eConference

2016 Mortgage Lending eConference

Contains material from Oct 2016

2016 Mortgage Lending eConference
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The Mortgage Lending eConference —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 program features:
  • David Weatherbie's annual Case Law Update; plus significant Federal Regulatory developments, including new rules and regulations for CMBS loans and HVCRE loans
  • Title Insurance Update: Implications and Interpretations of Key Cases
  • Commercial Lending Track addressing issues and hot topics including the impact of the ESIGN Act; using auctions to sell and market real estate; and the assumption of CMBS loans
  • Residential Lending Track addressing issues and hot topics including TRID and residential disclosures; the current CFPB loss mitigation rules; residential bankruptcy issues and forms; and eviction issues.  
  • A look at trends in bankruptcies and restructurings in the real estate sector.
  • Essential technology tips for keeping and enhancing your practice—including Thirty Tech Tips for Your CREF Practice and Managing Cyber Liability
  • Presentation on The Future of the Legal Profession with Hon. Lora J. Livingston

Includes: Audio Paper Slides


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1. Case Law Update, Part I (Oct 2016)

David A. Weatherbie

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(mp3)
45 mins
(pdf)
56 pgs
Session 1 —45 mins
Case Law Update, Part I (Oct 2016)

An overview of recent cases addressing legal and ethical issues in mortgage lending and real estate, including foreclosures, loan agreements, guaranties, leases, conveyances, and more.

Originally presented: Sep 2016 Mortgage Lending Institute

David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX

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2. Federal Regulatory Update (Oct 2016)

Karen M. Neeley

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(mp3)
31 mins
(pdf)
10 pgs
Session 2 —31 mins
Federal Regulatory Update (Oct 2016)

Although the Dodd Frank Act was enacted in 2010, the “final” regulations are still taking shape. Review the most recent developments in residential mortgage consumer compliance issues, including small creditor exemptions, HMDA changes, and mortgage loan officer issues.

Originally presented: Sep 2016 Mortgage Lending Institute

Karen M. Neeley, Kennedy Sutherland LLP - Austin, TX

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3. The Dawn of CMBS 4.0: Changes and Challenges in a New Regulatory Regime (Oct 2016)

Patrick C. Sargent

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(mp3)
31 mins
(pdf)
18 pgs
Slides
(pdf)
3 pgs
Session 3 —31 mins
The Dawn of CMBS 4.0: Changes and Challenges in a New Regulatory Regime (Oct 2016)

Explore the regulatory framework under Dodd-Frank, Regulation AB and Risk Retention, how it affects the availability and cost of capital, who are the new lender entrants, what are the improvements and challenges, and how these impact borrowers.

Originally presented: Sep 2016 Mortgage Lending Institute

Patrick C. Sargent, Alston & Bird LLP - Dallas, TX

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4. High Volatility Commercial Real Estate Loans: New Federal Rules and the Impact on Loan Availability (Oct 2016)

Jonathan Thalheimer

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(mp3)
29 mins
(pdf)
22 pgs
Session 4 —29 mins
High Volatility Commercial Real Estate Loans: New Federal Rules and the Impact on Loan Availability (Oct 2016)

Explore the new Basel III real estate designation of High Volatility Commercial Real Estate (HVCRE), the related regulatory capital rules, and the effect that these rules have on commercial construction financing.

Originally presented: Sep 2016 Mortgage Lending Institute

Jonathan Thalheimer, McGuire, Craddock & Strother, P.C. - Dallas, TX

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5. Local Counsel Real Estate Opinion Report (Oct 2016)

Barry E. Putterman

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(mp3)
26 mins
(pdf)
18 pgs
Session 5 —26 mins
Local Counsel Real Estate Opinion Report (Oct 2016)

Learn current best practices and market customs for the issuance of local counsel opinions in Texas mortgage lending transactions.

Originally presented: Sep 2016 Mortgage Lending Institute

Barry E. Putterman, Winstead PC - Houston, TX

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6. The Future of Legal Services (Oct 2016)

Hon. Lora J. Livingston

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(mp3)
48 mins
(pdf)
10 pgs
Session 6 —48 mins
The Future of Legal Services (Oct 2016)

A look at the shifting paradigm of the delivery of legal services in our ever-changing global and technological age and how familiar practice structures are being altered by a new legal marketplace.

Originally presented: Sep 2016 Mortgage Lending Institute

Hon. Lora J. Livingston, 261st District Court - Austin, TX

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7. The Ins and Outs of E-Signatures and Authentication (Oct 2016)

Regina M. Uhl

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(mp3)
25 mins
(pdf)
12 pgs
Session 7 —25 mins
The Ins and Outs of E-Signatures and Authentication (Oct 2016)

What is E-Signature and how will the mortgage industry be impacted by the ESIGN Act?

Originally presented: Sep 2016 Mortgage Lending Institute

Regina M. Uhl, Black, Mann & Graham L.L.P. - Dallas, TX

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8. Using Auctions to Sell and Market Real Estate (Oct 2016)

James L. Gosdin, Denise V. Cheney

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(mp3)
29 mins
(pdf)
15 pgs
Session 8 —29 mins
Using Auctions to Sell and Market Real Estate (Oct 2016)

Explore the various types of auctions, common legal issues, and the use of title insurance.

Originally presented: Sep 2016 Mortgage Lending Institute

James L. Gosdin, Stewart Title Guaranty Company - Houston, TX
Denise V. Cheney, Bickerstaff Heath Delgado Acosta LLP - Austin, TX

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9. Borrowing Entities—Dos and Don’ts of Using Series LLCs or Delaware Statutory Trusts (Oct 2016)

Allen Sparkman

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(mp3)
31 mins
(pdf)
63 pgs
Session 9 —31 mins
Borrowing Entities—Dos and Don’ts of Using Series LLCs or Delaware Statutory Trusts (Oct 2016)

Originally presented: Sep 2016 Mortgage Lending Institute

Allen Sparkman, Sparkman + Foote LLP - Houston, TX

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10. Special Issues in Drafting a Contract with a CMBS Loan Assumption (Oct 2016)

Kevin M. Kerr

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(mp3)
19 mins
(pdf)
48 pgs
Slides
(pdf)
8 pgs
Session 10 —19 mins
Special Issues in Drafting a Contract with a CMBS Loan Assumption (Oct 2016)

The process of closing a property secured by a CMBS loan is unique and a real mine field for the uninitiated lawyer. Learn about the special clauses for a contract and gain tips and tricks to help you navigate through the process from application to closing.

Originally presented: Sep 2016 Mortgage Lending Institute

Kevin M. Kerr, Attorney at Law - Dallas, TX

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11. TRID/Residential Disclosures (Oct 2016)

Christopher W. Christensen

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(mp3)
28 mins
(pdf)
7 pgs
(pdf)
9 pgs
(pdf)
7 pgs
Session 11 —28 mins
TRID/Residential Disclosures (Oct 2016)

Hear an overview of the TRID forms, including a discussion on avoiding investor stipulations on Closing Disclosures.

Originally presented: Sep 2016 Mortgage Lending Institute

Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX

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12. CFPB Loss Mitigation Update (Oct 2016)

Theodore J. Riney

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(mp3)
30 mins
(pdf)
16 pgs
Slides
(pdf)
7 pgs
Session 12 —30 mins
CFPB Loss Mitigation Update (Oct 2016)

An overview of current rules, proposed revisions, and expanding responsibility.

Originally presented: Sep 2016 Mortgage Lending Institute

Theodore J. Riney, Riney Packard PLLC - Dallas, TX

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13. Residential Bankruptcy Issues and Bankruptcy Forms—Conduit and Claims (When Worlds Collide) (Oct 2016)

Pam Bassel

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(mp3)
32 mins
(pdf)
40 pgs
Slides
(pdf)
6 pgs
Session 13 —32 mins
Residential Bankruptcy Issues and Bankruptcy Forms—Conduit and Claims (When Worlds Collide) (Oct 2016)

Learn about important forms for filing a residential mortgage proof of claim and what “conduit” means in the residential loan market.

Originally presented: Sep 2016 Mortgage Lending Institute

Pam Bassel, Standing Chapter 13 Trustee - Fort Worth, TX

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14. Residential Evictions Issues (Oct 2016)

John "Jack" O'Boyle, Travis H. Gray

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(mp3)
30 mins
(pdf)
44 pgs
Session 14 —30 mins
Residential Evictions Issues (Oct 2016)

Learn best practices for often-encountered issues surrounding residential evictions in Texas.

Originally presented: Sep 2016 Mortgage Lending Institute

John "Jack" O'Boyle, Jack O'Boyle & Associates - Dallas, TX
Travis H. Gray, Jack O'Boyle & Associates - Dallas, TX

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15. Side Letter Agreements: The Real Estate Lawyer's BFF (or Worst Enemy?) (Oct 2016)

Charles Fiscus

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(mp3)
25 mins
(pdf)
24 pgs
Session 15 —25 mins
Side Letter Agreements: The Real Estate Lawyer's BFF (or Worst Enemy?) (Oct 2016)

Side Letter Agreements (SLAs) can be integral to a successful transactional closing, especially when a inventory and personal property transfer is involved or special logistical arrangements are needed prior to or simultaneously with closing. A transactional lawyer should understand the helpful but limited function of a properly drafted SLA so as to not vary or impinge details of the sales contract or closing protocol.

Originally presented: Sep 2016 Mortgage Lending Institute

Charles Fiscus, Shackelford, Melton, McKinley & Norton, LLP - Dallas, TX

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16. Thirty Tech Tips for Your CREF Practice (Oct 2016)

Keith H. Mullen

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(mp3)
31 mins
(pdf)
36 pgs
(pdf)
34 pgs
Session 16 —31 mins
Thirty Tech Tips for Your CREF Practice (Oct 2016)

Get tips on using technology, both existing and soon to arrive, that will help you enhance—or simply keep—your real estate finance practice.

Originally presented: Sep 2016 Mortgage Lending Institute

Keith H. Mullen, Higier Allen & Lautin, P.C. - Dallas, TX

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17. Managing Cyber Liability: Protecting Records and Financial Information (Oct 2016)

Emily Westridge Black, Timothy A. Newman

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(mp3)
29 mins
(pdf)
43 pgs
(pdf)
7 pgs
Session 17 —29 mins
Managing Cyber Liability: Protecting Records and Financial Information (Oct 2016)

Learn how to manage cyber liability by protecting sensitive data from unauthorized disclosure.

Originally presented: Sep 2016 Mortgage Lending Institute

Emily Westridge Black, Haynes and Boone, LLP - Austin, TX
Timothy A. Newman, Haynes and Boone, LLP - Dallas, TX

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18. Detecting and Preventing Fraud in Closings (Oct 2016)

William A. Kramer

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(mp3)
31 mins
(pdf)
15 pgs
Session 18 —31 mins
Detecting and Preventing Fraud in Closings (Oct 2016)

Learn what to look for in order to avoid fraudulent conduct prior to and at a real estate closing.

Originally presented: Sep 2016 Mortgage Lending Institute

William A. Kramer, Republic Title of Texas, Inc. - Dallas, TX

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19. Case Law Update, Part II (Oct 2016)

David A. Weatherbie

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(mp3)
37 mins
Session 19 —37 mins
Case Law Update, Part II (Oct 2016)

A continuation of the Case Law Update.

Originally presented: Sep 2016 Mortgage Lending Institute

David A. Weatherbie, Cramer Weatherbie Richardson Walker LLP - Dallas, TX

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20. Title Insurance Update: Implications and Interpretations of Key Cases (Oct 2016)

Paul D. Pruitt

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(mp3)
38 mins
(pdf)
26 pgs
Session 20 —38 mins
Title Insurance Update: Implications and Interpretations of Key Cases (Oct 2016)

Review key Texas cases concerning title insurance, including lessons learned from Doubletree.

Originally presented: Sep 2016 Mortgage Lending Institute

Paul D. Pruitt, Fidelity National Title Group - Austin, TX

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21. Water Is Not Just for Diluting the Banker’s Good Scotch: Mortgage Lending on Collateral Dependent on Water (Oct 2016)

Grady B. Jolley, Ed McCarthy

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(mp3)
28 mins
(pdf)
46 pgs
Slides
(pdf)
8 pgs
Session 21 —28 mins
Water Is Not Just for Diluting the Banker’s Good Scotch: Mortgage Lending on Collateral Dependent on Water (Oct 2016)

Explore your options for collateral that is dependent on the value or supply of water, identifying due diligence and regulation landmines and learning documentation best practices and tricks of the trade for valuing, securing, and the foreclosure of water rights.

Originally presented: Sep 2016 Mortgage Lending Institute

Grady B. Jolley, Branscomb | PC - San Antonio, TX
Ed McCarthy, Jackson, Sjoberg, McCarthy & Townsend, L.L.P. - Austin, TX

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22. Workouts and Restructurings (Oct 2016)

Brian T. Morris, John M. Nolan

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(mp3)
43 mins
(pdf)
10 pgs
Session 22 —43 mins
Workouts and Restructurings (Oct 2016)

Analyze key issues and documents in real estate workouts from both the transactional and litigation perspectives.

Originally presented: Sep 2016 Mortgage Lending Institute

Brian T. Morris, Winstead PC - Dallas, TX
John M. Nolan, Winstead PC - Dallas, TX

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23. Phantom Income: The 1099-C and How You Can Protect Yourself (Oct 2016)

Robert D. Forster II

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(mp3)
21 mins
(pdf)
62 pgs
(pdf)
9 pgs
Session 23 —21 mins
Phantom Income: The 1099-C and How You Can Protect Yourself (Oct 2016)

Trick or treat? Learn how to successfully navigate the treacherous maze of ever-changing rules implemented by the Internal Revenue Service as they relate to your law practice.

Originally presented: Sep 2016 Mortgage Lending Institute

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

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24. The Future of Retail (Oct 2016)

Clay Hallman, John Kirk

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(mp3)
52 mins
(pdf)
20 pgs
Session 24 —52 mins
The Future of Retail (Oct 2016)

Originally presented: Sep 2016 Mortgage Lending Institute

Clay Hallman, Simon - Indianapolis, IN
John Kirk, USAA Real Estate - San Antonio, TX

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25. Bankruptcy in the Real Estate Sector (Oct 2016)

Hon. Jeff Bohm, Mark E. Andrews, Berry D. Spears, Deborah D. Williamson

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(mp3)
52 mins
(pdf)
19 pgs
(pdf)
12 pgs
Session 25 —52 mins
Bankruptcy in the Real Estate Sector (Oct 2016)

Consulting its specially-fabricated “Bankruptcy Crystal Ball,” the panel offers insight into the issues that will dominate the next real estate crash (and there will be one!), and discusses strategies to protect today's deals from the ravages of those issues. Plus, explore some of the more significant recommendations from the ABI Commission on proposed changes to the Bankruptcy Code, with insights and observations on the Commission's work and its chances of success.

Originally presented: Sep 2016 Mortgage Lending Institute

Hon. Jeff Bohm, U.S. Bankruptcy Court, Southern District of Texas - Houston, TX
Mark E. Andrews, Dykema Cox Smith - Dallas, TX
Berry D. Spears, Locke Lord LLP - Austin, TX
Deborah D. Williamson, Dykema Cox Smith - San Antonio, TX

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26. Environmental Law Confidential: Useful Tips and Urban Myths in Real Estate Transactions (Oct 2016)

Steve Morton

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(mp3)
45 mins
(pdf)
36 pgs
(pdf)
42 pgs
Session 26 —45 mins
Environmental Law Confidential: Useful Tips and Urban Myths in Real Estate Transactions (Oct 2016)

Pick up practical and timely tips to successfully navigate through real estate transactions involving environmental issues. This frank discussion includes statutory and contractual legal protections available to lenders and borrowers, the importance of due diligence and how to manage environmental consultants, environmental insurance, and the emerging focus on vapor intrusion.

Originally presented: Sep 2016 Mortgage Lending Institute

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

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27. Hot Topics (Oct 2016)

Brian C. Rider, Travis J. Siebeneicher

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(mp3)
30 mins
(pdf)
13 pgs
Session 27 —30 mins
Hot Topics (Oct 2016)

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

Originally presented: Sep 2016 Mortgage Lending Institute

Brian C. Rider, The University of Texas School of Law - Austin, TX
Travis J. Siebeneicher, DuBois, Bryant & Campbell, L.L.P. - Austin, TX

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28. Here But for the Grace of God Go You: Why the Texas Lawyer's Creed Matters (Oct 2016)

Mark McPherson

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(mp3)
29 mins
(pdf)
35 pgs
(pdf)
18 pgs
Session 28 —29 mins
Here But for the Grace of God Go You: Why the Texas Lawyer's Creed Matters (Oct 2016)

Learn how to be the opposing counsel your profession needs without compromising your ethical duties to your client—an autobiography of four family deaths in eleven months.

Originally presented: Sep 2016 Mortgage Lending Institute

Mark McPherson, Attorney at Law - Dallas, TX