30th Annual Real Estate Practice Seminar Materials - SALE!

Publication Date: May 2012
Available Formats: Print
Pages: 163

Information

Content Summary:

  • 2012 Virginia General Assembly: Compilation of Selected Real Estate Litigation
  • Case Law Update
  • "No Good Deed..." Ethics Issues in Virginia Real Estate Practice
  • Anatomy of a Case to Clear Title
  • "Death and Dirt": Real Estate Title and Transfer Issues Occuring at Death

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Whether you have an established real estate practice or are a general practitioner who occasionally encounters real estate issues, this publication is for you. It includes essential updates on Virginia real estate case law and new 2012 statutes, as well as in-depth discussion on other topical issues.

This comprehensive, stand-alone publication is direct from a May 2012 seminar cosponsored with the Real Property Section of the Virginia State Bar. It is available in print or searchable PDF via download, CD-ROM, or USB Flash Drive. Click here for more information on electronic books.

Table of Contents

TABLE OF CONTENTS

I. 2012 VIRGINIA GENERAL ASSEMBLY: COMPILATION OF
SELECTED REAL ESTATE LEGISLATION
David S. Mercer
Lucia Anna Trigiani

BANKING AND FINANCE

BUILDING CODE

BUSINESS ENTITIES

CEMETARIES

CIVIC AND CHARITABLE

CIVIL REMEDIES AND PROCEDURE

COMMUNITY ASSOCIATIONS

CONDEMNATION AND EMINENT DOMAIN

CONSERVATION AND ENVIRONMENT

ECONOMIC DEVELOPMENT

HOUSING AND REDEVELOPMENT

INSURANCE

LANDLORD TENANT

LAND RECORDS AND COURT RECORDS

MECHANICS’ AND OTHER LIENS

MISCELLANEOUS

NOTARIES

PROFESSIONS AND OCCUPATIONS

REAL ESTATE SETTLEMENTS

TAXATION

TRANSPORTATION

TRUSTS AND ESTATES

WATER, SEWER AND STORMWATER

ZONING AND LAND USE

II. CASE LAW UPDATE
Timothy O. Trant II
Otto W. Konrad

VIRGINIA SUPREME COURT CASES
        Dean v. Bd. of Cnty. Supervisors of Prince William
        Scott v. Burwell's Bay Improvement Ass'n
        Mulford v. Walnut Hill Farm Group, LLC
        McCarthy Holdings LLC v. Burgher
        Dykes v. Friends of the C.C.C. Rd.
        First Am. Title Ins. Co. v. W. Sur. Co.
        Godbolt v. Shenandoah Inv., LLC
        Turner v. Bay
        Sloan v. Mt. Blanco Park Ass’n
        Jimenez v. Citibank, N.A.

VIRGINIA CIRCUIT COURT CASES
        Sawyer v. C.L. Pincus, Jr. & Co., Inc.
        HKJ, Ltd. P’ship v. Cohen Mgmt. Group
        Dwoskin v. Avino
        Fairfax Cnty. Redev. & Hous. Auth. v. Shadowood Condo. Association
        Park v. Gates Hudson & Assoc., Inc.
        Koz v. Wells Fargo Home Mortg.
        Hartwell v. County of Fairfax
        Columbia Realty Venture, LLC v. Dang, et al.
        Farran v. Olde Belhaven Towne Owners’ Ass’n
        Stewart Title Guar. Co. v. Premier Title, Inc.
        Lee’s Crossing Homeowners’ Ass’n v. Zinone
        Lamar Co., LLC v. City of Roanoke Redev. and Hous. Auth.
        StellarOne Corp. v. SmartStart
        Mildenhall, LLC v. Higginbotham
        Jennings v. Commonwealth Transp. Comm’r of Va.

U.S. DISTRICT COURT CASES
        Washington v. CitiMortgage, Inc
        Cole v. GMAC Mortg., LLC
        Lansdowne on the Potomac Homeowners Ass’n, Inc. v. Openband at
        Lansdowne, LLC
        Gonzalez v. Beneficial Mortg. Co. of Va.
        Kiser v. CMH Homes, Inc.
        Jarmak v. Ramos
        United States v. Parr

BANKRUPTCY COURT
        In re Seaton
        In re Cambre

UNITED STATES COURT OF APPEALS FOR THE FOURTH CIRCUIT
        Horvath v. Bank of New York
        Lee v. Zom Clarendon, L.P.
        Bernardo v. Nat’l City Real Estate Servs., LLC

III. “NO GOOD DEED …”
ETHICS ISSUES IN A VIRGINIA REAL ESTATE PRACTICE
Kay M. Creasman
Lewis A. Martin, III

Hypothetical 1: Websites, Advertising, and Social Media

Hypothetical 2: Real Estate Agent and Lender Referrals

Hypothetical 3: Copyrighted contract form; dual representation

Hypothetical 4: Drafting the Deed and Beyond

Hypothetical 5: Representing Both Sides in a Short Sale

Hypothetical 6: Reconciliations, Unclaimed Property and File Storage

IV. ANATOMY OF A CASE TO CLEAR TITLE
Michael E. Derdeyn

I. OVERVIEW

II. BOUNDARY AGREEMENTS

III. ACTION TO ESTABLISH BOUNDARIES
        A. Nature of Action
        B. Parties
        C. Elements
        D. Allegations of Complaint specifically required by statute
        E. No Damages
        F. Miscellaneous

IV. EJECTMENT
        A. Miscellaneous
        B. Parties
        C. Elements
        D. Allegations of Complaint Specifically Required by Statute
        E. Damages
        F. Improvements by Defendant

V. ACTION TO QUIET TITLE
        A. Nature of Action
        B. Parties
        C. Elements

VI. ADVERSE POSSESSION
        A. Nature of Action
        B. Elements
        C. Effect of Mistake – Negates Hostility Element Only in Narrow
        Circumstances

VII. PARTITION
        A. Nature of Action
        B. Parties
        C. Elements
        D. Procedure
        E. Damages

VIII. IDENTIFYING AND SERVING NECESSARY PARTIES
        A. Identifying Necessary Parties
        B. Serving Necessary Parties

IX. PROVING YOUR CLAIM THROUGH CHAIN OF TITLE AND EXPERT
    TESTIMONY
        A. Proving Legal Title
        B. Establishing the Property Owned by Survey

X. THE DECREE: PUTTING THE MATTER TO RECORD

XI. HYPOTHETICALS

V. “DEATH AND DIRT”: REAL ESTATE TITLE AND TRANSFER
ISSUES OCCURRING AT DEATH
Martha L. Sotelo

I. INTRODUCTION
        A. The Historical Perspective
        B. What Constitutes Real Property?

II. DEVOLUTION OF TITLE AND CONTROL
        A. The Role of the Personal Representative: Bystander, Custodian or
        Trustee?
        B. Distinguishing the Power to Sell with the Authority to Sell

III. MECHANICS OF COMPLETEING THE CHAIN IN THE DEVOLUTION
    OF TITLE
        A. Intestate
        B. Testate
        C. Jointly Owned Real Estate with Survivorship Rights

IV. DECEDENTS’ REAL PROPERTY: A FERTILE SOURCE OF
    MISUNDERSTANDINGS
        A. Inventory
        B. Accountings
        C. Fiduciary Compensation
        D. Probate Tax and Bonding
        E. Responsibility for Maintenance and Risk of Loss
        F. Encumbered Property and Other Debts of the Decedent
        G. Sale of Decedent’s Realty

V. SEEKING JUDICIAL ASSSISTANCE
        A. Judicial Instructions to Guide and Compel Fiduciary in Certain Acts
        B. Necessary Parties to Agreement and Suit
        C. Construction and Interpretation of Wills and Trusts

VI. REAL PROPERTY HELD BY DECEDENT’S INTER VIVOS TRUST: A
    ROSE AMONG THE THORNS?
        A. Using Revocable Trusts to Minimize Misunderstandings
        B. The Trustee has the Power to Control and Sell Trust Property
        C. A Trust Contest does not affect Purchasers of Trust Property
        D. Trust Assets Have Limited Exposure to a Decedent’s Creditors

VII. CONCLUSION

Authors

David S. Mercer

Lucia Anna Trigiani

Timothy O. Trant II

Otto W. Konrad

Kay M. Creasman

Lewis A. Martin, III

Michael E. Derdeyn

Martha L. Sotelo

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