Real Estate

4.27

Title Search and Examination: A Comprehensive Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 56 minutes
Anita Lotz
Frank Kosir
Richard Fox
Mary Slade
With Anita I. Lotz from Phelps Dunbar LLP + 3 others
Recorded October 15, 2024
Product ID 98312

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Overview

Leave No Stone Unturned

The uncertainty of hidden defects or encumbrances are enough to keep any party to a real estate transaction up at night. Give your clients (and yourself) peace of mind with a thorough examination of public records. This focused program will show you what to look for, where to find it, and what to do with any issues you may unearth. Leave no potential problems overlooked - register today!

  • Learn how to evaluate if the scope of a title search was sufficient.
  • Discover how to search for any breaks in the chain of title.
  • Spot gaps, overlaps, and other boundary problems.
  • Track down unsatisfied mortgages, tax liens, mechanic's and other liens.
  • Know what to look for when dealing with foreclosed properties.
  • Unearth any easement, access, encroachment, and adverse possession problems.

Abbreviated Agenda

  1. Title Search & Examination Essentials
  2. Researching the Chain of Title & Examining Conveyances
  3. Digging Into Deeds, Legal Descriptions, and Plats
  4. Inspections: Unearthing Easement, Access & Encroachment Problems
  5. Pre- and Post-Foreclosure Title Issues - Liens, Defects, and Encumbrances
  6. Uncovering Unsatisfied Mortgages and Liens
  7. Business Entities & Trusts: Identity, Capacity, and Authority Issues
  8. Legal Ethics
Product ID 98312

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. Title Search & Examination Essentials

    1. Title Search vs. Title Examination
    2. Checklist of Title Records
    3. Title Search Tools
    4. The Search Report
    5. Was the Scope of the Search Sufficient?
  2. Researching the Chain of Title & Examining Conveyances

  3. Digging Into Deeds, Legal Descriptions, and Plats

    1. Reviewing Deeds and Legal Descriptions
    2. Identifying Defective Legal Descriptions
    3. How to Read Plats/Maps & What to Look For
    4. Uncovering Gaps and Overlaps
    5. Boundary Line Problems
    6. Lakefront Property and Riparian Issues
  4. Inspections: Unearthing Easement, Access & Encroachment Problems

    1. Lack of Access
    2. Missing or Defective Easement
    3. Improvements Located on an Easement
    4. Encroachments
    5. Adverse Possession Claims
    6. Prescriptive Easements
  5. Pre- and Post-Foreclosure Title Issues - Liens, Defects, and Encumbrances

  6. Uncovering Unsatisfied Mortgages and Liens

    1. Priority of Liens
    2. Mortgages
    3. Uncovering Outstanding Tax Liens
    4. Finding Judgment Liens
    5. Issues with Common Names & Name Variations
    6. Unearthing Mechanic's Liens
    7. HOA Liens
    8. How to Resolve Lien Issues
  7. Business Entities & Trusts: Identity, Capacity, and Authority Issues

  8. Legal Ethics

    1. Attorneys' Fees
    2. Conflicts of Interest
    3. Multiple Representation
    4. Disclosure of Defects in Property

Who Should Attend

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

Speakers

Anita I Lotz
Anita I.
Lotz
Phelps Dunbar LLP
Frank Kosir Jr.
Frank
Kosir, Jr.
Meyer Unkovic & Scott LLP
Richard J Fox
Richard J.
Fox
Law Office of Richard J. Fox PLLC
Mary A Slade
Mary A.
Slade
Metropolitan Title of Indiana, LLC
Speaker bio
Anita I Lotz

Anita I. Lotz

Phelps Dunbar LLP
Anita Lotz

is a member of the Memphis law firm of Phelps Dunbar LLP, where her areas of practice include commercial lending, real estate transactions, title law, foreclosures, and financial institutions regulatory law. Ms. Lotz has spoken for various business and professional organizations on a variety of foreclosure and commercial lending issues. She is a member of the Memphis, Tennessee and American (member, Business Law Section) bar associations; and the Association of Women Attorneys. Ms. Lotz earned her B.A. degree from Northwestern University and her J.D. degree from Boston University.

Speaker bio
Frank Kosir Jr.

Frank Kosir, Jr.

Meyer Unkovic & Scott LLP
Frank Kosir

is a partner with Meyer Unkovic & Scott LLP in Pittsburgh, and is a member of the firm's real estate and lending, litigation and dispute resolution, energy and mineral rights, and construction law groups. He has significant civil litigation and general practice experience in all areas of real property law. Prior to entering the practice of law, Mr. Kosir acquired extensive experience in all facets of real estate development, sales, construction and leasing with his family's home construction company. He represents clients in a wide range of matters, including commercial and residential real estate tax assessment appeals, commercial and residential sales and leasing, oil and gas lease negotiations, boundary line disputes, real estate title defense and claims, commercial and residential landlord-tenant proceedings, quiet title proceedings, eminent domain proceedings, condominium creation and amendment, and zoning and land use issues. Mr. Kosir earned his B.A. degree, summa cum laude, from Washington and Jefferson College and his J.D. degree from the Duquesne University School of Law. A member of the Pennsylvania, Allegheny County and Washington County bar associations, he formerly served on the Pennsylvania Bar Association's Real Property, Probate and Trust Law Section Council. Mr. Kosir writes a monthly real estate case law update and a quarterly real estate update column. He is co-author of the books, Fagnilli and Kosir on Deeds-Fundamentals of Deed Drafting and Fagnilli and Kosir on Deeds-Fundamentals of Deed Drafting (2nd edition).

Speaker bio
Richard J Fox

Richard J. Fox

Law Office of Richard J. Fox PLLC
Richard Fox

is an attorney with the Law Office of Richard J. Fox PLLC, where his practice focuses on commercial and residential real estate. As legal counsel, he represents buyers, sellers, and lenders in residential and commercial real estate transactions, including title searches and closing. As a title insurance agent, Mr. Fox reviews title opinions and issues title insurance policies. He is admitted to practice in Vermont and Massachusetts, and before the U.S. District Court for the District of Massachusetts. Mr. Fox is a member of the Vermont, Massachusetts, and Chittenden County bar associations; and is an agent for Vermont Attorneys Title Corporation. He earned his B.A. degree from Rutgers College and his J.D. degree from The George Washington University Law School.

Speaker bio
Mary A Slade

Mary A. Slade

Metropolitan Title of Indiana, LLC
Mary Slade

is legal counsel for Metropolitan Title of Indiana, LLC. She has seven years of experience in private practice in creditor's rights, bankruptcy, and real estate litigation and transactions. Prior to two years as a national underwriter covering approximately 30 states, Ms. Slade served as a regional counsel in claims and underwriting for three national title insurance carriers in 16 states and the District of Columbia, as well as a deputy prosecuting attorney for Marion County, Indiana. She was a co-founder and the executive production editor for the Indiana International & Comparative Law Review. Ms. Slade has served three years as the education chair for the Indiana Land Title AssociationHer programs on title insurance and real estate have been accredited for title insurance license or attorney license credit in Indiana, Pennsylvania, Ohio, Maryland, Virginia and West Virginia. Ms. Slade is a co-editor of the Indiana State Bar Association's Probate, Property and Real Estate newsletter and the ILTA Real Estate Handbook. She is a member of the Indiana State Bar Association, and served as the 2017-2018 section chair and 2018-2022 real estate chair for ISBA's Probate Property and Real Estate Section. Ms. Slade earned her undergraduate degree from Butler University and her J.D. degree from Indiana University School of Law.

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