eConference

2022 William W. Gibson, Jr. Mortgage Lending and Servicing eConference

Contains material from Nov 2022

2022 William W. Gibson, Jr. Mortgage Lending and Servicing eConference
4.32 out of 5 stars
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Outstanding speakers and topics.

Good topics

Well done.

Good topics. Good materials. Well presented

I liked when we received the course binder in paper format.

Overall very good course, but a lot of the topics covered were not relevant to my practice

I thought the topics were very timely and relevant to what I see daily. The speakers were engaging and clear to the point.

Great course

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UT Law CLE's 56th 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. This year's highlights include:
  • Updates from the legislature and the courts, along with focused sessions on Advanced Commercial Lending and Residential Lending.
  • Insight into hot topics like seller financing, LIBOR to SOFR transition, bankruptcy, and developments in real estate underwriting.
  • Dr. Perryman joins us to discuss his latest projections for the US and Texas economies, including forecasts for employment and other measures of business activity as well as the outlook for real estate markets.
  • Update on Mechanics Liens and 2021 Amendments to Chapter 53 of the Texas Property Code
  • Three hours of ethics credits (expected) including, Attorney Title Opinion Letters in a GSE World, Ethics of Practicing Law Remotely, and  Ethics of Data Breaches.

Includes: Video Audio Paper Slides No Materials


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1. Case Law Update - Part I (Nov 2022)

Amanda R. Grainger, J. Richard White

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(mp4)
47 mins
(mp3)
47 mins
(pdf)
70 pgs
(pdf)
61 pgs
Session 1 —47 mins
Case Law Update - Part I (Nov 2022)

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 2022 Mortgage Lending and Servicing Institute

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

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2. Update on Mechanics Liens and 2021 Amendments to Chapter 53 of the Texas Property Code (Nov 2022)

Steven E. Kennedy

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(mp4)
45 mins
(mp3)
44 mins
(pdf)
28 pgs
(pdf)
16 pgs
Session 2 —45 mins
Update on Mechanics Liens and 2021 Amendments to Chapter 53 of the Texas Property Code (Nov 2022)

The 2021 Legislature made substantial changes to Chapter 53 of the Texas Property Code. Hear an overview of the 2021 legislative changes governing the requirements for perfecting a mechanics’ lien on real property in Texas.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Steven E. Kennedy, McGuire, Craddock & Strother, P.C. - Dallas, TX

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3. If You Want to Make Your Existing Condominium Financeable Again (Nov 2022)

Preston Patten, Kristi Stotts

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(mp4)
27 mins
(mp3)
27 mins
Slides
(pdf)
4 pgs
Session 3 —27 mins
If You Want to Make Your Existing Condominium Financeable Again (Nov 2022)

Financing requirements for condominium regimes have recently changed in response to the tragedy of the Surfside condominium collapse in 2021. Discuss these recent changes and provide tips on how to comply with the revised financing requirements.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Preston Patten, Winstead PC - Austin, TX
Kristi Stotts, Winstead PC - Austin, TX

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4. The Real [Bankruptcy] Estate: Bankruptcy Must Knows for Real Estate Professionals (Nov 2022)

Genevieve M. Graham, Veronica A. Polnick

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(mp4)
40 mins
(mp3)
40 mins
(pdf)
7 pgs
Session 4 —40 mins
The Real [Bankruptcy] Estate: Bankruptcy Must Knows for Real Estate Professionals (Nov 2022)

Gain insight into important information that real estate lawyers and other real estate professionals should know about bankruptcy; from dirt-for-debt to bar dates and important notices.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Genevieve M. Graham, Jackson Walker LLP - Houston, TX
Veronica A. Polnick, Jackson Walker LLP - Houston, TX

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5. Attorney Title Opinion Letters in a GSE World (Nov 2022)

Roland Love

1.00 1.00 0.00
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(mp4)
55 mins
(mp3)
55 mins
Session 5 —55 mins
Attorney Title Opinion Letters in a GSE World (Nov 2022)

FNMA has recently followed FHLMC to permit the use of Attorney Title Opinion Letters as an alternative to title insurance in specific and limited circumstances. This presentation will assist counsel to understand what these “AOL” are and what protection they provide. In addition, what are the benefits and criticisms?

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Roland Love, Independence Title Company - Dallas, TX

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6. The Outlook for the US and Texas Economies (Nov 2022)

M. Ray Perryman

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(mp4)
66 mins
(mp3)
65 mins
No Materials
(pdf)
1 pgs
Session 6 —66 mins
The Outlook for the US and Texas Economies (Nov 2022)

Dr. Perryman will discuss his latest projections for the US and Texas economies, including forecasts for employment and other measures of business activity as well as the outlook for real estate markets. Key trends will be described, including inflation, supply chain issues, population shifts, and the energy sector.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

M. Ray Perryman, The Perryman Group - Waco, TX

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7. Easement Appurtenant (Nov 2022)

Dawn M. Lewallen

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(mp4)
30 mins
(mp3)
29 mins
(pdf)
19 pgs
(pdf)
23 pgs
Session 7 —30 mins
Easement Appurtenant (Nov 2022)

Easement may be created by express grant, condemned for public use, reservation, dedication, and in a variety of other ways. Focus on the narrow topic of easements appurtenant. Examine: (1) the definition and nature of easement rights; (2) how an appurtenant easement is different from an easement in gross, license and profit a prendre; (3) the requirements for the grant of an appurtenant easement; (4) the purpose, location and use of appurtenant easement; (5) how appurtenant easements might be terminated; and (5) what easements title insurance affirmatively insures.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Dawn M. Lewallen, First American Title Insurance Company - Houston, TX

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8. Picking Your Poison: When and How to Seek Appointment of a Receiver for Borrower Defaults (Nov 2022)

Thomas M. Whelan

0.75 0.00 0.00
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(mp4)
41 mins
(mp3)
41 mins
(pdf)
41 pgs
Session 8 —41 mins
Picking Your Poison: When and How to Seek Appointment of a Receiver for Borrower Defaults (Nov 2022)

Non-judicial foreclosure in Texas is relatively quick and cheap. A receivership proceeding is rarely either. Be careful before you ask for a receiver because you might you might just get one.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

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

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9. Lender Liability: Yes, That’s Still a Thing (Nov 2022)

Jason Enright, Phillip Lamberson, Joe Wielebinski

0.75 0.00 0.00
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(mp4)
45 mins
(mp3)
44 mins
(pdf)
13 pgs
(pdf)
18 pgs
Session 9 —45 mins
Lender Liability: Yes, That’s Still a Thing (Nov 2022)

A discussion of lender liability theories and the current state of the law, including the recent Bailey Tool decision.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Jason Enright, Winstead PC - Dallas, TX
Phillip Lamberson, Winstead PC - Dallas, TX
Joe Wielebinski, Winstead PC - Dallas, TX

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10. Financeability of Documents (Nov 2022)

Niles W. Holmes

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(mp4)
33 mins
(mp3)
33 mins
(pdf)
51 pgs
(pdf)
14 pgs
Session 10 —33 mins
Financeability of Documents (Nov 2022)

Explore financeability requirements for documents in commercial real estate financing.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Niles W. Holmes, Niles Holmes, P.C. - Dallas, TX

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11. Future Legal Issues for Lending Counsel (Nov 2022)

John Fleming

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(mp3)
45 mins
(pdf)
15 pgs
(pdf)
7 pgs
Session 11 —45 mins
Future Legal Issues for Lending Counsel (Nov 2022)

Cover anticipated Texas legislation in 2023, including extensive UCC amendments relating to digital assets, and home equity legislation; recent attorney general opinions impacting foreclosure; and other late breaking legislative and administrative developments impacting mortgage lending.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

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

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12. Claims Against Real Estate Agents and Brokers (Nov 2022)

Craig Dowis

0.75 0.00 0.00
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(mp3)
42 mins
(pdf)
10 pgs
Session 12 —42 mins
Claims Against Real Estate Agents and Brokers (Nov 2022)

A discussion on the different types of claims against agents and brokers, current trends in the marketplace, and risk avoidance.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Craig Dowis, Thompson Coe - Dallas, TX

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13. Employment Issues Around a Work From Home Work Force (Nov 2022)

Fred Gaona

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(mp3)
35 mins
(pdf)
14 pgs
(pdf)
11 pgs
Session 13 —35 mins
Employment Issues Around a Work From Home Work Force (Nov 2022)

In 2022, more and more employees are moving to a work from home environment, whether on a full-time or part-time basis. While this arrangement can have many benefits for employees, there are some legal risks and considerations for employers including wage and hour, workers compensation, taxation, privacy, and productivity concerns. This session will explore the increase in the work from home phenomena and the inherent legal risks for employers.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Fred Gaona, Frost Brown Todd LLC - Dallas, TX

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14. Case Law Update - Part II (Nov 2022)

Amanda R. Grainger, J. Richard White

0.75 0.00 0.00
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(mp4)
42 mins
(mp3)
42 mins
No Materials
(pdf)
1 pgs
Session 14 —42 mins
Case Law Update - Part II (Nov 2022)

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 2022 Mortgage Lending and Servicing Institute

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

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15. Developments in Real Estate Underwriting Related to Climate Change (Nov 2022)

Brian C. Rider

0.50 0.00 0.00
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(mp4)
32 mins
(mp3)
32 mins
(pdf)
31 pgs
Session 15 —32 mins
Developments in Real Estate Underwriting Related to Climate Change (Nov 2022)

Explore the real and future impacts which are happening in underwiring standards in commercial real estate lending, investing, and purchase/sale transactions as a result of laws, regulations and private decisions made by organizations which are sources of capital – in the name of climate change. Review laws, regulations, executive orders and proposed regulations impacting real estate and real estate financing, again in the name of climate change. 

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

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

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16. The Ethics of Practicing Law Remotely (Nov 2022)

Carrie Johnson Phaneuf

0.75 0.75 0.00
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(mp4)
50 mins
(mp3)
50 mins
(pdf)
33 pgs
(pdf)
15 pgs
Session 16 —50 mins
The Ethics of Practicing Law Remotely (Nov 2022)

How to ethically navigate the online practice of law post-Covid.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Carrie Johnson Phaneuf, Cobb Martinez Woodward PLLC - Dallas, TX

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17. Transition to SOFR (Nov 2022)

Jonathan Thalheimer

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(mp4)
32 mins
(mp3)
32 mins
(pdf)
28 pgs
Session 17 —32 mins
Transition to SOFR (Nov 2022)

A discussion of the transition from LIBOR to SOFR (or other base variable rates).

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

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

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18. Hot Topics and Quick Tips (Nov 2022)

Robert F. DuBois III, Brian C. Rider

0.50 0.00 0.00
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(mp4)
26 mins
(mp3)
26 mins
(pdf)
10 pgs
Session 18 —26 mins
Hot Topics and Quick Tips (Nov 2022)

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

Originally presented: Sep 2022 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

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19. Ethical Obligations in Mitigating and Responding to a Data Breach (Nov 2022)

Skyla R. Banks, Arielle S. Comer, Lillie Jackson

0.75 0.75 0.00
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(mp4)
40 mins
(mp3)
40 mins
(pdf)
12 pgs
Session 19 —40 mins
Ethical Obligations in Mitigating and Responding to a Data Breach (Nov 2022)

Over the past decade, legislatures in Colorado, California, Virginia, etc. and regulators in the European Union have promulgated various data protection laws and practices that have caused much confusion to both lawyers and non-lawyers on how to lawfully respond to a data breach.  These laws have presented statutory requirements companies must abide by in order to respond to and remedy security breaches, and within these requirements, are ethical obligations counsel must uphold. This presentation will discuss the ethical obligations Texas counsel must abide by in order to respond to data breaches in accordance with the Texas Disciplinary Rules of Conduct.

Originally presented: Sep 2022 Mortgage Lending and Servicing Institute

Skyla R. Banks, Amplitude, Inc. - Dallas, TX
Arielle S. Comer, Ryan Law - Dallas, TX
Lillie Jackson, Morgan Lewis & Bockius, LLP - Dallas, TX