Real Estate

4.2

Title and Survey Review: Critical Resources for Attorneys

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 59 minutes
Ricardo Aponte-Parsi
Sheri Kanesaka
Steven Zablocki
Jennifer Williams
Audrey Wanich
With Ricardo Aponte-Parsi from Office of the General Counsel at Secretary of the Air Force (SAF/GCN) + 4 others
Recorded June 24, 2025
Product ID 100409

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Overview

Tackle Title Conundrums With Confidence

Reviewing real estate titles and surveys may not be the most exciting part of your day, but it does present an invaluable opportunity to ensure your client isn't making the greatest mistake of their life. Moreover, when encumbrances, encroachments, defects and other pitfalls are detected on your client's dream property, you become their savior when you can find curative measures or paper around them. Rise to the occasion and get this essential guide that gives you the tools and checklists you need to ensure no stone is left unturned. You'll leave better equipped to be the hero your clients need when title and survey setbacks occur - register today!

  • Disentangle the good, the bad, and the ugly of title defects.
  • Obtain essential endorsements and play hardball with title insurers to obtain them.
  • Get the latest on whether or not AI is useful in title review.
  • Efficiently resolve dangerous discrepancies between titles and surveys.
  • Develop comprehensive checklists for title and survey review.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Title Commitments and Defects: A Brief Refresher
  2. Title Insurance Policies, Endorsements, and Curative Measures
  3. Essential Technology and Checklists for Title Review and Objections
  4. Survey Review: ALTA/NSPS Standards and More
  5. Survey Review: Practical Tools and Checklists
  6. Ethical Considerations in Title and Survey Work

Related Topics

Product ID 100409

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Title Commitments and Defects: A Brief Refresher

    1. Essential Parts of Title Commitments
    2. Commitment Schedules in Brief
    3. Defects: The Good, The Bad, and the Ugly
    4. Source Documents You Need and Where to Find Them(Deeds, Mortgages, etc.)
    5. Where Should You Begin? What to Resolve First?

  2. Title Insurance Policies, Endorsements, and Curative Measures

    1. Owner vs. Lender Policies
    2. Standard vs. Extended Coverage
    3. Endorsements: Which Ones to Use and When
    4. Curing Defects, Working With Title Companies, and Removing Exceptions

  3. Essential Technology and Checklists for Title Review and Objections

    1. Does AI Have a Place in Title Review?
    2. Creating Sample Checklists: What You Need
    3. Utilizing Document Management Tools
    4. Drafting Effective Objection Letters

  4. Survey Review: ALTA/NSPS Standards and More

    1. Key Components, Legal Descriptions, and Required Certifications
    2. Recognizing Encroachments and Overlaps
    3. Spotting Easements and Setback Violations
    4. Ensuring Rights of Way and Access
    5. Resolving Discrepancies Between Surveys and Titles

  5. Survey Review: Practical Tools and Checklists

    1. Developing Comprehensive Survey Review Checklists
    2. Confirming Legal Description Accuracy
    3. Spotting Improvements, Encumbrances, and Unrecorded Rights
    4. Reviewing Example Surveys and Identifying Transaction Pitfalls

  6. Ethical Considerations in Title and Survey Work

    1. Consequences of Inadequate Title and Survey Review
    2. Due Diligence and Competency: Knowledge and Skills You MUST Possess
    3. Maintaining Client Confidentiality in Real Estate Transactions
    4. Documenting Work and Managing Client Expectations

Who Should Attend

This program is designed for attorneys. Title insurance professionals, real estate professionals, lenders, and paralegals may also benefit.

Speakers

Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Sheri Kanesaka
Sheri
Kanesaka
Greenberg Traurig, LLP
Steven E Zablocki
Steven E.
Zablocki
First American Title
Jennifer A Williams
Jennifer A.
Williams
Stewart Title Guaranty Company
Audrey S Wanich
Audrey S.
Wanich
Brennan, Manna & Diamond
Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+-year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in Privacy Law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an attorney-advisor for the United States Air Force Installations, Energy and Environmental Law Division (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.

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Speaker bio
Sheri Kanesaka

Sheri Kanesaka

Greenberg Traurig, LLP
Sheri Kanesaka

is of counsel at Greenberg Traurig, LLP. She focuses her practice on litigation involving title issues (perfection, rights, restrictions), lien security and priority disputes, bad faith title insurance claims, escrow negligence, tax liens, and bankruptcy matters. Ms. Kanesaka earned her B.A. degree from University of California at Berkeley and her J.D. degree from University of Southern California Gould School of Law, where she teaches as an adjunct professor.

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Speaker bio
Steven E Zablocki

Steven E. Zablocki

First American Title
Steven Zablocki

is underwriting counsel for First American Title. He previously worked as foreclosure counsel, litigating secured lender disputes. Mr. Zablocki has extensive knowledge of title matters and was a frequent lecturer to firm staff. He has conducted numerous training sessions onsite for national lenders. Mr. Zablocki earned his B.A. degree from Marquette University and his J.D. degree, cum laude, from Michigan State University College of Law. He is a member of the State Bar of Wisconsin.

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Speaker bio
Jennifer A Williams

Jennifer A. Williams

Stewart Title Guaranty Company
Jennifer Williams

has worked in the title industry for over 34 years, starting out in Winter Park, Colorado before moving to Denver in 1993. Subsequently she worked in the Denver metro area in various capacities including title assistant, examiner, title officer, and state title manager. In 2011 Ms. Williams gained further experience working for a regional title insurance underwriter, where her responsibilities included agent underwriting support in Colorado, Utah, Minnesota, and North Dakota. She returned to Stewart in April 2021 as a member of the Western Region Underwriting team with duties in Colorado, Wyoming, and Montana. Ms. Williams is an active member of the Land Title Association of Colorado where she serves as Vice-Chair of the Education Committee and holds their Certified Title Insurance Specialist designation. She is also an active member of the Montana Land Title Association and the Wyoming Land Title Association where she serves on the Education and Legislative Committees.

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Speaker bio
Audrey S Wanich

Audrey S. Wanich

Brennan, Manna & Diamond
Audrey Wanich

is of senior counsel of Brennan, Manna & Diamond at the Orlando, Florida location. She focuses her practice on real estate law. Ms. Wanich has extensive experience in residential and commercial real estate transactions; secured loan transactions; lender representation; association creation and development; and landlord-tenant law. Her experience includes representing tenants and landlords in various foreclosure, evictions, and collection actions; managing all aspects of residential and commercial real estate closings; and more complex association matters. Ms. Wanich earned her B.A. degree from University of Florida, her M.A. degree from University of Southern California and her J.D. degree from Chicago-Kent College of Law. She is a member of The Florida Bar (Real Property, Probate and Trust Section; Education Task Force) and South Carolina Bar. Ms. Wanich was a board member of Early Learning Coalition of Brevard County, Brevard Legal Aid and Habitat for Humanity of Brevard County (also co-chair of Governance Committee). She is admitted to practice law in Florida and South Carolina.

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