Day 1
– Friday, November 9
7:30 – 8:00 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
8:00 – 9:30 a.m.
MORNING PLENARY SESSIONS
8:00 – 8:10 a.m.
WELCOME & INTRODUCTION
8:10 – 8:30 a.m.
The New Minnesota Receivership Statute
Minnesota has enacted a comprehensive
receivership statute that will bring more transparency and
consistency and less mystery to the use of receivers in
foreclosures, commercial litigation and family law matters. This
introduction will focus on the scope of the new statute, the process
behind its enactment and identify important issues for those who may
be considering its use.
Phillip L. Kunkel
8:30 – 8:50 a.m.
New Bankruptcy Developments Affecting
Real Estate Attorneys
Including RadLAX, TOUSA and Stern v.
Marshall.
Michael R. Stewart
8:50 – 9:20 a.m.
Hot Topics in 2012
New Title Cases; Electronic Recording;
ALTA Endorsements; Closing Protection Letters; ADA Developments; And
more!
Angela M. Christy
9:20 – 9:30 a.m.
DISTINGUISHED SERVICE AWARD
9:30 – 10:00 a.m.
BREAK
10:00 – 11:00 a.m.
BREAKOUT SESSION A
101
New ALTA Title Insurance Endorsements
Including endorsements relating to
easements, encroachments, covenants and restrictions, new energy
project endorsements and more.
Charles D. Hoyum & Steven J. Tierney
102
Boundary Lines and Encroachments
An overview of the causes and methods
available to resolve boundary disputes including agreements using
conveyances, easements, restrictive covenants and monetary payments
and through litigation relying upon adverse possession, practical
location, prescriptive easements and reformation.
Terry A. Karkela
103
20 Things Every Real Estate Attorney
Should Know About Local Land Use and Its Impact on Property
Valuation
Bruce Malkerson presents a fast-paced,
high energy session about the land use topics you should know before
advising any of your clients on purchasing land for development or
continued use if the land is already developed. Topics include the
impact of the comprehensive plan, zoning ordinances, subdivision
ordinances, special assessments, legal nonconforming uses, rights to
public streets, zoning opinion letters and much, much more. This is
a "can’t miss" session taught by one of the best presenters around.
Bruce D. Malkerson
104
Commercial Real Estate Purchase
Agreements: 5 Key Issues Not to Miss on Your Next Deal
This panel discussion will address key
issues in the negotiation of commercial purchase agreements in the
current marketplace. Issues covered include seller representations
and warranties (including liability limits, security for performance
and as-is and survival clauses), impact on the rights of seller and
buyer when a purchase option ripens into a purchase agreement,
negotiation of key provisions regarding allocation of costs between
seller and buyer (including tenant costs, title costs, real estate
and deed taxes, and operating expenses reconciliations) and purchase
agreement remedies, including when and how to terminate a purchase
agreement under Minn. Stat. Section 559.21.
Thomas L. Bray, Joseph M. Finley & Larry
M. Wertheim
Lloyd G. Kepple (moderator)
105
Special Issues in North Dakota Real
Estate Law: Including Oil and Gas Matters
An overview of some of the unique
aspects of North Dakota real estate law plus an introduction to oil
and gas law.
Jannelle Combs & Tory L. Jackson
106
Tax Implications of Debt Forgiveness –
It Hurts So Good
Negotiating a debt workout on
residential and commercial property can seem like a victory until
it’s time to file a tax return. This program will discuss the income
tax problems and possible solutions related to debt forgiveness.
David N. Haynes & Paul J. Linstroth
107
Residential Short Sales
Learn what is involved in residential
short sales including the specific process and common pitfalls when
working with lenders, buyers and sellers. What are the obligations
of the parties involved and what potential liability do they face?
David J. McGee
108
A Farm Land Leasing Checklist
Everything you need to consider when
representing the farm landowner or the tenant. With farm and crop
values on the rise, these lease agreements for farm land are of even
greater importance.
Reed H. Glawe
109
7 Title Examination Issues and How to
Solve Them
Basics Session
Including probate matters, divorce
decrees, legal descriptions and more.
Cindy K. Telstad
110
The Current State of the Real Estate
Market in Minnesota
Bob Strachota examines both the
commercial and residential real estate markets in both the Twin
Cities and outstate.
Robert J. Strachota
11:00 – 11:15 a.m.
BREAK
11:15 a.m. – 12:15 p.m.
BREAKOUT SESSION B
201
eRecording: The Future Is Now
A panel of experts from county
government, the title industry, and the legal community will discuss
the evolution and current status of electronic real estate recording
in Minnesota. This session will include a live demonstration of
electronic recording.
Eileen M. Roberts
202
Do I Own the Gold Mine on My Property?
A discussion regarding the ownership of
mineral rights; the conflicting rights of surface and mineral
owners; and the development of mineral properties.
Charles H. Andresen
203
When Disaster Strikes – Why
Understanding Insurance Really Matters
Margo and John will present a case study
of a catastrophic loss involving a major office building,
highlighting key insurance issues and how the language in all
parties’ real estate documents affects the outcome.
Margo S. Brownell & John R. Wheaton
204
Surprise: What Every Attorney Needs to
Know About New Lender Requirements and Title Coverage in
Construction Loans
Including issue of payment and
construction guaranties, issues between the lender and general
contractor, new lender underwriting requirements of borrowers and
contractors, changes in early start coverage, pending disbursing
endorsements and more.
Rodney D. Ives, Charles R. Haynor,
Thomas J. Hoben & Mark W. Westra
205
Navigating the Wetlands Quagmire –
Swamps, Bogs, Fens, Marshes, and Other Sticky Situations
A review of wetlands laws and potential
pitfalls for real estate professionals. Topics include wetland
regulation basics; the overlap of federal, state, and local
regulations; transactions involving wetlands; platting wetlands; and
the development of property containing wetlands.
Mark E. Hamel & Alex Iliff
206
Quirks of Wisconsin Real Estate Law –
Malpractice Traps Await!
In Wisconsin, if a commercial tenant
holds over and the landlord accepts rent, the lease becomes a
year-to-year lease. If a purchase agreement is contingent on the
buyer finding "acceptable" mortgage financing, the entire purchase
agreement is void for vagueness. If a residential lease requires the
tenant to pay landlord’s attorneys’ fees after a default, the entire
lease is void. Learn about these and other traps the Badgers set to
ensnare Gopher lawyers.
Nathan J. Wautier
207
7 Important Bankruptcy Problems Every
Real Estate Attorney Should Understand
A helpful session focusing on the
bankruptcy issues that real estate attorneys are likely to encounter
including the automatic stay, fraudulent conveyances, clawbacks,
bankruptcy sales and more.
Michael R. Stewart
208
Forbearance Agreements, Deeds in Lieu
and Voluntary Foreclosures
This session will cover forbearance
agreements and key provisions that should be in every forbearance
agreement; situations as to when you would accept a deed in lieu of
foreclosure; and, the process of voluntary foreclosures.
Justin P. Weinberg
209
Advising a Small Tenant on a Commercial
Lease – What Can You Realistically Accomplish for Your Client in
Today’s Market?
This session will focus on the real
estate lawyer’s role in reviewing a commercial lease for office,
warehouse or retail space on behalf of a small tenant with little
bargaining power including advising the client on the business of
commercial leasing, the risks that can be mitigated and those that
can’t. A practical approach to reviewing the lease contract for the
small tenant and a checklist of lease provisions that may be able to
be modified for the benefit of your client.
Thomas P. Stoltman
210
Medical Assistance – The Necessary
Basics
Basics Session
For individuals and families facing the
unmanageable cost of long term care or an extended disability,
Medical Assistance often has a profound influence on the financial,
legal and personal decisions that maintain dignity and autonomy.
This session is designed to give real estate attorneys the
background needed to advise clients about the pitfalls and
opportunities presented by Medical Assistance.
Jeffrey W. Schmidt
211
2012 Attorney Ethics Review
1.0 ethics credits applied for
The Director of the Office of Lawyers
Professional Responsibility updates you on recent attorney
discipline and professional responsibility matters, along with the
associated valuable lessons for Minnesota attorneys.
Martin A. Cole
12:15 – 1:30 p.m.
INSTITUTE LUNCHEON (provided to all
attendees)
1:30 – 2:30 p.m.
BREAKOUT SESSION C
301
How to Measure Loss Under a Title
Insurance Policy
Learn how title-claims people calculate
loss due to total title failure, loss of part of the land,
easements, restrictions and lack of access. Learn the three loss
methods for owners’ policies and the separate rules that apply to
loan policies, plus methods that save time and argument. Also
discussed: strange twists caused by deflation in property values.
J. Bushnell Nielsen
302
Buying Tax Forfeited Land
What are the special concerns when
purchasing tax forfeited lands? Does the prior owner have any rights
or are they all extinguished? How do you make sure the state or
county has good title? What are the other issues of which you need
to be aware?
Barbara B. Gilmore, Rick J. Sheridan &
Jeffrey L. Strand
303
The Real Estate Lawyers Guide to the New
ADA
The newest amendments to the Americans
with Disabilities Act impact your clients’ businesses from beginning
to end including: additional requirements the ADA now imposes on new
construction and on existing facilities when remodeled; requirements
imposed on public accommodations, including a redefinition of
acceptable service animals; and new definitions regarding the rights
of applicants and employees. Join us to ensure that you are
up-to-date on the newest ADA changes so that you can advise your
clients, from initial construction through final operation.
Shannon D. Hoagland & Melissa M. Weldon
304
LLC Member Control Agreements for Real
Estate Deals
Repeated at #503
Member Control Agreements ("MCAs") for
limited liability companies are among the toughest entity documents
to draft. When MCAs are used in connection with real estate
transactions, especially real estate development, issues unique to
real estate transactions need to be addressed. This breakout session
offers insight into drafting MCAs for real estate deals and includes
a sample form.
Thomas J. Doyle & Timothy J. Hassett
305
The Senior Housing Revolution – What
Every Housing Lawyer Needs to Know
As the Baby Boomer generation reaches
retirement age, the demand for senior housing will explode
exponentially. The Boomers, whose radical ideas created sweeping
social change in the 1960’s and 70’s, are now driving a paradigm
shift in how we age, and in the types of housing required to suit
the desires of this new generation. This session will provide an
introduction and overview to the various types of senior housing in
the market today and the legal and funding mechanisms of each,
including Federal housing subsidies available to modify existing
housing, develop new housing, and bridge the affordability gap for
seniors affected by the Great Recession.
Mary C. Taylor
306
Restructuring and Refinancing Distressed
Commercial Real Estate
This session will focus on several ways
in which lenders and borrowers might restructure or refinance
distressed commercial real estate debt. As lenders become
increasingly reluctant to add to their inventory of REO properties,
borrowers often have an opportunity to restructure financing to make
the debt manageable or to complete a transaction. The presenters
will offer tips on how to put these deals together successfully.
Michael Knight & John M. Koneck
307
Foreclosure Defense Panel
This moderated panel discussion will
address a variety of common foreclosure defense strategies. The
strategies include both state and federal laws, including how to
reach the common goal of a sustainable loan modification. The
panelists are experienced foreclosure defense litigators and can
provide for a current survey of Minnesota’s foreclosure defense
strategies.
Bryan R. Battina, Colleen M. Daly &
Michael T. Kallas
Jane N. Holzer (moderator)
308
7 Traps for the Unwary Residential
Landlord
Robin Ann Williams presents another
fast-paced session focusing on 7 pitfalls that can trip up the
unsophisticated residential landlord. She will discuss strategies to
address tenants with challenging mental health issues (a hot fair
housing issue), tips for homeowners who decide to rent out a house
that won’t sell, tenant requests for companion animals, legal and
practical problems posed by bed bugs, and more.
Robin Ann Williams
309
How to Draft Fiduciary Documents for
Recording and Effectiveness
Basics Session
Focus on trustee deeds, powers of
attorney and probate documents.
Matthew J. Foli
310
Real-World "Money" Hypotheticals:
Problems and Solutions
1.0 ethics credits applied for
Trust account questions, fee disputes,
and third-party demands for funds arise every day in practice. This
session will work through realistic hypotheticals and explain how to
apply the Rules of Professional Conduct.
Eric T. Cooperstein
2:30 – 2:45 p.m.
BREAK
2:45 – 3:45 p.m.
BREAKOUT SESSION D
401
Railroad Rights-of-Way in the Chain of
Title – What Is One to Do?
What is the nature of the right of way?
Is it fee title or easement or too vague to tell? Has it been
abandoned? Is it adversely possessed? What should you do?
Dulcie M. Brand & Rick S. Little
402
Real Estate Conveyancing To and From
Trusts
How to effectively convey real property
to and from trusts. What documents are required? Special drafting
issues, torrens property challenges, dealing with out of state
statutory trusts, the impact of curative acts and more!
Edward A. Bock, Jr. & Jeffrey S. Johnson
403
15 Insurance Law Cases That Every Real
Estate Attorney Should Know
Insurance law can affect all aspects of
a real estate practice. Whether you are drafting a lease with
insurance requirements, advising a client that has been sued for
liabilities arising out of the ownership of property or pursuing
claims against agents or design professionals, you need to be
familiar with these 15 insurance law cases. This session will give
you the foundation necessary to properly advise your client about
these issues and more.
Timothy P. Tobin
404
Twelve Tips for Drafting Documents to
Avoid Disputes – A Look at Ways to Improve Your Drafting of Leases,
Purchase Agreements and Other Real Estate Documents
A helpful session for anyone wanting to
improve their drafting skills and prevent future problems for their
clients.
Brian S. McCool
405
Current Issues in Commercial Lending for
Real Estate Transactions
A look at the current state of
commercial lending and the key issues facing lender and borrower in
today’s market including enforcement issues, appraisal issues, title
insurance concerns and more.
Cassandra H.M. Headrick
406
Personal Liability When the Condo or
Townhome Development Has Financial or Defect Problems
When warranties are breached, when
reserves are insufficient, when defects in construction are
discovered – who bears the burden? When are the developers’ officers
and directors liable, when are the appointed homeowners’ association
directors liable, when are the elected homeowners’ association
directors liable and when do the homeowners have to foot the bill?
Shaun C. McElhatton
407
Practicing Under the New Receivership
Statute
The new receivership statute will
provide new opportunities for parties and clarify the duties and
responsibilities of receivers. The new rules may change the way
creditors view receiverships. This session will address the most
important revisions to the law and identify the considerations
critical to seeking a receiver under the new statute.
Stephen F. Grinnell & Phillip L. Kunkel
408
Title Problems Arising From Mortgage
Foreclosures
Back by Popular Demand!
A broad range of troublesome title
issues in transactions and litigation resulting from mortgage
foreclosures. The panel will discuss potential pitfalls and
resolutions in examining, closing and insuring foreclosed
properties.
Barbara B. Gilmore, Fran G. Iverson &
Steven R. Little
409
Using Minnesota Title Standards and
White Pages to Cure and Prevent Title Problems
Basics Session
A critical look at the organization and
structure of Minnesota Title Standards. How the Title Standards can
be used to resolve outstanding title issues in your transaction and
how the White Pages can help you avoid mishaps in a variety of real
estate transaction scenarios.
Nancy K. Landmark
410
Virtual Law Offices, Real Ethics Rules?
1.0 ethics credits applied for
Technology changes much faster than the
Rules of Professional Conduct. This session will cover the ethical
implications of paperless offices, e-mail communications, websites,
and so-called "virtual" law practices.
Eric T. Cooperstein
3:45 – 4:00 p.m.
BREAK
4:00 – 5:00 p.m.
BREAKOUT SESSION E
501
Julian Zweber’s Medical Assistance
Update – 2012
Repeated at #601
Julian Zweber again presents a
cutting-edge discussion of the latest issues in medical assistance
including the new asset transfer policies implemented in December
2011, the new treatment of life estates owned by community spouses,
estate recovery problems, and more! Don’t miss Julian’s always
terrific update!
Julian J. Zweber
502
Top 10 Issues in Making or Defending
Title Insurance Claims
Back by Popular Demand!
Including issues of notice, claims
covered, consequence of breach, damages and more.
John M. Koneck & Bradley N. Beisel
503
LLC Member Control Agreements for Real
Estate Deals
Repeat of #304
Member Control Agreements ("MCAs") for
limited liability companies are among the toughest entity documents
to draft. When MCAs are used in connection with real estate
transactions, especially real estate development, issues unique to
real estate transactions need to be addressed. This breakout session
offers insight into drafting MCAs for real estate deals and includes
a sample form.
Thomas J. Doyle & Timothy J. Hassett
504
I Guarantee It! – Disputes Involving
Legal Guaranties
Issues and legal arguments for both
guarantor and guarantee. Likely outcomes associated with various
guaranty language and factual situations.
Steven J. Heim
505
Multi-family Housing Development Outside
of the Twin Cities
What every attorney should know when
representing a client who owns a HUD insured, Rural Development or
Minnesota Housing Finance Agency/Greater Minnesota Housing Fund
financed project. Are there funds for new developments? What are the
requirements for obtaining those funds? What rules apply to
transferring and refinancing projects? Are there any special rules
that apply to leases and tenants in these projects?
Angela M. Christy, Amy M. Schwarz &
Jeffrey A. Streiffer
506
How to Execute a Judgment Against Real
Estate
Real property often represents the
best-available means to collect on an outstanding court ordered
judgment. Learn the basics of attachment, perfection, and
enforcement of judicial liens and how to execute on non-exempt real
property from seasoned counsel. Sample forms included.
Heidi L. Staloch
507
Advising Buyers and Sellers of
Lender-Owned Residential Property
Learn the special considerations for
buyers and sellers when transferring lender-owned property;
including buyers’ and sellers’ checklists of important
considerations to avoid the pitfalls and legal exposure these sales
can generate. Topics will include as-is sales, due diligence,
warranty deeds, insurable title, title insurance, the risks of
municipal codes and fines, lender delays and more.
Wayne E. Gilbert
508
Tough Questions Commercial Landlords
Will Ask You – And How to Respond
Be prepared to respond to the questions
that a commercial landlord will ask – including which safeguards are
absolutely essential in the lease? how do I make sure my property is
not damaged by the tenant? what rights of entry do I have? what
happens if the tenant files bankruptcy? who owns the improvements?
can the tenant withhold rent payments because of the cooling issue?
and more. Don’t miss this fun and helpful session.
Shannon D. Hoagland
509
Basics of Creating Easements,
Restrictive Covenants and Licenses
Basics Session
What are the difference between
easements, covenants and licenses? How do you create each of them?
When and how do they come up in your real estate practice? How do
you use them effectively?
Jennifer L. Carey
5:00 – 6:30 p.m.
Join Us for the Great Real Estate
Get-Together
Hosted by Attorneys Title Guaranty Fund.
Featuring complimentary cocktails and hors d’oeuvres.
Day 2 – Saturday, November 10
8:00 – 9:00 a.m.
CONTINENTAL BREAKFAST
8:30 – 9:00 a.m.
MSBA REAL PROPERTY SECTION MEETING
9:00 – 10:30 a.m.
MORNING PLENARY SESSIONS
9:00 – 9:20 a.m.
Title Standards and White Pages Update
The latest changes and additions to the
Title Standards and White Pages.
Charles D. Hoyum & Cindy K. Telstad
9:20 – 9:40 a.m.
Legislative Update In-depth
All the legislation impacting real
estate practice plus a look ahead to 2013.
Jennifer L. Carey & Kevin J. Dunlevy
9:40 – 10:30 a.m.
Case Law Update Highlights
The key cases decided by Minnesota
courts this past year.
Angela M. Christy, Paul B. Kilgore,
Nancy K. Landmark & Karla M. Vehrs
10:30 – 10:45 a.m.
BREAK
10:45 – 11:30 a.m.
BREAKOUT SESSION F
601
Julian Zweber’s Medical Assistance
Update – 2012
Repeat of #501
Julian Zweber again presents a
cutting-edge discussion of the latest issues in medical assistance
including the new asset transfer policies implemented in December
2011, the new treatment of life estates owned by community spouses,
estate recovery problems, and more! Don’t miss Julian’s always
terrific update!
Julian J. Zweber
602
E-Filings in Minnesota State Courts
E-Filing is already active in Hennepin
and Ramsey Counties, and will be mandatory for lawyers in those
counties for civil and family cases beginning September 1, 2012.
Other counties are in the process of rolling out e-filing and it is
live in Cass, Clay and Morrison counties for civil cases with other
counties to follow soon. Get up to speed on the latest developments
and learn about the process and how to properly use the new E-filing
system.
Honorable Peter A. Cahill
603
A Roadmap to Effective, Ethical Client
Service
Session runs from 10:45 – 11:45 a.m.
1.0 ethics credit applied for
Studies show that the most frequent
reason for losing clients is poor service. So how do you make sure
you’re providing the best service while observing your ethical
guidelines? This session will provide you with the tools you’ll need
to consistently deliver exceptional service, retain and develop more
business from current clients, and increase referrals. Classic movie
scenes illustrate and underscore the program’s ethical and business
principles to help you gain a competitive edge through excellent
client service.
Roy S. Ginsburg
11:30 – 11:45 a.m.
BREAK
11:45 a.m. – 12:30 p.m.
BREAKOUT SESSION G
701
Case Update
A look at more of the cases decided by
Minnesota courts impacting real estate.
Angela M. Christy, Paul B. Kilgore,
Nancy K. Landmark & Karla M. Vehrs
702
A Guide to Foreclosure by Action
A review of the process, from
pre-commencement of lawsuit to post-sale issues.
D. Charles Macdonald
703
"Getting There": 7 Ways to Establish
Access to Real Property
A discussion of means of providing
access to parcels of land via negotiation or, alternately,
litigation.
Scott M. Lucas & Shaun D. Redford
Free Optional Bonus Seminar:
If registering online for the Institute,
please
email our registrar and let us know if you also
will be attending this free optional bonus seminar:
Saturday, November 10
12:50 – 2:50 p.m.
Cocktail Party Law: Quick Answers to
Questions That Friends, Relatives and Strangers Ask You at Cocktail
Parties
2.0 standard CLE credits applied
for
A team of experts in bankruptcy, family
law, estate planning, criminal law and employment law will provide
answers to all the questions that you, as a lawyer, are asked at
cocktail parties. And you’ll have the opportunity to ask the panel
your own “cocktail party“ questions too.
– Roy B. Henline, Chad A. Kelsch, Lymari
J. Santana, John D. Thompson & Tim Webb
– Roy S. Ginsburg (moderator)