ONLINE REPLAY NOTE
Online replay includes all plenary sessions and selected breakout sessions.
SAINT PAUL
Thursday, November 2, 2023 - Friday, November 3, 2023
8:15 AM - 5:00 PM | Check-In: 7:15 AM
St Paul RiverCentre
175 W Kellogg Blvd
Saint Paul, MN 55102
The Nation’s Best Real Estate Event
The Real Estate Institute is the premier real estate conference in the nation. That reputation is built on more than 30 years of outstanding annual program line-ups, educating thousands of real estate lawyers and professionals from Minnesota and across the Upper Midwest. And by offering more than 50 session choices, the Institute ensures that you can construct an agenda tailored to your particular work, interest, and experience level.
Don’t miss this great annual program featuring a complete update on all new developments, more than 50 great sessions covering nearly every aspect of real estate practice, and a fun time visiting with friends and colleagues from around the state. If you can attend only one real estate program this is the one. Nowhere else can you learn so much and have such a good time in the process.
Here are some of the more than 50 offerings at this year’s Institute:
ONLINE REPLAY NOTE:
Online replay includes all plenary sessions and the selected breakout sessions highlighted in yellow below.
Day 1 – Thursday, November 2, 2023
7:15 – 8:15 a.m.
CHECK-IN & CONTINENTAL BREAKFAST
8:15 – 8:30 a.m.
WELCOME & INTRODUCTION
8:30 – 9:30 a.m.
Hot Topics
– Angela M. Christy & David J. Meyers
9:30 – 10:00 a.m.
Overview of 2023 Real Estate Market and Forecast for 2024
– Robert J. Strachota
10:00 – 10:40 a.m.
2023 Minnesota Case Law Update
– Daniel G.B. Jensen, Paul B. Kilgore, Nancy K. Landmark & Samuel J.H. Sigelman
10:40 – 10:50 a.m.
DISTINGUISHED SERIVCE AWARD
10:50 – 11:15 a.m.
BREAK
11:15 a.m. – 12:15 p.m.
BREAKOUT SESSION A
101
Anatomy of a Commercial Real Estate Purchase Agreement
Back by Popular Demand
– Greta L. Bjerkness & Scott M. Lucas
102
Divorce and Conveying Real Property – Untangling the Mess Without Clouding Title
– Marty G. Helle
103
The Title Defective: Resolving Common and Not So Common Title Issues
Repeated at #403
– Barbara B. Gilmore
104
Managing the Risks in Engineering and Design Agreements – Including Important Sample Document Language
– B.J. Nodzon & Cyri A. Van Hecke
105
Understanding and Using License Agreements to Solve Real Estate Problems
– B. Shane Barnes & Crystal A. Thorpe
106
The Business Aspect of Commercial Real Estate – Due Diligence, Financing, Proforma, Cap Rates and More
– Sach Darji, Christine Eid, Shannon D. Hoagland & Allen Wheeler
– John Wheaton (moderator)
107
New Legislation and Case Law Authorizing Land Transfers in Indian Country – What Lands? What Is Required? How Is It Transferred?
– Shauna L. Coons
108
The Ten Most Consequential Real Property Cases in Minnesota History, and How They Inform Your Practice Every Day
Repeated at #605
– Paul B. Kilgore
12:15 – 1:30 p.m.
LUNCH (provided to in-person attendees)
1:30 – 2:30 p.m.
BREAKOUT SESSION B
201
The Basics of Mechanic’s Liens – What Every Real Estate Lawyer Needs to Know and Understand
– Caryn A. Boisen
202
The Marketable Act – History, Key Issues, and the Moratzka Case
– David J. Meyers
203
Torrens 101 – Understanding Torrens and Registration of Title
– Kimberly E. Brzezinski
204
Effective Negotiation and Administration of Estoppels in Connection with Commercial Leases
– Amanda Cappelle & Robert J. Olson
205
Bad Loans and Loan Workouts – From Both Sides
– Michael A. Rosow, Katie A. Welsch & Bradley F. Williams
– Lloyd G. Kepple (moderator)
206
Using LLCs to Own and Operate Real Estate (Including Liability and Tax Issues)
– J. Patrick Plunkett
207
9 Real Estate Issues Confronting City Attorneys (and Private Parties) – Including Development Fees, Signage Issues, Zoning, Platting, Subdivisions, Code Enforcement and More!
– Korine L. Land
208
10 Mistakes or Pitfalls When Foreclosing on Real Property
– Eric D. Cook & Melissa Porter
2:30 – 2:45 p.m.
BREAK
2:45 – 3:45 p.m.
BREAKOUT SESSION C
301
Avoiding Potential Problems and Pitfalls as You Draft CIC Documents – Includes Sample Language
– Jennifer L. Carey
302
Using Partition Actions to Cure Messed Up Estate Plans
– Charles (Huck) Andresen & Kimberly A. Prchal
303
Technical Conveyancing Requirements for Pretty Much Any Entity You Encounter, Whether Normal or Weird
Back by Popular Demand
– Marty G. Helle
304
Anatomy of a Multi-Use Development – A Case Study of the Chanhassen Avienda Project
– Larry M. Wertheim & Mark Nordland
305
The Key Provisions in a Development Agreement – Developer Attorney v. City Attorney
– Peter J. Coyle & Soren M. Mattick
306
Understanding and Drafting Rooftop Agreements
– Sachin J. Darji & Alejandro Monarez
307
The New Cannabis Law in Minnesota – Its Impact on Leases, Insurance, Zoning, HOAs, and More!
– Carol R.M. Moss
308
Strategies for Farm Succession and Estate Tax Planning in a Time of Rising Land Values
– Reed H. Glawe & Christopher J. Kamath
3:45 – 4:00 p.m.
BREAK
4:00 – 5:00 p.m.
BREAKOUT SESSION D
401
Reviewing Title Commitments and Surveys in Commercial Transactions
– Brieanna H. Maershbecker
402
Using Cartways to Gain Access – Best Practices Including Sample Forms
– Robert T. Ruppe
403
The Title Defective: Resolving Common and Not So Common Title Issues
Repeat of #103
– Barbara B. Gilmore
404
Real Estate Finance for the Rest of Us – Understanding Financial Terms and What’s Negotiable, Bridge Loans and More
– Nathan M. Brandenburg & Chelsy M. Jantsch
405 CANCELLEDTaking the Poison Pills Out of Construction Contracts
– Justin P. Weinberg
406
The Minnesota Real Estate Market Analysis – More In-Depth
– Robert J. Strachota & Madeline M. (Strachota) Maloney
407
Ethics and ChatGPT – Your New BFF or the End of Lawyering
1.0 ethics credit applied for
– Eric T. Cooperstein
408
How to Submit a Successful Planning Application to the City – Plus Helpful Strategies on Key Elements of the Application
– Amanda J. Johnson
5:00 – 6:30 p.m.
INSTITUTE RECEPTION
Join us Thursday at 5:00 p.m. for the Institute Reception sponsored by Attorneys Title Guaranty Fund, Inc.
7:30 – 8:10 a.m.
CONTINENTAL BREAKFAST
8:10 – 8:30 a.m.
MSBA REAL PROPERTY SECTION MEETING
8:30 – 9:05 a.m.
2023 Title Standards Update
– Robert L. Russell & Alison M. Schubring
9:05 – 9:35 a.m.
2023 Legislative Update
– Jennifer L. Carey & Kevin J. Dunlevy
9:35 – 10:40 a.m.
2023 Minnesota Case Law Update (continued)
– Daniel G.B. Jensen, Paul B. Kilgore, Nancy K. Landmark & Samuel J.H. Sigelman
10:40 – 11:00 a.m.
BREAK
11:00 a.m. – 12:00 p.m.
BREAKOUT SESSION E
501
The Bush Nielsen Title Insurance Case Update
– J. Bushnell Nielsen
502
Difficult Survey Problems and Solutions
Back by Popular Demand
– Nancy K. Landmark
503
New Federal Legislation Impacting Minnesota Real Estate – New Energy Credits, the Corporate Transparency Act and More
– Angela M. Christy
504
Current Big Issues in Commercial Office and Industrial Leases
– Tammy J. Schemmel
505
Learned in the Trenches – 12 Important Things to Know About Real Estate That Will Save You Time, Pain or Embarrassment
– Matthew J. Foli
506
Representing Non-Profits and Churches on Real Estate Matters – Avoiding the Hidden Pitfalls
– Shannon D. Hoagland
507
New Minnesota Statutes and Their Impact on the Residential Landlord-Tenant Relationship and Eviction Actions
– Christopher Kalla
12:00 – 12:15 p.m.
BREAK
12:15 – 1:15 p.m.
BREAKOUT SESSION F
601
Medical Assistance Fundamentals for Real Estate and Estate Planning Attorneys – With Special Focus on Real Property Protection
– Jill M. Sauber
602
A Semi-Deep Dive Into Title Insurance Loss Calculations
– J. Bushnell Nielsen
603
Common Commercial Lease Disputes, Tenant and Landlord Remedies, and the Effect of Bankruptcy
– Paul L. Ratelle
604
Dispute Resolution in Residential Construction and Sales Contracts (Forms, Clauses and the Resolution Process)
– Courtney J. Ernston
605
The Ten Most Consequential Real Property Cases in Minnesota History, and How They Inform Your Practice Every Day
Repeat of #108
– Paul B. Kilgore
606
Introduction to TIF, Tax Credits and Other Government Assistance for Real Estate Developments
– Peter J. Berrie
607
Reducing Stigma to Avoid Chronic Stress and Burnout
1.0 elimination of bias credit applied for
– Judith M. Rush & Jon M. Tynjala
1:15 p.m.
INSTITUTE ADJOURNS
Attendees of the 2023 Real Estate Institute may view 5 of the following webcasts for FREE after the Institute! Instructions on how to register for free will be provided to attendees during the Institute.
Thursday, January 11, 2024 | 12:00 – 1:00 p.m.
Environmental Basics for Real Estate Attorneys
– Lindsey A. Remakel & Elizabeth H. Schmiesing
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Tuesday, January 16, 2024 | 9:00 – 10:00 a.m.
How Best to Advise Clients Who Use Contracts for Deed
– David J. McGee
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Wednesday, January 17, 2024 | 9:00 – 10:00 a.m.
How to Handle a Commercial Closing
– Marvin A. Liszt
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Wednesday, January 17, 2024 | 12:00 – 1:00 p.m.
What You Need to Know About Condemnation Law in Minnesota
– Thomas J. Radio
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Thursday, January 18, 2024 | 12:00 – 1:00 p.m.
What Every Real Estate Attorney Needs to Know About Drainage Law
– John C. Kolb
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Thursday, January 18, 2024 | 2:00 – 3:00 p.m.
Understanding and Using Easements – What, Why, When, Where, and How
– Shaun D. Redford & Katie L. Wahlberg
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
Thursday, January 25, 2024 | 2:00 – 3:00 p.m.
How to Subdivide Land – Avoiding Pitfalls and Best Practices
– Tammera R. Diehm & Anne M. (Haslerud) Paterson
1.0 standard CLE credit applied for
1.0 advanced real estate specialist credit applied for
LIVE IN-PERSON
Thursday & Friday, November 2-3, 2023
Saint Paul RiverCentre
175 West Kellogg Boulevard
Saint Paul, Minnesota
LIMITED ONLINE REPLAY
Thursday & Friday, December 14-15, 2023
Attend online
Online replay includes all plenary and selected breakout sessions. A moderator will be available to answer questions by email.
For attendees of the in-person Institute:
Minnesota CLE has established room rates with the hotel(s) listed below. Mention the 2023 Minnesota CLE Real Estate Institute to receive these special rates. Make your reservations early to ensure room/rate availability!
The Saint Paul Hotel
$149 per night (plus tax)
350 Market Street
651-292-9292
Reservations must be made by Wednesday, October 4, 2023
Holiday Inn St. Paul Downtown
$139 per night (plus tax)
175 Seventh Street West
651-556-1411
Reservations must be made by Wednesday, October 11, 2023
Hampton Inn and Suites Downtown St. Paul
$129 per night (plus tax)
200 Seventh Street West
651-224-7400
Make reservations at the Hampton Inn
Reservations must be made by Wednesday, October 11, 2023
$495 MSBA members / $495 paralegals / $595 standard rate
Other discounts that may apply:
Scholarships available!
Need-based scholarships are available for in-person and online seminars. For further information or to obtain a scholarship application, contact us at 800-759-8840 or customerservice@minncle.org.
CREDITS – IN-PERSON INSTITUTE
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.25 CLE credits. We anticipate that breakout #407 will qualify for 1.0 ethics credit, and that breakout #607 will qualify for 1.0 elimination of bias credit. The maximum number of total credits attendees may claim for this program is 10.25 credits.
Minnesota CLE also has applied to the Minnesota State Bar Association for 10.25 advanced real estate specialist credits.
CREDITS – ONLINE REPLAY
Minnesota CLE is applying to the Minnesota State Board of CLE for 10.25 CLE credits. The maximum number of total credits attendees may claim for this program is 10.25 credits.
Minnesota CLE also has applied to the Minnesota State Bar Association for 10.25 advanced real estate specialist credits.