Law Seminars International Presents: A One-Day Advanced Workshop on

Complex and Mixed-Use Development Projects
Development Agreements, Easements and CCRs

Order Download PDF Brochure

(For this past program, we offer two options for purchase: a Homestudy (DVD and written materials) or written materials alone.)

March 31, 2008
Walnut Creek Marriott Hotel in Walnut Creek, CA

Who Should Order This Homestudy

Attorneys, lenders, owners, managers, brokers, real estate developers and others who are involved in real estate transactions

Why Order

This program will provide legal and practical insight on complex and mixed-use projects, including urban infill, condominium and base reuse developments. Issues arising from complex and mixed-use projects will be discussed in detail. A case study from base reuse projects in Alameda will provide a practical perspective, allowing less experienced practitioners to come up to speed quickly.

Topics to be covered include: Creating and documenting the project, entitlements, public and private partnerships, finance and title issues, CCRs and other governing documents, California Department of Real Estate requirements, and risk management, including construction defect litigation, SB 800 and insurance matters.

~Program Co-Chairs: JoAnne L. Dunec, Esq. and Christopher G. Monahan, Esq.

You Will Learn About

Agenda

Monday, March 31, 2008

8:00 am

Registration and Continental Breakfast

 
8:30 am

Introduction and Overview

JoAnne L. Dunec, Esq., Program Co-Chair
Ellman, Burke, Hoffman & Johnson, PC / San Francisco, CA

Christopher G. Monahan, Esq., Program Co-Chair
Morgan Miller Blair / Walnut Creek, CA

 
8:45 am

Creating and Documenting the Project

RFQ, RFP, exclusive negotiation agreements, term sheets, land use plan, feasibility and other plans, disposition and development agreements, purchase agreements, ground leases

JoAnne L. Dunec, Esq., Program Co-Chair
Ellman, Burke, Hoffman & Johnson, PC / San Francisco, CA

 
9:15 am

Land Use Entitlements for Complex and Mixed Use Projects

CEQA review, subdivision maps, permits, development agreements and other project approvals

Christine W. Griffith, Esq.
Ellman Burke Hoffman & Johnson PC / San Francisco, CA

Diane K. Hanna, Esq.
Ellman, Burke, Hoffman & Johnson, PC / San Francisco, CA

 
10:15 am

Break

 
10:30 am

Public and Private Partnerships

Case Study: Issues and lessons learned from base reuse projects in Alameda

JoAnne L. Dunec, Esq., Program Co-Chair, Moderator
Ellman, Burke, Hoffman & Johnson, PC / San Francisco, CA

Debbie Potter, Base Reuse & Redevelopment Manager
City of Alameda / Alameda, CA

Greg Moore, Vice President, Development
Catellus / Oakland, CA

Margo N. Bradish, Esq.
Cox Castle & Nicholson LLP / San Francisco, CA

 
11:30 am

Financing the Project

Tax increment financing, bonds, community facilities districts, and other public financing mechanisms

Paul J. Thimmig, Esq.
Quint & Thimmig LLP / San Francisco, CA

Mark Northcross, Esq.
Northcross, Hill & Ach, Inc. / San Rafael, CA

 
12:15 pm

Lunch (on your own)

 
1:30 pm

Title Issues

Resolving title issues in complex and mixed use projects

Rodney J. Pasion, Esq.
Chicago Title Insurance Co. / San Francisco, CA

 
2:00 pm

CCRs, Easements and Governing Documents

Master CCRs, commercial CCRs, residential CCRs; common area considerations, easements, owner control, restrictions, ongoing operations

David M. Van Atta, Esq.
Hanna & Van Atta / Palo Alto, CA

 
3:15 pm

Break

 
3:30 pm

Meeting California Department of Real Estate Requirements

Budgets, white reports, residential sales agreements

Roy Helsing, President
The Helsing Group / San Ramon, CA

Christopher G. Monahan, Esq., Program Co-Chair
Morgan Miller Blair / Walnut Creek, CA

 
4:15 pm

Risk Management

Construction defect litigation, including: residential (SB 800), commercial, and mixed use

Kenneth M. Miller, Esq., Principal
Morgan Miller Blair / Walnut Creek, CA

Insurance for mixed-use projects

Michael K. Brown, Esq.
Morgan Miller Blair / Walnut Creek, CA

Scott R. Whiteside, Executive Vice President
Gallagher Construction Services / San Francisco, CA

 
5:30 pm

Evaluations and Adjourn

 

Cancellation

There is a $25 cancellation fee for Course Materials orders and $50 for Homestudy orders

Continuing Education Credits

Law Seminars International is a State Bar of California approved MCLE provider. This program qualifies for 7.25 California MCLE credits. Upon request, we will apply for CLE credits in other states and other types of credits.

Cost

Our complete Homestudy Course, consisting of a VHS or DVD recording and the written course materials, is available for $605. The written course materials alone are available for $100. We will ship your Homestudy order via UPS ground within two weeks after the seminar or the date we receive payment (whichever is later).
Order Homestudy

Faculty Bios

JoAnne L. Dunec, Program Co-Chair, shareholder and director at Ellman, Burke, Hoffman & Johnson, PC, specializes in real property transactions and land use regulation and development, with an emphasis on public & private partnership transactions. She focuses on adaptive reuse of under performing assets, mixed use development, military base reuse, and rehabilitation and preservation of historic properties.

Christopher G. Monahan, Program Co-Chair, principal at Morgan Miller Blair, advises residential, commercial, municipal builders, and developers in real estate and construction matters. He specializes in acquisitions, development, leasing and construction transactions.

Margo N. Bradish, partner at Cox Castle & Nicholson, LLP, focuses on land use law and has experience strategizing the development process, managing the entitlements process, securing development approvals and negotiating contracts for major developers, corporate users, local governments and nonprofits.

Michael K. Brown, principal at Morgan Miller Blair, is experienced in litigating and resolving real estate and business contract cases for developers, home builders, construction companies, property owners, and other business clients. He is a Northern California "Super Lawyer" in Law & Politics.

Christine W. Griffith, director at Ellman, Burke, Hoffman, & Johnson, PC, specializes in land use counseling and litigation representing corporations, institutions, property owners and commercial and residential developers in administrative proceedings and litigation related to land use and development. The Bay Area Lawyer Magazine named her as one of the "Best Land Use Lawyers" in the Bay Area.

Diane K. Hanna, director at Ellman, Burke, Hoffman, & Johnson, PC, specializes in land use, environmental regulation, redevelopment and related litigation. She advises clients through the public review process for major land use projects invoking the CEQA, Planning and Zoning Law, Subdivision Map Act, Endangered Species Act, and wetlands regulations.

Roy Helsing, is Founder and CEO of the Helsing Group, a consulting firm which specializes in the establishment of all varieties of Common Interest Developments. He is an expert in creating, budgeting, and operating complex and mixed use developments.

Kenneth M. Miller, principal at Morgan Miller Blair, focuses on risk management, litigation, and counseling clients in construction, real estate and related insurance issues. He has been recognized as a Northern California "Super Lawyer" in Law & Politics.

Mark Northcross, principal partner at Northcross, Hill & Ach, specializes in public financing for real estate projects, and public & private partnerships. He has structured public financing for shopping malls, office complexes, destination resorts and a conference center.

Rodney J. Pasion, Associate Regional Counsel for Chicago Title Company in San Francisco, focuses on underwriting commercial and industrial transactions, multi-site transactions, workouts, and foreclosures. He was chief consultant and co-author to the CEB publication of "Title Insurance Practice".

Debbie Potter, Base Reuse and Community Development Manager for the City of Alameda is responsible for the reuse and redevelopment of Alameda Point (former Alameda Naval Air Station) and FISC East Housing, and handles administrative aspects of the city's community development program.

Paul J.Thimmig, partner at Quint & Thimmig LLP, is a bond attorney who focuses on infrastructure, housing and redevelopment financing.

David M. Van Atta, partner at Hanna & Van Atta, specializes in real estate development and common interest development law. He has been legal counsel on several mixed use common interest developments.

Scott R. Whiteside, Executive Vice President of Gallagher Construction Services, specializes in designing both owner controlled and contractor controlled insurance programs for public and private projects.