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PPAATTRRIICCKK FF.. SSTTOONNEE
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
REBACONTACT
Formoreinformationaboutthisprogram,[email protected].
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.
BBOOLLOOTTIINN GGUULLOOTTTTAA
8:30 AM ‐ 9:30 AM ESSEX/LENOX ROOM
9:45 AM ‐ 10:45 AM ESSEX/LENOX ROOM
EEmmeerrggiinnggTTooppiiccssiinnLLeeggiissllaattiioonntthhaattCCoonncceerrnnRREEBBAAaannddOOtthheerrIInndduussttrryyPPllaayyeerrss
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.
KKRRIILLLL MMOORRIIAARRTTYY PPIIPPEERR SSCCHHEEIIEERR
BBAARRTTLLEETTTT KKLLAAVVEENNSS
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.
RREECCKK RRUUBBIINN
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
SSeeaarrcchhiinngg,,TTrraannssffeerrrriinngg&&IInnssuurriinnggTTiittlleettooRReeaallEEssttaatteeCCoommiinnggoouuttooffBBaannkkrruuppttccyy~~PPrraaccttiiccaallSSkkiillllssSSeessssiioonn
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…
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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,[email protected].
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,[email protected] TEL:617.854.7555
ByApril24 AfterApril24
YES!PleaseregistermeasaREBAmemberingoodstanding. $225 $250
YES!Pleaseregistermeasaguest,asIamnotaREBAmember. $265 $290
Iwouldliketopurchasetheconferencesyllabus,asIamunabletoattend. $200 $200
$ $
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Date: Signature: Date:
REGISTRANTINFORMATION
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Address:
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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