated deed of trust, title insurance, mezzanine financing, lender protection in condemnation, the incredible reach of new money laundering statutes, plus three hours of ethics credit — it’s all here.

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Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Day 1
  • Day 2
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning, Sep. 9, 2004
    Presiding Officers:
    In Dallas: Philip D. Weller, Dla Piper Rudnick Gray Cary US LLP - Dallas, TX
    In Austin: Glenn Hall, Attorney at Law - Austin, TX
  • 9:00 am
    Austin Only
    0.00 hr
    0.25 hr ethics
    Case Law Update
    A selection of cases covering a number of topics related to real estate and finance, including mortgages and foreclosures, promissory notes, guaranties, usury, vendor and purchased, DTPA, construction issues, ethical issues and more.

    David A. Weatherbie, Carrie Cramer & Weatherbie LLP - Dallas, TX

  • 10:00 am
    Austin Only
    0.50 hr
    Annotated Deed of Trust
    An update of the 1999 Deed of Trust.

    Michael F. Alessio, Winstead Sechrest & Minick PC - Dallas, TX
    John M. Nolan, Winstead PC - Dallas, TX

  • 10:45 am
    Austin Only
    0.50 hr
    Lender’s Remedies Other Than Foreclosure
    What are they and what good are they?

    Thomas M. Whelan, McGuire, Craddock & Strother P.C. - Dallas, TX

  • 11:15 am
    Austin Only
    0.50 hr
    Carveouts, Deficiencies, and In Terrorum Clauses
    An analysis of drafting issues presented by loan document provisions dealing with exceptions to limitations of liability, waivers of the anti-deficiency statutes and springing recourse liability triggered by bankruptcy of the borrower or other events.

    J. Cary Barton, Barton, Schneider & East, L.L.P. - San Antonio, TX

  • 11:45 am
    Austin Only
    0.00 hr
    0.25 hr ethics
    Transfers in Fraud of Creditors: When Do Common Planning Techniques Cross the Line?
    An examination of direct and indirect theories of liability emphasizing state fraudulent transfers and touching on enterprise liability and piercing the corporate veil.

    William H. Oliver, Pipkin Oliver & Bradley LLP - San Antonio, TX

  • Thursday Afternoon, Sep. 9, 2004
    Presiding Officers:
    In Dallas: Philip D. Weller, Dla Piper Rudnick Gray Cary US LLP - Dallas, TX
    In Austin: Glenn Hall, Attorney at Law - Austin, TX
  • 1:30 pm
    Austin Only
    0.00 hr
    0.25 hr ethics
    Would You Believe...OFAC and Money Laundering Regulations Bump into Real Estate Transactions
    An examination of direct and indirect theories of liability emphasizing state fraudulent transfers and touching on enterprise liability and piercing the corporate veil.

    Ann M. Saegert, Haynes And Boone, LLP - Richardson, TX

  • 2:00 pm
    Austin Only
    0.00 hr
    0.50 hr ethics
    Communicating with Clients: What You Say, How You Should Say It, and How You Should Document It
    A look at the Rules of Ethics and how they apply to loan transactions, with a practical example of a lender’s and borrower’s perspective.

    Kevin M. Kerr, Atty At Law - Dallas, TX

  • 2:30 pm
    Austin Only
    0.50 hr
    Condemnation Law for Mortgagees
    A review of eminent domain law to develop more workable eminent domain provisions in mortgage documents and strategies for lender protection in condemnation situations.

    James Noble Johnson, Johnson, Rial & Parker, PC - Austin, TX

  • 3:15 pm
    Austin Only
    0.75 hr
    Home Equity Update
    A discussion of the latest developments pertaining to home equity lending in Texas.

    Michael K. O'Neal, Winstead PC - Dallas, TX

  • 4:00 pm
    Austin Only
    0.50 hr
    Securing the Right Coverage for Your Clients: Do You Know What to Ask For?
    This topic will include a discussion of new title insurance forms and rules, existing endorsements and forms, and other means of securing coverage, such as express insurance, insuring around, and limited exceptions.

    Virginia H. Abiassi, Stewart Title Guaranty Co - Houston, TX
    James L. Gosdin, Stewart Title Guaranty Co. - Houston, TX

  • 4:30 pm
    Austin Only
    0.50 hr
    The Annotated Closing Protection Letter
    A legal background and operational overview of the significance of the closing protection letter in an emerging electronic market.

    Chris A. Peirson, Peirson Patterson - Dallas, TX

  • 5:00 pm
    Austin Only
    0.50 hr
    Remedies Against Title Companies
    Title insurance basics: commitments, reportable “claims,” how to preserve coverage, how to respond to reservation of rights or coverage denials, new policy forms and endorsements, Pro Forma policies, rise in identity theft and fraud.

    J. Palmer Hutcheson, Gardere Wynne Sewell LLP - Houston, TX

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning, Sep. 10, 2004
    Presiding Officers:
    In Dallas: David A. Weatherbie, Carrie Cramer & Weatherbie LLP - Dallas, TX
    In Austin: Brian C. Rider, Lumbermen's Investment Corporation - Austin, TX
  • 8:30 am
    Austin Only
    0.00 hr
    0.25 hr ethics
    Case Law Update-cont

    David A. Weatherbie, Carrie Cramer & Weatherbie LLP - Dallas, TX

  • 9:30 am
    Austin Only
    0.50 hr
    Representing the Borrower in a Securitized Loan: What Can You Negotiate and When
    A brief description of securitized lending and the role of the borrower’s lawyer in negotiating documents and getting the loan closed.

    Lorin Heather Willia Combs, Winstead Sechrest & Minick - Dallas, TX
    Brian C. Rider, Lumbermen's Investment Corporation - Austin, TX

  • 10:15 am
    Austin Only
    0.50 hr
    Mezzanine Financing
    A discussion of mezzanine financing and of the divergent interests of lenders in real estate transactions subject to both mezzanine and first lien debt.

    Jonathan Thalheimer, McGuire Craddock & Strother PC - Dallas, TX

  • 10:45 am
    Austin Only
    0.00 hr
    0.50 hr ethics
    Ethical Concerns in Multi-Jurisdictional Transactions
    A discussion of ethical concerns of which lawyers engaged in multi-jurisdictional transactions should be aware.

    William E. Swart, Hughes & Luce - Dallas, TX

  • 11:15 am
    Austin Only
    0.75 hr
    Construction Lending-Legality and Reality
    An analysis of typical provisions of construction lending documents and comparison to actual construction lender practices.

    David M. Robins, Thompson & Knight LLP - Houston, TX

  • Friday Afternoon, Sep. 10, 2004
    Presiding Officers:
    In Dallas: David A. Weatherbie, Carrie Cramer & Weatherbie LLP - Dallas, TX
    In Austin: Brian C. Rider, Lumbermen's Investment Corporation - Austin, TX
  • 12:00 pm
    Austin Only
    0.00 hr
    0.50 hr ethics
    Title Insurance - New Rule P-53, Its Interpretation, and Ethical Implications

    Robert R. Carter, Austin, TX
    Catherine Reyer, Texas Dept Of Insurance - Austin, TX

  • 1:15 pm
    Austin Only
    0.75 hr
    Negotiating Loan Documents-Range of Reasonable Alternatives for Lenders/Borrowers
    A discussion of typically negotiated loan provisions from the lender’s and borrower’s perspective with some recommended compromise positions.

    Michael P. Haggerty, Jackson Walker, L.L.P. - Dallas, TX
    Richard W. Wilhelm, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX

  • 2:00 pm
    Austin Only
    0.50 hr
    Getting the Deal Done: The Environmental Perspective
    Environmentally-impacted real estate in Texas is being bought, sold and collateralized at a greater frequency than in many years because the environmental risks are better understood and more specialized environmental legal tools are available to handle them. This presentation will discuss these risks and legal tools and how deals involving difficult environmental problems are getting done.

    Howard L. Gilberg, Guida, Slavich & Flores - Dallas, TX

  • 2:30 pm
    Austin Only
    0.75 hr
    The Texas Residential Construction Commission Act: What Every Practitioner Needs to Know
    Guidance for drafting the construction agreements, the closing documents, and the post-closing documents from the landowner’s perspective.

    David Z. Conoly, David Z. Conoly, P.C. - Corpus Christi, TX

  • 3:15 pm
    Austin Only
    0.50 hr ethics
    Counsel for the Borrower and the Guarantor
    Some ethical concerns and potential conflicts of interest confronting the lawyer representing both the borrower and the guarantor.

    Glenn Hall, Attorney at Law - Austin, TX

  • Day 1 September 9, 2004
  • Day 2 September 10, 2004
Download Schedule

Conference Faculty

Virginia H. Abiassi

Stewart Title Guaranty Co
Houston, TX

Michael F. Alessio

Winstead Sechrest & Minick PC
Dallas, TX

J. Cary Barton

Barton, Schneider & East, L.L.P.
San Antonio, TX

Robert R. Carter

Austin, TX

Lorin Heather Willia Combs

Winstead Sechrest & Minick
Dallas, TX

David Z. Conoly

David Z. Conoly, P.C.
Corpus Christi, TX

Howard L. Gilberg

Guida, Slavich & Flores
Dallas, TX

James L. Gosdin

Stewart Title Guaranty Co.
Houston, TX

Michael P. Haggerty

Jackson Walker, L.L.P.
Dallas, TX

Glenn Hall

Attorney at Law
Austin, TX

J. Palmer Hutcheson

Gardere Wynne Sewell LLP
Houston, TX

James Noble Johnson

Johnson, Rial & Parker, PC
Austin, TX

Kevin M. Kerr

Atty At Law
Dallas, TX

John M. Nolan

Winstead PC
Dallas, TX

Michael K. O'Neal

Winstead PC
Dallas, TX

William H. Oliver

Pipkin Oliver & Bradley LLP
San Antonio, TX

Chris A. Peirson

Peirson Patterson
Dallas, TX

Catherine Reyer

Texas Dept Of Insurance
Austin, TX

Brian C. Rider

Lumbermen's Investment Corporation
Austin, TX

David M. Robins

Thompson & Knight LLP
Houston, TX

Ann M. Saegert

Haynes And Boone, LLP
Richardson, TX

William E. Swart

Hughes & Luce
Dallas, TX

Jonathan Thalheimer

McGuire Craddock & Strother PC
Dallas, TX

David A. Weatherbie

Carrie Cramer & Weatherbie LLP
Dallas, TX

Thomas M. Whelan

McGuire, Craddock & Strother P.C.
Dallas, TX

Richard W. Wilhelm

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Planning Committee

Philip D. Weller—Chair

Dla Piper Rudnick Gray Cary US LLP
Dallas, TX

Virginia H. Abiassi

Stewart Title Guaranty Co
Houston, TX

J. Cary Barton

Barton, Schneider & East, L.L.P.
San Antonio, TX

David Z. Conoly

David Z. Conoly, P.C.
Corpus Christi, TX

Michael J. Esposito

The University of Texas School of Law
Austin, TX

James L. Gosdin

Stewart Title Guaranty Co.
Houston, TX

Steven Calens Haley

Moorman Tate Moorman Et Al
Brenham, TX

Glenn Hall

Attorney at Law
Austin, TX

James Noble Johnson

Johnson, Rial & Parker, PC
Austin, TX

Kevin M. Kerr

Atty At Law
Dallas, TX

Janna R. Melton

Attorney At Law
Austin, TX

Walter D. Miller

Wick Phillips, LLP
Dallas, TX

John M. Nolan

Winstead PC
Dallas, TX

Chris A. Peirson

Peirson Patterson
Dallas, TX

Brian C. Rider

Lumbermen's Investment Corporation
Austin, TX

Charles W. Spencer

Dallas, TX

Richard L. Spencer

Houston, TX

Harriet Anne Tabb

Bell Nunnally & Martin
Dallas, TX

Thomas M. Whelan

McGuire, Craddock & Strother P.C.
Dallas, TX

Credit Info

  • Austin
  • Dallas
MCLE Credit
Toggle view Texas – 13.00 hrs  |  3.00 hrs Ethics
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.
MCLE Credit
Toggle view Texas – 13.00 hrs  |  3.00 hrs Ethics
You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number  provided on your certificate of attendance.

Key Dates

Austin – Sep 9-10, 2004 – Hyatt Regency Austin
Conference Concluded
Dallas – Sep 30 - Oct 1, 2004 – Belo Mansion
Conference Concluded
Buy
  • Austin
  • Dallas
Standard Registration
Last day for $425.00 Regular pricing: Dec 31, 1970

$475.00 for registrations received after this time

Last day for cancellation (full refund): Sep 1, 2004

$50 processing fee applied after this date

Last day for cancellation: Sep 3, 2004
Standard Registration
Last day for $425.00 Regular pricing: Sep 22, 2004

$475.00 for registrations received after this time

Last day for cancellation (full refund): Sep 22, 2004

$50 processing fee applied after this date

Last day for cancellation: Sep 24, 2004

Venue

speaker

Hyatt Regency Austin

208 Barton Springs Road
Austin, TX
512.477.1234 (reservations)

speaker

Belo Mansion

2101 Ross Avenue
Dallas, TX
214.220.0239
Map

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