Real Estate Transactions 2022

Agenda / Content Covered

1. Real Estate Contracts and Leases 2022
   10:00 — 11:00, Warren Power
   1. COVID-19 and Real Estate Agreements
   2. Purchase and Sale Contracts 2022
   3. Real Estate Leases: Changes You Need to Make
   4. Airbnb, VRBO and Other Short-Term Rentals
   5. E-Signatures and Electronic Contracts
2. Financing and Loan Agreements
   11:00 — 11:45, David Weissmann
   1. The Coronavirus and Real Estate Financing
   2. Finance Options - Pros and Cons
   3. The Loan Process Checklist
   4. Loan Documents 2022
   5. Key Terms of the Loan Commitment
   6. Recourse vs. Non-Recourse; Guarantees
   7. Financing Due Diligence
   8. Case Law and Policy Updates
3. Handling Title Issues
   12:00 — 1:00, John Lotardo aka the TITLEMAN
   1. Title Law Updates
   2. Title Search and Examination Best Practices
   3. Title Commitments
   4. Surveys and Land Descriptions
   5. Resolving Title Defects
   6. Reviewing the Title Policy
4. Remote and Electronic Notarizations - What You Must Know
   1:00 — 1:30, John Lotardo aka the TITLEMAN
5. Cybersecurity and Wire Fraud
   2:00 — 2:45, William Amann
   1. Data Privacy Regulations and Real Estate Transactions
   2. Cybersecurity Protections
   3. Wire Fraud - Advising Clients
   4. Blockchain in Real Estate Transactions
6. Short Sales, Foreclosure, and Bankruptcy
   3:00 — 4:00, William Amann
   1. Short Sale Process
   2. Deficiency Judgment
   3. Tax Consequences of Short Sales
   4. Multiple Mortgages
   5. Foreclosure 101 for Real Estate Lawyers
   6. Foreclosure-Related Title Issues
   7. What Real Estate Attorneys Need to Know About Bankruptcy
7. Legal Ethics for Real Estate Attorneys
   4:00 — 5:00, Warren Power
   1. Conflicts of Interest in Real Estate Transactions
   2. Wearing Multiple Hats: Attorney, Real Estate Agent, Escrow Agent, Title Agent, Closing Agent
   3. Compensation
   4. Client Confidentiality
   5. Disclosure of Defects in Property
   6. Ethics Opinions on Transactional Matters

Accreditation Details:

WILLIAM J. AMANN is a partner with Braucher & Amann, PLLC, where he concentrates his practice in the areas of bankruptcy, creditors’ rights, commercial litigation, and real estate and commercial litigation. Mr. Amann regularly represents national and regional creditors in bankruptcy courts and the state courts in Massachusetts and New Hampshire. He has recently been admitted to the Southern District Federal Court for New York representing a Massachusetts business in a contract dispute. Prior to joining the firm, he served as legal counsel to a Chapter 7 bankruptcy trustee for the District of New Hampshire. In addition, he has considerable experience in the areas of commercial turnarounds, debt restructuring, equitable subordination, debt re-characterization, asset sales, title insurance, real estate conveyancing, land use, receiverships, premises liability, employment law, evictions and probate administration. Mr. Amann served on the Board of Directors for the City of Manchester's Public Library Literacy Fund for two years, starting in 2009. He is an editor for the American Bankruptcy Institute and is an annual editor for the New Hampshire Bar Association's Supreme Court At-a-Glance article series and regularly speaks before professional and trade groups on the topics of bankruptcy, creditors’ rights and real estate. Prior to practicing law, Mr. Amann was employed by Fidelity Investments as a trade resolution specialist, by Ford Motor Credit Company as an account executive and branch legal liaison and he is a former police officer. He earned his B.A. degree from Saint Anselm College and his J.D. degree from Massachusetts School of Law.

MARK HAZELBAKER is an attorney with Kasieta Legal Group, LLC. He continues to emphasize representation of local governments, small businesses, and litigation. Mr. Hazelbaker began his career as legal counsel of the Wisconsin Counties Association. He served as personnel director/corporation counsel, and later as administrative coordinator for Manitowoc County. Mr. Hazelbaker has been in private practice since 1992, first with downtown Madison law firms, and then in his own firm since 1999. He has lectured many times on labor and employment law, land use law, and municipal law for various business and professional groups. Mr. Hazelbaker has also published law reviews and other articles. He is a member of the Dane County Bar Association and the State Bar of Wisconsin (Litigation and Labor and Employment and Government Lawyers Division sections). Mr. Hazelbaker earned his B.A. degree from the University of Wisconsin and his J.D. degree from the University of Wisconsin Law School.

JOHN T. LOTARDO aka the TITLEMAN™ is Senior Vice President, Director of Operations, and National Commercial Counsel for Commonwealth Land Title Company. He is the former senior underwriter and state counsel for First American Title Insurance Company in Arizona and Nevada. Previously, Mr. Lotardo was senior vice president and general counsel for Stewart Title & Trust of Phoenix Inc., as well as state underwriting and claims counsel for Stewart Title Guaranty Company. As a licensed attorney, his practice entails all aspects of real estate, title/escrow and corporate operations. Mr. Lotardo earned his B.A. degree, with honors and academic distinction, from C.W. Post, Long Island University and his J.D. degree from Arizona State University. He is a frequent speaker, instructor, retained expert, and guest commentator. Being past president of the Land Title Association of Arizona, Mr. Lotardo has been a member of many real estate organizations, including holding the position of president for the Arizona Trustee Association, as well as being an active member of the State Bar of Arizona; the Arizona State Escrow Association; and bankruptcy, lending, foreclosure, legislative, judiciary and corporate organizations locally and nationwide. He recently completed his tenure on the Arizona Association of Realtors' Residential Contract Revision Workgroup and served on the Education Advisory Committee for the Arizona Department of Real Estate. Mr. Lotardo is the author of numerous articles and columns including the popular Ask the TITLEMAN™, which is in print throughout the United States. He also has been a guest commentator on talk radio for KFNX 1100 and KFNN 1510. Mr. Lotardo had been the editor for the Real Property Journal for the State Bar of Arizona for a number of years. He has been selected as a Who's Who in the legal community as part of The Business Journal's Leading Lawyers Program. Currently, he is the President of the Real Estate Advisory Board to the Maricopa County Recorder.

DAVID A. WEISSMANN is the founder of the law firm of Weissmann Zucker Euster Morochnik & Garber P.C., where he practices in the areas of commercial real estate, secured lending, corporate, and business law. Mr. Weissmann is the former chairman of the eCLE Committee for Real Property and Probate Section of the American Bar Association. Mr. Weissmann also wrote Construction Lending, ABA Real Property & Probate; and Removing Restrictive Covenants as Burdens to a Disaster Response, ABA Real Property & Probate. He earned his B.A. degree, with distinction and Echols Scholar, from the University of Virginia; and his J.D. degree, cum laude, from the University of Georgia, where he served on the Law Review and was the recipient of the American Jurisprudence Award for constitutional law.