University of Texas School of Law

eConference

2019 William W. Gibson, Jr. Mortgage Lending and Servicing eConference

Contains material from Oct 2019

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UT Law CLE's 53rd Annual William W. Gibson, Jr. Mortgage Lending and Servicing 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.
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Total Credit Hours:
14.50 | 1.50 ethics     Credit Info

TX MCLE credit expires: 9/30/2020

Includes: No Materials Video Audio Paper Slides

$595  

Preview Sessions
Credit Hours
1. Case Law Update – Part I (Oct 2019)

Amanda R. Grainger, J. Richard White

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 50 pgs
Slides (pdf) 33 pgs

SESSION 1 — 30 mins, credit 0.50

Session 1:

Case Law Update – Part I (Oct 2019)

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 at: Sep 2019 Mortgage Lending and Servicing Institute

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

2. Legislative Update (Oct 2019)

John H. "Jack" Miller III

0.75 0.00 0.00 0.75  

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Video (mp4) 41 mins
Audio (mp3) 40 mins
Paper (pdf) 52 pgs

SESSION 2 — 41 mins, credit 0.75

Session 2:

Legislative Update (Oct 2019)

What the sausage-makers did this time: a report on the laws passed by the 86th Texas Legislature affecting mortgage lending and the practice of real estate law.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

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

3. Challenges in Building and Construction (Oct 2019)

Dale E. Butler

0.50 0.00 0.00 0.50  

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Video (mp4) 35 mins
Audio (mp3) 34 mins
Paper (pdf) 26 pgs
Slides (pdf) 28 pgs

SESSION 3 — 35 mins, credit 0.50

Session 3:

Challenges in Building and Construction (Oct 2019)

An overview of construction issues impacting lending, including the rising popularity in modular building construction.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Dale E. Butler, Butler Law Firm, PC - Flower Mound, TX

4. Lien Priority and Subordination (Oct 2019)

Edward A. Bontkowski

1.00 0.00 0.00 1.00  

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Video (mp4) 55 mins
Audio (mp3) 55 mins
Paper (pdf) 25 pgs
Slides (pdf) 13 pgs

SESSION 4 — 55 mins, credit 1.00

Session 4:

Lien Priority and Subordination (Oct 2019)

Review lien priority and subordination in Texas, with a focus on early commencement and M&M liens.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Edward A. Bontkowski, Haynes and Boone, LLP - Houston, TX

5. Water, Water Everywhere: The Impact of Water Planning on Lending and Development (Oct 2019)

Edmond R. McCarthy, Jr.

0.50 0.00 0.00 0.50  

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Video (mp4) 36 mins
Audio (mp3) 36 mins
Paper (pdf) 41 pgs
Slides (pdf) 19 pgs

SESSION 5 — 36 mins, credit 0.50

Session 5:

Water, Water Everywhere: The Impact of Water Planning on Lending and Development (Oct 2019)

Discuss what land developers and their counsel need to know about water availability and regulatory issues in development and planning for land development projects.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Edmond R. McCarthy, Jr., McCarthy & McCarthy LLP - Austin, TX

6. Wire Fraud (Oct 2019)

Justin Ailes

0.50 0.00 0.00 0.50  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 3 pgs
Slides (pdf) 26 pgs

SESSION 6 — 30 mins, credit 0.50

Session 6:

Wire Fraud (Oct 2019)

Real estate wire fraud is a sophisticated scam targeting individuals making wire transfer payments during the home buying process. Unknowingly, victims send wire transfers to the account of criminals who pretend to be real estate professionals involved in the transaction. FBI data shows 11,300 victims lost a combined $149 million in 2018. Learn how to protect your clients from this financial fraud and make sure you follow best practices.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Justin Ailes, American Land Title Association - Washington, DC

7. Texas Annotated SNDA (Oct 2019)

Jerry Lott Jr.

0.25 0.00 0.00 0.25  

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Video (mp4) 22 mins
Audio (mp3) 22 mins
Paper (pdf) 24 pgs
Slides (pdf) 10 pgs

SESSION 7 — 22 mins, credit 0.25

Session 7:

Texas Annotated SNDA (Oct 2019)

An overview of the key issues that lenders, landlords, and tenants should consider in negotiating SNDAs.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Jerry Lott Jr., Winstead PC - Austin, TX

8. Workouts: Winter is Coming (Lessons from 2008) (Oct 2019)

Brian Thompson Morris

0.50 0.00 0.00 0.50  

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Video (mp4) 36 mins
Audio (mp3) 34 mins
Paper (pdf) 33 pgs

SESSION 8 — 36 mins, credit 0.50

Session 8:

Workouts: Winter is Coming (Lessons from 2008) (Oct 2019)

A refresher on collection remedies and workout tools and strategies.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Brian Thompson Morris, Winstead PC - Dallas, TX

9. The Grievance Process: Everything You Ever Wanted To Know But Were Afraid To Ask (Oct 2019)

Nicole T. LeBoeuf

0.50 0.00 0.00 0.50  

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Video (mp4) 31 mins
Audio (mp3) 30 mins
Slides (pdf) 9 pgs

SESSION 9 — 31 mins, credit 0.50

Session 9:

The Grievance Process: Everything You Ever Wanted To Know But Were Afraid To Ask (Oct 2019)

Tips and best practices from an attorney regularly representing lawyers in the grievance process. Don't panic, come learn what to do.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Nicole T. LeBoeuf, LeBoeuf Law PLLC - Dallas, TX

10. The Rising Tide of Retail Tenant Bankruptcies: What Lenders Need to Know to Protect Their Collateral (Oct 2019)

Katharine Battaia Clark

0.25 0.00 0.00 0.25  

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Video (mp4) 21 mins
Audio (mp3) 21 mins
Paper (pdf) 10 pgs
Slides (pdf) 7 pgs

SESSION 10 — 21 mins, credit 0.25

Session 10:

The Rising Tide of Retail Tenant Bankruptcies: What Lenders Need to Know to Protect Their Collateral (Oct 2019)

As retail tenant bankruptcies become commonplace, the bankruptcies themselves continue to challenge commercial landlords and their lenders with nuanced approaches. Knowing the trends amidst the retail tenant bankruptcy apocalypse will help lenders more efficiently preserve and protect collateral.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Katharine Battaia Clark, Hedrick Kring, PLLC - Dallas, TX

11. Unusual Collateral in Real Estate Finance: Beyond Cars and Boats and Planes (Oct 2019)

Brian C. Rider

0.50 0.00 0.00 0.50  

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Video (mp4) 35 mins
Audio (mp3) 35 mins
Paper (pdf) 12 pgs

SESSION 11 — 35 mins, credit 0.50

Session 11:

Unusual Collateral in Real Estate Finance: Beyond Cars and Boats and Planes (Oct 2019)

A look at collateral which may give added value to real estate loans including technology matters, development agreement payments from municipalities, and other tangibles and intangibles.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

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

12. Completion Guarantees (Oct 2019)

J. Cary Barton

0.25 0.00 0.00 0.25  

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Video (mp4) 22 mins
Audio (mp3) 22 mins
Paper (pdf) 8 pgs
Slides (pdf) 18 pgs

SESSION 12 — 22 mins, credit 0.25

Session 12:

Completion Guarantees (Oct 2019)

Explore surprising problems potentially arising with superficially conventional completion guaranties sometimes required in connection with construction financing.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

J. Cary Barton, Barton Benson Jones PLLC - San Antonio, TX

13. Nonconsolidation Opinions (Oct 2019)

Bruce J. Zabarauskas

0.50 0.00 0.00 0.50  

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Video (mp4) 34 mins
Audio (mp3) 32 mins
Paper (pdf) 13 pgs
Slides (pdf) 20 pgs

SESSION 13 — 34 mins, credit 0.50

Session 13:

Nonconsolidation Opinions (Oct 2019)

Gain insight on substantive consolidation, what are the standards governing substantive consolidation throughout the United States, and what issues should be addressed in drafting non-consolidation opinions.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Bruce J. Zabarauskas, Thompson & Knight LLP - Dallas, TX

14. eClosings: It May Be a Paper Moon, but Your Real Estate Practice Isn’t (Oct 2019)

Rebecca Rice DeBakey, John Fleming

0.50 0.00 0.00 0.50  

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Audio (mp3) 30 mins
Paper (pdf) 11 pgs
Slides (pdf) 8 pgs

SESSION 14 — 30 mins, credit 0.50

Session 14:

eClosings: It May Be a Paper Moon, but Your Real Estate Practice Isn’t (Oct 2019)

A look at the legal infrastructure supporting eClosings; including electronic notes, remote online notary, the new Texas statute SB 2128 relating to “papering out” of electronic documents for recording, and discussion of how the title industry is implementing eClosing initiatives.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Rebecca Rice DeBakey, Stewart Title Guaranty Company - Houston, TX
John Fleming, Law Office of John Fleming - Austin, TX

15. Residential Mortgage Litigation Update (Oct 2019)

B. David L. Foster

0.50 0.00 0.00 0.50  

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Audio (mp3) 26 mins
Slides (pdf) 9 pgs

SESSION 15 — 26 mins, credit 0.50

Session 15:

Residential Mortgage Litigation Update (Oct 2019)

Review recent Texas cases and trends, with particular attention to claims involving Texas home equity loans and statutes of limitation.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

B. David L. Foster, Locke Lord LLP - Austin, TX

16. Real Estate Industry Updates: A Review of Recent Updates to the TDI Basic Manual, TREC Forms and TR Forms (Oct 2019)

Lisa M. Beville

0.50 0.00 0.00 0.50  

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Audio (mp3) 31 mins
Paper (pdf) 35 pgs
Slides (pdf) 20 pgs

SESSION 16 — 31 mins, credit 0.50

Session 16:

Real Estate Industry Updates: A Review of Recent Updates to the TDI Basic Manual, TREC Forms and TR Forms (Oct 2019)

Explore recent changes to the Texas Title Insurance Basic Manual, including a rate decrease and the amendment of several of the most commonly used rate rules. Also review new forms promulgated by both TREC and TR (formerly TAR) in 2018, as well as changes to existing forms made by both entities. Gain a deeper understanding of the paperwork provided to lenders by both the Realtor and the Title Insurance company involved in a real estate transaction.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Lisa M. Beville, Fidelity National Title Group - Dallas, TX

17. Current Developments and Issues in Title Insurance (Oct 2019)

Dawn Lewallen

0.50 0.00 0.00 0.50  

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Audio (mp3) 32 mins
Paper (pdf) 41 pgs
Slides (pdf) 11 pgs

SESSION 17 — 32 mins, credit 0.50

Session 17:

Current Developments and Issues in Title Insurance (Oct 2019)

Survey recent developments in title insurance law, focusing most significantly on recent title insurance regulations and forms, recent Texas Legislation and cases affecting the industry in Texas, including a look at the state of mineral coverage, mechanics lien coverage, and marijuana related transactions coverage.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Dawn Lewallen, First American Title Company - Houston, TX

18. Case Law Update – Part II (Oct 2019)

Amanda R. Grainger, J. Richard White

0.50 0.00 0.00 0.50  

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No Materials (pdf) 1 pgs
Video (mp4) 30 mins
Audio (mp3) 30 mins

SESSION 18 — 30 mins, credit 0.50

Session 18:

Case Law Update – Part II (Oct 2019)

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 at: Sep 2019 Mortgage Lending and Servicing Institute

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

19. Qualified Opportunity Zones and Related Developments (Oct 2019)

Raj Bandla, Mitchell A. Tiras

0.75 0.00 0.00 0.75  

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Video (mp4) 45 mins
Audio (mp3) 45 mins
Slides (pdf) 15 pgs

SESSION 19 — 45 mins, credit 0.75

Session 19:

Qualified Opportunity Zones and Related Developments (Oct 2019)

The Opportunity Zone Program was introduced as part of the Tax Cuts and Jobs Act of 2017 and provides unique opportunities to defer and/or eliminate tax on federal capital gains for real estate investments in qualified areas. While meaningful tax benefits under this program are available, there remain areas of uncertainty for structuring these transactions. Those who participate in the Opportunity Zone Program will need to become familiar with its enacting statute and over 200 pages of proposed regulations released in recent months by the U.S. Department of the Treasury.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Raj Bandla, Locke Lord LLP - Austin, TX
Mitchell A. Tiras, Locke Lord LLP - Houston, TX

20. Making Sure Your Deal is Financeable (Oct 2019)

Kent Newsome

0.75 0.00 0.00 0.75  

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Video (mp4) 44 mins
Audio (mp3) 44 mins
Paper (pdf) 16 pgs

SESSION 20 — 44 mins, credit 0.75

Session 20:

Making Sure Your Deal is Financeable (Oct 2019)

Get tips for making sure that your deal is financeable, including how to avoid killing the deal in a prior transaction.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Kent Newsome, Greenberg Traurig, LLP - Houston, TX

21. How to Lose a Client With 10 Outdated Loan Provisions! (Oct 2019)

Colette M. Breedlove, Niles W. Holmes

0.75 0.00 0.00 0.75  

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Video (mp4) 46 mins
Audio (mp3) 46 mins
Paper (pdf) 27 pgs
Slides (pdf) 15 pgs

SESSION 21 — 46 mins, credit 0.75

Session 21:

How to Lose a Client With 10 Outdated Loan Provisions! (Oct 2019)

Discuss and provide drafting solutions for the most commonly outdated and missing provisions in Texas commercial real estate loan documents.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Colette M. Breedlove, Niles Holmes, P.C. - Dallas, TX
Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

22. FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)

Christopher W. Christensen, Jennifer Parker

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Slides (pdf) 7 pgs

SESSION 22 — 28 mins, credit 0.50

Session 22:

FinTech and the Changing Landscape of Mortgage Lending (Oct 2019)

Fintech lenders have entered the market with a focus on driving efficiencies, technology-first processes, and streamlined operational workflows – all aimed at guiding consumers through a one-stop-shop transaction. Fannie Mae will discuss the ever-changing mortgage landscape and it’s disruption by Fintech lenders. 

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Christopher W. Christensen, PeirsonPatterson, LLP - Dallas, TX
Jennifer Parker, Fannie Mae - Washington, DC

23. Attorney Ethics in the Social Media Realm (Oct 2019)

John G. Browning

0.50 0.50 0.00 0.50 | 0.50 ethics  

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Video (mp4) 30 mins
Audio (mp3) 30 mins
Paper (pdf) 10 pgs
Slides (pdf) 30 pgs

SESSION 23 — 30 mins, credit 0.50 | 0.50 ethics

Session 23:

Attorney Ethics in the Social Media Realm (Oct 2019)

Worried about whether you’ll take heat for that tweet? Examine the ethical pitfalls awaiting unwary attorneys in the age of Facebook, Twitter, and Instagram. Using real world examples from cases and disciplinary proceedings around the country, this presentation will educate lawyers about how to ethically use – and avoid misusing – social media platforms

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

John G. Browning, Passman & Jones - Dallas, TX

24. Property Owners Association Borrowing: Association Solvency and Underwriting Red Flags (Oct 2019)

Clinton F. Brown

0.50 0.00 0.00 0.50  

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Video (mp4) 28 mins
Audio (mp3) 28 mins
Paper (pdf) 9 pgs
Slides (pdf) 5 pgs

SESSION 24 — 28 mins, credit 0.50

Session 24:

Property Owners Association Borrowing: Association Solvency and Underwriting Red Flags (Oct 2019)

Property Owners Associations are as diverse as the residents that live within them. Discuss the myriad of variances in borrowing when considering the type of community (commercial, condominium, single family/townhome), the wide range of provisions in the governing documents affecting borrowing, and how underwriters may analyze an association’s solvency to determine whether it’s a bad loan.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Clinton F. Brown, Roberts Markel Weinberg Butler Hailey PC - Austin, TX

25. Hot Topics in Mortgage Lending and Servicing (Oct 2019)

Robert F. DuBois III, Brian C. Rider

0.75 0.00 0.00 0.75  

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Video (mp4) 43 mins
Audio (mp3) 43 mins
Paper (pdf) 13 pgs

SESSION 25 — 43 mins, credit 0.75

Session 25:

Hot Topics in Mortgage Lending and Servicing (Oct 2019)

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

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

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

26. Resilience: How to Survive and Thrive in a High Stress Practice (Oct 2019)

Claude E. Ducloux

1.00 1.00 0.00 1.00 | 1.00 ethics  

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Video (mp4) 54 mins
Audio (mp3) 54 mins
Slides (pdf) 19 pgs

SESSION 26 — 54 mins, credit 1.00 | 1.00 ethics

Session 26:

Resilience: How to Survive and Thrive in a High Stress Practice (Oct 2019)

Why do some lawyers handle the stress of the job and the demands of family much better than others? What skills can we learn to improve our own lives? The answer may be: “Resilience.” Based on the skills taught by US Army for soldiers potentially fighting PTSD, identify ten strategies for dealing with stress, mental health, and making better decisions in law – and life.

Originally presented at: Sep 2019 Mortgage Lending and Servicing Institute

Claude E. Ducloux, Attorney at Law - Austin, TX