About

The Mortgage Lending Institute is a two-day conference that focuses on lending, financing and title issues.

Event Schedule

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    Presiding Officers:
    In Dallas: Ann M. Saegert, Haynes And Boone, LLP - Richardson, TX
    In Austin: Rick Triplett, Graves, Dougherty, Hearon & Moody PC - Austin, TX
  • 9:00 am
    Austin Only
    0.00 hr
    0.25 hr ethics
    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
    Loan Due Diligence Manual

    Jeanne Marie Caruselle, Winstead Sechrest & Minick - Dallas, TX
    John Michael Nolan, Winstead Sechrest & Minick, PC - Dallas, TX

    An overview of the loan due diligence manual procedures addressing documentation for commercial construction and development loans on improved and unimproved property, including loan, organizational, title, property, and financial. A sample manual will be provided.
  • 10:45 am
    Austin Only
    0.50 hr
    Understanding and Working with Guaranties: Tips for Borrowers and Lenders

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

    A selective discussion of guaranties of payment and performance, with particular attention to commonly overlooked problems created by guaranties of completion.
  • 11:15 am
    Austin Only
    0.50 hr
    Landowner and Developer Partnerships

    Frank Zane Ruttenberg, Bracewell & Giuliani, LLP - San Antonio, TX

    This topic reviews some of the significant issues which arise in connection with the negotiation of Landowner Developer Partnerships and Limited Liability Companies, including issues which relate to the formation, operations, and winding up of the business entity, as well as the capitalization of the business and methods for sharing profits and losses which may arise from the operations of the business.
  • 11:45 am
    Austin Only
    0.00 hr ethics
    Dispositions under Article 9

    Glenn Hall, Attorney at Law - Austin, TX
    Philip D. Weller, DLA Piper Rudnick Gray Cary US LLP - Dallas, TX

    How to realize upon security interests under Article 9 of the Uniform Commercial Code.
  • Thursday Afternoon
    Presiding Officers:
    In Dallas: David W. Tomek, Vinson & Elkins LLP - Dallas, TX
    In Austin: Janna R. Melton, Attorney At Law - Austin, TX
  • 12:20 pm
    Austin Only
    0.00 hr
    0.50 hr ethics
    Luncheon Presentation: The Proposed New Conflict of Interest Disciplinary Rules

    John S. Dzienkowski, UT School of Law - Austin, TX
    James H. Wallenstein, Jenkens & Gilchrist - Dallas, TX

    Learn the latest update on various proposed revisions to the State Bar Disciplinary Rules affecting conflict of interest in a transaction-based law practice.
  • 1:10 pm
    Austin Only
    0.32 hr
    Ground Leases

    Michael Rowe Boulden, Vinson & Elkins - Dallas, TX
    Sanford A. Weiner, Vinson & Elkins LLP - Houston, TX

    Selected issues in ground leases.
  • 1:30 pm
    Austin Only
    0.50 hr
    The New Texas Franchise (Margin) Tax—An Overview

    Ira A. Lipstet, DuBois, Bryant, Campbell & Schwartz L.L. - Austin, TX
    Cindy Ohlenforst, Hughes & Luce - Dallas, TX

    This presentation will summarize the significant changes made by the Texas Legislature in 2006 in imposing the new franchise (margin tax), with a particular focus on real estate considerations. Topics will include which entities are (and are not) subject to the tax, how the new tax works, how it differs from the existing system and transitional matters.
  • 2:00 pm
    Austin Only
    0.32 hr
    Fair Notice Standards for Indemnities

    Walter N. Kuntz III, Bell Nunnally & Martin LLP - Dallas, TX

    An explanation of the law with drafting suggestions on the “Fair Notice Rule for Indemnities and Releases,” including the Express Negligence Doctrine and conspicuousness rule.
  • 2:20 pm
    Austin Only
    0.00 hr ethics
    Pocketing the Wedding Ring: Knowing When Special Purpose Companies Are Truly Unattached?

    Bryan Leslie Elwood, Greenberg Traurig, LLP - Dallas, TX

    Consolidation concerns facing special purpose companies and what factors bankruptcy courts look to when determining whether related companies are truly separate.
  • 2:40 pm
    Austin Only
    0.50 hr
    E-Mortgages

    James Newell, Freddie Mac - McLean, VA

    A discussion of the legal background and current developments to enable the vision of a paperless residential mortgage process. This session will cover ongoing mortgage industry standards efforts aimed at compliance with E-Sign and UETA statutes.
  • 3:25 pm
    Austin Only
    0.32 hr
    SNDA’s from the Lender's Perspective

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

    How to preserve the lender’s essential rights and remedies, and accommodate the landlord and tenant’s legitimate interests.
  • 3:45 pm
    Austin Only
    0.50 hr
    Special Districts

    Julianne F. Bremer, Coats Rose Yale Ryman & Lee PC - Houston, TX

    Overview of the various types of special districts and their use to facilitate the construction of public infrastructure through the issuance of tax-exempt financing.
  • 4:15 pm
    Austin Only
    0.50 hr
    Tax Credit Finance

    Cynthia L. Bast, Locke Liddell & Sapp LLP - Austin, TX

    This session will focus on the issues that attorneys need to know when representing lenders faced with tax credit transactions as part of the financing for low income housing.
  • 4:45 pm
    Austin Only
    0.75 hr
    Title Insurance: Getting the Coverage You Need on Multi-State Deals

    James L. Gosdin, Stewart Title Guaranty Company - Houston, TX

    Overview of commonly requested title insurance coverage available in multi-state deals. A review of checklist requests for various commercial transactions.
  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officers:
    In Dallas: Charles W. Spencer, Law Offices of Charles W. Spencer - Dallas, TX
  • 8:40 am
    Austin Only
    0.32 hr
    Dealing with Defeasance

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

    A defeasance overview: the why, the how, the when, and the cost of defeasing a loan.
  • 9:00 am
    Austin Only
    0.00 hr
    0.25 hr ethics
    Case Law Update Continued

    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
    Construction Risk and Liability Involving Condominiums

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

    A review of the potential liability of developers, condominium association officers and directors, and contractors in the development. Also addresses the construction and marketing of condominiums, including an analysis of warranties, insurance coverage, indemnities, bonds, mitigation of risk, quality control, “as is” sales contracts, broker misrepresentation and turnover strategy.
  • 10:45 am
    Austin Only
    0.00 hr ethics
    Application of the Interstate Land Sales Act to Condominiums

    Allan Seth Katz, Winstead Sechrest & Minick P.C. - Dallas, TX

    Condominium developers must either register the project with HUD’s office of the Interstate Land Sales or qualify for one or more exemptions from registrations. Use of one or more exemptions requires careful management by the developer and its lender.
  • 11:05 am
    Austin Only
    0.50 hr
    Legal Issues Arising with Mixed-Use Condominiums

    Jennifer B. Farnell, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX

    Key issues with mixed-use developments from allocations to structure to zoning.
  • 11:35 am
    Austin Only
    0.32 hr
    Fannie Mae’s Condominium Project Review Guidelines

    Sharmila Srivastav, Fannie Mae - Washington, DC

    An overview of Fannie Mae’s condominium project review processes and eligibility criteria by which a loan secured by a condominium unit can be delivered to Fannie Mae.
  • 11:55 am
    Austin Only
    0.32 hr
    Introduction to Timeshares

    Robert Don Collier, Meadows Owens Collier Et Al - Dallas, TX

    An overview of the real estate timeshare business and regulation from the developer’s perspective. This session covers the major legal issues, including resort and product types, legal decisions critical to the business, registration and disclosure requirements under the dramatically revised Texas Timeshare Act, other regulatory requirements, the federal and state tax issues regarding sales, and the GAAP reporting of sales.
  • Friday Afternoon
    Presiding Officers:
    In Dallas: Frank St. Claire, St Claire & Associates PC - Dallas, TX
    In Austin: Brian C. Rider, The University of Texas School of Law - Austin, TX
  • 1:15 pm
    Austin Only
    0.50 hr
    Protecting Against Interest Rate Changes—Contractual and Hedging Tools in Real Estate Lending

    Brian C. Rider, The University of Texas School of Law - Austin, TX

    A review of contractual terms between lender and borrower and hedging arrangements which can protect against interest rate changes in lending transactions.
  • 1:45 pm
    Austin Only
    1.00 hr
    Ranchettes

    David Z. Conoly, David Z. Conoly PC - Corpus Christi, TX

    A checklist for developers and lenders.
  • 2:05 pm
    Austin Only
    0.32 hr
    A More User-Friendly Survey Certification

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

    What is and isn’t in the 2005 ALTA/ACSM land title survey minimum standard detail requirements and accuracy standards.
  • 2:40 pm
    Austin Only
    0.00 hr
    1.00 hr ethics
    The Ethical Complications of Fee Attorney Relationships

    Douglas W Becker, San Antonio, TX
    Charles J. Jacobus, Law Offices of Charles J. Jacobus - Bellaire, TX

    The ethical complications of closing attorney relationships and title companies.
  • 3:40 pm
    Austin Only
    0.32 hr
    Foreclosures: A Walk Through the New Manual

    David William Ashmore, S B O T Books & Systems - Austin, TX
    William H. Locke Jr., Graves, Dougherty, Hearon & Moody, P.C. - Austin, TX
    Ralph Martin Novak Jr., Brown McCarrol - Austin, TX

    A walk through the Texas Foreclosure Manual by the authors and State Bar staff. An overview of the book’s chapters, forms, and approach will be given. The Manual has been written with both the general practitioner and the mortgage lending expert in mind. Topics range from how to conduct a valid foreclosure sale to environmental law impact on the foreclosing mortgage lender. The Manual lists the designate sale sites, hyperlinked county Web sites, and appraisal district Web sites to all 254 Texas counties.
  • 4:00 pm
    Austin Only
    0.32 hr
    Foreclosures in Probate: Interaction Between the Probate and Real Estate Property Codes

    Sara Eileen Dysart, Sara E. Dysart, P.C. - San Antonio, TX

    An analysis of a lienholder’s rights and remedies when asserting a claim against an estate, including the steps which must be taken to foreclose a lien and the consequences of this election.

Conference Faculty

David William Ashmore

S B O T Books & Systems
Austin, TX

J. Cary Barton

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

Cynthia L. Bast

Locke Liddell & Sapp LLP
Austin, TX

Douglas W Becker

San Antonio, TX

Michael Rowe Boulden

Vinson & Elkins
Dallas, TX

Julianne F. Bremer

Coats Rose Yale Ryman & Lee PC
Houston, TX

Jeanne Marie Caruselle

Winstead Sechrest & Minick
Dallas, TX

Robert Don Collier

Meadows Owens Collier Et Al
Dallas, TX

David Z. Conoly

David Z. Conoly PC
Corpus Christi, TX

Sara Eileen Dysart

Sara E. Dysart, P.C.
San Antonio, TX

John S. Dzienkowski

UT School of Law
Austin, TX

Bryan Leslie Elwood

Greenberg Traurig, LLP
Dallas, TX

Jennifer B. Farnell

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

James L. Gosdin

Stewart Title Guaranty Company
Houston, TX

Charles A. Guerin

Bracewell & Giuliani, LLP
Dallas, TX

Glenn Hall

Attorney at Law
Austin, TX

Charles J. Jacobus

Law Offices of Charles J. Jacobus
Bellaire, TX

Allan Seth Katz

Winstead Sechrest & Minick P.C.
Dallas, TX

Walter N. Kuntz III

Bell Nunnally & Martin LLP
Dallas, TX

Ira A. Lipstet

DuBois, Bryant, Campbell & Schwartz L.L.
Austin, TX

William H. Locke Jr.

Graves, Dougherty, Hearon & Moody, P.C.
Austin, TX

James Newell

Freddie Mac
McLean, VA

John Michael Nolan

Winstead Sechrest & Minick, PC
Dallas, TX

Ralph Martin Novak Jr.

Brown McCarrol
Austin, TX

Cindy Ohlenforst

Hughes & Luce
Dallas, TX

Edward A. Peterson

Winstead Sechrest & Minick P.C.
Dallas, TX

Brian C. Rider

The University of Texas School of Law
Austin, TX

Frank Zane Ruttenberg

Bracewell & Giuliani, LLP
San Antonio, TX

Sharmila Srivastav

Fannie Mae
Washington, DC

Jonathan Thalheimer

McGuire Craddock & Strother PC
Dallas, TX

James H. Wallenstein

Jenkens & Gilchrist
Dallas, TX

David A. Weatherbie

Carrie Cramer & Weatherbie LLP
Dallas, TX

Sanford A. Weiner

Vinson & Elkins LLP
Houston, 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

Ginny 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 PC
Corpus Christi, TX

Sara Eileen Dysart

Sara E. Dysart, P.C.
San Antonio, TX

Michael J Esposito

University Of Texas School Of Law
Austin, TX

James L. Gosdin

Stewart Title Guaranty Company
Houston, TX

Glenn Hall

Attorney at Law
Austin, TX

Aaron Johnston Jr.

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

Janna R. Melton

Attorney At Law
Austin, TX

John Michael Nolan

Winstead Sechrest & Minick, PC
Dallas, TX

Chris A. Peirson

Peirson Patterson
Dallas, TX

Ann M. Saegert

Haynes And Boone, LLP
Richardson, TX

Charles W. Spencer

Law Offices of Charles W. Spencer
Dallas, TX

Richard L. Spencer

Johnson DeLuca Kennedy and Kurisky
Houston, TX

Harriet Anne Tabb

Bell Nunnally & Martin
Dallas, TX

Jonathan Thalheimer

McGuire Craddock & Strother PC
Dallas, TX

Rick Triplett

Graves, Dougherty, Hearon & Moody PC
Austin, TX

Philip D. Weller

DLA Piper Rudnick Gray Cary US LLP
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 14-15, 2006 – Hyatt Regency Austin
Conference Concluded
Dallas – Sep 28-29, 2006 – Belo Mansion
Conference Concluded
Houston – Oct 12-13, 2006 – Crowne Plaza Houston-Downtown
Conference Concluded
Buy
Austin
Last day for Standard Registration early registration: Sep 6, 2006

Add $50 for registrations received after this time

Last day for cancellation (full refund): Sep 8, 2006
Last day for cancellation (partial refund): Sep 11, 2006

$50 processing fee applied

Dallas
Last day for Standard Registration early registration: Sep 20, 2006

Add $50 for registrations received after this time

Last day for cancellation (full refund): Sep 22, 2006
Last day for cancellation (partial refund): Sep 25, 2006

$50 processing fee applied

Houston
Last day for Standard Registration early registration: Oct 4, 2006

Add $50 for registrations received after this time

Last day for cancellation (full refund): Oct 6, 2006
Last day for cancellation (partial refund): Oct 9, 2006

$50 processing fee applied

Venue

speaker

208 Barton Springs Road
Austin, TX
512.477.1234 (reservations)

speaker

2101 Ross Avenue
Dallas, TX
214.220.0239
Map

speaker

1700 Smith St
Houston, TX
713-739-8800 (reservations)

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