2017 SPRING AM PM CONFERENCE Four · 9:45 AM ‐ 10:45 AM CONFERENCE ROOM 101 ... , such as...

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PAT STONE, Chairman and CEO ofWilliston Financial Group, will deliverthe luncheon keynote address at theAssociation’s 2017 Spring ConferenceonMonday,May 1st at the Four PointsbySheratonHotelinNorwood.

Pat enjoys a national reputation withhis insights on global economic trendsand the directions of the residentialandcommercialrealestatemarketplace,

offering predictions of future economic trajectories. Some havecalledhimavisionary.

Currently,PatservesasChairmanofWillistonFinancialGroup,andasaboardmemberofGreenStreetAdvisors,theleadingREITanalyticsfirm,Linked2Pay,abankpaymentsinnovator,andInmanNews,whonamedhimoneof2013’s“100MostInfluentialPeopleinRealEstate.”

Oneofthefastestgrowinganduniquerealestateserviceprovidersinthemortgage industry,Williston FinancialGroup is the Portland,Oregon‐basedparentcompanyofWFGNationalTitleInsuranceCompany.

Joinusatour2017SpringConference,whereyoucantakeadvantageofaccreditedcontinuinglegaleducation,networkwithcolleaguesandenjoyaninformationalluncheonwithold

friends.WelookforwardtoseeingyouonMay1st!

Formoreinformation,visitwww.reba.net.

BREAKOUTSESSIONS

EmergingTopicsinLegislationthatConcernREBA&OtherIndustryPlayers

ShiningBright:SolarEnergy’sImpactonRealEstateLaw

ProposedNewLandCourtRule14:

BindingSummaryDecisions

DataSecurity:EthicalConsiderations&BestPractices

EmergingTrendsintheTitleInsuranceIndustry

Gettin'HighwithaLittleHelpFromYour...Landlord?...Trustee?

RecentDevelopmentsinMassachusettsCaseLaw

PracticalSkillsSessions:

Practical&EthicalAdviceforMaintainingYourIOLTA

Searching,TransferringandInsuringTitletoRealEstateComingoutofBankruptcy

MakeThemWorkforYou:DisputeResolutionClauses&YourPractice

REBACONTINUING

EDUCATIONCOMMITTEE

KendraL.Berardi,Co‐chair

ElizabethJ.Young,Co‐chair

CLECREDIT

CLEcreditsinNewHampshireandRhodeIslandarepending

SPONSORS&EXHIBITORS

FormoreinformationabouttheExhibitor&SponsorProgram,contactAndreaMoralesat

morales@reba.netor617.854.7555

REBACONTACT

Formoreinformationaboutthisprogram,contacttheREBAofficeatadmin@reba.netor617.854.7555.

CCOONNFFEERREENNCCEE RREEGGIISSTTRRAATTIIOONN EENNCCLLOOSSEEDD

Monday,May1,2017

7:30AM‐2:45PM

FourPointsbySheratonHotel1125ProvidenceTpke(Rt.1)Norwood,Massachusetts

SPRINGCONFERENCE2017

2017SPRINGCONFERENCE MONDAY,MAY1,2017

7:30 AM  REGISTRATION & EXHIBITORS’ HOUR 

8:30 AM ‐ 1:15 PM  BREAKOUT SESSIONS (See descriptions below) 

1:20 PM  LUNCHEON PROGRAM 

1:20 PM ‐ 1:45 PM  Opening Remarks from President Fran Nolan 

1:45 PM ‐ 2:05 PM  Keynote Address by WFG’s Patrick F. Stone 

2:05 PM ‐ 2:20 PM  Business Meeting  

2:20 PM ‐ 2:45 PM  Concluding Remarks 

SSCCHHEEDDUULLEE OOFF EEVVEENNTTSS

9:45 AM ‐ 10:45 AM  TIFFANY BALLROOM B 

11:00 AM ‐ 12:00 PM  TIFFANY BALLROOM B

DDaattaaSSeeccuurriittyy::EEtthhiiccaallCCoonnssiiddeerraattiioonnssaannddBBeessttPPrraaccttiicceess

StevenJ.Bolotin;ChristopherJ.Gulotta

Theworld of data security is constantly changing, and so are the rules governing how lawyers dealwith thosechanges.Whatareyourobligationsandhowcanyoumeetthem?Ourpanelistswilldiscussthecurrentethicalrules,regulatoryrequirementsanddisciplinarytrends,aswellaspresentpracticalsolutionstoprotectyouandyourclients.

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8:30 AM ‐ 9:30 AM  ESSEX/LENOX ROOM

9:45 AM ‐ 10:45 AM  ESSEX/LENOX ROOM 

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MichaelF.McDonagh;EdwardJ.Smith;DouglasA.Troyer

Expertswill discuss private roads legislation, notary acknowledgement requirements,marketable title act,just cause eviction,mandatory rent escrow, home energy audits, short sales, and other real estate‐relatedtopicspendinginthecurrentsessionofthelegislature.

MMccDDOONNAAGGHH     SSMMIITTHH    TTRROOYYEERR 

8:30 AM ‐ 9:30 AM  TIFFANY BALLROOM A 

9:45 AM ‐ 10:45 AM  TIFFANY BALLROOM A 

EEmmeerrggiinnggTTrreennddssiinntthheeTTiittlleeIInnssuurraanncceeIInndduussttrryy

JamesM.Czapiga;PatrickF.Stone

In an era of ever‐changing technology, business‐to‐business relationships, regulatory oversight, andsettlement and title services industry practices, the title insurance industry is facing new challenges inadaptingtothesechangingpracticesandrequirements.Ourspeakerswilldiscusssomeofthesechallenges,includingtheeffectof theTrumpadministrationontheCFPBandDodd‐Frank, theevolutionof technologyintegrations with third parties, technology partnerships between agents and title companies, and lenderpressures.Theywillalsoprovideinsightintothefuturepracticesofthesettlementbusiness.

   CCZZAAPPIIGGAA   SSTTOONNEE 

REGISTERONLINEATWWW.REBA.NET

SSCCHHEEDDUULLEE OOFF EEVVEENNTTSS

8:30 AM ‐ 9:30 AM  CONFERENCE ROOM 101 

9:45 AM ‐ 10:45 AM  CONFERENCE ROOM 101 SShhiinniinnggBBrriigghhtt::SSoollaarrEEnneerrggyy’’ssIImmppaaccttoonnRReeaallEEssttaatteeLLaaww

BethanyAnneBartlett;JonathanS.Klavens

Inthepastdecade,Massachusettshasmadesignificantadvancementsinthedevelopmentofalternativeenergysources.SolararrayscoverresidentialandcommercialrooftopsandsolarpanelfieldsarebecomingincreasinglyprevalentacrosstheCommonwealth.Asthistechnologyexpands,realestatelawcontinuestodevelopinthisareaaslandcontaining,intendingtocontain,orabuttingtheseelementscontinuestobebought,sold,leased,anddeveloped.Inthissession,panelistswillexplorethelegalcomplexitieswhichariseinconnectionwiththeinstallation, permitting, development, and leasing of solar energy sources on residential, commercial, andmunicipallandsandthefutureoutlookforsolarenergyprojects.

8:30 AM ‐ 9:30 AM  CONFERENCE ROOM 103 

11:00 AM ‐ 12:00 PM  ESSEX/LENOX ROOM GGeettttiinn''HHiigghhwwiitthhaaLLiittttlleeHHeellppFFrroommYYoouurr......LLaannddlloorrdd??......TTrruusstteeee??

AdamD.Fine;JordanaRoubicekGreenman;GeorgeJ.Warshaw

Thenewmarijuanalawsposechallengestolandlords,condoownersandassociations,andpropertyowners,especiallybecausetherehasyettobeanysignificantcaselaw.Ourpanelistswillreviewwhatispermissible,impermissible and uncertain under the new laws, including conflicts between state and federal substancecontrolcriminallawsandenforcementdirectives.Theprogramwillseektoanswerquestionsconcerningtheextenttowhicha landlord,unitownerorcondoassociationmayprohibitsmoking,ortheuseorcultivationofmarijuanainadwelling.Thepanelwillalsooffercounseloncreatingandamendingleasesandcondodocumentstoco‐existwiththenewlaws,andtheelementsofprooftoredressaleaseorcondoregulationviolation.

FFIINNEE   GGRREEEENNMMAANN  WWAARRSSHHAAWW 

9:45 AM ‐ 10:45 AM  CONFERENCE ROOM 104 

11:00 AM ‐ 12:00 PM  CONFERENCE ROOM 104 

PPrrooppoosseeddNNeewwLLaannddCCoouurrttRRuullee1144::BBiinnddiinnggSSuummmmaarryyDDeecciissiioonnss

GilesL.Krill;ThomasO.Moriarty;Hon.GordonH.Piper;Hon.KarynF.Scheier

Amajorchange,Rule14holdsthepotentialtostreamlineLandCourtlitigationandtoaffordsubstantialbenefitstotheparties, theirattorneysandtheCourt.UnderthenewRule,approvedbytheSJC late lastyear, partiesmay go directly to a bench trial under a stipulationwaiving detailed findings of fact andrulingsoflaw.Instead,adecisionwillbeinawrittenororalformakintoaspecialjuryverdict.Rule14offersLandCourtlitigantsafarspeedierresolutionoftheirdisputes.OurpanelistswillincludeassociatejusticesKarynF.ScheierandGordonH.Piper,aswellasGilesKrillandTomMoriarty,whowereREBA’srepresentatives on a special working group comprised of judges, Court staff and lawyers whichdevelopedRule14.

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SSCCHHEEDDUULLEE OOFF EEVVEENNTTSS

FourPointsbySheratonHotel 1125Boston‐ProvidenceTurnpike,Norwood

9:45 AM ‐ 10:45 AM  CONFERENCE ROOM 103 

11:00 AM ‐ 12:00 PM  CONFERENCE ROOM 103 

MMaakkeeTThheemmWWoorrkkffoorrYYoouu::DDiissppuutteeRReessoolluuttiioonnCCllaauusseessaannddYYoouurrPPrraaccttiiccee~~PPrraaccttiiccaallSSkkiillllssSSeessssiioonn

JoelM.Reck;DianeR.Rubin

Both transactional lawyers and litigators must be familiar with the variety of dispute resolution clauses ‐‐rangingfromthoseinREBA’snewTwo‐unitCondominiumTrustFormtothoseinsmallandlarge,partnership,leasing,constructionandfinancingdocuments.Theprogramwillexaminemediationandarbitration,aswellas steppeddecision‐making structures, such as “med‐arb” (mediation‐arbitration), baseball arbitration andappellate‐typereviewofarbitrationawards.Bestpracticesandsampleprovisionswillbereviewedfromthesimpletothesophisticated,togetherwiththerisksandbenefitsofdifferentprovisions.

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8:30 AM ‐ 9:30 AM  TIFFANY BALLROOM B 

PPrraaccttiiccaall&&EEtthhiiccaallAAddvviicceeffoorrMMaaiinnttaaiinniinnggYYoouurrIIOOLLTTAA~~PPrraaccttiiccaallSSkkiillllssSSeessssiioonn

DeannaAtwood;TerrenceD.Pricher

Maintaining an IOLTA account for real estate conveyancing requires a ’three‐way’ reconciliation for eachaccount.Athree‐wayreconciliationistheaccuratewayofreconcilinganIOLTAaccount,sothateverypennyis accounted for. Title insurance underwriters and the Consumer Financial Protection Bureau require thatmonthly three‐way reconciliations are performed for each account. Proper reports for the reconciliationsmustbemaintainedforauditpurposes.Ourexperiencedpanelistswilldiscusstrustaccountingandthethree‐way reconciliation process in detail. Learn about the Massachusetts Rule of Professional Conduct 1.15:SafekeepingPropertyinthistimelyandcommon‐senseapproachtomaintainingyourIOLTAaccounts.

AATTWWOOOODD   PPRRIICCHHEERR  

8:30 AM ‐ 9:30 AM  CONFERENCE ROOM 104 

11:00 AM ‐ 12:00 PM  CONFERENCE ROOM 101 

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DavidJ.Buczkowski;MichaelJ.Goldberg;RobertJ.MoriartyJr.

Evenexperiencedpractitionerssometimestripuponwhattodowhenconfrontedwithatitlecomingoutofbankruptcy.Inthissession,youwilllearnwhatandwheretolookwhensearchingtitle,andwhattodowhenyoufindit.TheREBATitleStandardsandtheirapplicabilitytocommonissueswillbediscussed,alongwithwhenand towhatextent youwantorneed tobe involved in thebankruptcy case. Finally, learnwhat titleinsurersrequireinordertoinsuretitlecoming“freeandclear”outofabankruptcy.

BBUUCCZZKKOOWWSSKKII      GGOOLLDDBBEERRGG           MMOORRIIAARRTTYY

12:15 PM ‐ 1:15 PM  CONFERENCE ROOM 103

Video simulcasts of presentation in Conference Rooms 101 & 104 

RReecceennttDDeevveellooppmmeennttssiinnMMaassssaacchhuusseettttssCCaasseeLLaaww

PhilipS.Lapatin

Now in his 39th year at these meetings, Phil continues to draw a huge crowd with this session. HispresentationonRecentDevelopmentsinMassachusettsCaseLawisamust‐hearforanypracticingrealestateattorney.Philisthe2008recipientoftheAssociation’shighesthonor,theRichardB.JohnsonAward.

LLAAPPAATTIINN  

  EXHIBITORS REGISTERED SO FAR… 

TBD 

TBD 

TBD 

TBD 

TBD 

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DRIVINGDIRECTIONS

FourPointsbySheratonHotel1125Boston‐ProvidenceTpke(Route1)Norwood,Massachusetts

GENERALINFORMATION

REBA's2017SpringConferencewelcomesbothmembersandnon‐members.Theregistrationfeeincludesthebreakoutsessions,theluncheon,andtheconferencesyllabusbook.Pleasesubmitoneregistrationperattendee.Additionalregistrationformsareavailableonlineatwww.reba.net.Wewillconfirmregistrationbyemail.REBAcannotofferdiscountsforregistrantswhoattendonlypartoftheConference.

To guarantee a reservation, registration should be sent with the appropriate fee by email or mail, orsubmittedonlineatwww.reba.net,onorbeforeApril24,2017.RegistrationsreceivedafterApril24,2017willbesubjecttoalateregistrationprocessingfeeof$25.RegistrationsmaybecanceledinwritingonorbeforeApril24,2017andwillbesubjecttoaprocessingfeeof$25.RegistrationscannotbecanceledafterApril 24, 2017; however, we welcome substitutions of registrants attending the program. Conferencematerialswillbemailedtonon‐attendeeregistrantsfollowingtheevent.

Creditsareavailableforprofessionalliabilityinsuranceandcontinuinglegaleducationinotherstates.Formoreinformation,contactBobGaudetteat617.854.7555orgaudette@reba.net.

Weaskattendeestokindlyrefrainfromcellphoneuseduringthebreakoutsessionsandluncheon. 

FROMBOSTON:TakeI‐93South,whichturnsintoI‐95(Route128)North.TakeExit15B,Route1South,towardNorwood.Continue4.5milesdownRoute1South.Thehotelwillbeonyourright,aftertheStaplesPlaza.

FROMPROVIDENCE:TakeI‐95NorthtoExit11B,NeponsetStreet,Norwood.Drive7/10ofamileandturnleftontoDeanStreet.Atthetrafficlight,turnleftontoRoute1headingsouth.Thehotelwillbeonyourright,aftertheStaplesPlaza.

FROMTHEWEST:FollowtheMass.Turnpike(I‐90)East.TakeExit14ontoI‐95(Route128)South(fromtheWestitisExit14;fromtheEast,itisExit15).ContinueSouthtoExit15B(Route1,Norwood).Continue4.5milesdownRoute1.Thehotelwillbeonyourright,aftertheStaplesPlaza.

For additional information,call REBA at 617.854.7555

CATIC

CATICTrac

ChicagoTitle&CommonwealthLandTitleInsuranceCompany

E‐Closing

EasySoft

Efact/DirectIT

eRecordingPartnersNetwork(ePN)

FirstAmericanTitleInsuranceCo.

HerbertH.LandyInsuranceAgency

LEAP

MassachusettsLawyersWeekly

MassachusettsLOMAP

NewEnglandLandSurvey,Inc.

NorthernBank&TrustCompany

REBADisputeResolution,Inc.

Simplifile

WebsterBank

WellesleyBank

Women’sLunchPlace

ConferenceExhibitorsRegisteredSoFar…

FOURPOINTSBYSHERATONHOTEL MONDAY,MAY1,20171125PROVIDENCETPKE,NORWOOD,MASS. 7:30AM‐2:45PM

2017 SPRING CONFERENCE MONDAY, MAY 1, 2017

COMPLETEANDRETURNTHISREGISTRATIONWITHTHEAPPROPRIATEFEETO: 

REBAFoundation,295DevonshireStreet,SixthFloor,Boston,MA02110morales@reba.net  TEL:617.854.7555  

  ByApril24 AfterApril24 

  YES!PleaseregistermeasaREBAmemberingoodstanding. $225 $250   

  YES!Pleaseregistermeasaguest,asIamnotaREBAmember. $265 $290      

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SELECTYOURLUNCHEONCHOICEBELOW

  Butchershopcutchoicepetitfiletmignon,grilledandservedwitharedwinedemi‐glace

  Pan‐searedstatlerchickenbreaststuffedwithspinach,garlicandfontinacheesewithanherbedjus

  Roastedportabella,redpepper,zucchiniandsquashonquinoawithbalsamicglaze(glutenfree)

  None,asIwillnotbeeatingattheconferenceluncheon

  None,asIamunabletostayfortheconferenceluncheon

REGISTRATION

FOURPOINTSBYSHERATONHOTEL MONDAY,MAY1,20171125PROVIDENCETPKE,NORWOOD,MASS. 7:30AM‐2:45PM

YYOOUU MMAAYY AALLSSOO RREEGGIISSTTEERR OONNLLIINNEE AATT WWWWWW..RREEBBAA..NNEETT

MONDAY, MAY 1, 2017

2017 SPRING CONFERENCE