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Securing the Castle 2023

6-hour NC State Bar Approved CLE Seminar

(Includes 90 minutes of Technology)

AGENDA

8:30 am to 9:00 am

Breakfast and Registration

 

9:00 am to 10:30 am  90 mins Technology

Data Security, Best Practices for Title Attorneys

Richard ("Rick") Diamond, VP/Agency IT Director, Fidelity National Financial

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A review of data security best practices for attorneys including digital closings, remote online notarizations, credential analysis, working from home, email spoofing, secure communications/texting, properly managing passwords, software patching, antivirus/malware protection and business continuity

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10:30 am to 10:45 am

BREAK

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10:45 am to 11:45 am  60 mins General

Claims Horror Stories (or How Some of Us Make a Living)

Zip Edwards & Rob McNeill, Offit Kurman, PA

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A discussion of real property title claims, recent trends in same, relevant case law and methods of resolution

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11:45 am to 12:15 pm  30 mins General

What's the Fix (Part 1)

Chicago Title Presenters*

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An examination of a variety of common title insurance underwriting topics utilizing real world examples as to matters that arise and resolutions.  Topics covered will include the following:  access issues, legal descriptions and surveys, gift deeds, foreclosures, estates, marital interests, notarizations, general authority issues, corrective instruments, mobile homes, and mechanics’ liens. (Part I)

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12:15 am to 1:00 pm 

Lunch

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1:00 pm to 2:00 pm  60 mins General

News You Can Use: Updates on 2021-2022 Legislation, Forms, Cases and

Resources Critical to Real Estate

Chicago Title Presenters*

 

An overview of the 2021-2022 Legislative Session and related developments that affect real estate practitioners including condominiums, conservation easements, corporations, disputed earnest money deposits, guardianships, judicial sales, manufactured homes, the Marketable Title Act, mechanics’ liens, options, planned communities, remote notarization, rights of first refusal, the rule against perpetuities, tenants by the entireties, timber larceny and more.

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2:00 pm to 2:30 pm   30 mins General

What's the Fix (Part II)

Chicago Title Presenters*

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An examination of a variety of common title insurance underwriting topics utilizing real world examples as to matters that arise and resolutions.  Topics covered will include the following:  access issues, legal descriptions and surveys, gift deeds, foreclosures, estates, marital interests, notarizations, general authority issues, corrective instruments, mobile homes, and mechanics’ liens. (Part II)

 

2:30 pm to 2:45 pm  

BREAK

 

2:45 pm to 3:45 pm   60 mins General

Commercial Leaseholds

Chicago Title Presenters*

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A thorough review of legal issues, both common and uncommon, in the creation and development of leaseholds.  This presentation will help convey the importance of the attorney being well-versed in the application of both legal standards in the representation of clients with specific needs and the interplay with the title insurance policy as to coverage, or lack thereof.  We will take a deep dive into commercial leaseholds, their interaction with fee and easement land, and risks and benefits that come with creative leasehold structure.  Real life examples of problems arising from leaseholds will be discussed

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3:45 pm to 4:15  30 mins General

What's the Fix (Part III)

Chicago Title Presenters*

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An examination of a variety of common title insurance underwriting topics utilizing real world examples as to matters that arise and resolutions.  Topics covered will include the following:  access issues, legal descriptions and surveys, gift deeds, foreclosures, estates, marital interests, notarizations, general authority issues, corrective instruments, mobile homes, and mechanics’ liens. (Part III)

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*Presented by North Carolina State Underwriting Counsel, Chicago Title – Presenters include Christopher (Kit) Anderson, Nancy Ferguson, Nick Fernez, Adam Hall, Scott Mansfield, Rob Markworth, David Milling, and Bob Slugg and will vary by location.

 

 

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