CLE Programs

How to Open a Real Estate Practice

For newly admitted lawyers and for attorneys seeking to diversify or to change their practice focus, this seminar will touch on several topics which are foundation stones of a sound real estate practice.  

The topics will include:

An outline of the requirements for opening and maintaining a clients’ trust account.

Protection of Clients’ Personal Information  
An introduction to the Massachusetts statutes and regulations related to the protection of personal information especially in connection with mortgage loan documents.

“The List”  
A discussion of “how to get on the bank’s list” of closing attorneys and what are the requirements for opening a conveyancing account.

Title Insurance  
An explanation of the steps necessary to be able to write a title insurance policy.

Personal Information 
An introduction to the steps required under the statutes and the Attorney General's regulations to safeguard the personal information of parties especially in connection with a mortgage loan

How I Did It  
A candid discussion by a rising attorney on the experience of starting and growing a real estate practice.



Francis K. Morris, Esq., program chair
Law Office of Francis K. Morris, Brookline Village

Sara E. Cable, Esq.
Assistant Attorney General, Office of the Attorney General

Anthony M. Lombardi, Esq.
Title Counsel, CATIC

Terrence D. Pricher, Esq.
Assistant Bar Counsel, Board of Bar Overseers

Gilbert J. Schipani, Esq.
Schipani & Sinay, Boston

Sponsoring Sections:

Real Estate Law Section

Young Lawyers Division

Law Practice Management Section

Seminar with On Demand On Demand
Date:Thursday, April 17, 2014
Time:4:00 PM - 6:00 PM
Location:Massachusetts Bar Association
Conference Room 101
20 West St
Boston, MA, 02111
NOTE: This is an On Demand product.
With registration for this product you can conveniently watch an archived MBA program from the comfort of your home or office, at a time that suits your schedule. When you register, you will receive a permanent link to the program in addition to the program's ePublication. Your My Resources profile will also contain permanent links to both products if you wish you review the program's archived presentation. The archived version of this program will not be available until after the date of the on-site program.

MBA On Demand System Requirements
Click here to review On Demand system requirements and an On Demand product demonstration.
With registration you will receive the following resource package: Permanent links to program's e-publication and On Demand presentation are located in your My Resources profile.
The MBA only offers Certificates of Attendance to individuals who attend education programs in person. Certificates are not available for participation in recorded On Demand and Real-time Webcasts.
MBA Paralegals$0.00
MBA Law Student$0.00
MBA New Admittee$0.00
MBA Member$0.00

Online registration for this event has closed.
This product is still available OnDemand, a link is listed below under related products.
For more information, please e-mail Member Services or call 617-338-0530.

Related Products

On Demand: How to Open a Real Estate Practice
ePublication: How to Open a Real Estate Practice
Publication: How to Open a Real Estate Practice
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