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| 2010 HUD-1 TRAINING |
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| Date/ Location | Program Description/CLE | Details/
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| 24/7 OnDemand |
| NEW! 2010 Closing Procedures: Understanding the New HUD-1 and GFE - an ATG program (for ATG members/staff only) | ATG staff share what they have learned since implementing changes in new closing procedures for 2010. 1.50 hours in IL, applied for in WI. FREE for ATG members and support staff. | ATG members, support staff — Register Now
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| NEW! 2010 Closing Procedures: Understanding the GFE, HUD-1, Good Funds, EZ Dec, and Attorney Disclosure - an ATG program (for IL members/staff only) | This program focuses on changes in closing procedures for our Illinois members, including EZ DEC transfer stamp procedures and attorney disclosure rules under the new Illinois Rules of Professional Conduct. 1.50 hours in IL. FREE for ATG members and support staff. | ATG members, support staff — Register Now
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| RamQuest SPEED HUD 2010 Tutorial - an ATG/Ramquest program (for all members/staff) | RamQuest trainer Tom Bates, Senior Business Specialist, explains the new GFE requirements under the RESPA Rule effective January 1, 2010, and then goes through a line-by-line preparation of the new HUD-1 Statement. A must for those using REsource to prepare the HUD-1. Does not qualify for CLE. FREE for ATG members and support staff. | ATG members, support staff — Register Now
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| Understanding and Preparing the New HUD-1 with REsource Training - an ATG program (for WI members/staff only) | The first part of this program describes the new RESPA Rules along with the new GFE and HUD-1 forms. The second part provides in-depth training conducted by ATG staff using RamQuest/REsource software to prepare the new HUD-1 form in conjunction with the GFE. 3.00 hours applied for in WI. FREE for ATG members and support staff. | ATG members, support staff — Register Now
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| (also see Guide to New Closing Procedures: Information and Training) |
| LAWYER DISCOUNT PACKAGES |
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| Package Description | Details/
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| Planning to attend three or more programs? Then buy one of our Lawyer Discount Packages first and SAVE! |
| OnLine Pass | Pay for the first three Connect or OnDemand programs and the rest are FREE through June 30, 2010. Take two programs a month for a year and save more than $1,000! | Attorneys
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| Full Pass | Pay a flat fee to attend any Legal Ed program through June 30, 2010. Take four online, three half-day, or two full-day programs and the rest are FREE! | Attorneys
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| LIVE OnSITE AND CONNECT SEMINARS |
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| Date/ Location | Program Description/CLE | Details/
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| March 2010 |
3/17
webcast | NEW! Building Client Wealth through Land Trusts - an ATG Trust program | Learn how you can provide land trust services through ATG Trust to clients wishing to grow and protect their real estate assets for themselves and their heirs. 1.50 MCLE in IL; 1.50 CLE applied for in IN and WI.
| All Attendees
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| April 2010 |
4/10
Milwaukee, WI | NEW! Navigating a Real Estate Transaction: A Seminar for Law Students and New Lawyers – Wisconsin - an ATG Trust program | Build a strong background for your real estate practice by gaining the knowledge, confidence, and tools you need to represent clients from experienced real estate practitioners. A great refresher course. 5.00 CLE applied for in WI. FREE for law students and attorneys practicing three years or less (see instructions).
| All Attendees
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Suggest Topics for future seminars to help us meet your CLE needs.
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| PRE-RECORDED 24-7 OnDEMAND SEMINARS |
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| Program Description/CLE | Details/
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| ESTATE PLANNING/TRUST ADMINISTRATION |
| Administration of Supplemental Needs Trusts - an ATG Trust program | Learn when to use and how to administer these specialized trusts. Topics include trustee discretionary distribution powers, income tax considerations, and expenses reimbursement. 1.50 MCLE in IL only. | All Attendees
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| Asset Protection - an ATG Trust program | In today's financial climate, it is especially important to mitigate threats to the personal wealth and assets of your clients. This introductory program expores contemporary wealth protection planning methods, including entities, trusts, and more. 1.50 MCLE in IL only. | All Attendees
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| Hot Topics in Elder Law - an ATG Trust program | Stricter Medicaid rules have recently been implemented. Learn strategies and options for maximizing health and long-term care cover under the new rules. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | All Attendees
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| Investing as a Fiduciary: An Introduction - an ATG Trust program | Review the investment process as it relates to fiduciary accounts. Topics include balancing the needs of current and future beneficiaries, allocating assets, documenting the investment policy and review process, and navigating through critical events. 1.50 MCLE in IL only. | All Attendees
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| Investing as a Fiduciary: ATG Trust Company’s Investment Strategy and Process - an ATG Trust program | Learn procedures for monitoring, implementing, and managing investment strategies for your clients and become the trusted adviser they need and turn to today and into the future. 1.50 MCLE in IL only. | All Attendees
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| New Capital Gain Strategies: Section 1031 and Structured Sale Options - an ATG Trust program | Learn structured sales techniques that can save your business and real estate clients significant tax dollars. 1.50 MCLE in IL only. | All Attendees
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| Trust Administration and Trustee Selection - an ATG Trust program | This real-world, practical overview of the issues involved in selecting trustees and administering trusts discusses the duties and responsibilities of a trustee as well as what to consider when selecting a trustee. 1.50 MCLE in IL only. | All Attendees
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| ETHICS/PROFESSIONAL RESPONSIBILITY |
| Himmel on Himmel - Disclosure, Reporting, and More (Part 1) - an ATG program | Gain insights into two key ethical issues for lawyers – reporting improper conduct by another lawyer under Himmel and disclosure requirements for real estate attorneys acting as title agents. Speakers include James Himmel who discusses his perspective on the landmark case that turned his name into a verb. 2.00 PR* hours in IL only. | Attorneys
Support Staff, Others
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| Himmel on Himmel - Disclosure, Reporting, and More (Part 2) - an ATG program | Gain insights into two key ethical issues for lawyers – reporting improper conduct by another lawyer under Himmel and disclosure requirements for real estate attorneys acting as title agents. Speakers include James Himmel who discusses his perspective on the landmark case that turned his name into a verb. 2.00 PR* hours in IL only. | Attorneys
Support Staff, Others
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| New Illinois Rules of Professional Conduct - an ATG program | How will the newly-released Illinois Rules of Professional Conduct (IRPC) affect the practice of law for Illinois real estate and estate planning attorneys? What are the new client disclosure requirements for attorney/title agents? Don't risk not having the answers when you need them — these questions and more are answered by an ARDC lawyer who knows the IRPC inside and out. 2.00 PR* hours in IL only. | Attorneys
Support Staff, Others
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| (PR = professional responsibility) |
| REAL ESTATE/TITLE INSURANCE |
| 1099 Compliance: Reporting Sales Proceeds to Sellers and the IRS - an ATG program | Federal law requires that the "Settlement Agent" report to both the seller and the Internal Revenue Service the sales price of residential real property. This program guides ATG member closers through the reporting process and describes how REsource can make this process easier. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| The Anti-Predatory Lending Database Program: What Attorneys and Closers Need to Know - an ATG program | Review the recording procedures and other information attorneys and closers need to know to comply with the new rules for property in Cook County, Illinois. 1.50 MCLE in IL only. | All Attendees
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| Basic Commercial Underwriting - an ATG program | Learn the underwriting issues unique to these transactions (surveys, endorsements, title clearance of special exceptions, and more) with a focus on the commercial commitment, raising exceptions, surveys and survey issues, and common forms used. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| A Basic Primer on Condominiums and Cooperatives - an ATG program | Gain a basic understanding of condominiums and cooperatives in Illinois, including basic characteristics of condominiums and the requirements for the creation of a condominium in compliance with the Illinois Condominium Property Act. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Basic Survey Examination - an ATG program | Get detailed instruction in survey examination as well as in raising and insuring encroachments. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Basic Title Clearance I - an ATG program | Get a broad overview and explanation of the insuring provisions and exceptions to the title commitment will help you and your staff establish procedures to more efficiently prepare title commitments and policies. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Basic Title Clearance II - an ATG program | Analyze proper title review and preparation of Schedules A and B of the commitment and learn what must be done to waive Schedule B exceptions for bankruptcy, foreclosure, decedents' estates, various liens, and other matters. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Business Entities and Series LLCs - an ATG program | Learn common methods of taking title to commercial and investment real estate, including corporations, partnerships, and limited liability companies. 2.00 MCLE in IL only. | Attorneys
Support Staff, Others
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| Claims Prevention - an ATG program | Claims have always been of chief concern to title insurance underwriters and agents. Learn how to avoid claims on policies you issue through an in-depth analysis and discussion of case studies of actual ATG claims. 1.50 MCLE in IL. | Attorneys
Support Staff, Others
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| Commercial Endorsements - an ATG program | Learn the various commercial endorsements and their underwriting requirements for Owner's and Lender Policies. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| Commercial Surveys and Endorsements - an ATG program | Improve your ability to handle commercial real estate transactions by gaining insight into their key components — the survey and endorsement coverage — through a review and analysis of actual commercial surveys, ALTA survey standards. and commonly-requested commercial endorsements. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| Commitment Preparation Instructions - an ATG program | Gain an understanding of ATG's search and commitment preparation standards, including a step-by-step guide to completing the ATG Agent Commitment Preparation Instructions. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| Foreclosure Workshop I - an ATG program | Foreclosures are on the rise. This information-packed program will help you assist clients who may be headed for or are already facing foreclosure. 3.00 MCLE in IL; 3.00 CLE in WI and applied for in IN. | Attorneys
Support Staff, Others
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| Fraud in Real Estate Transactions - an ATG program | The increase in frauds and schemes in the real estate business puts us all at risk. This program will teach you what to look for, how to avoid being affected by these schemes, and how to protect your clients. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| Fundamentals of Title Insurance — Wisconsin - an ATG program | Get a comprehensive overview of title insurance concepts and considerations with a discussion of the covered risks, exclusions, conditions of insurance, and more (satisfies OCI attorney educational requirements for a Wisconsin Title Insurance license). 6.00 CLE in WI only. | FREE for All Attendees
Full Description
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Part 1 | Part 2 |
| Handling Distressed Properties - an ATG program | Learn procedures for dealing with title to real estate encumbered by liens, bankruptcy, and/or foreclosure. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| The Housing Crisis and the New RESPA Rule: Revising the Closing Process - an ATG program | Examine how the new RESPA rule came into being, how we avoided near disaster under the previous models, what the Obama administration may do before final implementation, and how this will change the closing process. 1.50 MCLE in IL; 1.50 in IN and WI. | Attorneys
Support Staff, Others
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| How to Complete a 1031 Exchange: A Step-by-Step Tutorial - an ATG Trust program | This step-by-step guide to completing a § 1031 "Starker" Exchange explores the fundamental qualifying requirements, the basic rules for completing an exchange, and more. Makes an excellent refresher course. 1.50 MCLE in IL only. | All Attendees
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| Insuring Title after Foreclosure - an ATG program | During 2009, there is a good chance you will come across clients who are purchasing foreclosed property. Learn what you should look for when reviewing a foreclosure case, the special circumstances when insuring the first transaction after the foreclosure, and more. 1.50 MCLE in IL; 1.50 CLE applied for in IN. | Attorneys
Support Staff, Others
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| Mortgages and Alternative Financing in a New Economy - an ATG program | Successful real estate transactions in today's changing market require old and new strategies. Learn about basic and advanced mortgages and financing topics as well as how to review a mortgage for insurance purposes. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Negotiating Loan Modifications - an ATG program | Learn the essentials to help your clients refinance or modify their loans under the Federal Making Home Affordable program. Attorney Michael van Zalingen of Chicago's Neighborhood Housing Services presents a program on how to help distressed homeowners avoid foreclosure through the Fannie Mae assistance program. 2.00 MCLE in IL only. | Attorneys
Support Staff, Others
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| Nothing Easy about Easements - an ATG program | If you insure title to property in older neighborhoods, rural areas, or for developers, don't miss this program. You'll learn easement basics and how to handle complex easement issues. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Real Estate Fundamentals: The Closing Process, Part 1 — Illinois - an ATG program | Learn from our expert speakers about the key topics and issues surrounding the closing process, including escrow accounts and federal income tax reporting. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Real Estate Fundamentals: The Closing Process, Part 2 — Illinois - an ATG program | Every real estate practitioner must thoroughly understand the closing process. Learn the key topics and issues surrounding the closing process, including payoff letters, survey issues and encroachments, hold harmless letters, and escrows. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| Representing Real Estate Clients in Today's Market from FSBOs to Realtors: Expanding Your Practice in a Tight Market - an ATG program | Explore strategies for developing a real estate practice for the For Sale By Owner (FSBO) market and working with Realtors® in today's legal and business climate. 3.00 MCLE in IL only. | Attorneys
Support Staff, Others
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| Underwriters' Forum: Top 20 Things You May Not Know - an ATG program | ATG regularly answers questions from members on troublesome situations generally unfamiliar to most practicing real estate attorneys. This program discusses the top twenty. 1.50 MCLE in IL only. | Attorneys
Support Staff, Others
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| SPECIAL TOPICS |
| FREE for All Attendees - Understanding Changes to the Notary Act - an ATG program | Changes in the Notary Act take effect June 1, 2009, for transactions in Cook County. This informational program will ensure you know how to comply with the requirements of the new law. Does not qualify for CLE. NOTE: Macromedia Flash Player required - click here to download. | View Program
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