For newly admitted lawyers and for attorneys seeking to diversify or to
change their practice focus, this seminar will touch on several topics which are
foundation stones of a sound real estate practice.
The topics will include:
IOLTAAn outline of the requirements for opening and
maintaining a clients’ trust account.
Protection of Clients’ Personal Information
An introduction to the Massachusetts statutes and regulations related to the
protection of personal information especially in connection with mortgage loan
“The List” A discussion of “how to get on
the bank’s list” of closing attorneys and what are the requirements for opening
a conveyancing account.
Title Insurance An explanation of the steps
necessary to be able to write a title insurance policy.
Personal Information An introduction to the steps
required under the statutes and the Attorney General's regulations to safeguard
the personal information of parties especially in connection with a mortgage
How I Did It A candid discussion by a rising
attorney on the experience of starting and growing a real estate practice.
Additional faculty to be announced
Francis K. Morris, Esq., program chairLaw Office of Francis K. Morris, Brookline Village
Mary K. Eaton, Esq.Eaton & Rescia, LLP, East Longmeadow
Anthony M. Lombardi, Esq.Title Counsel, CATIC
Isaac J. Mass, Esq.Law Office of Isaac J. Mass, Greenfield
Francesca Miceli, Esq.Massachusetts Attorney General's Office, Boston
Terrence D. Pricher, Esq.Commonwealth of Massachusetts-Office of the Bar Counsel, Boston
Dawn E. WilsonMortgage Loan Officer
Real Estate Law Section
Young Lawyers Division
Law Practice Management Section
The Sole Practitioner and Small Firm Section