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1031 Tax-Deferred ExchangesTop

  • 1031 Traps & Tripwires (2007 CLE)
  • Safeguards & Security Controls for 1031 Exchange Funds
  •  
    AccessTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • The End of Tower v. Zell -- N.C.G.S. 39-6.4
  •  
    Acknowledgments (*Forms)Top

  • Acknowledgments, Oaths-Affirmations and Jurats-Notarial Certificates in NC
  • Fraud Stories: Are You Watching Your Back?
  • Secretary of State Notary Public Page (highlights, FAQ's, forms)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  •  
    ALTA Best Practices - Additional ResourcesTop

  • 2000-2015 Timeline of Statutes, Regs, Rules & Bulletins - CFPB, OCC, FTC, FRB & others
  • AICPA Attest Engagement - ALTA Best Practices Framework
  • ALTA Best Practices - Information and Resources
  • HISTORY (Timeline) -- Best Practices, Gramm-Leach-Bliley, Dodd Frank & the CFPB
  •  
    AssessmentsTop

  • Also See Taxes/Assessments
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Restrictive Covenants-Impact of Armstrong (2007 CLE)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  •  
    Assumed Business NamesTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Assumed Business Names: NEW Statute, NEW requirements, NEW search engine (12-12-2017)
  • Secretary of State
  •  
    Attorneys & Closings (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Dual Representation in Commercial Closings (NC Blawg 3/24/2015)
  • North Carolina Title Insurance Rates -- changes effective April 1, 2016
  • Fraud Stories: Are You Watching Your Back?
  • Tell Me More-Attorney's Obligation to Disclose (2007 CLE)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • North Carolina - South Carolina Boundary Certification (2016)
  • Ethics-Real Estate Lawyer and Ethics (Alan Ferguson, 2007 CLE)
  • North Carolina Closing Process -- Who, What, When, Where, How and Why?
  • The Return of Human Judgment, or Life in the Post-Real-Estate-Bubble World (Alan Ferguson, 2009)
  • The Approved Attorney-Title Company Relationship in North Carolina
  • Application for Appointment as Approved Attorney form
  • DocPrep Online
  •  
    Bankruptcy (*Forms)Top

  • 2009 Complex Closings: Foreclosures, Bankruptcy & Creditors Rights in the Mean Streets (power point)
  • 2009 Complex Closings: Foreclosures, Bankruptcy & Creditors Rights in the Mean Streets (manuscript)
  • BANKRUPTCY AND TITLE INSURANCE (Reinhardt, 2003 CLE manuscript)
  • BANKRUPTCY AND TITLE INSURANCE (Reinhardt 2003 CLE PowerPoint)
  •  
    Chicago Title CLE SeminarsTop

  • Chicago Title Seminar 2006 - From Barns to Big Boxes and Bungalows (manuscript without exhibits)
  • CLE 2012 - Barns to Big Boxes Redux - Commercial Development Financing
  • CLE 2012 - Barns to Big Boxes Redux - Project Development
  • CLE 2012 - Barns to Big Boxes Redux - Raw Land, Development Planning & Financing
  •  
    ClaimsTop

  • Common Mistakes (June 2016, NC Blawg)
  • 2009 CLE: Title Oddities Creating Claims - Part II (powerpoint)
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • Sources of Malpractice Cases, Title Insurance Claims and State Bar Grievances
  • TITLE INSURANCE WOES
  • TITLE PROBLEMS AND CURES: TITLE INSURANCE UNDERWRITING PERSPECTIVE (2004)
  • TITLE PROBLEMS AND CURES: TITLE INSURANCE UNDERWRITING PERSPECTIVE (PowerPoint 2004)
  • UNIQUE TITLE PROBLEMS THAT OCCUR EVERYDAY
  • UNIQUE TITLE PROBLEMS THAT OCCUR EVERYDAY (PowerPoint Version)
  • Claims Procedure for Potential Title Insurance Claims on North Carolina Properties
  •  
    Closing & Escrow (*Forms)Top

  • Foreign Sellers? FIRPTA Changes Take Effect Feb 15, 2015 (NC Blawg)
  • Help Prevent Wire Fraud from Hitting Your Clients -- and You! (NC Blawg)
  • Notice of Pending Real Estate Transaction (form)
  • SBA Loan Payoffs: What is a Closing Attorney to do? (NC Blawg)
  • Where's My Money? Wire schemes and email hacks are on the rise! (NC Blawg 6/11/2015)
  • Wire Fraud Alert Notice
  • Wire Fraud - Help Protect Your Clients and You
  • Wire Fraud Alert Form
  • Notice of Pending Real Estate Transaction
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • North Carolina - South Carolina Boundary Certification (2016)
  • North Carolina Closing Process -- Who, What, When, Where, How and Why?
  •  
    Closing - New Closing Disclosure effective 10-3-2015Top

  • *** Chicago Title - New Closing Disclosure website - videos, brochures for realtors, lenders, attorney, and more!
  • An Introduction to the CFPB (video)
  • Bank of America - CFPB Integrated Mortgage Disclosure -- Borrower & Lender Selection of Title and Settlement Providers FAQ (5-6-2015)
  • Bank of America - CFPB's TILA-RESPA Integrated Mortgage Disclosures (TRID) Rule - Proposed Effective Date Change (7-9-2015)
  • Bank of America -- CFPB Integrated Mortgage Disclosures - 12-17-2014
  • Bank of America -- CFPB Integrated Mortgage Disclosures letter 12-11-2014
  • Bank of America CFPB's TILA-RESPA Integrated Mortgage Disclosures (TRID) Rule (6-9-2015)
  • CFPB - New Forms and New Rules (video)
  • CFPB - New Terms (video)
  • CFPB Closing Disclosure Explained (video)
  • CFPB Loan Estimate Explained (video)
  • Chase Mortgage - Closing Disclosure Announcement (2-26-2015)
  • Closing Disclosure Timing Chart
  • Five Things Builders Need to Know by October 2015
  • Five Things Closing Attorneys Need To Know Before October 3 2015
  • Five Things Lenders Need to Know Before October 2015
  • Five Things Lenders Need to Know By October 2015 (video)
  • Five Things Real Estate Agents Need to Know Before October 2015
  • Five Things Realtors Need to Know By October 2015 (video)
  • JPMorgan Chase Closing Disclosure Announcement (3-5-2015)
  • New Closing Disclosure Explained (4-pg brief overview of form)
  • SunTrust Settlement Agent Announcement re RESPA/TILA Disclosure & Best Practices (4-23-2014)
  • SunTrust-Title & Settlement Approval Form
  • The New Loan Estimate & Closing Disclosure Explained (power point)
  • Wells Fargo -- TILA-RESPA Integrated Disclosure procedure 9-24-14
  • Wells Fargo -- TILA-RESPA Integrated Disclosure Rule FAQ 12-10-2014
  • Wells Fargo Settlement Agent Communication - TILA/RESPA Disclosure (3-16-2015)
  • Wells Fargo Settlement Agent Communications - TILA-RESPA Integrated Disclosure Rule FAQ's June 3, 2015
  • What is the Consumer Financial Protection Bureau (in plain English)?
  • Why Every OWNER Needs Owner's Title Insurance
  •  
    CommitmentsTop

  • ALTA 2016 Commitment - Chicago Title wants your clients to have protection
  • ALTA Commitment for Title Insurance (08-01-2016) Overview
  • Comparison of ALTA Commitment (6-17-2006) & ALTA Commitment (08-01-2016)
  •  
    CondominiumsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • CLE 2012 - Barns to Big Boxes Redux - Condominiums
  • Condominium Document Checklist
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  •  
    Construction and Mechanics' Liens (*Forms)Top

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Common Mistakes (June 2016, NC Blawg)
  • LiensNC - Pointers on Searching
  • Title Insurance Issues for Developers (2001)
  •  
    Corporations (*Forms)Top

  • Can you be a CEO by power of attorney? (NC Blawg 6/1/2015)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Secretary of State
  •  
    Decedents' Estates (*Forms)Top

  • Decedent’s Estates
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Title Insurance Issues for Developers (2001)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  •  
    Deeds (*Forms)Top

  • 2015 Legislative Update (NC Blawg 10/16/15)
  • Fraud Stories: Are You Watching Your Back?
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • See Ownership Interests
  •  
    Deeds of Trust (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • CLE 2012 - Barns to Big Boxes Redux - Mortgages, Satisfactions & Releases
  • Foreclosure - Gauging Insurability One Case at a Time (2010 Webinar)
  • Homeowner's Equity Line of Credit (HELOC) Payoffs
  • Loan Modifications - Watch Out For The Fix That Fails (2010 Webinar)
  • S.A.F.E. Act and its Impact on Seller Financing (NC Blawg 5/26/2015)
  • SBA Loan Payoffs: What is a Closing Attorney to do? (NC Blawg)
  • HB 1368 Future Advance Statute Amendment-CTIC Examiner (July 2009 Edition)
  • Reverse Mortgage - HUD Home Equity Conversion Mortgages Handbook information
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • Foreclosure and Deeds in Lieu - 2010: Recent Legislation, Cases & Issues in Foreclosure Proceedings (2010 Webinar)
  • Fraud Stories: Are You Watching Your Back?
  • Deeds of Trust Missing Date of Note
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • Short Sale aka Short Pay aka Preforeclosure (2010 Webinar)
  • Residential Mortgage Lending in North Carolina: Ethical Issues
  • Residential Mortgage Lending in North Carolina: Ethical Issues (PowerPoint Version)
  • Methods of Cancellation or Release (with forms)
  • Purchase Money D.O.T. Bull
  • Simultaneous Recording and Subordination Bull
  • Dorean-Heineman-Johnson-Fraudulent Mortgage Cancellation Bull
  • Satisfactions, Recordings, Re-recordings, Indexing and More Under the New North Carolina Mortgage Satisfaction Act
  •  
    EasementsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • CLE 2012 - Barns to Big Boxes Redux - Commercial and Retail
  • EASEMENTS APPURTENANT
  • The End of Tower v. Zell -- N.C.G.S. 39-6.4
  •  
    EndorsementsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Endorsement Corner: ZONING (ALTA Endorsement 3-06, 3.1-06, and 3.2-06) (NC Blawg 7/30/2015)
  • Loan Modifications - Watch Out For The Fix That Fails (2010 Webinar)
  • Title Insurance Endorsements for All Occasions! (NC Blawg 12-5-2017)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • 2009 Complex Closings: ALTA Coverages (powerpoint)
  • 2009 Complex Closings: ALTA Coverages
  •  
    EntitiesTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Assumed Business Names: NEW Statute, NEW requirements, NEW search engine (12-12-2017)
  • Can you be a CEO by power of attorney? (NC Blawg 6/1/2015)
  • Secretary of State
  •  
    EthicsTop

  • CLE 2012 - Barns to Big Boxes Redux - Ethics
  • Dual Representation in Commercial Closings (NC Blawg 3/24/2015)
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 1 - Unauthorized Wires from Trust Account
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 2 - Fraudulent Checks
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 3 - Short Sale Negotiator
  • Tell Me More-Attorney's Obligation to Disclose (2007 CLE)
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • Ethics-Real Estate Lawyer and Ethics (Alan Ferguson, 2007 CLE)
  • The Return of Human Judgment, or Life in the Post-Real-Estate-Bubble World (Alan Ferguson, 2009)
  • Residential Mortgage Lending in North Carolina: Ethical Issues
  • Residential Mortgage Lending in North Carolina: Ethical Issues (PowerPoint Version)
  • Real Estate Related Ethics Opinions Chart (updated October 2015)
  • Real Estate Related Ethics Opinions (updated October 2015)
  •  
    Federal TaxesTop

  • Federal Tax Liens -- A Brief Refresher (NC Blawg 11/10/2015)
  • Foreign Sellers? FIRPTA Changes Take Effect Feb 15, 2015 (NC Blawg)
  • IRS Forms
  • Federal Tax Liens & Entireties - IRS v. Craft
  • FIRPTA affidavit form (.doc)
  • IRS Publ. 1468: Guidelines for Processing Notice of Federal Tax Lien Documents
  • Federal Tax Lien Payoff Request (Form 8821) - Form
  •  
    Foreclosures & Deeds in Lieu of Foreclosure (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • CLE 2012 - Barns to Big Boxes Redux - Foreclosure & Deeds in Lieu of Foreclosure
  • Common Mistakes (June 2016, NC Blawg)
  • Foreclosure - Gauging Insurability One Case at a Time (2010 Webinar)
  • Foreclosure Abstract Checklist - Long Form (REV 05-23-16)
  • Foreclosure Abstract Checklist - Short Form (REV 05-23-16)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • Foreclosure and Deeds in Lieu - 2010: Recent Legislation, Cases & Issues in Foreclosure Proceedings (2010 Webinar)
  •  
    FormsTop

  • CTIC-NC Miscellaneous Forms
  •  
    FraudTop

  • Email and Wire Fraud - Chicago Bull - (8-6-2018)
  • Help Prevent Wire Fraud from Hitting Your Clients -- and You! (NC Blawg)
  • Is that Property Really Free & Clear? (NC Blawg 4-11-2016)
  • Notice of Pending Real Estate Transaction (form)
  • Where's My Money? Wire schemes and email hacks are on the rise! (NC Blawg 6/11/2015)
  • Wire Fraud Alert Notice
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 1 - Unauthorized Wires from Trust Account
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 2 - Fraudulent Checks
  • CLE 2012 - Barns to Big Boxes Redux - Fraud Case 3 - Short Sale Negotiator
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • Fraud Addendum - detailed red flags & scams 3-5-07
  • Fraud Stories: Are You Watching Your Back?
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • Mortgage Fraud & Identity Theft (2007 CLE)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • Short Sale aka Short Pay aka Preforeclosure (2010 Webinar)
  • Dorean-Heineman-Johnson-Fraudulent Mortgage Cancellation Bull
  •  
    Gap Coverage (*Forms)Top

  • CTIC-NC Miscellaneous Forms
  •  
    IncompetentsTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Minors & Incompetents-Conveyance of Real Property by (2007 CLE)
  • Uniform Trust Code in a Nutshell for Real Property Practitioners (2007 CLE)
  •  
    Indemnities, Affidavits & Personal Undertakings (*Forms)Top

  • CTIC-NC Miscellaneous Forms
  •  
    Judgments (*Forms)Top

  • Quick Answers Bull
  •  
    Leases and Leasehold InterestsTop

  • 2009 Complex Closings - Leasehold Interests & Improvements, Options and Rights of First Refusal
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Who are you and Why Are You On My Land? (Title Blawg 2-2-2018)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • CLE 2012 - Barns to Big Boxes Redux - Commercial and Retail
  • Quick Answers Bull
  •  
    Legal DescriptionsTop

  • Common Mistakes (June 2016, NC Blawg)
  • Drafting of Legal Descriptions - 2011 CLE
  • Metes & Bounds; Links & Chains; Plat Book & Page: Legal Description Pitfalls & Drafting Techniques (NC Blawg 11/7/2014)
  • See Surveys and Legal Descriptions
  •  
    LegislationTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Legislative Corner-CTIC Examiner (July 2009 Edition)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  •  
    Limited Liability CompaniesTop

  • Can you be a CEO by power of attorney? (NC Blawg 6/1/2015)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Secretary of State
  •  
    MapsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • North Carolina - South Carolina Boundary Certification (2016)
  •  
    Marital (*Forms)Top

  • Marriage and Title (NC Blawg 11/17/2015)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • Marital Interests
  •  
    Mechanics' Liens (*Forms)Top

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Chart of Closings MLA & NCLTA Lien Forms
  • Common Mistakes (June 2016, NC Blawg)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • LiensNC - Pointers on Searching
  • Mechanics' Lien Agent - Bull 47
  • Mechanics' Liens - Appointing Lien Agent, Searching LiensNC Forms (Oct 2016)
  • Mechanics' Liens: Smarter Lawyering means Smarter Clients means Smoother Closings!! (NC Blawg 9/5/2014)
  • NCLTA Affidavit, Waiver & Subordination Forms (Scroll down to NCLTA... - in Word and pdf format)
  • NCLTA Commitment Requirement
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • CLE 2012 - Barns to Big Boxes Redux - Commercial and Retail
  • Mechanic's Liens Bull
  •  
    MinorsTop

  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Minors & Incompetents-Conveyance of Real Property by (2007 CLE)
  • Uniform Trust Code in a Nutshell for Real Property Practitioners (2007 CLE)
  • Uniform Transfers to Minors Act for Dirt Lawyers (2007 CLE)
  • Minors
  •  
    Mobile or Manufactured Homes - Articles & Flowchart (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Mobile Home Flow Chart (10-2015) (B&W)
  • Mobile Home Flowchart (10-2015) (color)
  • Property Tax Collection on Mobile Homes (Property Tax Bulletin No. 157, Sept 2010)
  • NC DMV Forms (link)
  • Mobile and Manufactured Homes - 9/2017
  • Mobile Homes Bull - 1/2002
  •  
    Mobile or Manufactured Homes - Forms & SamplesTop

  • Mobile Home - Affidavit of Authority to Assign Title (owner dies, no estate admin) DMV-MVR-317 (Rev. 6/06)
  • Mobile Home - Attorney's Certification & Request for Title Insurance Coverage
  • Mobile Home - Declaration of Intent
  • Mobile Home - DMV Letter regarding MVR605A
  • Mobile Home - MVR46G Cover Sheet for Recording
  • Mobile Home - Request for Duplication Title (DMV-MVR-4)(Rev. 05/17)
  • Mobile Home - Request for Motor Vehicle Information (DMV-MVR-605A) (Rev. 05/17)
  • Mobile Home - Sample Letter to DMV with MVR-46G to Cancel Certificate of Title
  • Sample DMV Search Request
  • Sample DMV Search Return
  • Title Application (DMV-MVR-1)(Rev. 05/17)
  • NC DMV Forms (link)
  • Mobile Home - DMV MVR-46G Affidavit for Removal of Manufactured Home from Vehicle Registration (Rev 06/16)
  •  
    Modification (*Forms)Top

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Loan Modifications - Watch Out For The Fix That Fails (2010 Webinar)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  •  
    Mortgage FraudTop

  • Is that Property Really Free & Clear? (NC Blawg 4-11-2016)
  • SEE Fraud
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • Mortgage Fraud & Identity Theft (2007 CLE)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • Ethics-Real Estate Lawyer and Ethics (Alan Ferguson, 2007 CLE)
  •  
    North Carolina / South Carolina Boundary (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • North Carolina - South Carolina Boundary Certification (2016)
  •  
    Notaries (*Forms)Top

  • Acknowledgments, Oaths-Affirmations and Jurats-Notarial Certificates in NC
  • Fraud Stories: Are You Watching Your Back?
  • Secretary of State Notary Public Page (highlights, FAQ's, forms)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  •  
    Options to PurchaseTop

  • 2015 Legislative Update (NC Blawg 10/16/15)
  •  
    Ownership InterestsTop

  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Ownership Interests
  •  
    Planned Communities, Owners' Associations and Declarants' RightsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  •  
    PoliciesTop

  • ALTA 2006 Policy Bull
  • ALTA Homeowner's Policy - Comparison of Coverages
  • Foreclosure and Deeds in Lieu - 2010: Recent Legislation, Cases & Issues in Foreclosure Proceedings (2010 Webinar)
  • ALTA Homeowner's Policy (Last Rev 12-2-2013)
  • Why Every OWNER Needs Owner's Title Insurance
  • The New ALTA Policies 2006 - Benefits-Detriments
  • FREQUENTLY ASKED QUESTIONS
  •  
    Policies - Enhanced or Expanded Coverage (*Forms)Top

  • Advantages of the ALTA Homeowner's Policy (a.k.a. Enhanced Policy) (NC Blawg)
  • ALTA Homeowner's Policy - Comparison of Coverages
  • ALTA Homeowner's Policy (Last Rev 12-2-2013)
  •  
    Powers of Attorney (*Forms)Top

  • Can you be a CEO by power of attorney? (NC Blawg 6/1/2015)
  • NEW NCGS Ch. 32C, NC Uniform Power of Attorney Act, S.L. 2017-153
  • PRIOR NCGS Ch. 32A (repealed, for reference in pre-2018 POA's)
  • The New NC Uniform Power of Attorney Act Takes Effect January 1, 2018! (NC Blawg)
  • Fraud Stories: Are You Watching Your Back?
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  •  
    Powers of Attorney - Creekman articlesTop

  • NC Uniform Power of Attorney Act: Practical Introduction for Real Estate Practitioners
  • Statutory Short Form Power of Attorney
  • Short Form Power of Attorney (Creekman suggestions)
  • Agent's Certification
  • Statutory Limited Power of Attorney for Real Property
  •  
    RailroadsTop

  • Railroad Basics
  •  
    Recording & e-Recording (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • Commercial & Residential Attorneys: Are you e-recording yet? If not, why not? (NC Blawg 1/5/2015)
  • Common Mistakes (June 2016, NC Blawg)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • North Carolina Recording Fees & Transfer Tax Charts Rev 10-1-2016
  • North Carolina Recording Fees - Transfer Tax Charts Rev 10-1-2018
  • Simultaneous Recording and Subordination Bull
  • 2009 CLE: Corrective Instruments, Rerecordings and Cures
  • Corrections, Re-Recordings & Cures: 2013 Edition
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • 2009 CLE: Title Oddities Creating Claims - Part 1 (powerpoint)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  • North Carolina - South Carolina Boundary Certification (2016)
  • Electronic Recording in North Carolina; Basics Which Real Estate Practitioners in 2005 and beyond must know
  • Cover Sheet Example - Supplement (.doc)
  • Recording Format Template - Supplement (.doc)
  • Minimum Standards for Indexing Real Property Instruments (Rev Nov 1996 Effect Jan 1, 1997)
  • Minimum Standards for Indexing Real Property Instruments (Rev. Sept 2004 & March 2006 Effective Oct 1, 2006)
  •  
    Restrictions & PlatsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Chicago Title Seminar 2006 - From Barns to Big Boxes and Bungalows (manuscript without exhibits)
  • Condominium Document Checklist
  • Restrictive Covenants
  • Restrictive Covenants-Impact of Armstrong (2007 CLE)
  • Title Insurance Issues for Developers (2001)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • Quick Answers Bull
  • The End of Tower v. Zell -- N.C.G.S. 39-6.4
  •  
    Reverse MortgagesTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • 2009 Complex Closings: ALTA Coverages (powerpoint)
  • 2009 Complex Closings: ALTA Coverages
  •  
    Short SalesTop

  • CLE 2012 - Barns to Big Boxes Redux - Mortgages, Satisfactions & Releases
  • Beware Short Sales-CTIC Examiner (July 2009 Edition)
  • 2009 CLE: Title Oddities Creating Claims - Part II (powerpoint)
  • Short Sale aka Short Pay aka Preforeclosure (2010 Webinar)
  •  
    Surveys, Maps, Legal Descriptions & Access (*Forms)Top

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • ALTA/ACSM Land Title Surveys - Minimum Standard Detail REquirements (2/23/11)
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Metes & Bounds; Links & Chains; Plat Book & Page: Legal Description Pitfalls & Drafting Techniques (NC Blawg 11/7/2014)
  • Surveys -- To Read or Not To Read (NC Blawg)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • North Carolina - South Carolina Boundary Certification (2016)
  • CLE 2012 - Barns to Big Boxes Redux - Commercial and Retail
  • Legal Descriptions
  • Plats and Surveys
  • Lender Survey Coverage Without a Current Survey Bull
  • Owners Need Surveys - Still! (Or, The Risks To You and Your Client of Lender's Survey Coverage Without a Survey) Bull
  • Products and Services Legal Description Mapping (Informatik)
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    Taxes/AssessmentsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • North Carolina Recording Fees & Transfer Tax Charts Rev 10-1-2016
  • WATCH OUT!! Builder & Developer deferrals, exemptions and recaptures for recent improvement (NC Blawg)
  • Why Are Those Personal Property Taxes Attached to Real Estate? (NC Blawg)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • North Carolina - South Carolina Boundary Certification (2016)
  • Water, Sewer, Paving, Sidewalk and other Assessments
  • Property AD VALOREM Taxes
  • Quick Answers Bull
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    TerrorismTop

  • OFAC's SDN List
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    Title 101Top

  • Title 101 Manuscript
  • Appendix - Table of Contents
  • Appendix 1 - Marital Deed Provisions
  • Appendix 2 - How Good is the Legal
  • Appendix 3 - Estate Abstract Sheet
  • Appendix 4 - Foreclosure Abstract
  • Appendix 5 - Foreclosure Req
  • Appendix 6 - Quick Tips for Searching
  • Appendix 7 - Tax Abstract
  • Appendix 8 - Anatomy of a Commitment
  • Appendix 9 - Applying for Title Insurance
  • Appendix 10 - Sample Commitment
  • Appendix 11 - ALTA Owner's Policy
  • Appendix 12 - Anatomy of Owner's Policy
  • Appendix 13 - ALTA Loan Policy
  • Appendix 14 - Anatomy of a Loan Policy
  • Appendix 15 - ALTA Short Form Res Loan Policy
  • Appendix 16 - Common Residential Endorsements
  • Appendix 17 - Estates - Open Affidavit & Indem Agreement
  • Appendix 18 - Intestate Succession Tip Sheet
  • Appendix 19 - Estates - Open Affidavit & Indem Agreement
  • Appendix 20 - Mortgage Fraud Tip Sheet
  • Appendix 20.1 - Acknowledgments, Oaths, Jurats, Notarial Certificates
  • Appendix 21 - Power of Attny - Alive & Well Cert
  • Appendix 22 - Power of Attorney - Agent's Certification
  • Appendix 23 - Eleven Commandments of RE Closings
  • Appendix 24 - Ethics Opinions Chart (updated October 2015)
  • Appendix 25 - Glossary of Terms
  • Appendix 26 - Survey Waiver
  • Appendix 27 - Common Surveyor's Symbols
  • Appendix 28 - Measurement Conversion Chart
  • Appendix 29 - Recording Fees
  • Appendix 30 - Recording Format Rules
  • Appendix 31 - Title Abstract
  • Appendix 32 - Title Exceptions Summary
  • Appendix 33.1 - NCLTA Form 1 - NO RECENT IMPROVEMENTS
  • Appendix 33.2 - NCLTA Form 2 - WAIVER (NO MLA)
  • Appendix 33.3 - NCLTA Form 3 - SUBORDINATION (NO MLA)
  • Appendix 33.4 - INSTRUCTIONS - MLA APPOINTED
  • Appendix 33.5 -- NCLTA FORM 5 Owner Affidavit (MLA appointed)
  • Appendix 33.6 -- NCLTA Form 6 - WAIVER (MLA appointed)
  • Appendix 33.7 -- NCLTA Form 7 - SUBORDINATION (MLA appointed)
  • Appendix 33.8 -- NCLTA MLA Commitment Requirement (Feb 2014)
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    Title Insurance (*Forms)Top

  • ALTA Commitment for Title Insurance (08-01-2016) Overview
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • ALTA Commercial Endorsements (Bozarth, August 2017)
  • Title Insurance request form
  • Borrower's Title Insurance Selection Form
  • ALTA Homeowner's Policy - Comparison of Coverages
  • North Carolina Title Insurance Rates -- changes effective April 1, 2016
  • Tell Me More-Attorney's Obligation to Disclose (2007 CLE)
  • ALTA Homeowner's Policy (Last Rev 12-2-2013)
  • ALTA Loan Policy (06-17-06)
  • ALTA Owner's Policy (06-17-06)
  • Why Every OWNER Needs Owner's Title Insurance
  • North Carolina - South Carolina Boundary Certification (2016)
  • 2009 Complex Closings: ALTA Coverages (powerpoint)
  • 2009 Complex Closings: ALTA Coverages
  • CLE 2012 - Barns to Big Boxes Redux - Commercial and Retail
  •  
    Title Search & Opinions (*Forms)Top

  • CHAIN OF TITLE
  • Tell Me More-Attorney's Obligation to Disclose (2007 CLE)
  • North Carolina - South Carolina Boundary Certification (2016)
  •  
    TrustsTop

  • Legislation 2013-2014 Affecting Real Estate Titles & Closings
  • Uniform Trust Code in a Nutshell for Real Property Practitioners (2007 CLE)
  • 2015 Legislative Update (NC Blawg 10/16/15)
  • Fraud Stories: Are You Watching Your Back?
  • NC Legislative Review 2005, 2006 & Beyond (2007 CLE)
  • No mortgages, New owners, New (old) frauds? Using YOUR COMMON SENSE! (NC Blawg)
  •  
    UCCTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • UCC Forms
  • 2015 Legislative Update (NC Blawg 10/16/15)
  •  
    Water RightsTop

  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  •  
    What’s New and Most RequestedTop

  • 2018 Keys from the Castle Paralegal Seminars - Join us for one of our 3-hour paralegal seminars beginning in October. Click HERE to register. An Agenda is available on the Agenda menu item at the registration site. (NOTE: We anticipate relocating the October 17th seminar scheduled for New Bern to Greenville due to damage to the Riverfront Convention Center sustained during Hurricane Florence.)
  • Wire Fraud - Information and forms to help protect your clients and you from wire fraud.
  • North Carolina Title Insurance Rates -- changes effective April 1, 2016
  •  
    Zoning and Subdivision OrdinancesTop

  • 2016 NC Legislative Short Session: Top Ten for Real Estate Lawyers (NC Blawg)
  • ALTA Endorsements - NC Coverages - Adopted as of 8-1-2017
  • Endorsement Corner: ZONING (ALTA Endorsement 3-06, 3.1-06, and 3.2-06) (NC Blawg 7/30/2015)
  • ALTA Commercial Endorsements (Bozarth, August 2017)
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