Total Credits: 3 CLE
This introductory series covers real property practice for new lawyers and those new to the practice area including title insurance & closings, entity selection and equity & debt financing structures and the underlying legal principles and issues in these transactions.
Topics for this session will include:
Note: The Basic Commercial Real Estate Practice Series will be held twice each year (Spring and Fall) for one-half day, yielding three hours of CLE Credit broken into three one-hour presentations.
Chairs:
Chadwick Campbell, Thomas Title & Escrow
John A. Hink, Tiffany & Bosco PA
Faculty:
John T. Lotardo, aka the TITLEMAN™, Commonwealth Land Title Insurance Company
Timothy N. Forsman, Gammage & Burnham PLC
David Shein, Himmelstein & Adkins, LLC
| Manual- Title Insurance, Closings, Entity Selection, & Financing Structures (2024).pdf (5.6 MB) | 107 Pages | Available after Purchase |
is responsible for Underwriting and National Commercial Business Development for Thomas Title & Escrow. As a lawyer, advisor, technology leader, and military officer, his career focus has been complex issue management. Since 2015, he has been advising clients on financial and insurance matters. Chad is essentially a deal facilitator-providing underwriting support to our title team, and working with clients to connect them to the various services and resources that Thomas Title offers.
Chad served four years in the U.S. Air Force as an aircraft maintenance officer, which included combat duty with a squadron of F-15E fighter jets. After law school, he practiced in Arizona as a civil litigation attorney. In London and Chicago, he ran the EMEA and development operations for a financial-industry software firm. In 2015, he returned to his home state of Arizona, and as a Director for a boutique insurance advisory firm, assisted individual and corporate clients with private placement investments and sophisticated insurance strategies.
He lives in Phoenix with his wife and their three children. He founded a junior tennis program, and is actively involved in the tennis and autism communities. He volunteers at his children's schools, and serves on the Board of Directors of two nonprofits in Phoenix.
Education and Professional Qualifications
• University of Arizona, Rogers College of Law, Juris Doctor
• Duke University, School of Engineering, B.S.E. Mechanical Engineering & Materials Science
• FINRA Series 7 and 66 securities licenses (2015-2020)
Community Service and Affiliations
• Chair, State Bar of Arizona, Real Property Section Executive Council (Member, 2019 - present; Chair, 2021-22)
• Member, Arizona Cannabis Bar Association (2019 - present)
• Member, Valley Partnership (2019 - present)
• Valley Leadership (Valley Leadership Institute, Class 38)
• Urban Land Institute Associate Member (2018 - present) ULI Arizona NEXT program (2019 - present)
• Southwest Autism Research and Resource Center, Board of Directors (2018 - present), Planned Giving Professional Advisory Council (2016 - 2019)
• Board of Directors, Free Arts for Abused Children of Arizona (Member, 2016 - present; President, 2021-2022)
• Program Director, ACEing Autism - Phoenix (2017 - present)
• Duke University Alumni Admissions Advisory Committee (2009 - present)
• Committee Chair, Phoenix Country Day School Parents' Association (2015 - 2019)
• Member, United States Tennis Association - Phoenix District, Junior Team Tennis Committee (2018-2020)
John Hink focuses on commercial and residential (multi-family and subdivision) real estate transactions involving new development as well as existing properties. He has extensive experience with commercial leasing of office, industrial and retail properties. John offers counsel to both lenders and borrowers with respect to real estate financing (including the issuance of legal opinions), as well as the acquisition and disposition of assets. Prior to joining Tiffany & Bosco, P. A., John worked with two large Phoenix law firms. John is listed in the 2004 – 2017 editions of Chambers USA America’s Leading Business Lawyers, and the 2010 – 2017 editions of Best Lawyers, both in the category of Real Estate Law. He is also listed in the Southwest SuperLawyers. John is a native of Scottsdale, Arizona and is a life member of the Scottsdale Charros. He is a member of Arizona Town Hall and participated in Scottsdale Leadership (Class IV), the City of Scottsdale 2014 General Plan Task Force and the Scottsdale CityShape 2020 Advisory Team. John has previously served on the board of directors of Desert Voices Oral Learning Center and Paradise Valley Country Club. John is a member of NAIOP and the Urban Land Institute. John holds a bachelor degree from the University of Arizona (Economics, B.A. – 1984) and a law degree from the Sandra Day O’Connor College of Law at Arizona State University (J.D. – 1988). He is a member of the State Bar of Arizona.
, aka the "TITLEMAN"™, is Senior Vice President, Director of Operations and National Commercial Counsel for Commonwealth Land Title Insurance Company. He is the former State Counsel and Senior Underwriter for First American Title Insurance Company for the states of Arizona and Nevada. Previously, Mr. Lotardo was senior vice president and general counsel for Stewart Title & Trust of Phoenix Inc., as well as state underwriting and claims counsel for Stewart Title Guaranty Company. As an Arizona licensed attorney, Mr. Lotardo's practice entails all aspects of real estate, title/escrow and corporate operations. Mr. Lotardo received his Bachelor of Arts with honors and academic distinction from C.W. Post, Long Island University and his Juris Doctorate degree from Arizona State University.
Mr. Lotardo, an active member of the State Bar of Arizona, is a frequent speaker, instructor, retained expert and guest commentator for numerous Escrow, Banking, Realtor® &Title Associations such as ALTA, AEA, ASEA, NEA, AAR, SAR, AMLA, AMBA, among many others. Being past-President of both the Land Title Association of Arizona and the Arizona Trustee Association, he has been a member of many real estate organizations, settlement groups, bankruptcy, lending, foreclosure, legislative, judiciary and corporate organizations locally and nationally. He is a 2016 inaugural recipient of the Arizona Land Title Professional designation and regularly a member on the Arizona Association of Realtors' Residential & Commercial Contract Workgroups and the Education Advisory Committee for the Department of Real Estate. He is also recognized with the Excellence in Underwriting and IMD Hero designation.
Mr. Lotardo is author of numerous articles including the popular "Ask the TITLEMAN"™, which can be found on his website www.askthetitleman.com as well as other sites. He has been a volunteer for Lawyers-On-Call, a public service partnership with Channel 12 News as well appearing on Channel 3's news show: Money Matters. Being a guest commentator for many publications including the Arizona Republic, InBusiness Magazine, The New Times, among others, Mr. Lotardo has also appeared on Talk Radio for KFNX 1100, KFNN 1510 as well as Java with John. He had been the Editor for the Real Property Journal for the State Bar of Arizona, past-Chair for the Arts and Culture Commission for the City of Phoenix, past-participant for the State Bar's Speakers Bureau, Mentor for the Women Law Students' Association, and the Arizona Business Roundtable- an alliance organization between the business community and the Judiciary. Former Governor Napolitano appointed him to the Electronic Recording Commission to develop statewide protocols. He is a "Who's Who" in the legal community as part of The Business Journal's Leading Lawyers Program, the Strathmore's Who's Who, as well as the Cambridge Who's Who Registry demonstrating leadership and achievement in the field of real estate. Recently, he is Chair-Elect and Executive Council Member of the Real Property Section of the State Bar of Arizona as well as Chair of the Real Estate Advisory Board for the Maricopa County Recorder.
serves as co-chair of Gammage & Burnham’s Corporate and Finance practice and has extensive experience advising private companies and nonprofits in connection with a wide variety of complex, high- profile corporate matters. He is recognized by Best Lawyers as one of the “Ones to Watch” in the areas of Mergers & Acquisitions, Corporate Law, and Corporate Governance and Compliance.
Tim’s corporate and transactional practice encompasses a broad array of private company M&A and related corporate advisory work, including both domestic and cross-border mergers and acquisitions, joint ventures, corporate restructurings, minority investments, compliance, and corporate governance matters. Tim is regarded as a problem solver and a “go-to” resource for corporate transactions in the State of Arizona. Tim graduated first in his class from the Sandra Day O’Connor College of Law at Arizona State University and received the college’s top honor in the John S. Armstrong Award. Tim was also recognized as a Willard H. Pedrick Scholar and a Rebecca and Michael Berch Scholar.
In law school, Tim was consistently at the top of his class, receiving CALI awards in contracts, constitutional law, professional responsibility, evidence, conflict of laws, and jurisprudence. Tim enjoyed the privilege of serving as the Executive Articles Editor for the Arizona State Law Journal and completing an externship with the Arizona Supreme Court Staff Attorney’s Office.
AREAS OF PRACTICE
· Business Organizations & Commercial EDUCATION
· J.D., summa cum laude, Arizona State
Transactions University, 2014
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• Commercial Lending
Real Estate • B.A., summa cum laude, University, 2010 Arizona State
• Health Care
COURT ADMISSIONS AND OTHER INTERESTS
· State Bar of Arizona
is a founding member of Shein Phanse Adkins, P.C. David's practice focuses on the representation of established and emerging companies and financial institutions in all facets of real estate acquisition, development, financing and leasing, including asset based lending, development planning, venture formation, strategic business planning, capital acquisition and financing, and complex contract negotiations. In addition to representing clients in connection with core real estate activities, David handles a wide range of other real estate and non-real estate related matters, including mergers and acquisitions, loan enforcement, foreclosure, secured (UCC Article 9) transactions, and Section 1031 exchanges. David is also an experienced arbitrator and mediator and maintains an active and successful Alternative Dispute Resolution practice. David earned a Bachelor of Science degree in Business Administration (with distinction) from the University of Arizona in 1984, with a double major in accounting and corporate finance. He graduated from Arizona State University College of Law (cum laude) in 1987. David is a Real Estate Specialist, certified by the State Bar of Arizona Board of Legal Specialization, holds the highest rating (AV) from Martindale-Hubbell and has been consistently named as a top real estate lawyer by Best Lawyers®, Chambers USA® and Southwest Super Lawyers®. David is also a Member of the Executive Committee of the Arizona State Bar Real Estate Section.
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