About

The Mortgage Lending Institute is the essential institute for attorneys who represent borrowers or lenders and also appeals to developers, mortgage brokers, and others engaged in real estate activities. The impact of the Bankruptcy Reform Act, the new Texas Business Organizations Code, title insurance, surprising aspects of syndicated loans, special districts, ad valorem tax liens, legislative and case law updates, plus ethics credit - it's all here.

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    Presiding Officers:
    In Houston: J. Cary Barton, Barton, Schneider & East, L.L.P. - San Antonio, TX
    In Austin: J. Cary Barton, Barton, Schneider & East, L.L.P. - San Antonio, TX
  • 9:00 am
    Austin Only
    1.00 hr
    Case Law Update

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

    A selection of cases covering a number of topics related to real estate and finance, including mortgages and foreclosures, promissory notes, guaranties, usury, vendors and purchasers, DTPA, construction issues, ethical issues and more.
  • 10:00 am
    Austin Only
    0.50 hr
    The Bankruptcy Reform Act of 2005 and Its Impact on Real Estate Transactions

    Bruce W. Akerly, Dallas, TX
    Linda D. Thai, Bell Nunnally & Martin - Dallas, TX

    This topic will provide a brief overview of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 and its impact, if any, on real property transactions.
  • 10:45 am
    Austin Only
    0.50 hr
    Representation of Lenders to Condominium Developers

    Allan S. Katz, Winstead Sechrest & Minick P.C. - Dallas, TX
    Edward A. Peterson, Winstead Sechrest & Minick P.C. - Dallas, TX

    A summary of the issues presented to lenders in relation to loans made to condominium developers and converters, including check lists and provisions to be included in loan documents.
  • 11:15 am
    Austin Only
    0.50 hr
    Title Insurance—New Endorsements and Dealing with Exceptions

    Douglas W. Becker, San Antonio, TX

    Discussion of available endorsements in owner’s and lender’s policies, and practical tips on how to get everything available at the least expense. Comparison of survey deletion with T-19.1 endorsement, and when one, the other, or both should be requested.
  • 11:45 am
    Austin Only
    0.50 hr
    Professionalism

    Philip D. Weller, DLA Piper Rudnick Gray Cary US LLP - Dallas, TX

    While professional ethics prescribe what a lawyer must do, professionalism deals with what a lawyer should do—a discussion of civility, quality of practice and integrity.
  • Thursday Afternoon
    Presiding Officers:
    In Houston: D. Diane Dillard, Brownsville, TX
    In Austin: Robert A. Watson, Fidelity National Title Insurance Company - Dallas, TX
  • 1:30 pm
    Austin Only
    0.50 hr
    Sale-Leaseback and Credit Lease Transactions

    J. S. Hollyfield, Fulbright & Jaworski - Houston, TX

    A discussion of how sale-leaseback and credit lease transactions work, including the benefits, structures and provisions.
  • 2:00 pm
    Austin Only
    0.50 hr
    Environmental Due Diligence, Risk Management and Contract Drafting Issues after Cooper Industries, Inc. v. Aviall Services, Inc.

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

    This session highlights the environmental risks and relevant due diligence procedures, including insurance products and new innocent landowner rules.
  • 2:30 pm
    Austin Only
    0.32 hr
    The Recording Statute in Texas

    Steven Calens Haley, Moorman Tate Moorman Et Al - Brenham, TX

    A comprehensive look at the recording statute and related equable doctrines.
  • 3:05 pm
    Austin Only
    0.75 hr
    TICS (Tenants in Common)

    Charles Mersky, Mastrogiovanni Schorsch & Mersky - Dallas, TX
    Keith H. Mullen, Winstead, Sechrest & Minick, PC - Dallas, TX

    A lender’s counsel and borrower’s counsel point/counterpoint discussion of legal issues commonly encountered in tenant in common mortgaging lending transactions, as well as the advantages and disadvantages of utilizing the tenant in common structure.
  • 3:50 pm
    Austin Only
    0.32 hr
    Servicemember’s Civil Relief Act

    Tommy Bastian, Barrett Burke Wilson Et Al - Addison, TX

    A discussion of the rights of mortgagers and tenants versus mortgagees and landlords if a servicemember in the military is called to active duty.
  • 4:10 pm
    Austin Only
    0.50 hr
    Document Retention and Destruction

    D. Diane Dillard, Brownsville, TX

    What is legal? What is ethical? What is practical?
  • 4:40 pm
    Austin Only
    0.67 hr
    Builder’s Risk and Commercial Property Insurance: What to Require in Your Forms

    Aaron Johnston Jr., Munsch Hardt Koph & Harr - Dallas, TX

    An in-depth look at builder’s risk insurance and commercial property insurance from the standpoint of lenders.
  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officers:
    In Houston: J. Alton Alsup Jr., Brown Fowler & Alsup PC - Houston, TX
    In Austin: Rick Triplett, Graves Dougherty Hearon & Moody - Austin, TX
  • 8:30 am
    Austin Only
    1.00 hr
    Case Law Update - Cont. (Audio)

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

  • 9:30 am
    Austin Only
    0.50 hr
    A Practical Guide to Documenting and Closing a Real Estate Loan

    Brad Lowry, Haynes and Boone, L.L.P. - Dallas, TX

    A practical discussion of the legal and business issues involved in the due diligence and loan documentation process.
  • 10:15 am
    Austin Only
    0.50 hr
    Top 11 List of Things about Syndicated Loans That May Surprise You

    Charles A. Guerin, Bracewell & Giuliani, LLP - Dallas, TX

    Live from New York (or any other big-name-financial-institution selling your financial-institution-client a piece of a loan), the top 11 aspects of syndicated loan sellers, purchasers, and their agreements and actions that may seem counterintuitive.
  • 10:45 am
    Austin Only
    0.50 hr
    What Every Real Estate Lawyer Needs to Know about the New Business Organizations Code

    Daniel L. Mark, Fullbright & Jaworski L.L.P. - Houston, TX

    An overview and discussion of new possibilities, options and changes of interest to real estate lawyers under the new Texas Business Organizations Code.
  • 11:15 am
    Austin Only
    0.50 hr
    Deeds: Fitting the Deed to the Deal—Annotated Deed Form & Commentary

    David Z. Conoly, Corpus Christi, TX

    A primer on conveyancing with annotated forms for the deed generally, and how to make the deed fit the various sales agreement forms used in the market place.
  • 11:45 am
    Austin Only
    0.50 hr
    Special Districts

    Bebb Francis, The Francis Law Firm, P.C. - San Antonio, TX
    Brian C. Rider, The University of Texas School of Law - Austin, TX

    A review of special purpose districts available in Texas and how real estate lawyers can use them to assist in financing their clients’ real estate projects.
  • Friday Afternoon
    Presiding Officers:
    In Houston: Rueben C. Casarez, Wells Fargo Bank - Houston, TX
    In Austin: Glenn Hall, Attorney at Law - Austin, TX
  • 1:30 pm
    Austin Only
    0.32 hr
    Ad Valorem Tax Liens

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

    Rights of assignees, subrogees, and mortgagees.
  • 1:50 pm
    Austin Only
    0.75 hr
    Legislative Update

    Burt R. Solomons, Carrollton, TX

    A review of significant bills enacted by the Texas legislature affecting real estate, lending and other commercial matters.
  • 2:50 pm
    Austin Only
    0.50 hr
    Construction Liens, Mechanics Liens, and Bonds: A Guide for Lenders and Developers

    Daniel K. Craddock, Stumpf Craddock Massey & Farrimond - West Lake Hills, TX

    What real estate lawyers, developers and lenders need to know about construction liens, mechanic liens and construction bonds.
  • 3:20 pm
    Austin Only
    0.50 hr
    Practical Tips for Dealing with Property Owners Associations

    Roy D. Hailey, Butler & Hailey PC - Houston, TX

    Everyone knows dealing with property owners associations and neighborhood disputes can be a challenge. This topic provides some practical tips to assist the practitioner.

Conference Faculty

Bruce W. Akerly

Dallas, TX

Tommy Bastian

Barrett Burke Wilson Et Al
Addison, TX

Douglas W. Becker

San Antonio, TX

David Z. Conoly

Corpus Christi, TX

Daniel K. Craddock

Stumpf Craddock Massey & Farrimond
West Lake Hills, TX

D. Diane Dillard

Brownsville, TX

Bebb Francis

The Francis Law Firm, P.C.
San Antonio, TX

Howard L. Gilberg

Guida, Slavich & Flores
Dallas, TX

Charles A. Guerin

Bracewell & Giuliani, LLP
Dallas, TX

Roy D. Hailey

Butler & Hailey PC
Houston, TX

Steven Calens Haley

Moorman Tate Moorman Et Al
Brenham, TX

J. S. Hollyfield

Fulbright & Jaworski
Houston, TX

Aaron Johnston Jr.

Munsch Hardt Koph & Harr
Dallas, TX

Allan S. Katz

Winstead Sechrest & Minick P.C.
Dallas, TX

Brad Lowry

Haynes and Boone, L.L.P.
Dallas, TX

Daniel L. Mark

Fullbright & Jaworski L.L.P.
Houston, TX

Charles Mersky

Mastrogiovanni Schorsch & Mersky
Dallas, TX

Keith H. Mullen

Winstead, Sechrest & Minick, PC
Dallas, TX

Edward A. Peterson

Winstead Sechrest & Minick P.C.
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Burt R. Solomons

Carrollton, TX

Linda D. Thai

Bell Nunnally & Martin
Dallas, TX

David A. Weatherbie

Carrie Cramer & Weatherbie LLP
Dallas, TX

Philip D. Weller

DLA Piper Rudnick Gray Cary US LLP
Dallas, TX

Thomas M. Whelan

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

Planning Committee

J. Cary Barton—Chair

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

David Z. Conoly

Corpus Christi, TX

Michael J. Esposito

The University of Texas School of Law
Austin, TX

Glenn Hall

Attorney at Law
Austin, TX

Martha A. Hardy

Barton Schneider & East
San Antonio, TX

Walter D. Miller

Wick Phillips, LLP
Dallas, TX

John M. Nolan

Winstead PC
Dallas, TX

Chris A. Peirson

Peirson Patterson, LLP
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Charles W. Spencer

Law Offices of Charles W. Spencer
Dallas, TX

Frank St. Claire

St Claire & Associates PC
Dallas, TX

Harriet Anne Tabb

McGuire, Craddock & Strother
Dallas, TX

David A. Weatherbie

Carrie Cramer & Weatherbie LLP
Dallas, TX

Philip D. Weller

DLA Piper Rudnick Gray Cary US LLP
Dallas, TX

Thomas M. Whelan

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

Credit Info

MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.
MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.
MCLE Credit
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Key Dates

Austin – Sep 8-9, 2005 – Hyatt Regency Austin
Conference Concluded
Houston – Oct 6-7, 2005 – Hilton Americas
Conference Concluded
Video Replay: Dallas – Dec 1-2, 2005 – Cityplace Conference Center
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Aug 31, 2005

Add $50 for registrations received after this time

Last day for cancellation (full refund): Sep 2, 2005
Last day for cancellation (partial refund): Sep 5, 2005

$50 processing fee applied

Houston
Last day for Standard Registration early registration: Sep 28, 2005

Add $50 for registrations received after this time

Last day for cancellation (full refund): Sep 30, 2005
Last day for cancellation (partial refund): Oct 3, 2005

$50 processing fee applied

Dallas
Last day for Standard Registration early registration: Dec 1, 2005

Add $-295 for registrations received after this time

Last day for cancellation (full refund): Dec 1, 2005
Last day for cancellation (partial refund): Dec 1, 2005

$0 processing fee applied

Venue

speaker

208 Barton Springs Road
Austin, TX
512.477.1234 (reservations)

speaker

1600 Lamar
Houston, TX
713-739-8000 (reservations)
Map

speaker

2711 North Haskell Avenue
Dallas, TX
214.515.5100
Map

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