Marking Up Title Commitments, Eliminating Exceptions & Getting Endorsements
How to skillfully fine-tune a residential and commercial real estate title insurance policy
- Product Number: 2240150P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
The ability to facilitate real estate closings and procure title insurance for buyers and lenders is a necessary skill in today’s real estate market. Title examination, analysis, risk assessment, and mitigation are all key elements in determining whether and how to insure a transaction, what endorsements may be needed and whether they can be issued, and satisfying the insurer’s requirements to obtain the desired title insurance coverage.
This nuts-and-bolts program guides you through the practical aspects of preparing and reviewing a title commitment to producing the final policy with appropriate endorsements to enhance the policy’s coverage. Topics include reading and understanding a title report, curing title problems, satisfying requirements, identifying and drafting relevant exceptions, and adding requested coverage to the policy via endorsements, with an emphasis on typical underwriting requirements for common commercial endorsements. The panel features both title insurance underwriting counsel and the lender’s counsel perspective. Attorneys and paralegals alike benefit from attending this program.
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Agenda
Agenda & Materials
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9:00 - 9:05 am
Welcome and Introduction
on demand video Add to CartJutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
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9:05 - 9:25 am
Basics of Title Insurance and Policy Options
on demand video Add to CartJutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
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9:25 - 9:35 am
Title Search and Attorney’s Title Review
on demand video Add to CartAmanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
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9:35 - 10:10 am
Preparing the Title Commitment & Commitment Review in the Residential v. Commercial Transaction
on demand video Add to CartJutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
Amanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
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10:10- 10:35 am
Title Commitments: Common Transactional Requirements and Exceptions
on demand video Add to CartAmanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
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10:35 - 10:55 am
Satisfying Requirements and Removing Exceptions
on demand video Add to CartTracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
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10:55 - 11:10 am
Pro-Forma Policy in a Commercial Transaction
on demand video Add to CartTracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
Amanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
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11:10 - 11:35 am
Common Endorsements
on demand video Add to CartTracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
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11:35 - 11:50 am
Issuing the Final Policy
on demand video Add to CartJutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
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