Insuring Leases: Valuation, Endorsements, and Other Considerations

Jacqueline Marzan and Mishele Schutz will present a comprehensive discussion as to insuring leasehold estates as well as the overall use of the ALTA 13 endorsement for both owner’s and lender’s leasehold policies.

Topics will include the necessity for leasehold insurance, coverages and exclusions, procedures for ordering commitments, approaches to valuing the leasehold to establish the amount of coverage, and tips on how to close and issue the leasehold policy.

Presenter(s)

Jacqueline Marzan

Associate Underwriting Manager, Commercial Services

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Jacqueline Marzan is an Associate Underwriting Manager, Commercial Services with Attorneys’ Title Fund Services, LLC. Ms. Marzan is responsible for the management and support of complex commercial transactions as necessary to meet the needs of Fund Members. Prior to joining The Fund, Ms. Marzan practiced law in the areas of finance and real estate, having worked on numerous commercial transactions throughout Florida. In addition, Ms. Marzan has substantial multi-jurisdictional experience gained while with a prestigious national law firm and has also advised numerous community associations as general in-house counsel. Ms. Marzan is an active member of several committees of the Real Property and Probate Law Section of The Florida Bar. A graduate of St. John’s University and St. John’s University School of Law, Ms. Marzan is fluent in Spanish and is licensed to practice law in the States of New York and Florida.

Mishele Schutz

Senior Underwriting Counsel, Commercial Services

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Mishele Schutz is a Senior Commercial Services Underwriting Counsel at The Fund. She has engaged in the practice of law in Florida for more than thirty years. She graduated from the University of Massachusetts-Amherst with a Bachelor of Science in Legal Studies, and received her law degree from the Antioch School of Law in Washington, DC.

Prior to joining The Fund, Ms. Schutz owned and managed her own title insurance agency where she conducted closings and provided title agency services for commercial, residential, and utility power line easement transactions throughout Florida. She is experienced in issues involving commercial real estate, bankruptcy, 1031 exchanges, and lien resolution.

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Insuring Leases: Valuation, Endorsements, and Other Considerations

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