The Trusted Adviser
November 2018 | Volume 11 · Number 9

NEWS:

Planning Your Practice for a Changing World

ATG's 14th Annual Levine Institute for Real Estate and Estate Planning Attorneys

Thank you to all who joined us for our 14th Annual Harold I. Levine Real Estate Institute at the Drury Lane Conference Center in Oakbrook Terrace, Illinois. It was great to see so many colleagues and friends (more than 230 attorneys in all) at our biggest legal education event of the year. Our topic, Planning Your Practice in a Changing World, generated interesting questions and lively discussion.

ATG and ATG Trust again partnered to present a full-day program to cover topics important to both real estate and estate planning attorneys. Along with our experienced staff, our speaker panel included these special guests:

  • Justin Ailes, Senior Vice President of Policy, American Land Title Association (ALTA), Washington, D.C.
  • Shane Hartzler, Director for eMortgage Strategy and Operations, Federal National Mortgage Association (FNMA), Washington, D.C.
  • Melissa Smart, Litigation Manager and Senior Counsel, Illinois Attorney Registration and Disciplinary Commission (ARDC), Chicago.

14th Annual Harold I. Levine Real Estate Institute
November 8, 2018 | Oakbrook Terrace, Illinois

2018 ATG Levine Institute photo
Our panel discussed what the future holds for real estate and estate planning attorneys: e-closings, disclosure requirements, and protective technology. From left: Justin Ailes, ALTA; Hank Shulruff and Christine Sparks, ATG; Shane Hartzler, Fannie Mae; and Christopher Burhans, ATG. (Not pictured, Jerry Gorman, moderator.)
2018 ATG Levine Institute photo
ATG's Karen Courtney, Commercial Underwriting Attorney and program speaker, and Jerry Gorman, Senior Vice President. Jerry runs the ATG Legal Education division and serves as moderator and mastermind for the annual Harold I. Levine Real Estate Institute.
2018 ATG Levine Institute photo
Shown in the center is ATG attorney agent Samuel Levine,  the son of Harold Levine, for whom the event is named. From left, all from ATG: Augie Butera, Karen Courtney, (Samuel) Jerry Gorman, and Christine Sparks. 
2018 ATG Levine Institute photo
Tom Courtney, ATG agent from Palos Heights, with Peter Birnbaum, ATG President. 
2018 ATG Levine Institute photo
Guest speakers Shane Hartzler of Fannie Mae and Justin Ailes of ALTA, both from Washington, D.C.
2018 ATG Levine Institute photo
ATG attorney agents Ralph Schumann (Schaumburg) and Samuel Levine (Chicago). Samuel is the son of Harold Levine, for whom the event is named.
2018 ATG Levine Institute photo
We had a great crowd at the Drury Lane Conference Center in Oakbrook Terrace.
2018 ATG Levine Institute photo
 
2018 ATG Levine Institute photo
Several ATG attorney agents asked specific questions about technology of Chris Burhans (left), ATG's Senior Vice President - Information Technology. 
2018 ATG Levine Institute photo
ATG attorney agents Beth Rodriguez, Mark Rodriguez (both of Glen Ellyn) and Edward Lipsky (Buffalo Grove).
2018 ATG Levine Institute photoLongtime ATG agents and friends: Marc Blumenthal and Ed Lipsky, Buffalo Grove; Terry Kane, Arlington Heights; Ralph Schumann, Schaumburg; and John Haas, Mt. Prospect. 2018 ATG Levine Institute photo
ATG attorney agent Ed Flynn (Oak Brook) with guest speaker Melissa Smart of the ARDC. Melissa's presentation provided ethical guidance on working with aging clients.
2018 ATG Levine Institute photo
At left, Anthony Bonomo, a new ATG attorney agent, talks to Peter Birnbaum, ATG President, Mary Beth McCarthy, ATG Corporate Communications, and Jerry Gorman, ATG Senior Vice President.
2018 ATG Levine Institute photo
In the center are attorneys from Waltz, Palmer & Dawson,  Elizabeth Kircher and Monica Gurgiolo (a partner in the  Rolling Meadows firm), with lawyers and officers from ATG Trust Company. From left: Cynthia Tolan, Maura Mannix (Elizabeth and Monica) Kathryn Van Eeuwen, and Shannon James.

[Last update: 11-14-18]

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