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Understanding Attorneys Obligations Regarding Title Insurance Roles

Presented by Massachusetts Continuing Legal Education, Inc.

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Understanding Attorneys Obligations Regarding Title Insurance Roles

In a December 15, 2022, article on the Office of Bar Counsel website, it was submitted that providing title insurance in connection with a real estate closing is subject to Rule 1.8(a) of the Massachusetts Rules of Professional Conduct.  Attend to hear a moderated dialogue between Assistant Bar Counsel and a seasoned conveyancer dissecting the practical implications. JAMS neutral Hon. Bonnie H. MacLeod (Ret.) will be chairing this program which will cover the following: 

  • Overview of Rules 1.5, 1.7, 1.8 and 5.7 of the Massachusetts Rules of Professional Conduct
  • 1.7 and the Role of the Lawyer
  • How the Interplay Between the Ethical Rules Affects Conveyancers
  • Requirements of Disclosure in Initial Fee Agreement
  • Requirements of Obtaining Informed Consent from the Client in a Signed Written Document
  • Hypotheticals and Stories From the Trenches
  • Q&A Session and Key Takeaways

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