University of Texas School of Law
51st Annual William W. Gibson, Jr.
Mortgage Lending Institute
Austin Sep 28-29, 2017 AT&T Conference Center
Conference Concluded
Live Webcast Sep 28-29, 2017
Conference Concluded
WEDNESDAY EVENING RECEPTION SPONSOR
PeirsonPatterson, LLP

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Program Features
The 51st Annual William W. Gibson, Jr. Mortgage Lending Institute—the definitive real estate finance course of the year—presents current developments and industry trends, offers practical information on real estate lending, financing and title issues, and provides a must-have set of materials and resources.

This year's institute offers the opportunity to:
  • Examine the latest developments in Texas Case Law and from the Texas Legislature and how they may impact your practice
  • Evaluate the multifaceted issues that can arise when retail goes awry with insight into environmental challenges and complex property rights
  • Assess how technology can improve your practice and how it may present unique ethical pitfalls
  • Explore how bankruptcy, land use, and estates law can impact mortgage lending
  • Review the foreclosure process and the practical concerns it raises, including discussion of recent statutory and case law developments affecting the process
  • Earn up to 13.50 hours of MCLE credit, including 1.75 hours of ethics, and choose between concurrent sessions on Commercial and Residential Lending
Come a day early for The Future of Residential Mortgage Lending: a deep dive into the residential mortgage industry, featuring a half-day of programming designed to foster meaningful learning and networking opportunities with interaction among the participants and speakers,
 

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

12/13/17
Schedule

Thursday Morning

Presiding Officer:
Tommy Bastian, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX

8:00 am

Austin Only

Registration Opens

Includes continental breakfast.

8:50 am
Welcoming Remarks

9:00 am

0.75 hr

Developments from the Texas Legislature

Hear a report on the laws passed by the 85th Texas Legislature affecting mortgage lending and the practice of real estate law.

John H. "Jack" Miller III, Irelan McDaniel, PLLC - Houston, TX

9:45 am

0.50 hr

A Checklist for Commercial Loans

Examine lender requirements for closing a commercial real estate loan transaction, highlighting issues and pitfalls that can surface and derail almost any closing. 

Mary S. Axelrad, Gray Reed & McGraw LLP - Houston, TX

10:15 am
Break

10:30 am

0.50 hr

Land Use Law in the Loan Process: Issue Spotting and Resolution

Explore land use due diligence for a loan and alternatives to keep the loan proceeding to closing, with insight into both public land use (zoning, platting, permitting, and development agreements) and private land use (deed restrictions, easements, and reciprocal agreements).

Reid C. Wilson, Wilson, Cribbs & Goren, P.C. - Houston, TX

11:00 am

0.50 hr

Foreclosure Refresher: The Updated Basics

Get a step-by-step refresher on the foreclosure process, with a focus on practical concerns, and an update regarding recent statutory changes and case law impacting the process.  

Brian Thompson Morris, Winstead PC - Dallas, TX

11:30 am

0.50 hr

Texas Estates Code Redefines Secured Creditor's Rights and Remedies

Upon a borrower’s death, not only are the secured creditor’s rights redefined by the Texas Estates Code, the enforcement of its rights is stayed until a probate estate is opened for the deceased borrower. Travel with the secure creditor as it elects when and how it will be paid.

Sara E. Dysart, Attorney at Law - San Antonio, TX

12:00 pm

Austin Only

Pick Up Lunch

Thursday Afternoon

Presiding Officer:
Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX

LUNCHEON PRESENTATION

12:20 pm

0.75 hr

U.S. Housing Market Trends: An Insider’s Perspective 

The 2008 housing collapse shook the U.S. economy to its foundation. Hear from an industry leader on how it all happened and what conditions exist today that may cause another meltdown in the market.  

Ed Delgado, Five Star Institute - Dallas, TX

 
1:05 pm
Break

Concurrent Sessions

Commercial Lending

Presiding Officer:
Mary S. Mendoza, Haynes and Boone, LLP - Austin, TX
SPECIAL NOTICE: Live Webcast Includes Commercial Lending Only

The live webcast includes the Commercial Lending track but not the Residential Lending track. Materials for both tracks are available in the course materials. Approximately 6-8 weeks after the conference, the Commercial Lending video and Residential Lending audio will both be available in "Your Briefcase."

1:20 pm

0.50 hr

Mortgage Loan Modifications

Think you know everything about mortgage loan modifications? Think again. Review thorny issues relating to mortgage loan modifications, including who has consent and how to record, and learn something new in the process.

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

1:50 pm

0.50 hr

Unusual Collateral in Real Estate Finance: Cars and Boats and Planes, Oh My!

Survey some of the unusual kinds of collateral requested or needed by real estate lenders.

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

2:20 pm

0.50 hr
0.25 hr ethics

Make Life Better: Leveraging Tech

Get practical tips on using technology designed to help improve your practice and your day.

Keith H. Mullen, Shackelford, Bowen, McKinley & Norton, LLP - Dallas, TX

2:50 pm

0.50 hr

Beware the Boilerplate

A loan is only as good as its documents. When the time comes to enforce a loan or guaranty, the devil is in the drafting—and that includes those standard provisions at the back of the document. Drafters tempted to copy these terms from deal to deal as mere “boilerplate” do so at their peril, because these standard provisions can have case-dispositive effect. Drawing on real case studies, learn why contract terms involving waiver, merger and integration, choice of law and venue, and others deserve a second look.

Linda Stahl, Carter Scholer PLLC - Dallas, TX

Residential Lending

Presiding Officer:
Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
SPECIAL NOTICE: Live Webcast Does Not Include Residential Lending

The live webcast includes the Commercial Lending track but not the Residential Lending track. Materials for both tracks are available in the course materials. Approximately 6-8 weeks after the conference, the Commercial Lending video and Residential Lending audio will both be available in "Your Briefcase."

1:20 pm

0.50 hr
0.25 hr ethics

Austin Only

Excess Proceeds: Deceptively Simple or Just Plain Simple?

Who is entitled to excess proceeds after a foreclosure sale – inferior lienholders, borrowers, or nefarious others? Explore the intricacies associated with a seemingly straightforward process and how it can become a convoluted quandary.  

Robert D. Forster II, Barrett Daffin Frappier Turner & Engel, LLP - Addison, TX

1:50 pm

0.50 hr

Austin Only

TRID Update for Residential Transactions

Review the general provisions of the TILA/RESPA Integrated Disclosure rule (TRID) and hear an update on current issues and areas of discussion.

Janet S. Minke, Alliant National Title Insurance Co. - Fort Worth, TX

2:20 pm

0.50 hr

Austin Only

Lender "No Nos"

Gain insight into consumer claims for homestead protection.

Molly Ann Rogers, Texas Rio Grande Legal Aid - Austin, TX

2:50 pm

0.50 hr

Austin Only

Changes to Home Equity Lending 2017

Survey the top ten issues Texas home equity lenders face, including discussion of SJR 60 and why the vote on November 7, 2017 matters.

Thomas F. Vetters II, Robertson Anschutz Vetters - Austin, TX

 
3:20 pm
Break

3:30 pm

0.50 hr

Electronic Notarization

Has Texas set the national standard for online notarization? How online notarization will change the real estate practice.  

John Fleming, Law Office of John Fleming - Austin, TX

4:00 pm

1.00 hr ethics

Ethics in Real Estate Practice

Identify potential ethical pitfalls for lawyers and other dilemmas in a real estate practice.

Sam Johnson, Scott Douglass & McConnico LLP - Austin, TX

5:00 pm
Adjourn

Friday Morning

Presiding Officer:
Karen M. Neeley, Kennedy Sutherland LLP - Austin, TX

8:00 am

Austin Only

Conference Room Opens

Includes continental breakfast.

9:00 am

0.75 hr

Texas Case Law Update

Explore recent and significant Texas cases over the last year with particular attention to cases involving new legal concepts or which materially alter or extend current jurisprudence.

J. Richard White, Winstead PC - Dallas, TX
Amanda Grainger, Winstead PC - Dallas, TX

9:45 am

0.50 hr

Bankruptcy Law Update

Get an update on bankruptcy issues that impact the real estate practice, including discussion of Husky v. Ritz, Jevic, and "golden shares."

Hon. Tony M. Davis, U.S. Bankruptcy Court, Western District of Texas - Austin, TX

10:15 am

0.50 hr

How to Foreclose Personal Property

Gain practical guidance on how to foreclose on personal property under Article 9 of the UCC and the Texas Business and Commerce Code. Discuss the issues that may arise, including how to give proper notice, conduct a private or public sale, and repossess and dispose of collateral.

Frances Anne Luttrel Smith, Shackelford, Melton & McKinley - Dallas, TX

10:45 am
Break

11:00 am

0.50 hr

Construction Loans and Contractor Documents

Hear a contractor’s perspective on lender’s consent and assignment forms.

Joe R. Basham, Allensworth and Porter, L.L.P. - Austin, TX

11:30 am

0.50 hr

ABCs of Development Infrastructure Finance

"I'd like to create a [PID, MUD, TIRZ, TIF, MMD, Type A, Type B, ]."  Each is an economic development tool that can be used to finance or reimburse a developer for, among other things, the costs of certain infrastructure projects. Learn how to find the right tool for the right project.

Corey Admire, Shupe Ventura PLLC - Dallas, TX

12:00 pm

0.50 hr

Title Policy Key Provisions, The Duty to Defend, and Claims

Focus on key provisions of the title insurance policy including determination and timing of loss, duty of defense, and exclusions from coverage. Discuss recent cases and how Texas courts have construed these provisions.

Dawn Lewallen, Stewart Title Guaranty Company - Houston, TX

12:30 pm

Austin Only

Pick Up Lunch

Friday Afternoon

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

LUNCHEON PRESENTATION

12:50 pm

0.75 hr

Challenges and Opportunities in Emerging Market Real Estate

Nearly 70 percent of all real estate development is occurring outside of the U.S. What drives this growth and why should it matter to all of us in the U.S.? See a glimpse of the issues facing outbound investors, and what inbound capital is seeking.

Tony Ciochetti, UTSA College of Business - San Antonio, TX

 
1:35 pm
Break

1:50 pm

0.50 hr

Title Insurance in Wind and Solar Projects

Hear an overview of title insurance in wind and solar projects with a focus on assembling title, deal structure, and special title risk evaluations.

Joel Atkins, Chicago Title Insurance Company - Dallas, TX

2:20 pm

0.50 hr

Retail Resuscitation: Environmental Challenges for Reanimation

Whether you think retail is dying or not, there are plenty of examples of shuttered malls and other retail outlets. Listen to a quick overview of successful redevelopments and come away with an outline of environmental issues and solutions that might be involved in your next project.  

Steve Morton, K&L Gates LLP - Austin, TX

2:50 pm

0.50 hr

Deconstruction and Reconstruction: New Life For A Dead Mall

Developing and operating a large retail shopping mall, with several separately-owned anchor stores, requires carefully drafted and coordinated covenants, restrictions, access easements, joint parking agreements, operating agreements, ground leases, and other real estate interests. But what happens when this use of the property becomes obsolete and there are new redevelopment opportunities? Using a case study, examine what has to be done to deconstruct the complex set of property rights and interests and create new redevelopment opportunities.             

Jay Hailey, DLA Piper LLP (US) - Austin, TX

3:20 pm
Break

3:30 pm

0.50 hr

Current Hot Topics and Quick Tips

Hear about recent developments and hot topics in mortgage lending and related real estate matters.

Travis J. Siebeneicher, DuBois, Bryant & Campbell, L.L.P. - Austin, TX
Richard L. Spencer, Zeidman Spencer Beverly & Holt, LLP - Houston, TX

4:00 pm

0.50 hr ethics

Technology and Ethics

Hear an overview of lawyers’ ethical obligations—and tips on avoiding potential ethical pitfalls—with respect to the technology we all use.

Laura L. McClellan, FisherBroyles, LLP - Dallas, TX

4:30 pm
Adjourn

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Faculty

Conference Faculty

Corey Admire
Shupe Ventura PLLC
Dallas, TX
Joel Atkins
Chicago Title Insurance Company
Dallas, TX
Mary S. Axelrad
Gray Reed & McGraw LLP
Houston, TX
J. Cary Barton
Barton, East & Caldwell, P.L.L.C.
San Antonio, TX
Joe R. Basham
Allensworth and Porter, L.L.P.
Austin, TX
Tony Ciochetti
UTSA College of Business
San Antonio, TX
Hon. Tony M. Davis
U.S. Bankruptcy Court, Western District of Texas
Austin, TX
Ed Delgado
Five Star Institute
Dallas, TX
Sara E. Dysart
Attorney at Law
San Antonio, TX
John Fleming
Law Office of John Fleming
Austin, TX
Robert D. Forster II
Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX
Amanda Grainger
Winstead PC
Dallas, TX
Jay Hailey
DLA Piper LLP (US)
Austin, TX
Sam Johnson
Scott Douglass & McConnico LLP
Austin, TX
Dawn Lewallen
Stewart Title Guaranty Company
Houston, TX
Laura L. McClellan
FisherBroyles, LLP
Dallas, TX
John H. "Jack" Miller III
Irelan McDaniel, PLLC
Houston, TX
Janet S. Minke
Alliant National Title Insurance Co.
Fort Worth, TX
Brian Thompson Morris
Winstead PC
Dallas, TX
Steve Morton
K&L Gates LLP
Austin, TX
Keith H. Mullen
Shackelford, Bowen, McKinley & Norton, LLP
Dallas, TX
Brian C. Rider
The University of Texas School of Law
Austin, TX
Molly Ann Rogers
Texas Rio Grande Legal Aid
Austin, TX
Travis J. Siebeneicher
DuBois, Bryant & Campbell, L.L.P.
Austin, TX
Frances Anne Luttrel Smith
Shackelford, Melton & McKinley
Dallas, TX
Richard L. Spencer
Zeidman Spencer Beverly & Holt, LLP
Houston, TX
Linda Stahl
Carter Scholer PLLC
Dallas, TX
Thomas F. Vetters II
Robertson Anschutz Vetters
Austin, TX
J. Richard White
Winstead PC
Dallas, TX
Reid C. Wilson
Wilson, Cribbs & Goren, P.C.
Houston, TX

Planning Committee

Tommy Bastian—Co-Chair
Barrett Daffin Frappier Turner & Engel, LLP
Addison, TX
Brian C. Rider—Co-Chair
The University of Texas School of Law
Austin, TX
Deborah Salzberg—Director
The University of Texas School of Law
Austin, TX
J. Cary Barton
Barton, East & Caldwell, P.L.L.C.
San Antonio, TX
Sipra S. Boyd
Roberts Markel Weinberg Butler Hailey PC
Houston, TX
Christopher W. Christensen
PeirsonPatterson, LLP
Dallas, TX
Lorin Williams Combs
Winstead PC
Austin, TX
Robert G. Converse
Norton Rose Fulbright
Austin, TX
Sara E. Dysart
Attorney at Law
San Antonio, TX
Charles Fiscus
Shackelford, Melton, McKinley & Norton, LLP
Dallas, TX
James L. Gosdin
Stewart Title Guaranty Company
Houston, TX
Harrell G. "Glenn" Hall Jr.
Attorney at Law
Austin, TX
Niles W. Holmes
Niles Holmes, P.C.
Dallas, TX
Kevin M. Kerr
Attorney at Law
Dallas, TX
Marilyn C. Maloney
Liskow & Lewis
Houston, TX
Laura L. McClellan
FisherBroyles, LLP
Dallas, TX
Mark McPherson
McPherson LawFirm, PC
Dallas, TX
Janna R. Melton
Attorney at Law
Austin, TX
Mary S. Mendoza
Haynes and Boone, LLP
Austin, TX
Brian Thompson Morris
Winstead PC
Dallas, TX
Julian M. Moss Jr.
Attorney at Law
Houston, TX
Karen M. Neeley
Kennedy Sutherland LLP
Austin, TX
Kent Newsome
Greenberg Traurig, LLP
Houston, TX
Chris A. Peirson
PeirsonPatterson, LLP
Dallas, TX
Paul D. Pruitt
Fidelity National Title Group
Austin, TX
Jane Snoddy Smith
Norton Rose Fulbright
Austin, TX
Joe F. Wheat
Attorney at Law
Houston, TX
Thomas M. Whelan
McGuire, Craddock & Strother, P.C.
Dallas, TX
MarJuana Bush Williams
Orgain Bell & Tucker, LLP
Beaumont, TX
Reid C. Wilson
Wilson, Cribbs & Goren, P.C.
Houston, TX

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Credit Information

MCLE Credit

Texas
13.50 hrs  |  1.75 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer Law, Real Estate Law
Additional Information
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.  
California
13.50 hrs  |  1.75 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
16.50 hrs  |  2.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
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.

Other Credit

TX Accounting CPE
16.50 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  
TX Insurance
Additional Information
UT Law CLE conferences are considered "qualifying" courses, not certified by TDI. Such qualifying courses may be used for credit.

Qualifying courses are insurance courses that are: (A) offered for credit by accredited colleges, universities, or law schools; or (B) part of a national designation certification program; or (C) approved for classroom, classroom equivalent, or participatory credit by the continuing education approval authority of a state bar association or state board of public accountancy; or (D) certified or approved for continuing education credit under the guidelines of the Federal Crop Insurance Corporation.

Continuing Education Credit Information for Agents and Adjusters

Agent/Adjuster Continuing Education Forms
 
TX Real Estate Commission (TREC)
Additional Information
https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance at the conference.

MCLE Credit

Texas
13.50 hrs  |  1.75 hrs Ethics
Legal Specialization(s): Bankruptcy Law, Consumer Law, Real Estate Law
Additional Information
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
California
13.50 hrs  |  1.75 hrs Ethics
Additional Information
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Oklahoma
16.50 hrs  |  2.00 hrs Ethics
Additional Information
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Other States
13.50 hrs  |  1.75 hrs Ethics
Additional Information
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 to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour. 

Other Credit

TX Accounting CPE
16.50 hrs
Additional Information
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.
TX Insurance
TX Real Estate Commission (TREC)
Additional Information

https://www.trec.texas.gov/sites/default/files/pdf-forms/CE_CLE-0.pdf

Use this link to obtain the TREC MCE form for self-reporting your TREC credit.  UT Law CLE will provide a Certificate of Attendance once you complete the course.

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Key Dates

Austin

  • Last day for Individual early registration: Sep 27, 2017
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Sep 22, 2017
  • Last day for cancellation (partial refund): Sep 25, 2017
    $50 processing fee applied

Live Webcast

  • Last day for cancellation (full refund): Sep 22, 2017
  • Last day for cancellation (partial refund): Sep 25, 2017
    $50 processing fee applied

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Hotel / Venue

Austin

AT&T Conference Center

The University of Texas at Austin
1900 University Avenue
Austin, TX
877.744.8822 (reservations)
Map

Accommodations

Special Room Rate: $189 good through September 8, 2017. Reference "Mortgage Lending 2017" when you call reservations or follow the link below. (subject to availability)  

Reservations: 
https://resweb.passkey.com/go/UTMORT0917 
 

Parking Information

Free daily self-parking at UT garages. Separate fees apply for valet and overnight parking. 

UT Law CLE

2017 William W. Gibson, Jr. Mortgage Lending Institute

Sponsors