22nd Annual Advanced Real Estate Seminar

MCLE Credits: 8.0
Ethics Credits Included: 2.0; Title Agent Credit Hours: 8.0 (8.0 Laws & Regulations)

Live on Site: Friday and Saturday, March 2-3 / Williamsburg (Kingsmill Resort)
Registration: 12:00 p.m.
Program: Friday: 1:00 p.m. - Saturday 12:00 p.m.
MCLE Credit: 8.0 (Ethics: 2.5); Title Agent Credit Hours: 8.0 (8.0 Laws & Regulations)
Live-Interactive Credit: 8.0 Live Interactive MCLE Credit Symbol

Information

Why Attend?

HIGHLIGHTS of this educational and entertaining seminar:

  • Real Estate Taxes
  • Commercial Breakout: Commercial Property Assessed Clean Energy (C-PACE)
  • Residential Breakout: Forms over Substance or Substantial Form Changes? Current ALTA® Forms
  • Staying Afloat Among the Sea Changes in Recurrent Flooding Public Policy and Flood Insurance
  • Ethical Issues in Real Estate Practice:  From Conflicts of Interest to Cybersecurity
  • Multijurisdictional Practice Issues for Real Estate Lawyers (Ethics)
  • Constitutional Takings—A Lively Discussion of Murr v. Wisconsin
  • Best Practices—Security in an Electronic Age

Cosponsored with the Real Property Section of the Virginia State Bar

Great topics. Terrific faculty. Exceptional materials. Those who attend usually return every year — what’s the secret? There are additional benefits to attending: A grand resort at which to luxuriate and enjoy much needed time away from the office to gather your wits, socialize, and network with the faculty and other experienced real estate attorneys —all while getting 8 hours of relevant CLE, including 2.5 hours of ethics in two half-day sessions.

Preregistering VSB Real Property Section members save $25 on the registration fee!

Learn new skills and refresh others in important areas of the law to make you a better practitioner. This year’s program has a variety of topics that are relevant and timely for real estate lawyers.

Keep current with trends and developments in the law.

Indulge your brain (and your senses). Spend two luxurious days in the company of the best minds in Virginia real estate practice.

"Great speakers. Varied topics. Helpful materials."

"... Cover material in a less demanding fashion with the two 2 half-day sessions."

"The optional dinner provides a pleasant opportunity to visit friends from across the state and make new friends."

"Dynamic speakers. Great resort!"

This seminar is nondiscountable.

 

Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.

Schedule

COURSE SCHEDULE

Friday

12:00 Registration
1:00 Real Estate Taxes
Richard B. “Rick” Chess, Louis J. Rogers


This session will discuss an analysis of the challenges of assessment, equalization, use transition, deferred exchange and development incentives and address how proper positioning on tax issues can allow a real estate investment to turn a profit.

2:30 Break
2:40 Concurrent Sessions

I. Commercial:
Commercial Property Assessed Clean Energy
William L. Nusbaum, Abigail Johnson


Commercial Property Assessed Clean Energy (C-PACE) is an innovative tool to finance energy efficiency, renewable energy, and water efficiency improvements for existing and new commercial, industrial, multifamily, and nonprofit-owned buildings, and will start becoming available in localities around Virginia in 2018.  The C-PACE loan, obtained from a private lender, is secured not by a deed of trust, but by a special assessment lien against the property, and repaid via installments billed on the property’s real estate tax bill, in parity with the real estate taxes.  Consequently, C-PACE financing will often prove more advantageous to property owners than second mortgages, mezzanine debt, equity investment, and other means for funding PACE-eligible improvements.

II. Residential: Forms over Substance or Substantial Form Changes? Current ALTA® Forms
Ronald D. Wiley, Jr.

This session will both update residential real property practitioners on the title insurance forms we use every day and remind us about some basic principles we sometimes forget in the rush to closing. Virginia title insurers have begun using the ALTA® Commitment for Title Insurance form adopted August 1, 2016. While that form returns to a traditional format most Virginia real estate attorneys will recognize, the new form does contain some substantial changes.

3:40 Break
3:50 Staying Afloat Among the Sea Changes in Recurrent Flooding Public Policy and Flood Insurance
Henry R. Pollard, Mike Vernon


This session will address the dynamic issues of recurrent flooding and sea level rise, public policy and regulatory responses to these concerns, and related facility and development risks and legal liabilities, as well as evolving flood insurance policy requirements, related financial considerations for property owners, and trends in the insurance and construction marketplace in response to the changing flood maps and flood insurance guidelines.  The presenters will offer practical tips and “real-world” perspectives based on their experience in the public policy arena and working with a broad range of facility and property owners, contractors, agencies, and other parties.

4:50 Break
4:55 Ethical Issues in Real Estate Practice: From Conflicts of Interest to Cybersecurity
Beth Burgin Waller, L.O. Natt Gantt II


This session will consider various ethical issues faced by the real estate practitioner, including the role of attorneys and potential conflicts of interest in real estate transactions, issues relating to confidentiality and disclosure of client information, and unauthorized practice of law concerns in real estate transactions.  This session will also consider the various ethical considerations of the intersection between technology, cybersecurity, and the practice of real estate law.  From the highly sensitive personal information a real estate lawyer handles to wire transfers to electronic recording of deeds, real estate is constantly evolving and cyber threats are also.  The session will be interactive and will include analysis of specific ethical scenarios for group discussion.  Professionalism and best practices considerations beyond the baseline ethical requirements will also be discussed.

5:55 Adjourn
6:00 Complimentary Cocktail Party — Come join us in the bar for drinks, congeniality, and fun!
Sponsored by Old Republic Title
7:00 Optional Dinner with the faculty — purchase ticket when registering

Saturday

7:00 Complimentary Continental Breakfast in the registration area
8:00 Multijurisdictional Practice Issues for Real Estate Lawyers (Ethics)
Thomas E. Spahn


This interactive session will use hypotheticals to explore: the effect of lawyers practicing law in states where they are not licensed; the permissibility of lawyers giving advice about the law of states where they are not licensed; the ability to practice "virtually" in other states; permissible temporary practice by lawyers in states where they are not licensed; the rules governing lawyers moving permanently to another state; the ability of lawyers not licensed in the state where they practice to represent clients before federal agencies, and in matters involving federal law; limitations on in‑house lawyers practicing in states where they are not licensed.

9:30 Break
9:45 Constitutional Takings—A Lively Discussion of Murr v. Wisconsin
Gus B. Bauman


This 5–3 decision by the U.S. Supreme Court on June 23, 2017, concerning building lots merger makes a mess of takings law, creating a new, confused, multi-factor test for determining what is the proper unit of land to be assessed for a challenged taking.

10:45 Break
10:55 Modern Cybersecurity for Lawyers
Kellam T. Parks, Brett Thompson

This session will cover fundamental cybersecurity basics, from standards and security software, to passwords, wireless best practices, and training and employee policies.  Additional topics will include encryption, cloud computing, and real estate legal practice tips.
12:00 Adjourn

Faculty

FACULTY

Gus B. Bauman, Beveridge & Diamond PC / Washington, DC
Richard B. Chess, Chess Law Firm, PLC / North Chesterfield
L.O. Natt Gantt II, Regent University / Virginia Beach
Abigail Johnson, Abacus Property Solutions/ Williamsburg
William L.  Nusbaum, Williams Mullen / Norfolk
Kellam T. Parks, Parks Zeigler, PLLC / Virginia Beach
Henry R. Pollard V, Williams Mullen  / Richmond
Louis J. Rogers, Capital Square 1031, LLC / Glen Allen
Thomas E. Spahn, McGuireWoods LLP / McLean
Brett B.  Thompson, Thompson Law Group / Virginia Beach
Mike Vernon, Flood Mitigation Hampton Roads / Chesapeake
Elizabeth Burgin Waller, Woods Roger PLC / Roanoke
Ronald D. Wiley Jr., Old Republic Title / Charlottesville

Locations, Dates and Fees

LIVE REGISTRATION FEES
(All registrants will receive access to a complete set of downloadable e-book seminar materials.)

$375* regular registration (without printed materials).
$445* regular registration plus dinner (without printed materials).
$520* regular registration plus dinner and guest dinner (without printed materials).

$405 regular registration plus printed materials.
$475 regular registration plus printed materials and dinner.
$550 regular registration plus printed materials, dinner, and guest dinner.

$350* VSB Real Property Section member regular registration (without printed materials).
$420* VSB Real Property Section member regular registration plus dinner (without printed materials).
$495* VSB Real Property Section member regular registration plus dinner and guest dinner (without printed materials).

$380 VSB Real Property Section member regular registration plus printed materials.
$450 VSB Real Property Section member regular registration plus printed materials and dinner.
$525 VSB Real Property Section member regular registration plus printed materials, dinner, and guest dinner.

$420 on-site registration (if space is available) (printed materials included).

*Available until 3 business days before the program


LIVE LOCATION AND DATES

MARCH 2-3 / Kingsmill Resort
1010 Kingsmill Road (Venue Website / Google Map)
(757) 253-3977

ACCOMMODATIONS

Accommodations are available at Kingsmill Resort at the reduced rate of $149 per night, single or double guestroom. Book your accommodations by February 8.

For Online Reservations

Booking Website: Book your group rate for 22nd Annual Advanced Real Estate Seminar

For Call-in Reservations

Attendees may call our toll-free number, 800-832-5665, to make reservations.

The conference reservations office is open Monday-Sunday, 8:30 a.m.-7:00 p.m.  Please state you are with the Virginia Continuing Legal Education group when calling.


A special 15% discount and free shipping on Virginia CLE®–published books will be available for purchases made at the seminar site.


Lower Registration Fee and Greater Functionality with Downloadable E-Book Seminar Materials

ALL seminar registrants will receive access to a complete set of downloadable e-book seminar materials. E-book materials are searchable, easily accessible, and efficient to use.

When registering, please be sure to provide a legible, valid e-mail address to which Virginia CLE® can send a link to the e-book materials.

Registrants who elect a registration option that includes downloadable e-book seminar materials only and not the printed materials will receive, at the seminar, a short, printed seminar outline with space to take notes.

Printed Materials: You still have the option of receiving a complete set of printed materials for a higher registration fee. Registrants who choose this option will receive printed materials at the program.

REGISTRATION DEADLINES

To receive access to the downloadable e-book materials BEFORE the seminar AND register for the lower fee, your registration must be received no later than 5:00 p.m. 3 BUSINESS DAYS BEFORE the seminar.  A link to the downloadable e-book materials will be e-mailed to you two business days before the seminar.  Once you download the materials, you can review them and print the portions you want to bring with you to the seminar.

After 5:00 p.m. 3 BUSINESS DAYS BEFORE the seminar, only the registration options that include printed materials will be available.


Cancellation/transfer requests will be honored through 5:00 p.m. of the DAY BEFORE the seminar.  You will, however, be charged $90 for the materials if you cancel your registration for the seminar, or transfer registration to a different seminar, after the link to the materials has been e-mailed by Virginia CLE®.

If you have a disability that requires special accommodation, please contact Virginia CLE® well in advance of the program date.

Private recording of this program is prohibited.

Registration Options
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