Entity transactions don’t have to feel overwhelming. In this practical and engaging session, we’ll break down the essential steps for confidently handling transactions involving corporations, LLCs, partnerships, and more. Using the simple but powerful “Exist, Approve, Authority” framework, you’ll learn how to evaluate entity status, confirm proper approvals, and verify signing authority at every stage of the closing process. We’ll also explore common pitfalls, from suspended entities to conflicting documents, and share real-world scenarios to help you spot and resolve issues early. Whether you’re dealing with straightforward structures or layered, complex entities, this webinar will equip you with tools to keep transactions moving smoothly. Walk away with greater clarity, stronger documentation practices, and fewer last-minute surprises.
Key takeaways include:
- Applying the “Exist, Approve, Authority” framework to every transaction
- Verifying entity existence and interpret status through SOS records
- Identifying who truly has authority to sign—beyond job titles alone
- Navigating partnerships, LLCs, corporations, and complex entity structures
- Avoiding common delays by spotting issues early and communicating effectively
Presenter:
Travis Smith, CESP, Capstone Title
Pricing:
Member: $45
Nonmember: $65
CE Credit:
1.0 Hour Escrow Credit
MCLE Credit:
1.0 Hour
Intermediate level – For those with some experience on the topic and/or the title industry. May include real-world application and/or specific and detailed information.
Per Procedural Rule P-28 II I-6, TDI will not award CE credit for completing the same course more than once during a reporting period.
The information in this course is provided by TLTA for educational and reference purposes only and should not be considered legal, financial, or business advice. Users should consult their own legal counsel and subject-matter experts to ensure that any policies adopted or actions taken meet the requirements unique to their company.
Legal information provides public information, such as rules or laws, or an explanation of those laws. It is not legal advice. Legal advice recommends a specific course of action or interprets the law based on particular facts. For legal advice, please consult your attorney.