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.

Agenda & Materials

• 9:00 - 9:05 am

  Welcome and Introduction

  Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
  
• 9:05 - 9:25 am

  Basics of Title Insurance and Policy Options

  Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  
• 9:25 - 9:35 am

  Title Search and Attorney’s Title Review

  Amanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  
• 9:35 - 10:10 am

  Preparing the Title Commitment & Commitment Review in the Residential v. Commercial Transaction

  Jutta 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
  
• 10:10- 10:35 am

  Common Transactional Requirements and Exceptions

  Amanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
  Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
  
• 10:35 - 10:55 am

  Satisfying Requirements and Removing Exceptions

  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  
• 10:55 - 11:10 am

  Pro-Forma Policy in a Commercial Transaction

  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  Amanda S. Eckhoff, Esq., Robinson+ Cole LLP , Boston
  
• 11:10 - 11:35 am

  Common Endorsements

  Tracie M. Kester, Esq., Stewart Title Guaranty Company , Waltham
  Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
  
• 11:35 - 11:50 am

  Issuing the Final Policy

  Jutta R. Deeney, Esq., Stewart Title Guaranty Company , Waltham
  
• 11:50 - 12:00 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

Special Program Materials:

• Real Estate Title Practice in Massachusetts

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty