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Overview
Title Examination, Title Commitment & Survey Review, Exceptions, Endorsements & More
Title insurance is an effective tool for finding title issues, facilitating their resolution, and providing clients protection beyond the closing. Make sure you use it right! Go back to the basics and join our experienced faculty for an exploration of the top seven things you need to know about title insurance in order to protect your clients' interests. Build your title knowledge - register today!
- Get familiar with the different types and scope of title insurance coverage.
- Learn what title companies can find - and won't find - during the title examination process.
- Discover how to review a title commitment and cross-read a title report and a survey.
- Enhance coverage by removing title exceptions and defects before closing.
Abbreviated Agenda
- Understanding Policy Coverage, Common Exclusions, and Policy Types
- The Title Search and Examination Process
- How to Review the Title Commitment and Exception Documents
- How to Cross-Read the Survey and Title Report
- Removing Title Exceptions and Clearing Title Defects Before Closing
- What Endorsements to Request and When
- The Title Insurance Claims Process in the Event of a Title Defect or Dispute
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 10-03-2026 |
| Arkansas CLE |
|
3 Total | 06-30-2026 |
| Arizona CLE |
|
3 Total | 10-03-2026 |
| California CLE |
|
3 Total | 10-03-2026 |
| Colorado CLE |
|
4 Total | 12-31-2026 |
| Connecticut CLE |
|
3 Total | 10-03-2026 |
| Delaware CLE |
|
3 Total | 10-03-2026 |
| Florida CLE |
|
3.5 Total | 04-30-2026 |
| Hawaii CLE |
|
3 Total | 10-03-2026 |
| Idaho CLE |
|
3 Total | 10-03-2029 |
| Illinois CLE |
|
3 Total | 10-02-2026 |
| Maine CLE |
|
3 Total | 10-02-2026 |
| Minnesota CLE |
|
3 Total | 10-03-2026 |
| Missouri CLE |
|
3.6 Total | 10-03-2026 |
| Northern Mariana Islands CLE |
|
3 Total | 10-03-2026 |
| Montana CLE |
|
3 Total | 10-03-2027 |
| North Dakota CLE |
|
3 Total | 10-03-2027 |
| Nebraska CLE |
|
3 Total | 10-03-2026 |
| New Hampshire CLE |
|
3 Total | 10-03-2027 |
| New Mexico CLE |
|
3 Total | 10-03-2026 |
| Nevada CLE |
|
3 Total | 10-03-2027 |
| New York CLE |
|
3.5 Total | 10-03-2027 |
| Oklahoma CLE |
|
3.5 Total | 10-03-2026 |
| Oregon CLE |
|
3 Total | 10-03-2027 |
| Pennsylvania CLE |
|
3 Total | 10-03-2026 |
| Tennessee CLE |
|
3 Total | 10-02-2026 |
| Vermont CLE |
|
3 Total | 10-03-2026 |
| Washington CLE |
|
3 Total | 10-02-2029 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2025 |
| West Virginia CLE |
|
3.6 Total | 10-03-2026 |
Select Jurisdiction
CLE
Agenda
-
Understanding Policy Coverage, Common Exclusions, and Policy Types
-
The Title Search and Examination Process
-
How to Review the Title Commitment and Exception Documents
-
How to Cross-Read the Survey and Title Report
-
Removing Title Exceptions and Clearing Title Defects Before Closing
-
What Endorsements to Request and When
-
The Title Insurance Claims Process in the Event of a Title Defect or Dispute
Who Should Attend
This program is designed for attorneys. Title insurance professionals, real estate agents/brokers, loan underwriters, loan officers, and paralegals may also benefit.
Speakers
Speaker bio
Frank Kosir, Jr.
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
Martina Nelson
is the owner of Park City Surveying, where she handles boundary surveys, topographic mapping, construction layout surveys, subdivision plats, infrastructure construction layout, and ALTA surveys. Ms. Nelson has provided courtroom expert witness testimony. She is on the Ethics Committee of the Utah Council of Land Surveyors. Ms. Nelson attended The Ohio State University and Salt Lake Community College, where she earned her Associate of Applied Science degree in land surveying.
Speaker bio
Joseph C. Rust
co-founded the law firm of Kesler & Rust, P.C. and is now of counsel with the firm. He practices in the areas of personal injury litigation; real property acquisitions and sales; landlord-tenant relations; construction law, including lien and bond claims; international law; and commercial litigation. Mr. Rust is a past chairman of the Committee on Civil Procedure of the International Bar Association. He was on the Utah District Export Council for over 35 years, including serving as president for six years; and served many years on the Utah State Bar's Governmental Affairs Committee and Utah State Bar's International Section. Mr. Rust earned his B.A. and J.D. degrees from the University of Utah.
Speaker bio
John T. Lotardo aka the TITLEMAN
is senior vice president, director of operations, and national commercial counsel for Commonwealth Land Title Company. He is the former senior underwriter and state counsel for First American Title Insurance Company in Arizona and Nevada. Previously, Mr. Lotardo was senior vice president and general counsel for Stewart Title & Trust of Phoenix Inc., as well as state underwriting and claims counsel for Stewart Title Guaranty Company. As a licensed attorney, his practice entails all aspects of real estate, title/escrow and corporate operations. Mr. Lotardo earned his B.A. degree, with honors and academic distinction, from C.W. Post, Long Island University; and his J.D. degree from Arizona State University. He is a frequent speaker, instructor, retained expert, and guest commentator. Being past president of the Land Title Association of Arizona, Mr. Lotardo has been a member of many real estate organizations, including holding the position of president for the Arizona Trustee Association, as well as being an active member of the State Bar of Arizona; the Arizona State Escrow Association; and bankruptcy, lending, foreclosure, legislative, judiciary, and corporate organizations locally and nationwide. He recently completed his tenure on the Arizona Association of Realtors' Residential Contract Revision Workgroup and served on the Education Advisory Committee for the Arizona Department of Real Estate. Mr. Lotardo is the author of numerous articles and columns including the popular Ask the TITLEMAN™, which is in print throughout the United States. He also has been a guest commentator on talk radio for KFNX 1100 and KFNN 1510. Mr. Lotardo had been the editor for the Real Property Journal for the State Bar of Arizona for a number of years. He has been selected as a Who's Who in the legal community as part of The Business Journal's Leading Lawyers Program. Currently, he is the president of the Real Estate Advisory Board to the Maricopa County Recorder.
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