9:30 AM

Registration & Refreshments

10 AM

Introduction To Title And Survey Review, Title Insurance, And Document Preparation

- How important are the contract and loan requirements?
- What is the regulatory environment for title insurance?

PRESENTED BY:
Roland Love, Independence Title, Dallas

10:20 AM

The Commitment 

-  Reviewing and making objections. How to address and resolve exceptions and objections? 

PRESENTED BY:
John Bruce, Heritage Title Company, Austin
 

11 AM

Survey Review

- Why is a survey important to the title insurance transaction?
- When is one required?
- When can a prior survey be used?
- What additional survey coverage is available?

PRESENTED BY:
Lisa M. Beville, JD, CPA, CTIP, Fidelity National Title Group, Dallas
 

11:40 AM

Endorsements in Texas

- What is an endorsement?
- Which ones are common?
- Which ones are important considerations for a commercial deal or a residential transaction?
- What do they mean?

PRESENTED BY:
Ginny H. Abiassi, North American Title Insurance Company, Houston
 

12:30 PM

Break

12:40 PM

Lunch Presentation:  Closing Issues

- Identify closing issues, including ad valorem taxes, good funds, instructions and closing protection letters.

PRESENTED BY:
Charles J. Jacobus, Charter Title Company, Houston
 

1:30 PM

Rate Rules

- What are the difficult questions or tricky applications?
- What are the options? What credits are available?

PRESENTED BY:
Paul McNutt, Jr. Title Resources Guaranty Company, Dallas

2 PM

The Policy; Making and Handling Claims

- What are new coverages?
- Which exclusions and exceptions are important to the “deal?”
- What is not covered?
- When and how should a claim be tendered?
- What are the timelines?
- What are the underwriter’s options?
- How is a loss determined?

PRESENTED BY:
Steve Streiff, Old Republic National Title Insurance Company, Houston

2:45 PM

Break



3 PM

Preparing a Deed

- What type is appropriate?
- What are the components?

PRESENTED BY:
G. Roland Love, Independence Title, Dallas
 

3:35 PM

Preparing Releases and Lender Docs

- What is being released? Are all releases the same?
- Aspects to watch out for in the deed of trust


PRESENTED BY:
Suzanne Frossard, Providence Title Co., Fort Worth

4:10 PM

Boundary Line Agreements and Easements

- What’s yours is mine? Good fences make good neighbors!
- Remember an easement is a limited dominant estate, so think about your purpose, users and the future.

PRESENTED BY:
Celia C. Flowers, Flowers Davis, PLLC and East Texas Title Companies, Tyler

4:45 PM

Affidavits of Heirship; Power of Attorney and Resolutions/Authority

- It’s all about empowerment — when, how and sometimes why.

PRESENTED BY:
Richard Melamed, Attorney at Law, Houston

5:30 PM

Adjourn and Networking Reception