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On Demand

Residential Real Estate


CLE Hours: 5 including 5 General, 1 Ethics, 0 Professionalism, 0 Trial Practice

Categories:
Ethics
Original Program Date:
Feb 09, 2023


Description


  • Ethics | Professionalism | Trial Practice

  • PRESIDING
  • Matthew Totten, Program Co-Chair; Associate, The Gilroy Firm, LLC, Atlanta, GA
  • Kelsea Laun, Program Co-Chair; Doma Title Insurance, Inc. (fka North American Title Insurance Company), Johns Creek, GA

  • 8:00
  • IN-PERSON REGISTRATION OPENS

  • 8:30
  • GREETING
  • Julia Neighbors, ICLE Director, State Bar of Georgia, Atlanta, GA

  • 8:35
  • WELCOME AND PROGRAM OVERVIEW
  • Kelsea Laun

  • 9:15
  • ETHICS, ATTORNEY LIABILITY, AND ESCROW ACCOUNTING – DON’T BE A HARDWICK Ethics CLE Hour
  • Jennifer Guerra, Stites & Harbison, PLLC, Atlanta, GA

  • 10:15
  • BREAK

  • 10:25
  • EVERY ROSE HAS IT’S THORN – THORNS IN THE SIDE OF TITLE EXAMS
  • Jody Campbell, Blum & Campbell, LLC, Peachtree Corners, GA

  • 11:25
    CLEAR IT WITH THE PROS – UNDERWRITING PANEL
    Moderator: Kelsea Laun
    Panelists:
    Tamara Brooks, WFG National Title Insurance, Cumming, GA
    Patrick Hagler, Alliant National Title Insurance, Atlanta, GA
    Richard Miller, Miller & Associates, Alpharetta, GA

  • 12:25
  • LUNCH

  • 1:05
  • RON TO THE FUTURE
  • Jaime Kosofsky, Brady & Kosofsky, Charlotte, NC

  • 1:35
  • BANKRUPTCY AND TRUSTEE POWERS AS TO REAL ESTATE
  • Michael Bargar, Rountree Leitman Klein & Geer, LLC, Atlanta, GA

  • 2:35
  • BREAK

  • 2:45
  • TRENDS IN A DOWNTURN MARKET
  • Moderator: Matthew Totten
  • Panelists:
  • Kelsey Grodzicki, Winter Capriola Zenner, LLC, Atlanta, GA
  • David Klein, Rountree Leitman Klein & Geer, LLC, Atlanta, GA
  • Nick Rolader, McCalla Raymer Leibert Pierce, LLC, Roswell, GA

  • 3:45
  • CLOSING REMARKS
  • Matthew Totten

  • 3:50
  • ADJOURN

Handouts

Speaker

Ms. Kelsea Lila Sonne Laun's Profile

Ms. Kelsea Lila Sonne Laun Related Seminars and Products

Doma Title Insurance, Inc.


As regional underwriting counsel, Kelsea provides support to Doma agents throughout Georgia, Florida, South Carolina, North Carolina, Alabama and Tennessee.  Kelsea began her legal career representing individuals in landlord-tenant disputes and later handled all aspects of consumer bankruptcy at a large metro Atlanta bankruptcy law firm. Prior to joining Doma f/k/a North American Title Insurance Company, she handled title insurance claims litigation with The Gilroy Firm. Kelsea is licensed to practice law in Florida, Georgia, Tennessee, and South Carolina. She serves on the communications committee and as Georgia Director of the Southeast Land Title Association and serves on the Executive Committee of the Real Property Law Section of the Georgia Bar. She received her bachelor’s degree from the University of Florida (Go Gators!) and her Juris Doctor from Case Western Reserve University.  She lives in the Atlanta area with her husband, two children, and their sweet rescue pup, Alberta.  While most of her free time is spent as an active spectator at her children’s baseball, tennis, and lacrosse matches, Kelsea also enjoys playing tennis and exploring the great outdoors. 


Mr. Matthew Franklin Totten's Profile

Mr. Matthew Franklin Totten Related Seminars and Products

The Totten Firm LLC


Matthew Totten is the founder and managing attorney for The Totten Firm, LLC. Matthew represents property managers, lenders, property owners, and investors in a wide range of real property-related matters in trial and appellate courts. Further, Mr. Totten advises clients on best practices, risk mitigation, and potential out-of-court solutions at each stage of their business.

Additionally, Matthew has significant experience in landlord-tenant matters, representing local and national property management clients throughout the eviction process, defending adverse tenant litigation, addressing bankruptcy-related matters, and navigating the unique issues posed to lenders during post-foreclosure REO. 

Further, Matthew extensively litigates and resolves title issues as to real property, including representing lenders and consumers in lien priority disputes, title defects, and other items affecting real property interests. Matthew has substantial experience in representing financial institutions and servicers throughout the non-judicial foreclosure process, including resolving title-related concerns prior to conducting foreclosure.

Additionally, he advocates for property owners with local municipalities, including representing a national wireless telecommunications company as to special use concerns, as well as individual property owners regarding local historic preservation matters.

 

As a graduate of the University of Georgia (BBA, Finance) and the University of South Carolina (JD), he is admitted to the bar of all State of Georgia Courts, as well as the federal and bankruptcy courts of the Northern, Middle, and Southern Districts of Georgia.


Matthew is an accomplished and peer-recognized Georgia Super Lawyer as a real estate attorney, having been designated as such for five consecutive years, and is also a member of the Executive Committee of the Real Estate Section of the State Bar of Georgia, the largest section of the State Bar. He is originally from Brunswick, Georgia and lives in Dekalb County, Georgia with his amazing wife, three wonderful kids, and prioritizes giving back to the community as an Eagle Scout.


Ms. Jennifer Marie Guerra's Profile

Ms. Jennifer Marie Guerra Related Seminars and Products

Stites & Harbison PLLC


Jennifer Guerra is an Atlanta-based Member of Stites & Harbison PLLC whose clients look to her for advice and risk management services in commercial and business litigation. After almost a decade of general liability litigation, her practice evolved and now focuses on the counseling and representation of lawyers, accountants and other professionals who find themselves facing claims or grievances. She also handles product liability, insurance coverage and other substantial litigation matters.

 

Because Jennifer’s practice touches on so many different subjects, she gets to dive in and become a “mini- specialist” in fields such as real estate, trusts & estates, corporate governance, tax, audit and data privacy & security. She is honored to be asked regularly to speak and write on risk management issues 


Mr. Michael Jay Bargar's Profile

Mr. Michael Jay Bargar Related Seminars and Products

Rountree Leitman & Klein LLC


Mike is a partner with Rountree Leitman Klein & Geer, LLC. He represents trustees, creditors, and debtors in all aspects of bankruptcy. With significant experience counseling trustees, Mike handles fraudulent-transfer and preferential-transfer law suits as well as other avoidance actions arising under Chapter 5 of the Bankruptcy Code. Trustees also look to Mike for his advice in connection with 363 asset sales, including sales of patents, motor vehicles, oil and gas wells, and improved and unimproved real properties. In February of 2018, the United States Trustee appointed Mike to the Chapter 7 Panel of Trustees for the Northern District of Georgia, Atlanta Division, and he continues to serve in that role today.
 

Education

  • Emory University School of Law, J.D.
    • Executive Notes and Comments Editor, Emory Bankruptcy Developments Journal
  • Case Western Reserve University, M.B.A., Banking and Finance
  • Ashland University, B.A.


Ms. Tamara C. Brooks's Profile

Ms. Tamara C. Brooks Related Seminars and Products

Agents National Title Insurance Company


Tamara Brooks is the Georgia State Manager and Underwriting Counsel for WFG National Title Insurance Company. She has been practicing real estate law in Georgia for over 17 years.  Tamara began her career doing residential real estate closings including new construction, REO transactions and HUD. She has also worked on real estate title litigation matters representing lenders.  Tamara has been an underwriter for 7 years.  As underwriting counsel, Tamara works with Georgia issuing agents, assists with claims and provides continuing education for WFG agents. 

Tamara earned her J.D. degree from Georgia State University in 2004 and her B.A. from the University of Hawaii.  She is an active member of the National Association of Professional Mortgage Women (“NAPMW”) and serves on the Education Committee for the Southeast Land Title Association (“SLTA”).  In her free time Tamara works with a local dog rescue group as a foster mommy and mentor for new foster volunteers.  She is also the proud mom to 6 awesome dogs of her own.

 


Mr. Patrick David Hagler's Profile

Mr. Patrick David Hagler Related Seminars and Products


As Southeast Regional Counsel and Southeast Agency Manager, Patrick Hagler occupies a critical role within Alliant National Title Insurance Company. From reviewing and approving transactions to problem solving with the company’s network of independent agents, Patrick provides incredible value to Alliant National’s Southeast operations. Each day, he applies his vast knowledge, industry experience and raw skill for the betterment of the organization. His boundless enthusiasm for the work is self-evident, particularly when teaching classes to young, up-and-coming attorneys.

 

Patrick was born and raised in Texas. He got his start in the industry in 1996 while attending law school in San Antonio. After graduation, Patrick worked as in-house counsel for an independent agency and as an associate for a real estate law firm. In January 2005, Patrick made his way to Georgia to start his underwriting career, and he has been underwriting for 17 of the past 19 years.

 

              Patrick is a member of SLTA and ALTA.    He has been invited to speak at multiple seminars in Georgia and throughout the Southeast.

 

He recently moved to the North Georgia Mountains, where he has found great joy being in nature and exploring new hikes and waterfalls. Outside of his professional responsibilities, Patrick enjoys keeping busy with renovation projects and spending time with his two dachshunds: Sammy and Scarlett. He also collects and distributes supplies to the homeless, and has volunteered on the Lost and Found Hotline for homeless youth. In 2020, Patrick received the October Research Philanthropy Award at NS3 for this work.   




Mr. David Scott Klein's Profile

Mr. David Scott Klein Related Seminars and Products

Rountree Leitman Klein & Geer, LLC


David Klein represents corporate clients, small businesses, and individuals in a variety of litigation and other disputes, with a particular focus on real estate, business, and bankruptcy litigation. He frequently litigates in state courts, bankruptcy courts, and federal courts throughout the Atlanta metropolitan area and Georgia. He has successfully tried several bench and jury trials for his clients.

David is a member of the State Bar of Georgia, Real Property, and Young Lawyers divisions and in 2016 and 2019 was elected by his peers for three-year renewable terms on the Executive Committee of the Real Property Law section, where he served as the Website/Listserv/Forms chairman. David continues to oversee the Website and Listserv for the section.

David was selected as a 2019, 2020, 2021, and 2022 Rising Star by Super Lawyers. He is also a BV-rated attorney with Martindale-Hubbell. David has accepted pro bono cases through the Georgia Legal Services division of the State Bar of Georgia. He is licensed to practice in all Georgia trial and appellate courts; Northern, Middle and Southern U.S. District and Bankruptcy Courts of Georgia; and the 11th Circuit Court of Appeals. David has also been admitted pro hac vice to the U.S. District Court for the Central District of California, the U.S. District Court for the Southern District of California, the U.S. Bankruptcy Court for the Northern District of Texas, the U.S. District Court for the District of Minnesota, the U.S. Bankruptcy Court for the Eastern District of New York, and the U.S. District Court for the Southern District of Florida. David has also served as a real estate special master in the Superior Court of Fulton County.

David and his wife Alex reside in Johns Creek along with their two children, Caroline and David. He enjoys playing tennis and golf.


Mr. Nicholas Alexander Rolader's Profile

Mr. Nicholas Alexander Rolader Related Seminars and Products

McCalla Raymer Leibert Pierce LLC


As a partner at McCalla Raymer Leibert Pierce, LLC, Nick Rolader focuses his practice on title analysis and issue curative. In addition, Mr. Rolader specializes in state foreclosure law  across Georgia, Alabama, Mississippi, and Texas, as well as federal consumer protection laws regulated by the Consumer Financial Protection Bureau.

 

Mr. Rolader has previous experience in analyzing historical changes to American Constitutional Law and in advising international firms regarding export practices. These export practices include best-practices compliance with the Foreign Corrupt Practices Act and regulations of the Office of Foreign Assets Control.

 

Mr. Rolader is a "Double Dawg," having graduated from the University of Georgia with a B.A. in History and Sociology in 2009 and a J.D. from the UGA School of Law in 2012.


Mr. Joseph Kelsey Grodzicki's Profile

Mr. Joseph Kelsey Grodzicki Related Seminars and Products

Winter Capriola Zenner LLC


Kelsey Grodzicki is a Partner in the Firm and represents clients in a wide variety of complex civil litigation, bankruptcy, and arbitration matters involving contract disputes, real estate, quiet title actions, lien priority actions, collections and claims brought against landlords, title insurers, lenders, and individuals. Additionally, Kelsey routinely counsels companies, lenders, and title insurance companies in federal and state regulatory issues and related litigation. Kelsey also handles a wide variety of matters, including commercial collections, breach of contract claims and tort claims such as fraud, negligent misrepresentation, embezzlement, and breach of fiduciary duties.

 

Kelsey has litigated hundreds of cases in both state and federal courts, including the Georgia Supreme Court, Georgia Court of Appeals, and the U.S. Courts of Appeals for the 6th and 11th Circuits. 

 

He frequently speaks and writes about real estate related topics.  Most notably, he authored the book: “LexisNexis Practice Guide: Georgia Real Estate Litigation” which is updated annually. He is also an attorney author for LexisNexis’s Practical Guidance® section where he writes real estate related articles and practice notes to assist other legal professionals in their practice of law. Kelsey has been featured in various trade magazines regarding mortgage regulatory compliance and other topics.  Kelsey has been selected as a SuperLawyers Georgia Rising Star from 2017 through 2023, which selection has been showcased in the Atlanta Magazine and the Atlanta Business Chronicle.

 

Prior to joining Winter Capriola Zenner, LLC, Kelsey was the managing attorney overseeing the litigation practice at a mid-sized law firm based in Atlanta, Georgia. Kelsey is originally from Atlanta, Georgia where he attended and graduated from Marist.  He also graduated from Furman University in 2006 and received his J.D. from Stetson University College of Law in 2009.



Joseph Zadik Related Seminars and Products

Federal Bureau of Investigations


Important Information

Please be advised that your credit will not be reported to the State Bar of Georgia CLE Regulation Department until after you have completed the steps necessary to earn credit for that program. 

Self reporting is required for all other jurisdictions.

The information presented is solely for educational purposes. The opinions expressed by the faculty in their materials and presentations are their own and do not necessarily reflect the opinions of the State Bar of Georgia, its officers, directors and/or employees. The faculty is not engaged in rendering legal or other professional advice and these presentations and publications are not a substitute for the advice of an attorney. All publications and presentations were created to serve the continuing legal education needs of practicing attorneys.

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