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Marking Up Title Commitments, Eliminating Exceptions & Getting Endorsements (Recorded)

  • Training

  • 3 Hours
  • April 7, 2025
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 6067715

How to skillfully fine-tune a residential and commercial real estate title insurance policy

The ability to facilitate real estate closings and procure title insurance for buyers and lenders is a necessary skill in today’s real estate market. Title examination, analysis, risk assessment, and mitigation are all key elements in determining whether and how to insure a transaction, what endorsements may be needed and whether they can be issued, and satisfying the insurer’s requirements to obtain the desired title insurance coverage.

This nuts-and-bolts program guides you through the practical aspects of preparing and reviewing a title commitment to producing the final policy with appropriate endorsements to enhance the policy’s coverage. Topics include reading and understanding a title report, curing title problems, satisfying requirements, identifying and drafting relevant exceptions, and adding requested coverage to the policy via endorsements, with an emphasis on typical underwriting requirements for common commercial endorsements. The panel features both title insurance underwriting counsel and the lender’s counsel perspective. Attorneys and paralegals alike benefit from attending this program. PROGRAM SPONSOR

Course Content

1:00 - 1:05 pm - Welcome and Introduction
Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham

1:05 - 1:25 pm - The Basics of Title Insurance and Policy Options
Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham - Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham

1:25 - 1:35 pm - The Title Search and Attorney’s Title Review
Amanda S. Eckhoff, Esq.,
Robinson+ Cole LLP, Boston

Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham

1:35 - 2:10 pm - Preparing the Title Commitment & Commitment Review in the Residential v. Commercial Transaction
Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham - Amanda S. Eckhoff, Esq.,
Robinson+ Cole LLP, Boston

Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham

2:10 - 2:35 pm - Common Transactional Requirements and Exceptions
Amanda S. Eckhoff, Esq.,
Robinson+ Cole LLP, Boston

Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham

2:35 - 2:55 pm - Satisfying Requirements and Removing Exceptions
Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham

2:55 - 3:10 pm - Pro-Forma Policy in a Commercial Transaction
Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham - Amanda S. Eckhoff, Esq.,
Robinson+ Cole LLP, Boston

3:10 - 3:35 pm - Common Endorsements
Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham - Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham

3:35 - 3:50 pm - Issuing the Final Policy
Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham

3:50 - 4:00 pm - "Ask the Experts" Q&A Session and Key Takeaways
Panel

Speakers

Chair

Jutta R. Deeney, Esq.,
Stewart Title Guaranty Company, Waltham

Faculty

Amanda S. Eckhoff, Esq.,
Robinson+ Cole LLP, Boston

Tracie M. Kester, Esq.,
Stewart Title Guaranty Company, Waltham