The Fund - The Many Faces of the BFP

A brief survey of a series of actual claims where the status of the insured as a bona fide purchaser for value aided in the resolution of otherwise significant title defects. Discussion includes bona fide purchaser status by virtue of the application of various statutes and as a matter of the common law.

Presenter(s)

Carlos Lerman

Shareholder

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Carlos Lerman is a shareholder with Lerman & Whitebook, P.A. Mr. Lerman practices in Miami-Dade, Broward, Palm Beach and Monroe Counties. He concentrates his practice in the areas of title litigation (representing insureds and insurers), commercial and real estate litigation, mortgage and construction lien foreclosures, landlord-tenant disputes, and contract and business disputes. He also handles real estate transactions including commercial and residential closings and leasing.

Mr. Lerman received his B.B.A. degree, from Florida International University in 1985 and his J.D. degree from the University of Miami Law School in 1988. Mr. Lerman was a member of the University of Miami Law Review. He was admitted to the Florida Bar in 1988. In addition, Mr. Lerman is an active Florida licensed real estate sales person and is a member of both the state and local bar associations. Mr. Lerman is a frequent lecturer on various legal topics concerning title insurance claims and real property law.

George Perez

Claims Manager

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George Perez is The Fund’s Claims Manager. He graduated from the University of Central Florida and Brooklyn Law School. Prior to joining The Fund, Mr. Perez was in private practice where he was involved in transactional real estate for both residential and commercial properties; as well as representing institutional lenders. He was also a real estate and title insurance litigator representing a number of title insurance underwriters. During his years of private practice, Mr. Perez was also involved in estate planning/probate and trust administration as well as business law. He has taught in Valencia College’s ABA-accredited paralegal studies program in addition to being a regular speaker at The Fund’s New Member Training program. He is a member of the Florida Bar.

Michael Rothman

Manager, Legal Education

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Michael Rothman is The Fund’s Legal Education Manager, having joined The Fund in 2017. As Legal Education Manager, Mr. Rothman oversees the production of The Fund’s live webinars and other educational offerings, and supervises New Member Training. Prior to joining The Fund, Mr. Rothman was a partner in the Miami office of Rothman & Tobin, P.A., where he served as outside claims counsel for The Fund, assisting in the resolution of title claims for its insured owners and lenders. Mr. Rothman also was a long-time Fund Member and handled residential and commercial closings. He represented some of Florida’s premier homebuilders in many south and central Florida communities, including Weston, Abacoa, Celebration, Baldwin Park, Lake Nona and Golden Oak.

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General Session

Title Teasers

Welcoming Remarks

The Many Faces of the BFP - A Day in Claims Court

The Continuing Evolution of Wire Fraud Schemes: Prevention, Mitigation & Recovery

General Counsel's Perspective

To All the Economists I've Loved

Mastering Florida's Marketable Record Title Act

Legislative Update - 2019

Digital Closings and Remote Online Notarization: The Latest and Greatest

Quiz on Recent Real Property Cases

Breakout Session

Bank Secrecy and Spotting Money Laundering

Agathokakological* Nature of Property Assessed Clean Energy (PACE) Loans *composed of both good and evil

Insuring Leases: Valuation, Endorsements, and Other Considerations

Marketing & Ethics Panel Discussion

Coulda, Shoulda, Woulda: Avoiding Claims of Legal Malpractice in Real Estate Transactions

Caught in The Dark Web – A Real Estate Attorney’s View

Easements & Access from Title Insurer's Perspective

Residential Session

Homestead Issues Related to Conveyance, Mortgage and Disposition Upon Death

Representing Foreign Buyers - Choice of Entity and Compliance: What you Don't Know May Hurt You

Attorneys Are From Mars & Realtors® Are From Venus: Serving the Unique Legal Needs of Real Estate Agents

Commercial Session

Commercial Workflows, Tips & Efficiencies Panel Discussion

Negotiating Commercial Real Estate Loan Documentation: Bridging the Gap Between Borrowers and Lenders

Title Insurance Aspects of Florida's Construction Lien Law

Digital Manual

Accreditation Certificates

NALA - Download

The Many Faces of the BFP - A Day in Claims Court

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