eConference

2024 William W. Gibson, Jr. Mortgage Lending and Servicing eConference

Contains material from Nov 2024

2024 William W. Gibson, Jr. Mortgage Lending and Servicing eConference
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UT Law CLE's 58th Annual William W. Gibson, Jr. Mortgage Lending Institute 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 highlights include:
  • The popular two-part Case Law Update, presented by Amanda Granger and Richard White, provides updates on recent and significant Texas cases involving new legal concepts which materially alter or extend current jurisdiction.
  • Niles Holmes, Brian Morris, and Tom Whelan provide a two-part case study exploring the many options to workouts, foreclosure, post-foreclosure, deed-in-lieu and receivership.
  • Dr. Will McIntosh from Affinius Capital delivers insights on where interest rates and mortgage marking are likely heading, in Thursday’s Luncheon presentation, Interest Rates and The Mortgage Market: What’s Next? 
  • Transaction Lessons Learned at the Courthouse, presented by J. Edwin Martin, introduces creative ways to create winning paper trails focusing on the transactional documents presented to trial courts. 
  • John Bruce in FinCEN Developments explores the government regulatory activity of FinCEN as it relates to real estate and real estate lending.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 11.25 | 1.75 ethics
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 10/31/2025

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1. Case Law Update – Part I (Nov 2024)

Amanda R. Grainger, J. Richard White

0.75 0.00 0.00 0.75
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(mp4)
47 mins
(mp3)
47 mins
(pdf)
70 pgs
(pdf)
65 pgs
Session 1 —47 mins
0.75
Case Law Update – Part I (Nov 2024)

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

Originally presented: Sep 2024 Mortgage Lending Institute

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

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2. Part 1: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices... (Nov 2024)

Niles W. Holmes, Brian Thompson Morris, Thomas M. Whelan

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
37 pgs
(pdf)
81 pgs
(pdf)
42 pgs
Session 2 —48 mins
0.75 | 0.25 ethics
Part 1: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices... (Nov 2024)

The panel will share lessons learned from past cycles and what is different about this one. They will also discuss their general approach to problem loans, and the primary questions that guide the resolution process.

Originally presented: Sep 2024 Mortgage Lending Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Brian Thompson Morris, Winstead PC - Dallas, TX
Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX

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3. ​Part 2: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices... (Nov 2024)

Niles W. Holmes, Brian Thompson Morris, Thomas M. Whelan

1.75 0.50 0.00 1.75 | 0.50 ethics
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(mp4)
98 mins
(mp3)
98 mins
Session 3 —98 mins
1.75 | 0.50 ethics
​Part 2: Workout, Foreclosure, Deed-in-Lieu, Receivership, and Other Judicial and Non-Judicial Remedies. So Many Choices... (Nov 2024)

The panel will share lessons learned from past cycles and what is different about this one. They will also discuss their general approach to problem loans, and the primary questions that guide the resolution process.

Originally presented: Sep 2024 Mortgage Lending Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX
Brian Thompson Morris, Winstead PC - Dallas, TX
Thomas M. Whelan, McGuire, Craddock & Strother, P.C. - Dallas, TX

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4. Interest Rates and the Mortgage Market: What’s Next? (Nov 2024)

Will McIntosh

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
10 pgs
Session 4 —48 mins
0.75
Interest Rates and the Mortgage Market: What’s Next? (Nov 2024)

The economy, inflation, and interest rates have created much uncertainty in the mortgage markets. Learn where interest rates and the mortgage market are likely headed.

Originally presented: Sep 2024 Mortgage Lending Institute

Dr. Will McIntosh, Affinius Capital - San Antonio, TX

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5. Intercreditor Agreements – Avoiding Lender-on-Lender Violence in the Closing Process (Nov 2024)

Kevin A. Sullivan

1.00 0.00 0.00 1.00
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(mp4)
56 mins
(mp3)
56 mins
(pdf)
22 pgs
(pdf)
7 pgs
Session 5 —56 mins
1.00
Intercreditor Agreements – Avoiding Lender-on-Lender Violence in the Closing Process (Nov 2024)

An examination of intercreditor agreements from the perspective of each of the borrower, the senior lender and the mezzanine lender. 

Originally presented: Sep 2024 Mortgage Lending Institute

Kevin A. Sullivan, Winstead PC - Austin and Dallas, TX

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6. Real Estate Bankruptcy (Nov 2024)

Victoria N. Argeroplos, Beau Butler, Maha Ghyas

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
19 pgs
Session 6 —48 mins
0.75
Real Estate Bankruptcy (Nov 2024)

Hear a discussion on Subchapter V, lender and lessor relations, 363 sales, third-party releases, and related market trends affecting lenders in bankruptcy cases including a review of recent cases decided by the U.S. Supreme Court and in the Fifth Circuit.

Originally presented: Sep 2024 Mortgage Lending Institute

Victoria N. Argeroplos, Jackson Walker LLP - Houston, TX
Beau Butler, Jackson Walker LLP - Austin, TX
Maha Ghyas, Jackson Walker LLP - Houston, TX

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7. Title Insurance: Common Title Issues & Fixes (Nov 2024)

Heidi E. Junge

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
11 pgs
(pdf)
15 pgs
Session 7 —30 mins
0.50
Title Insurance: Common Title Issues & Fixes (Nov 2024)

Hear a title insurance update including common title issues that arise in a transaction and how to clean up a title after a project as gone wrong.

Originally presented: Sep 2024 Mortgage Lending Institute

Heidi E. Junge, Stewart Title Guaranty Company - San Antonio, TX

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8. Transactional Lessons Learned at the Courthouse (Nov 2024)

J. Edwin Martin

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
43 mins
(mp3)
43 mins
(pdf)
72 pgs
(pdf)
14 pgs
Session 8 —43 mins
0.75 | 0.25 ethics
Transactional Lessons Learned at the Courthouse (Nov 2024)

Litigation is a popularity contest. This presentation provides lodestars for creating winning paper trails, focusing on the transactional documents presented to trial courts at temporary-restraining-order hearings, temporary-injunction hearings, summary-judgment hearings, pretrial evidentiary hearings, bench trials, and jury trials.

Originally presented: Sep 2024 Mortgage Lending Institute

J. Edwin Martin, J. Edwin Martin Attorney and Counselor at Law - Dallas, TX

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9. FinCEN Developments (Nov 2024)

John P. Bruce

0.75 0.00 0.00 0.75
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(mp4)
48 mins
(mp3)
48 mins
(pdf)
80 pgs
(pdf)
21 pgs
Session 9 —48 mins
0.75
FinCEN Developments (Nov 2024)

FinCEN is a federal government level regulatory activity which involves real estate transactions, requiring filing of disclosures of ownership of corporations, LLCs and other entities. This is the Corporate Transparency Act, but, more important to real estate and real estate lending, is a second set of proposed regulations which would require attorneys and others involved in residential real estate closings to "turn in" clients and client information for the purposes of tracking illegal activity.

Originally presented: Sep 2024 Mortgage Lending Institute

John P. Bruce, Heritage Title Company of Austin, Inc. - Austin, TX

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10. Case Law Update – Part II (Nov 2024)

Amanda R. Grainger, J. Richard White

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
Session 10 —45 mins
0.75
Case Law Update – Part II (Nov 2024)

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

Originally presented: Sep 2024 Mortgage Lending Institute

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

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11. Hot Topics (Nov 2024)

Robert F. DuBois III, Brian C. Rider

1.00 0.00 0.00 1.00
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(mp4)
60 mins
(mp3)
59 mins
(pdf)
12 pgs
Session 11 —60 mins
1.00
Hot Topics (Nov 2024)

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

Originally presented: Sep 2024 Mortgage Lending Institute

Robert F. DuBois III, DuBois, Bryant & Campbell, L.L.P. / Adjunct Professor Texas Law - Austin, TX
Brian C. Rider, The University of Texas School of Law - Austin, TX

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12. Give Me a (Tax) Break: Considerations for Affordable and Workforce Housing Transactions Utilizing Public Facility Corporations (PFCs) (Nov 2024)

Summer Greathouse

0.50 0.00 0.00 0.50
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(mp4)
29 mins
(mp3)
29 mins
(pdf)
9 pgs
Session 12 —29 mins
0.50
Give Me a (Tax) Break: Considerations for Affordable and Workforce Housing Transactions Utilizing Public Facility Corporations (PFCs) (Nov 2024)

In recent years housing has become increasingly difficult to develop due to rising interest rates and construction costs, but innovative financing strategies that leverage property tax exemptions available to public facility corporations (PFCs) and other similar entities have allowed communities in Texas to continue growing. Examine the basics of PFCs, including their formation, legal requirements and recent legislative changes, and some of the pitfalls and best practices when considering a public-private partnership with a PFC.  

Originally presented: Sep 2024 Mortgage Lending Institute

Summer Greathouse, Bracewell - San Antonio, TX

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13. How it Works: C-PACE Financing (Nov 2024)

Mansoor Ghori, Glenn Silva

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
28 mins
Slides
(pdf)
6 pgs
(pdf)
7 pgs
Session 13 —28 mins
0.50
How it Works: C-PACE Financing (Nov 2024)

Hear about the building blocks of the Commercial Property Assessed Clean Energy program in Texas. Gain valuable insights on the mechanics of C-PACE financing and how it can be leveraged to fill gaps in the capital stack.

Originally presented: Sep 2024 Mortgage Lending Institute

Mansoor Ghori, Petros PACE Finance - Austin, TX
Glenn Silva, Lone Star PACE - Frisco, TX

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14. AI: Friend or Foe? (Nov 2024)

Daniel C. Wood

0.75 0.75 0.00 0.75 | 0.75 ethics
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(mp4)
50 mins
(mp3)
50 mins
(pdf)
19 pgs
Session 14 —50 mins
0.75 | 0.75 ethics
AI: Friend or Foe? (Nov 2024)

Has Judgment Day come? Is Skynet about to destroy humanity? Nah…not yet. Until our computer overlords take charge, Generative AI can be a helpful new tool for sorting through the vast amounts of data and knowledge on the Internet. Walk through the basics of using Generative AI and hear some pointers on how you can make it work for you and your practice. 

Originally presented: Sep 2024 Mortgage Lending Institute

Daniel C. Wood, Pillsbury Winthrop Shaw Pittman LLP - Austin, TX