Day 3: Agenda
All times refer to the Eastern Time Zone.
Morning Classes
Ch. 16 – Intro to the
Closing Disclosure &
Settlement Statement
Presenter: John B. “Jay” St. Lawrence
Afternoon Classes
Details
Ch. 17 – Post-Closing Obligations & Policy Issuance
Description
This session summarizes requirements and best practices after closing, including issuing policies, premium remittance, who gets what documents, 1099-S filing, and following up on taxes and payoffs. Also included is a practical exercise in reviewing a completed policy form for common errors and a brief review of handling standard exceptions.
Presenter(s)
Kara Scott, Legal Education Attorney, Old Republic Title
Kara J. Scott is a native of Rhode Island and earned a degree in history from Rhode Island College in 1992 and her law degree from New England Law in Boston, MA, in 1995. She has been a member of the Rhode Island Bar since 1995 and became a member of the Florida Bar and the Connecticut Bar in 2006. Ms. Scott was a partner of a prestigious real estate firm in Rhode Island prior to relocating to Florida in 2019 where she practiced with a real estate firm in Sarasota. Prior to joining the Education Department in August 2023, Ms. Scott’s practice focused on residential and commercial real estate transactions, business law, land use and estate administration. Ms. Scott is a member of The Florida Bar’s Real Property, Probate & Trust Law Section and the Sarasota County Bar Association.
Phone: (321) 234-8294
Email: kscott@oldrepublictitle.com
Links
Questions
Education -education@fl.oldrepublictitle.com
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Education -education@fl.oldrepublictitle.com
Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.