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Don't Let Borrowers Turn the Tables: Assessing and Avoiding Lender Liability Claims

 

Learn how to address preventable areas of lender liability.

When times are good - loans are made, and they usually perform well. However, when there is an economic decline, or borrowers run into financial straits, that's when borrowers hire lawyers who scrutinize the lender's actions from inception to the present - looking for anything to turn the tables on the lender or loan servicer. This presentation will help the persons responsible for protecting lenders and loan servicers with addressing preventable areas of lender liability. It will also explain how to better detect communications, circumstances, arrangements and actions that are potential minefields for future lender liability litigation. Mistakes can be cleaned up while the loan is still on track - or off the track - and this program will tell you proven ways to do just that.

Agenda

Faculty

Jason E. Goldstein

Jason E. Goldstein

Buchalter

  • Shareholder at Buchalter
  • Co-chair of Buchalter’s Title Insurance and Escrow Group and specializes in resolving complex business disputes for a diverse cross-section of clients, which include ‘private money’ lenders/brokers/servicers, insureds, mortgage servicers, banks, credit unions, foreclosure trustees, investors, trade secret owners, individuals which own real property and general contractors, including through trial.
  • Frequent author on broker and lender liability, title insurance, escrow and trade secrets
  • Has spoken at conferences conducted by the California Mortgage Association, the American Association of Private Lenders, the California MBA, the MBA, the California Receivers Forum and the Northern and Southern California Chief Appraisers or-ganization
  • Member of the state bars of California and Florida and is a fellow of the American College of Mortgage Attorneys
  • J.D. Degree, from the University Of Miami School Of Law; B.A. Degree, at the University of Southern California
  • Can be contacted at 949-760-1121, or [email protected]
David Liu

David Liu

Buchalter

DAVID M. LIU

  • Special Counsel at Buchalter
  • Practice Co-Chair of Buchalter’s Cybersecurity Law Practice Group. David specializes in, among other things, cyber security, privacy litigation, class actions, mortgage lending and real estate
  • Has previously presented at the California Mortgage Bankers Association on the topic of cybersecurity and privacy
  • Author of ‘Want to Ensure Arbitration in an E-Commerce World? Time To Refresh Your Website’s Terms of Service’ and ‘Website Operators Beware: Privacy Litigation on the Rise’
  • Member of the California bar, Veteran of Foreign Wars, American Legion, International Association of Privacy Professionals (IAPP) and has earned the certified Artificial Intelligence Governance Professional credential through the International As-sociation of Privacy Professionals
  • J.D. Degree from Loyola Law School; Masters in Social Work & Science in Gerontology from the University of Southern California; B.A. Degree, in Social Work from California State University, Long Beach
  • Can be contacted at 949-760-1121, or [email protected]
John Hosack

John Hosack

Buchalter

JOHN L. HOSACK

  • Shareholder at Buchalter
  • Co-Chair of Buchalter’s Title Insurance & Escrow Industry Group and represents secured lenders and property owners at trial and on appeal in complex real property disputes, including lender liability, fraud, class actions, breaches of contract, wrongful foreclosures, mechanic’s liens, stop notices, judicial foreclosures, receiverships, escrow claims and title insurance claims. His transactional practice includes commercial real property loan documentation, loan workouts, REO sales and foreclosures
  • Lecturer and a speaker for numerous organizations including the American Bar Association, State Bar of California, California Continuing Education of the Bar, University of California, Boalt Hall School of Law, Pasadena Bar Association, Beverly Hills Bar Association and the California Mortgage Association
  • Wrote the first book on title insurance and is a frequent author on broker and lender liability, title insurance and escrow
  • Member of the state bar of California and a fellow of the American College of Mortgage Attorneys
  • Undergraduate school studies at the University of Washington and obtained his Juris Doctor Degree from University of San Francisco School of Law
  • Can be contacted at 213-891-0700, or [email protected]

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