Our Accredited Ethics Fireside Chat is a reflective conversation on the ethical considerations of building and leading a boutique law practice. In this CLE, TJ shares insights on discipline, clarity, and the professional responsibility principles that ground sustainable, independent legal work. The program explores ethics through real operational experience, offering a thoughtful perspective for attorneys navigating modern boutique practice.
Presented by Tricia Jackson Lee, Esq. of BrisolRE PLLC, this course explores mineral interest
curative processes in real estate and renewable energy transactions. It covers the definition of
mineral rights, their significance in property transactions, and methods for curing mineral
interest exceptions. Attendees will learn best practices for identifying and resolving mineral
interest issues, negotiating with mineral interest holders, and applying curative
strategies, with practical examples and negotiation tips from BrisolRE’s project experience.
Presented by Tricia Jackson Lee, Esq. of BrisolRE PLLC, this course explains the purpose of
Crossing Agreements and Letters of No Objection (LONOs) in real estate and renewable energy
projects. It covers their definitions, their necessity for addressing restrictive and/or blanket
easements, and their role in securing title coverage and financing. Attendees will learn best
practices for reviewing easements, negotiating with easement holders, obtaining title company
approval, and meeting lender requirements, with practical examples and an interactive activity
directly from BrisolRE’s project experience.
Presented by Tricia Jackson Lee, Esq. of BrisolRE PLLC, this course explores prior mortgages
and deeds of trust in real estate transactions, focusing on their identification and resolution. It covers the definition of prior mortgages, their implications, negotiation tips for release or
subordination, and the steps required to cure them. Attendees will learn how to identify these
liens on Schedule B of title commitments and proformas, negotiate with lenders, and determine
when to initiate the curative process, with practical examples from BrisolRE’s project
experience.
Presented by Tricia Jackson Lee, Esq. of BrisolRE, this CLE course explains the purpose and value of Proforma Title Policies in real estate and renewable energy transactions. It covers how Proformas differ from title commitments, streamline multi-tract projects, and serve as essential tools for financing and negotiation. You will learn best practices for reviewing Schedules A and B, obtaining key endorsements, and finalizing policies through title instruction letters, with practical examples from BrisolRE’s project experience.
