dan shaughnessy

Monday,Nov4,2013
7:30am–2:45pm
FourPointsbySheraton
1125Boston‐ProvidenceTpk
Norwood,Massachusetts
BREAKOUTSESSIONS
LuncheonKeynoteAddress
GeneralSessions:
presentedby
AretheALTABestPracticesin
YourFuture?
DANSHAUGHNESSY
HomesteadReform:
ThreeYearsLater
BostonGlobeSportsColumnist
ContractstoPurchase:
TheCartbeforetheHorse
Asportscolumnist,DanShaughnessy’sisperhapsthemostwidelyfollowedofany
columnintheBostonGlobe.HehasbeennamedMassachusettsSportswriterofthe
Year
seven times and eight times has been voted one of America’s top‐ten sports
TheNewMedicalMarijuanaLaw:
columnistsbytheAssociatedPressSportsEditors.
CondoAssociations,Residential
ALawyer’sPrimeron
ShortSaleFundamentals
LandlordsandZoningBy‐laws
UpcomingDEPRegulatory
Reforms
RecentDevelopmentsin
MassachusettsCaseLaw
PracticalSkillsSessions:
Ibanez&Eaton:TitleConfusion
andPossibleSolutions
CommercialClosingsandTitle
PoliciesforResid.Conveyancers
TrustsfromtheGeneral
Practitioner’sPerspective:Title
Issues,ProbateandMore
REBACLECOMMITTEE
ElizabethJ.Barton,Co‐chair
DavidK.Moynihan,Co‐chair
CLECREDIT
CLEcreditinNewHampshire
andRhodeIslandispending.
LOUNGEAREAS
Refreshmentswillbeservedin
theTiffanyBallroomLounge
andEssex/LenoxLounge,and
intheConferenceCenterarea.
SPONSORS/EXHIBITORS
Foradditionalinformation,goto
www.reba.net;call617.854.7555
Inadditiontohisjournalismwork,DanhaswrittentenbooksabouttheBostonRed
SoxandtheBostonCeltics.TheseincludeTheLegendoftheCurseoftheBambino,
ReversingtheCurse(writtenaftertheRedSoxwonthe2004WorldSeries),Fenway
Expanded and Updated: A Biography in Words and Pictures, Ever Green the Boston
Celtics, Seeing Red: The Red Auerbach Story, At Fenway: Dispatches from Red Sox
Nation, and many others. Earlier this year, Shaughnessy and Cleveland Indians
manager Terry Francona released Francona: The Red Sox Years, a biography
focusing on Francona’s years as manager of the Red Sox. The book immediately
becameabest‐seller.
DanisaregularcontributortoESPN’s“SportsReporters,”“JimRomeisBurning”and
“PardontheInterruption”andmakesregularappearancesonWTKK(96.9FMtalk
radio),WHDHSportsXtraandnetworktelevision’sNightlineandTheTodayShow.
After graduating from the College of the Holy Cross, he worked for the Baltimore
EveningSunandtheWashingtonStar,beforejoiningtheGlobein1981.
Join us at our 2013 Annual Meeting & Conference where you can take
advantage of accredited continuing education, network with colleagues and
enjoy an informational luncheon with old friends. The registration form can
befoundonthebackofthisbrochure.
WelookforwardtoseeingyouonNovember4th!
AMessagefromREBAPresidentMikeMacClary…
At this year’s Annual Meeting & Conference, REBA will launch a new award, the
ExcellenceinProfessionalismAward.Thisawardrecognizesthehonoree’spassion
anddedicationtothehigheststandardsinthepracticeoflaw.Arecipientofthis
honor understands that the legal profession is a higher calling imbued with noble
andaspirationalgoalsofservice—toclients,tothecommunity,andtotheprofession.
F OUR P OINTS B Y S HERATON H OTEL 1125BOSTON‐PROVIDENCETPKE,NORWOOD,MA
MONDAY,NOVEMBER4,2013
7:30AM–2:45PM
SCHEDULEOFEVENTS
7:30am
REGISTRATION &
& E
EXHIBITORS H
HOUR
8:30am–1:15pm
BreakoutSessions(seedetailsbelow)
1:20pm
LUNCHEONPROGRAM
1:20pm–1:40pm
Welcome&RemarksfromPresidentMikeMacClary
1:40pm–2:00pm
ReportoftheTitleStandards&NominatingCommittees
2:00pm–2:20pm
PresentationoftheExcellenceinProfessionalismAward
2:20pm–2:45pm
LuncheonKeynoteAddressbyDanShaughnessy
2:45pm
Adjournment
ConferenceBreakoutSessions
8:30am–9:30am
9:45am–10:45am
TIFFANYBALLROOMA
TIFFANYBALLROOMA
Ar e t he A L T A B es t Pr ac t ic es in y o u r F u tu r e? CharlesCain;RichardA.Hogan;JonK.Skarin
SKARIN
CAIN HOGAN
InitiativesfromtheConsumerFinancialProtectionBureauspecificallymakelendersfinanciallyresponsiblefor
the activitiesofmanythird‐partyvendorsincluding attorney settlement andtitle agents.In aneffortto assist
the lending community in its efforts to reduce its liability, the title insurance industry has implemented new
quality control standards designed to improve service, reduce risk, and ensure the highest level of regulatory
compliance.Thebestpracticesarevoluntarystandardsprofessionalscanadopttoprotectconsumers,promote
qualityservice,provideforongoingemployeetraining,andmeetlegalandmarketrequirements.
8:30am–9:30am
9:45am–10:45am
ESSEX/LENOXROOM
ESSEX/LENOXROOM
Ho mes t e ad R efo r m: T hr e e Year s L at er GOLDBERG GRAHAM R
RILEY G
MichaelJ.Goldberg;WardP.Graham;LynneF.Riley
ThethreeyearssincetheREBA‐ledoverhauloftheMassachusettshomesteadlawhaveseenfurtherchangesin
both the law and conveyancing practice. The panel will examine the impact of the new statute, including a
discussion of state and federal court decisions interpreting its terms, and a review of technical and clarifying
legislation pending on Beacon Hill. The faculty will discuss issues relating to the requirements for homestead
declarations,andrelatedtitlequestions.Inaddition,thepanelwillexploreexemptionplanningforbankruptcy
debtorsinthecontextofthenewlaw.
2013REBAANNUALMEETING&CONFERENCE MONDAY,NOVEMBER4,2013 SCHEDULEOFEVENTS
8:30am–9:30am
CONFERENCEROOM102
9:45am–10:45am
CONFERENCEROOM102
C o n t r a c t s t o P u r c ha s e : T h e C a r t b e f o r e t he Ho r s e RobertL.BellJr.;MichaelMcDonagh;
BELL McDONAGH RUZZO WARSHAW
RobertM.Ruzzo;GeorgeJ.Warshaw
A residential contract to purchase, commonly, but mistakenly, called an ‘offer’, is a binding agreement (see
McCarthyv.Tobin,etc.).Sowhydoweneedapurchaseandsaleagreement?Doourrealestatebrokerfriends
– who are sometimes our clients – understand the binding nature of the standard form offer? Are brokers
flirtingwitha93Aclaimiftheydon'tdisclosethis?Ifasellerreneges,thebuyercanforcethesellertoperform
based solely on a form offer. However, if a buyer reneges, a seller – with the home sale at stake – has no
recourse.Canwerethinktheuseofthisubiquitousformwithoutalienatingourrealestatebrokercolleagues?
8:30am–9:30am
CONFERENCEROOM107/108
A L awy er ’ s Pr imer o n S ho r t S ale F u n d amen t als HilleryDorner;AmandaZuretti
DORNER Z
ZURETTI The lawyer’s responsibility in a short sale varies depending on the role played. This session will address the
nuancesofaP&Sagreementwhenyourepresentthesellerandthebuyer,andthepitfallstheclosingattorney
needstobeawareof.Itwillalsoaddresscustomarypracticesoflienholders,shortsaleapprovalletters,title
concerns,andtheuseofthedischargelawinprotectingtheclosingattorneyandclearingtitlepost‐closing.
9:45am–10:45am TIFFANYBALLROOMB
11:00am–12:00pm TIFFANYBALLROOMB
T he N ew Med ic a l Mar iju an a L aw: Co n do min iu m
As s o ciat i o ns , Res i dent ial L andlo r ds & Zo nin g By ‐laws FINE MARTIN WARD AdamD.Fine;CliveD.Martin;EmilWard
The Massachusetts medical marijuana law, and particularly the implementingregulations, present many issues
forreal estate practitioners including town counsel, zoning and land use lawyers, residential conveyancers,
lawyers in the landlord/tenant arena and lawyers representing condominium owners’ associations. The
implementingregulationsareintenselydetailedinsomeareasandquitevagueorsilentinothers.REBAmembers
needtoknowthiscuttingedgelawandtheopportunitiesandchallengesitwillpresenttotheirclients.
9:45am–10:45am
CONFERENCEROOM103
11:00am–12:00pm CONFERENCEROOM103
Up c o min g DEP Re gu lato r y Refo r ms BenjaminJ.Ericson;LealdonLangley;
ERICSON
LANGLEY LOWERY WEINSTEIN
AnnLowery;SarahWeinstein
The upcoming DEP regulatory reforms are a comprehensive set of simplifying, streamlining and curative rule
changes, in almost all operative DEP areas, put out for public comment and hearings in March. Panelists will
covertheproposedregulatoryreformswithineachDEPprogram;openingandclosingdatesforpubliccomment
periods; locations and dates of public hearings in various parts of the Commonwealth; how to submit written
comments for yourself and your clients; and what to tell them of some rules changes already promulgated.
These changes will have surprising importance, wide application, welcome simplicity, and common sense
wisdom. The changes will affect any attorneys and their clients involved even tangentially with real estate,
transactionsorpermits,landmanagement,orlanduse/environmentalprocedures.
R E G I S T E R O N L I N E A
A T W
WWW.REBA.NET
8:30am–9:30am
11:00am–12:00pm
TIFFANYBALLROOMB
CONFERENCEROOM102
Ib an e z & Eato n : T it le Co n fu s i o n an d P o s s ib le So lu tio n s ~AP racti calSki l ls Sessi on AllisonWestDalton;PaulJ.Mulligan;RachelleD.Willard
DALTON MULLIGAN
WILLARD
The Ibanez and Eaton decisions have brought an element of uncertainty to legal titles and placed additional
responsibilitiesonconveyancerscertifyingtitle.Practitionersandtheirstaffwillwanttoknowwhattolookfor
ontheirtitlessothattheissuescanbeproperlydealtwith.ThepanelwillprovideabriefoverviewoftheIbanez
andEatondecisionsaswellasdiscusshowtospottheseissuesontitle.Thepanelwillthenleadadiscussionof
methodsandproposalstocureIbanezissuesinbacktitleincluding:releasedeedsfrompriorownersandjunior
lienholders, Bevilacqua and foreclosure deeds as assignments of mortgage, re‐foreclosure and the Eaton
requirementtoholdthenote,makinganewentry,statutesoflimitationandregisteredlandissues.
CONFERENCEROOM103
ESSEX/LENOXROOM
8:30am–9:30am
11:00am–12:00pm
Commerc ialClos in gs &Titl e Polici es f orRes id e ntial Conveyancer s ~AP racti calSki l ls Sessi on MelanieE.Kido;ChristopherS.Pitt
KIDO P
PITT The panel will discuss the requirements for commercial closings when the parties are foreign or domestic
corporations, partners and limited liability companies. What authority documents will be needed? What due
diligenceshouldbedoneastobuildingjacketsearches,zoning,etc.?Arethereanyleases?Whatiscoveredby
the title policy and what endorsements are required? How does the ALTA/ACSM survey differ from a simple
mortgageplotplan?Willthetitlecompanyactasescrowagent?Thisinformativesessionwillhelpyoubemore
ateaseasyouventureintocommercialclosings.
9:45am–10:45am
CONFERENCEROOM107/108
11:00am–12:00pm CONFERENCEROOM107/108
TrustsfromGeneralPractitioner’sPerspective:TitleIssues,Probate&More
~AP racti calSki l ls Sessi on CURLEY CUSHING
SaraGoldmanCurley;LeoJ.Cushing
The panelists will discuss and define the many types of trusts owning real property or holding the beneficial
interest.Anoverviewanddefinitionofnomineetrusts,estateplanningtrusts,revocableandirrevocabletrusts,
inter vivos trusts, testamentary trusts, and business trusts will discussed by the panel. Basic trust definitions
willbereviewed,explainingthetrustee,thebeneficiary,thedonor,thecreator,andthesettlor.Thenecessary
componentsofvarioustrustinstrumentsandtheC.184§35TrusteeCertificatewillbediscussed,astheyrelate
totheproposedsaleorrefinance.TherealsowillbeadiscussionoftheMassachusettsHomesteadexemptionas
it relates to trusts. The documentation to be required from various trustee sellers or borrowers, as the
conveyancerandtheparalegalprepareforclosing,willbedefined.
12:15pm–1:15pm
CONFERENCEROOM103*
*VideosimulcastsofthispresentationinConferenceRooms102and107/108
Rec en t D ev elo p me n ts in Ma s s ac hu s et ts Cas e L aw PhilipS.Lapatin
LAPATIN Nowinhis35thyearatthesemeetings,Philcontinuestodrawahugecrowdwiththissession.Hispresentation
on the Recent Developments in Massachusetts Case Law is amust hear foranypracticingreal estateattorney.
Philisthe2008recipientoftheAssociation’shighesthonor,theRichardB.JohnsonAward.
FOURPOINTSBYSHERATON1125BOSTONPROVIDENCETURNPIKENORWOOD,MA
2013 ANNUAL MEETING & CONFERENCE
MONDAY, NOVEMBER 4, 2013
GENERALINFORMATION
For additional information, call REBA at 617.854.7555
 REBA's2013AnnualMeeting&Conferenceisopentobothmembersandnon‐members.Allattendeesmust
register; the registration fee includes the breakout sessions, the luncheon, and the written materials. REBA
cannotofferdiscountsforregistrantsnotattendingtheConferenceluncheon.
 Creditsareavailableforprofessionalliabilityinsuranceandcontinuinglegaleducationcreditsinotherstates.
Formoreinformation,contactBobGaudetteat617.854.7555orgaudette@reba.net.
 Pleasesubmitoneregistrationperattendee.Additionalregistrationapplicationsareavailableatwww.reba.net.
REBAwillconfirmallregistrationsbyemail.
 Toguaranteeareservation,conferenceregistrationsshouldbesentwiththeappropriatefeebyemail,mailor
fax, or submitted online at www.reba.net, before October 28, 2013. Registrations received after October 28,
2013 will be subject to a late registration processing fee of $25. Registrations may be cancelled in writing
beforeOctober28,2013andwillbesubjecttoaprocessingfeeof$25.Registrationscannotbecancelledonor
afterOctober28,2013;however,substitutionsofregistrantsattendingtheprogramarewelcome.Conference
materialswillbemailedtonon‐attendeeregistrantswithinfourweeksfollowingtheevent.
 Attendeesmaynotusecellphonesduringthebreakoutsessionsortheluncheon.
E XHIBITORS R EGISTERED S O F AR …
AssetGrade
BelmontSavingsBank
CATIC
E‐Closing
eFact
ExchangeAuthority
FinalTrac
FirstAmericanSMS
FirstAmericanTitleInsuranceCo.
FidelityNationalTitleInsuranceCo.
HaleyBooksellers
LandyInsuranceAgency
L.O.M.A.P.
Mass.AttorneysTitleGroup
M.I.T.E.A.
NewEnglandLandSurvey
People'sUnitedBank
REBARes.ConveyancingCommittee
Simplifile
DRIVINGDIRECTIONS
FourPointsbySheraton
1125Boston‐ProvidenceTpk(Route1)
Norwood,Massachusetts
StandardSolutions,Inc.
StanleyJ.PaineAuctioneers
StewartTitleGuarantyCo.
TheWarrenGroup
TDBank
UniComp
WellesleyBank
FROMBOSTON:
TakeI‐93SouthwhichturnsintoI‐95(Route128)North.
TakeExit15B,Route1South,towardNorwood.
Continue4.5milesdownRoute1South.
Thehotelwillbeonyourright,aftertheStaplesPlaza.
FROMPROVIDENCE:
TakeI‐95NorthtoExit11B,NeponsetStreet,Norwood.
Drive7/10ofamileandturnleftontoDeanStreet.
Atthetrafficlight,turnleftontoRoute1headingsouth.
Thehotelwillbeonyourright,aftertheStaplesPlaza.
FROMTHEWEST:
FollowtheMass.Turnpike(I‐90)East.
TakeExit14ontoI‐95(Route128)South(fromtheWestit
isExit14;fromtheEast,itisExit15).
ContinueSouthtoExit15B(Route1,Norwood).
Continue4.5milesdownRoute1.
Thehotelwillbeonyourright,aftertheStaplesPlaza.
F OUR P OINTSBY S HERATON 1125BOSTON‐PROVIDENCETPKE,NORWOOD,MA
M ONDAY
, N OVEMBER 4, 2013
7:30AM–2:45PM
2013 ANNUAL MEETING & CONFERENCE
MONDAY, NOVEMBER 4, 2013
REGISTRATION
COMPLETEANDRETURNTHISREGISTRATIONFORMWITHTHEAPPROPRIATEFEETO:
REBAFoundation,50CongressStreet,Suite600,Boston,MA02109‐4075
TEL:617.854.7555 morales@reba.net FAX:617.854.7570 ByOct.28
AfterOct.28
 YES,pleaseregisterme.IamaREBAmemberingoodstanding. $195 $220 $235 $260
$190 $190
 YES,pleaseregistermeasaguest.IamnotaREBAmember.  NO,Iamunabletoattend,butIwouldliketopurchaseconference
materialsandaCDofthebreakoutsessionsandluncheonaddress.
(Pleaseorderby11/6/13andallowfourweeksfordelivery)
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Fax: SELECTYOURLUNCHEONCHOICEBELOW
 Butchershopcutchoicepetitfiletmignon,grilledandservedwitharedwinedemi‐glace
 Pansearedchickenbreaststuffedwithspinach,garlic&Fontinacheeseinawildmushroomsauce  PastaPrimaverainaCreamSauce
 None,asIamunabletostayfortheLuncheon
FOURPOINTSBYSHERATON
1125BOSTON‐PROVIDENCETPKE,NORWOOD,MA
MONDAY,NOVEMBER4,2013
7:30AM–2:45PM