Watch Recorded Webinar: “Legal Update for California Appraisers

Live Virtual CE Classes for California Appraisers

Join me for special virtual offerings of my regular 2 and 3-hour live CE classes focused on appraiser legal subjects. Due to state CE approval requirements, these classes are for CE credit in California only. LIA Administrators & Insurance Services (www.liability.com) is the sponsor and registered provider – which enables me to keep the cost reasonable. However, as appraisers who’ve been in my classes know: the subject is not boring E&O insurance stuff – I use real world cases, often with the names of plaintiffs and defendants in them. (Appraisers insured by LIA become eligible to receive credit on their E&O premium for two of the subjects below – up to the cost paid for the class.)

I’m presenting the classes in Zoom. Like regular live classes, there are no quizzes to pass, but you do need to pay attention and have working audio and a video cam on your computer. You can read about the other details below. Alternatively, if you’d rather take an online class at your own pace, consider my 4-hour online CE class Appraiser Liability 101 – in which I present a series of 7 recorded videos in a online course format (with quizzes) allowing you to come and go in the course and available 24/7.

Currently scheduled virtual classes:

TBA

I’m sorry you missed my virtual classes in June 2020.
I’ll schedule
another soon.

TBA

Details about the classes:

Hot Topics & Myths in Appraiser Liability
3 CE hours, BREA Course No. 16CP119903002
$45 (qualifies for LIA’s E&O premium credit)

This seminar is focused on appraiser liability issues relating to mortgage lending. I also dispel some common myths and misunderstandings regarding liability matters. 

I’m offering two slightly different versions of this course. In one, I’ll focus on liability cases predominantly involving commercial appraisers. In the other, I’ll mainly use residential appraiser cases. Choose whichever emphasis you want. In fact, if you’re a residential appraiser, you might like the commercial version because you’ll hear about commercial appraisers being sued for billions of dollars in alleged damages. The lessons are equally valuable for all appraisers.

I address issues like:  

  • The latest legislation and case law in California affecting appraisers — and how to take advantage of it for your protection.
  • Who sues appraisers? What do they sue for?  
  • Will incorporating my appraisal firm or having an LLC protect me? 
  • What are the most common issues that lead to lawsuits? 
  • What’s the most important thing that appraisers can do in their reports of all types to minimize liability risk?
  • What liability exposures exist for appraisal review work? Can you sue the reviewer when you don’t like their review of your work?

E&O discount information: Appraisers who complete “Hot Topics & Myths in Appraiser Liability” and who are insured by LIA Administrators & Insurance Services are eligible for a credit on their premium up to the amount paid for the class. For California appraisers taking this class, the premium credit is $45 (the price of the class) if the per claim limit of your E&O policy is $500,000 or higher, or $25 if the per claim limit of your policy is lower. You can only apply one credit per year, but you have up to 2 years to apply a credit.

Liability Issues for Appraisers Performing Litigation and Other Non-Lending Work
3 CE hours, BREA Course No. 18CP119903003
$45 (qualifies for LIA’s E&O premium credit)

In this seminar, I focus on legal issues relating to appraisal services for litigation and non-lending. I talk about risks associated with litigation work, divorce, estate, tax, and arbitration. You’ll also hear about the class action filed against appraisers who appraised conservation easements for IRS tax returns — they’re being sued for about hundred million dollars or so. I also cover creating professional, protective engagement letters that fit non-lending assignments.

This class includes a discussion of detailed engagement agreements that students will have access to as Word documents.

Here are some of the questions appraisers get answered in this seminar: 

  • Who sues appraisers serving as expert witnesses? 
  • Who sues appraisers performing appraisals for tax purposes?  
  • What’s the surest way for an appraiser to be sued for non-lending work?  
  • What special provisions should I consider putting in an engagement letter for different types of non-lending assignments?
  • Are limitations of liability enforceable?

E&O discount information: Appraisers who complete “Liability Issues for Appraisers Performing Litigation and Other Non-Lending Work” and who are insured by LIA Administrators & Insurance Services are eligible for a credit on their premium up to the amount paid for the class. For California appraisers taking this class, the premium credit is $45 (the price of the class) if the per claim limit of your E&O policy is $500,000 or higher, or $25 if the per claim limit of your policy is lower. You can only apply one credit per year, but you have up to 2 years to apply a credit.

Disasters, Hybrids and Weed: Special Legal Issues for Appraisers
2 CE hours, BREA Course No. 19CP119903004
$35 (does not qualify for LIA’s E&O premium credit)

In this 2-hour course, I address current liability questions such as:

  • What are the special liability issues for appraisers following a natural disaster, such as a fire or flood – or what about a pandemic?
  • Do the much-talked about new “hybrid appraisal” products pose liability risks to appraisers?
  • Are there any special claim issues for appraisers relating to marijuana growing facilities or appraising a home filled plants? 
  • How have appraisers actually been sued in relation to cannabis issues?
  • What broader lessons can appraisers take away from these subjects with respect to decreasing their liability risk?

E&O discount information: This class does not qualify for the E&O premium credit because it is only 2 hours long.

Important information about my virtual classes

  • The classes will be presented live in a Zoom meeting.
  • Both I and all students will be on video and audio (this is a requirement for virtual CE presentations).
  • Students must have a working webcam and microphone with their computer to earn credit.
  • I will either need to receive a scan of your photo ID by email before the class or see it on camera to verify your identity.
  • As will most regular “live” CE education (and unlike normal online CE classes), there will be no tests or quizzes – but you must attend and follow the presentation to earn CE credit.
  • After you purchase the class, I will email you about how to log into Zoom for the class. These classes will be password protected, of course, to prevent intrusions. For privacy reasons, students will not be recorded.
  • Plan on joining a class 15-20 minutes before the actual teaching start time to ensure that you can login to the Zoom meeting.
  • If you run into a problem, I’ll refund your money – no problem.
  • Are you concerned about whether Zoom will work for you? Email or call me and I can set up a personal practice Zoom meeting with you.