Skills Necessary for Representing Your Clients Real Estate Needs: 2017 Real Property Practical Skills Course
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1 Real Property Skills Necessary for Representing Your Clients Real Estate Needs: 2017 Real Property Practical Skills Course LIVE LIVE WEBCAST Thursday-Friday, October 5-6, 2017 NC Bar Center, Cary CLE CREDIT: 12.5 Hours Includes 1.5 Hour Ethics/Professional Responsibility Qualifies for North Carolina State Bar Real Property Specialization credit VIDEO REPLAYS (at printing) Cary, Tue. Wed., January 9 10, 2018 Charlotte, Tue. Wed., February 20 21, 2018 Gastonia, Thu. Fri., February 8 9, 2018 Wilmington, Mon. Tue., December 18 19, 2017 Winston-Salem, Thu. Fri., December 14 15, 2017 UPDATES & REGISTRATION Planned by the NCBA Real Property Section SUMMARY: The North Carolina Real Property Practical Skills course is designed to help attorneys new to the practice of real estate as well as seasoned attorneys who are looking to expand real property knowledge outside of everyday real estate practice. This course touches on an array of issues that arise in every day practice and provides practical skills needed to adequately represent our real estate clients needs. From drafting of leases, easements, declarations and agreements, to representing developers and lenders, and then to solving title issues including the drafting of legal descriptions and the correction of errors this course touches on at least some area that makes attending the course worthwhile for any real property attorney. The North Carolina Bar Association is accredited by the North Carolina State Bar as a provider of continuing legal education.
2 Skills Necessary for Representing Your Clients Real Estate Needs: 2017 Real Property Practical Skills Course #641RPF and #641LWC October 5 6, 2017 FOUR WAYS TO REGISTER ONLINE* PHONE* FAX* MAIL** Attn: Accounting NCBA P.O. Box 3688, Cary, NC *Credit cards only. **Please make checks payable to NCBA. TUITION LIVE WEBCAST VIDEO REPLAY (VR) Select format and tuition rate below. REGISTRANT TYPE EARLY BIRD TUITION Received one week prior to program date. REGULAR TUITION Received less than one prior to program date. WEBCAST TUITION NCBA Real Property Section Member $400 $475 $500 NCBA Member $420 $495 $520 NCBA Paralegal Division Member $255 $330 $355 Non-member $495 $570 $595 Full-time LANC Attorney (NCBA Member) $255 $280 1st Year Licensed in NC (NCBA Member) These categories do not qualify for Early Bird tuition. $198 $223 CLE Passport Holder 12 tokens 12 tokens Judge (NCBA Member) Clerk of Court (NCBA Member) Law Professor (NCBA Member) Law Student Division Member Paralegal Division Student Member These categories do not qualify for Early Bird tuition or include any MCLE fees. $75 $25 Choose from the applicable Webcast tuition options above. VIDEO REPLAY LOCATIONS For details and updates, see Cary #641BAR Jan Wilmington # 641WLM Dec Charlotte #641CHA Feb Winston-Salem #641WIN Dec Gastonia #641GAS Feb. 8 9 Other (if applicable, from website): City: Code: #641 REGISTRANT INFORMATION Please print clearly. Print Full Name: Firm/Organization Name: Address: City, State and ZIP: Daytime Phone Number: Address: 641RPF-B NC State Bar No. (Required for MCLE Credit): PAYMENT Registration is processed only after payment is received. Please print clearly. Enclosed is a check, payable to NCBA. Please charge my credit card. Card Number: Expiration Date: Total Amount: Signature:
3 Program Agenda Thursday, October 5, 2017, 7:45a 4:15p 7:45a Registration and Continental Breakfast (included at the Live program only) Breakfast sponsored by Citrix Sharefile 8:25 Welcome and Introductions 8:30 Drafting Legal Descriptions K. Doyle George This presentation describes the general principals applicable to preparing legal descriptions in North Carolina, including the types of legal descriptions, use of tax parcels and street addresses, use of corrective affidavits, conflicts in legal descriptions and their interpretation by North Carolina courts. In addition to explaining how to prepare a metes and bounds description, this presentation discusses how North Carolina courts resolve ambiguities, inconsistencies or conflicts in legal descriptions in deeds and deeds of trust by utilizing the equitable remedy of reformation, including reformation in foreclosure and bankruptcy proceedings, and avoidance of a lender s secured interest in a property by a debtor-in possession or trustee in bankruptcy based on a defective legal description. 9:15 Estates of Decedents, Minors and Incompetents Chadwick I. McCullen This presentation reviews common estate, guardianship and trust issues and solutions that may arise in the context of real estate transactions. Specifically, the presentation addresses issues of title and ownership of real property in a decedent s estate or the during incompetency or infancy of the owner, the authority and representative capacity of executors, administrators, attorneys-in-fact, guardians and trustees in real estate conveyances, common title insurance requirements, and an overview of court proceedings that may be necessary to complete a transaction involving a decedent s estate, minor or incompetent owner. 10:00 Break 10:15 Development Basics David L. Hillman Basics of development provide a high-level overview of real estate development from the real estate attorney s perspective. This segment addresses key issues related to acquiring, evaluating, financing and developing real estate. 11:15 Low Income Housing and Renewable Energy Tax Credit Transactions George E. Hollodick This session provides an introduction for real estate practitioners to issues surrounding the structure of affordable housing and renewable energy tax credit transactions focusing on the roles of developers, tax credit investors and mortgage lenders and the issues important to each. 12:15p Networking Lunch (included at Live program only) 1:00 Easements, Rights of Ways, Railroads James R. Jim Saintsing Hear a discussion of how and why property interests are created, conveyed, lost and found. Review popular North Carolina case law that both explains and obfuscates the interpretation and practical treatment of easements and rights-of-way. Also this session covers railroad rightsof-way, the unique property interest whose study may actually validate earning a history degree. 1:45 Residential Closings/CFPB/Legislative Update Nancy L. Knepper and Brian Z. Taylor What is the Consumer Finance Protection Bureau (CFPB)? How has it affected residential real property closings? What changes have occurred since its implementation on October 3, 2015? An update on recent legislative changes 2:30 Break 2:45 Entity Formation Frankie T. Jones Jr. Listen to an overview of the basics of forming entities for developers and purchasers of commercial real estate, including why to form an entity at all. Additionally, the presentation covers the differences among the various entity types and considerations in advising your client. The presenter also discusses special purpose entity (SPE) provisions and other common provisions of note in entity organizational documents for commercial real estate LLCs.
4 3:30 Bankruptcy/Foreclosures/Deeds in Lieu Jeff D. Rogers Get an overview of the basics of bankruptcy, foreclosure and deeds in lieu and how they may impact real property attorneys. Also hear about what a real property attorney should know about foreclosure and bankruptcy, how they work and what to look for in a closing. Finally, the presenter covers deeds in lieu vs. foreclosure, benefits and problems to avoid. 4:15 Adjourn Friday, October 6, 2017, 7:45a 3:45p 7:45a Registration and Continental Breakfast (included at the Live program only) 8:25 Welcome and Introductions 8:30 Trust Accounting Basics* Anne M. Parkin Develop a trust account system: Accounting is the systematic and comprehensive recording of financial transactions pertaining to a business, and it also refers to the process of summarizing, analyzing and reporting these transactions to oversight agencies and tax collection entities. RPC Rule Recordkeeping Reconciliation Scope of a Random Audit 9:15 Commercial Lending Charles D. Chad Brown II This presentation includes a review of a sample commercial real estate loan closing checklist, the typical due diligence requirements and the loan closing process. Walk through the basic set of loan documents and related considerations. Finally, cover financing issues related to leased properties and subordination, non-disturbance and attornment agreements. 10:15 Break 10:30 Mobile Homes James W. Williams III Listen to a discussion of the procedures for titling mobile homes in a real property transaction and a review of recently enacted mobile home title and lien curative statutes. 11:15 Commercial Leasing Brian T. Pearce Learn about key terms that should be included in every lease with focus on how those terms should be tweaked depending on whether you are representing a landlord or tenant. The discussion also includes a spotlight on areas of leasing law that appear to be generating litigation. 12:15p Networking Lunch (included at Live program only) 1:00 Planned Communities Brian S. Edlin This session focuses on the basics of the creation, declarant control and eventual turnover and ongoing operations of the community association. In addition to Chapters 55A, 47F and 47C, more recent statues and regulations impacting community associations are addressed, as will ethical considerations for representation of community associations and developers. 2:00 Commercial Title Insurance Jane S. Barkley Receive an introduction to title insurance including, the basics of title insurance, the role of attorneys in title insurance in North Carolina, and coverage and exclusions under the American Land Title Association policies. This segment addresses the preparation of a preliminary and final title opinion and an examination of the owner policy, the loan policy and policy endorsements. 2:45 Break 3:00 ALTA Best Practice for NC Law Firms* Kimberly B. Rosenberg Hear an update of ALTA best practices and listen to a discussion about the challenges closing attorneys face due to advances in technology and the changing regulatory landscape. 3:45 Adjourn * Indicates portion providing Ethics/Professional Responsibility credit
5 Program Information Planner Erin S. Cowan, Nexsen Pruet PLLC, Greensboro Speakers Jane S. Barkley, Investors Title Insurance Company, Chapel Hill Charles D. Chad Brown II, Womble Carlyle Sandridge & Rice LLP, Winston-Salem Brian S. Edlin, Jordan Price Wall Gray Jones & Carlton PLLC, Raleigh K. Doyle George, The Law Offices of K. Doyle George, Charlotte David L. Hillman, Ellis Winters LLP, Raleigh George E. Hollodick, Blanco Tackabery & Matamoros PA, Winston-Salem Frankie T. Jones Jr., Smith Moore Leatherwood, Greensboro Nancy L. Knepper, White & Allen PA, New Bern Chadwick I. McCullen, Young Moore & Henderson PA, Raleigh Anne M. Parkin, The North Carolina State Bar, Raleigh Brian T. Pearce, Nexsen Pruet PLLC, Greensboro Jeff D. Rogers, Smith Debnam Narron Drake Saintsing & Myers LLP, Raleigh Kimberly B. Rosenberg, Attorneys Title, Raleigh James R. Jim Saintsing, Fidelity National Title Company LLC, Greensboro Brian Z. Taylor, White & Allen PA, New Bern James W. Williams III, Chicago Title Insurance Company, Raleigh We extend our sincere gratitude to the NCBA Real Property Section and the planners and speakers who volunteer their time and expertise toward the goal of presenting an educational program of the very highest quality. Sponsor(at time of printing) SILVER SPONSOR: Citrix Sharefile Hotel Information Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. Embassy Suites, 201 Harrison Oaks Boulevard, Cary Nightly Rate: $169 single/double. Includes evening manager s reception and full, cooked-to-order breakfast Reservations: or NCBA Corporate Account Special Rate Code: Please note: The rates may vary according to guest room availability. TownePlace Suites by Marriott, 120 Sage Commons Way, Cary Nightly Rate: $114 studio queen with sleeper sofa (Sunday Thursday). Includes complimentary hot breakfast. All rooms have a fully equipped kitchen. Reservations: Ask for the NC Bar Association corporate rate. FINE PRINT REGISTRATION Registrations are limited by space, and may include a live video broadcast overflow room. TRANSFERS Registrants may transfer from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program without penalty within three business days after the program date. CANCELLATIONS Cancellations must be received by 9:00 a.m. the third business day prior to the program to qualify for a refund (less $75 administrative fee). Those not attending will receive the digital program materials in full consideration of tuition paid. MCLE CREDIT The North Carolina Bar Association is an accredited CLE sponsor under the MCLE Regulations promulgated by the North Carolina State Bar Board of Continuing Legal Education. This program is approved (but not sponsored) by the Board for the designated number of CLE hours. Each attorney must maintain a record of his/her attendance for the NC State Bar annual report. MCLE credit is reported by NCBA only if a NC State Bar number is provided. Your CLE tuition includes mandatory State Bar fees used to support the State Bar s Mandatory Continuing Legal Education program, the Chief Justice s Commission on Professionalism and the Chief Justice s Equal Access to Justice Commission. Your tuition also includes digital access to all program materials. DIGITAL PROGRAM MATERIALS You will receive a notification when digital materials are available to download. To retrieve digital materials, log in and select Your Course Materials on the CLE website. All of the materials for this program will be available for download in advance of the program. VIDEO REPLAYS To qualify for the Early Bird tuition, registration must be received one week prior to program date. NC State Bar rules require a minimum number of preregistered active State Bar members. NCBA reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement. Some sites require additional registration or evaluation forms. Visit to confirm video replay registration and program start times. CLE credit hours at Video Replays are subject to change. Video replay program attendees may purchase the printed manuscript at cost. Due to printing and shipping lead times we are unable to accommodate requests for print materials made fewer than seven (7) days prior to any video replay program. PERSONS WITH DISABILITIES We make every effort to ensure that our programs are held in facilities which are fully accessible to persons with disabilities. If you plan to attend our program and need special facilities or assistance relating to a disability, please contact the CLE Department at least one week prior to the date of the program. INCLEMENT WEATHER We make every effort to notify registrants when a program is canceled or delayed due to weather. If inclement weather is forecast, please check your local news listings or contact event venue. NCBA programs will follow the work schedule of the hosting institutions, to include delayed openings. CLE SCHOLARSHIPS A limited number of scholarships are available to members in financial need. Contact Membership Services at or akemple@ncbar.org. EVENT SPONSOR AND EXHIBITOR OPPORTUNITIES Interested in meeting the attendees of this program? Become an exhibitor or sponsor! Contact Jennifer Shapiro at CLESponsorship@ ncbar.org for detailed information about these opportunities and their benefits. FOR MORE INFORMATION, VISIT
6 Nonprofit Org. US Postage PAID Raleigh, NC Permit #297 Real Property Skills Necessary for Representing Your Clients Real Estate Needs: 2017 Real Property Practical Skills Course LIVE LIVE WEBCAST Thursday-Friday, October 5-6, 2017 NC Bar Center, Cary CLE CREDIT: 12.5 Hours Includes 1.5 Hour Ethics/Professional Responsibility Qualifies for North Carolina State Bar Real Property Specialization credit UPDATES & REGISTRATION luggage luggageluggage P.O. Box 3688 Cary, NC SAVE MONEY on this CLE program with the North Carolina Bar Association CLE PASSPORT To learn more or to purchase, visit
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