On-Demand Webinars

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Settlement Statements

Recorded presentations on the preparation of a Closing Disclosure Form or GFE/HUD

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On-Demand Video Library

Recorded legal education seminars. Watch now in the On-Demand Training Library!


Note: After purchasing, an email confirmation will be sent to you from orders@eventbrite.com. The email will contain a link to the seminar and materials. The seminar will remain available until The Florida Bar accreditation expires. Please keep the email for future reference to the seminar. If you are unable to locate your confirmation email, please contact the Education Registrar for assistance.


A Closing Agent’s Guide to the 1099-S

Runtime: 1:00:11
Price: $20 members & staff, $60 non-members
Accredited: Yes

The Internal Revenue Service (IRS) has adopted a variety of forms to assist in its enforcement of the United States Tax Code.  Among them is Form 1099-S, Proceeds From Real Estate Transactions, used to report the sale or exchange of real estate.  The responsibility for filing this information return lies with the closing agent.  This course will review the requirements, technicalities and nuances of this form.

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Accreditation:

The Florida Bar – 1 general credit and 1 real estate or tax law certification credit; 1 hour of continuing education with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on October 31, 2021 and access to this seminar will not be available after that date.

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Basics of Florida’s Tax Deed Procedures

Runtime: 54:12
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

This one-hour webinar will focus on the basics of how tax certificates and tax deeds are issued in the State of Florida.  Attention will be paid as to how tax certificates and deeds are issued, sold, and redeemed.

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Accreditation:

This seminar has been approved for 1 general and 1 real estate certification credit with The Florida Bar and 1 hour of continuing education with NALA.

The Florida Bar accreditation for this seminar will expire on April 30, 2021 and access to this seminar will not be available after that date.

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Building the Pillars of ALTA’s Best Practices Workshop II

Runtime: 1:26:32
Price: $25 for Members & Staff, $65 Non-Members
Accredited: Yes

This workshop continues the Fund’s examination of ALTA’s Best Practices, detailing Florida-specific requirements for:

  • Pillar 2 - Escrow / Trust Accounting
  • Pillar 4 - Recording & Pricing Procedures
  • Pillar 5 - Title Policy Procedures

As with Workshop I, this course reviews examples of Best Practices procedures and allows you to draft your own individual policies, procedures, and logs at your own pace.

Workshops I & II can be taken in any order, and neither is a prerequisite for the other.

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Accreditation:

This seminar has been approved for 3.5 general CLE credits; 3.5 real estate or business litigation certification credits; and 2.5 ethics credits with the Florida Bar and 3.5 hours of continuing education with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit requried to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on January 31, 2022 and access to this seminar will not be available after that date.

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Due Diligence & the Commercial Closing

Runtime: 52:17
Price: $20 members & staff, $60 non-members
Accredited: Yes

Drawn from Fund Commercial Training, this new webinar analyzes the important role of due diligence in commercial transactions. Here we will discuss what due diligence typically entails and how due diligence plays a crucial role when negotiating representations and warranties in the commercial contract.

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Accreditation:

Florida Bar – 1 general, 1 real estate and 1 business litigation certification credit and 1 hour of continuing education with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on November 30, 2021 and access to this seminar will not be available after that date.

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Four Mean Liens & One Lean Lien

Runtime: 50:01
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

This program is a review of less prominent liens that nevertheless require a closing agent’s careful attention. Included in this webinar is a study of Property Assessed Clean Energy (PACE) liens, construction liens, charging liens, child support liens, and hospital liens. Special attention is paid to the perfection, duration, and extension of these types of liens, and an analysis of each for purposes of determining insurability of title. Discussion includes concerns relating to closing of properties encumbered by PACE liens, and in particular, to the calculation of the payoff. As each lien is reviewed, Florida constitutional homestead protection is considered and whether such protection may impact any potential lien.

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Accreditation:

The Florida Bar – 1 general and 1 real estate or business litigation certification credit; 1 hour of continuing education with NALA.

The Florida Bar accreditation for this seminar will expire on February 28, 2021 and access to this seminar will not be available after that date.

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Homestead 2.0

Runtime: 49:05
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

Building on There’s No Place Like Homestead, this new, one-hour intermediate-level webinar will recap some of the foundations of Florida homestead law before delving into some of its thornier history and implications. The course will discuss the Aronson decisions, spousal homestead waiver, and trust-related homestead concerns.

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Accreditation:

Accreditation:  Florida Bar – 1 general and 1 real estate or tax law certification credit; NALA – 1 hour of continuing education.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on December 31, 2021 and access to this seminar will not be available after that date.

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Homestead Tax Cheats: When Chameleons Go Bad

Runtime: 51:02
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

Real estate practitioners and title agents are regularly called upon to opine on the application of the Florida Homestead Tax Exemption to various sets of facts. This course is designed to analyze issues presented by such myriad situations, including the criterion for claiming any one or more exemptions, the portability of tax savings, whether married Floridians residing separately can claim more than one homestead exemption, and the penalties for improperly claiming a homestead exemption. This intermediate-level webinar will also discuss more advanced issues pertaining to the homestead tax exemption, including the effect of divorce on the sharing of portable tax savings.

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Accreditation:

Accreditation: Florida Bar – 1 general and 1 Real Estate, Tax Law, or City, County & Local Government Law certification credit; NALA – 1 hour of continuing education.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on February 28, 2022 and access to this seminar will not be available after that date.

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Law Firms & Title Agencies: Regulatory Similarities & Differences

Runtime: 51:04
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

When lawyers refer and process title insurance transactions using an affiliated title insurance agency, the agency will benefit from, but be burdened by, a set of rules different from those which govern Florida-licensed attorneys.  For example, the agency must be recognized by the state and be separately coupled with an underwriter.  This one hour webinar will explore the similarities and differences between law firms and title agencies.

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Accreditation:

This webinar has been approved for 1 general, 0.5 ethics and 1 real estate certification credit with The Florida Bar; 1 hour of continuing education with NALA.

The Florida Bar accreditation for this webinar will expire on April 30, 2021 and access to this seminar will not be available after that date.

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Lien On Me, But Not Forever

Runtime: 53:22
Price: $25 Members & staff, $65 Non-Members
Accredited: Yes

A focus on the perfection, duration and extension of some of the most common types of liens: judgment, federal tax and municipal and code violation. This presentation emphasizes analyzing liens for purposes of determining insurability of title. Discussion includes analysis of the method for perfecting a judgment and attaching a lien to real property. The perfection of foreign judgment on Florida real property is addressed as well. Attention will also be given to Florida’s constitutional homestead protection and how this protection may impact any potential lien. As each type of lien is discussed, the applicable statute of limitations or duration is reviewed.

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Accreditation:

This webinar has been approved for 1 general, 1 Business Litigation and Real Estate certification credit with The Florida Bar; 1 hour of continuing education with NALA.

The Florida Bar accreditation for this webinar will expire on November 30, 2020 and access to this seminar will not be available after that date.

PURCHASE


Meeting Commitment Requirements & Deleting Exceptions

Runtime: 2:52:53
Price: $25 for Members & Staff, $65 Non-Members
Accredited: Yes

The title insurance commitment plays a significant role in the closing of real estate transactions and can be a vital part of your journey to closing and issuance of the title insurance policy. This practical webinar examines and explains how to draft and meet the most commonly encountered Schedule B-I requirements and how to delete standard specific exceptions by complying with Fund guidelines and procedures. During the webinar, a Title Search Report and contract will be examined and translated into their relevant Schedule A statements, Schedule B-I requirements, and Schedule B-II exceptions. The Fund Title Notes, Standard Commitment Clauses, and Affidavit Practice Manual play a crucial role in preparing the commitment and deleting exceptions and will be used throughout the webinar as a reference.

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Accreditation:

This seminar is approved for 3.5 general, 0.5 ethics and 3.5 Real Estate certification credits with the Florida Bar, and 3 hours of continuing education with NALA.

The Florida Bar accreditation for this seminar will expire on February 28, 2021 and access to this seminar will not be available after that date.

PURCHASE


Oh, What a Tangled Web it Makes When There is a Trust or Probate

Runtime: 59:33
Price: $20 for Members & Staff, $60 for Non-Members
Accredited: Yes

This program will help you untangle the web of common trust and probate issues and assist you in finding a clear path to closing the transaction. Examples will be used to navigate the tangled webs of trust agreements and probate estates helping to pinpoint the critical elements to satisfy common B-1 requirements. Don’t let the tangled webs of trust and probate scare you.

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Accreditation:

This webinar is approved for 1.0 general and 1.0 Real Estate, Business Litigation, and Wills, Trusts & Estates certification credit with The Florida Bar; 1 hour of continuing education with NALA.
 
This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on April 30, 2022 and access to this seminar will not be available after that date.

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Open & Shut: The Closing Process in 3 Acts

Runtime: 2:18:29
Price: $25 for Members & Staff, $65 Non-Members
Accredited: Yes

Closing, sometimes called settlement, is that point in time when an interest in real property is transferred or created based upon the express agreement of the parties.  The most common property rights closed are ownership, mortgage and leasehold interests.  Though the transfer and creation of such interests occur in the proverbial blink of an eye, the process of closing begins with the opening of a file.  It continues until the statutory perfection of the bargained for interest occurs and the settlement agent shuts their file.  This three-hour webinar covers this process.

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Accreditation:

This webinar is approved for 3.0 general credits and 3.0 Real Estate Certification credits with The Florida Bar; 3.0 hours of continuing education credit with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.


The Florida Bar accreditation will expire on March 31, 2022 and access to this seminar will not be available after that date.

PURCHASE


Private Lending & Seller Finance After Dodd Frank

Runtime: 49:36
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

This one-hour presentation examines the impact of Dodd Frank’s Loan Originator Rule on private lending and seller financing. It includes an examination of the seller financing exclusions from the rule and thoughts on how small lenders may (or may not) be able to comply.

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Accreditation:

This webinar is approved for 1.0 general and 1.0 Real Estate or Business Litigation certification credit with The Florida Bar; 1 hour of continuing education with NALA.
 
This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on April 30, 2022 and access to this seminar will not be available after that date.

PURCHASE


Property of the Estate: Bankruptcy Basics for Real Estate Practitioners

Runtime: 51:07
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

This webinar will explore how a bankruptcy filing can impact a closing transaction.  The program will explain key terminology, the basics of the bankruptcy process & what is needed to safely conduct a sale & issue a title policy when the seller is in bank.

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Accreditation:

This webinar has been approved for 1.0 general and 1.0 Real Estate certification credit with The Florida Bar and 1 hour of continuing education with NALA.

The Florida Bar accreditation for this webinar will expire on January 31, 2021 and access to this webinar will not be available after that date.

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Record Retention and Disposal: Put It in Writing

Runtime: 50:49
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

An efficient law office gathers information, creates transaction files and manages them with logical organization and operational security.  The assortment of information which is processed includes financial and other Nonpublic Personal Information (NPI). Safeguarding NPI is an essential component of an attorney’s duty of confidentiality and is governed by federal law.

This webinar will focus on the parameters of information security and their applicability to practitioners and others.  Relevant rules on confidentiality, safeguarding information, and proper disposal will be presented.  The webinar will consider procedures related to the security of paper and electronic files, proper disposal techniques, responsibilities associated with the use of third-party providers, and disaster management.  Sample policies related to electronic files and record retention and destruction will be reviewed.

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Accreditation:

This webinar is approved for 1.0 general , 1.0 ethics, 1.0 technology, and 1.0 Business Litigation or Real Estate certification credit with The Florida Bar, and 1 hour of continuing education with NALA.

The Florida Bar accreditation for this webinar will expire on December 31, 2020 and access to this webinar will not be available after that date.

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Residential Real Estate Contracts for Sale & Purchase

Runtime: 2:56:59
Price: $25 for Members & Staff, $65 for Non-Members
Accredited: Yes

At the heart of every real estate transaction stands the contract for sale and purchase. But what do its provisions really mean? Is the contract even valid?

This webinar gives you the tools to answer these questions through an examination and review of the important principles of Florida real estate law within the context and against the backdrop of the FR/BAR (Florida Realtors/Florida Bar) contract.

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Accreditation:

This webinar is approved for 3.0 general credits; 0.5 ethics; 3.0 Real Estate, Business Litigation, Condominium & Planned Land Development Law credits with the Florida Bar; 3 hours of continuing education with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on January 31, 2022 and access to this seminar will not be available after that date.

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Tenant Estoppels & SNDAs

Runtime: 53:01
Price: $20 members & staff, $60 non-members
Accredited: Yes

This new webinar will focus on notable roles tenant estoppel letters and subordination, non-disturbance and attornment agreements play in purchasing, leasing and financing commercial property. Understanding the significance of these instruments is crucial when negotiating the commercial contract or lease and in representing the client.

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Accreditation:

Florida Bar – 1 general and 1 real estate certification credit; NALA – 1 hour of continuing education.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on December 30, 2021 and access to this seminar will not be available after that date.

PURCHASE


The Good, The Bad & The Ugly of PACE Financing

Runtime: 51:38
Price: $20 members & staff, $60 non-members
Accredited: Yes

Property Assessed Clean Energy (PACE) financing is an unusual form of financing affecting the marketable title of Florida real property.  Unlike traditional third-party loans which create liens subordinate to real property taxes and third-party interests of higher priority, PACE loans create a lien on par with real property taxes and payments on the loans are included in a real property’s annual tax bill as a non-ad valorem assessment.  Upon the transfer of real property, the existence of PACE liens creates extraordinary complications for real estate practitioners.  This course will explain PACE concepts and teach effective strategies for satisfying the liens upon property transfer.

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Accreditation:

The Florida Bar – 1 general, 1 real estate and 1 business litigation certification credit; 1 hour of continuing education with NALA.

This seminar meets the requirements of the NALA certifying Board for continuing legal education credit required to maintain the CP (Certified Paralegal) credential.

The Florida Bar accreditation for this seminar will expire on June 30, 2021 and access to this seminar will not be available after that date.

 

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Title Policy Endorsements

Runtime: 53:01
Price: $20 for Members & Staff, $60 Non-Members
Accredited: Yes

This course will examine the regulations and underwriting guidelines incident to the issuance of endorsements to owner and mortgagee title insurance policies. Included will be a review of the role of the Florida Office of Insurance Regulation in approving endorsements for use in Florida as well as the duties of attorneys acting as title insurance agents. Such duties include a critical review of requests for endorsements, the guidelines related to their issuance, and requirements for modifying the coverages provided by endorsements when necessary.

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Accreditation:

This webinar is approved for 1 general, 1 Real Estate, Business Litigation, and Condominium & Planned Land Development Law certification credit with The Florida Bar; 1 hour of continuing education with NALA.

The Florida Bar accreditation for this seminar will expire on November 30, 2020 and access to this seminar will not be available after that date.

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Legal Education Quality and Service Guarantee
If the seminar you attend proves unsatisfactory in any way, we will give you your choice of a full credit against a future Legal Education department seminar; or a refund. We will promptly respond to your needs and inquiries about seminars, and if we do not respond to your satisfaction, the next seminar you attend is on us.

To make a claim under the Guarantee, notify us in writing within one week after the seminar or unsatisfactory response. Claims may also be initiated by Legal Education personnel who discover unfavorable seminar evaluations.

For more information, please contact the Education Registrar at 888-407-7775 or email EducationRegistrar@thefund.com.