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Litigation Appraising: Specialized Topics and Applications

CALL   Date: February 14 - 15, 2013   Location: Oakland, CA
 
  Course    
Category  Other [Oth]  
Level  III  
Attendance Hours  15.0  
Exam Hours  1.0  
Current Price  $ 405.00 AI *
$ 505.00 Full *
* includes late fee
Late Fee  $ 30.00
 
  Instructor    
Harry B. Holzhauer, MAI, SRA  
Instructor Pending  
    
 
  Location    
Name  University of Phoenix -- Oakland Campus (City Center)  
Address  1200 Clay Street (near 12th St.)  
City  Oakland  
State  CA  
Zip  94612  
Phone  (510) 457-3301  
 
Click Here to check state approvals
    
 
  Sponsor / Contact    
Chapter  Northern California
Website  www.norcal-ai.org  
Contact Name  Lisa Estes / Pat Moore  
Email  lisa@norcal-ai.org / pat@norcal-ai.org  
Phone  (925) 932-7753  
 
  Description    
This two-day course provides an overview of business opportunities in specialized types of litigation other than eminent domain in which the valuation of real estate is frequently an issue. Examples of topics covered include environmental contamination, ad valorem tax assessments, construction defects, bankruptcies, fraud and misrepresentation cases, income and estate tax disputes, and divorces. Through problem-solving activities, participants will apply new concepts and address how to best handle valuation and reporting issues in a professional legal setting. Participants will gain an understanding of the terminology and concepts involved in litigation valuation services in specialty areas and will learn about the many opportunities available for expanding their practices in litigation valuation.

Upon completion of the course, participants will be able to:

  • Understand how to advocate the use of a particular valuation methodology without advocating the position of a particular litigant
  • Identify issues related to preparing appraisals for litigation assignments involving bankruptcy, tax appeals, environmental issues, fraud, construction defects, etc.
  • Plan and develop effective exhibits and other demonstrative evidence
Recommended Text

Real Estate Valuation in Litigation, 2nd ed.

Applications in Litigation Valuation: A Pragmatist’s Guide


 

Note. This course is in the Litigation Professional Development Program. For more information, click here.



Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
  •  
      Audience    
    Experienced residential and general appraisers interested in learning about the skills needed to provide litigation valuation services in specialty areas, accountants
     
      Equipment    
     
      Prerequisites    
    Successful completion of Basic Appraisal Principles and Basic Appraisal Procedures or equivalent courses is required.

    Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.
     
      For Further Reading    
      Litigation Appraising: Specialized Topics and Applications  
      Real Estate Valuation in Litigation, 2nd ed.  
     
      Disclaimer    
    Cancellation Policy
    • Up To 14 days prior to program start date, $50.00 cancellation fee.
    • 7 - 13 days prior to program start date, $75.00 cancellation fee.
    • Less than 7 days prior to program start date, forfeit of payment.
           


    Cancellation Policy
    Written cancellations can be faxed to the Chapter Office at 925-932-7754 or emailed to pat@norcal-ai.org. We reserve the right to substitute instructors, change facilities or to cancel this program if sufficient registrations are not received by February 1. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

    Special Accommodations
    Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

    Notice
    Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, etc.

    By registering for this offering I understand that I am responsible for bringing my copy of the pre-sent course materials to class. Without these items I acknowledge that education credit for my attendance is compromised.


    Program materials can be downloaded by the student or can be picked up at the site.
     
      Additional Information    


    Course Location
    University of Phoenix
    Downtown Oakland Campus at City Center
    1200 Clay Street (near 12th Street)
    3rd Floor
    Oakland, CA
    510/457-3301

    Course Materials and Hours
    Students registered two weeks prior to the start of this offering will be sent their course materials in advance. [Express shipping may be available for late registrants for an additional fee of $15.]

    On-site check-in on Thursday, February 14 will begin at 8:15a.m. followed by instruction from 8:30a.m. – 5:00p.m. On Friday, February 15, instruction will run from 8:15a.m. - 4:00p.m. immediately followed by the one-hour examination.

    Required Equipment
    Students should bring a No. 2 pencil for completing the examination. Laptops are not required.

    Optional Texts (Texts are not included in tuition fee)
    While these texts are not required for this offering - they are great additions to every appraisal library!)

    Real Estate Valuation in Litigation, 2nd edition
    AI Price - $59.75
    Standard - $70.25
    Add $5 for advanced shipment of text

    The Appraisal of Real Estate, 13th edition
    AI Price - $81
    Standard - $103
    Add $6 for advanced shipment of text

    The Dictionary of RE Appraisal, 5th edition
    AI Price - $81
    Nonmembers - $103
    Add $5.25 for advanced shipment of text

    Text prices include CA sales tax. All texts are sent via U.S. Mail or UPS. To order texts, please contact the Chapter Office at 925/932-7753 pr pat@norcal-ai.org by February 1.

    Education Credit Hours
    Full (100%) attendance is required for education credit; partial credit not available.

    Appraisal Institute: Approved for 16-hours of Appraisal Institute CEC for Designated Members, Candidates for Designation and Affiliates who have full attendance and successfully complete the course examination; 15-hours for attendance only.

    OREA Basic/Qualifying: Litigation Appraising is not approved as a qualifying education (QE) offering.

    OREA Continuing: Litigation Appraising is is also approved for 15-hours of OREA CEC (#03754C779) for state licensed / certified appraisers who have full (100%) attendance. Successful completion of the course exam is not required for OREA CEC.

    Accommodations
    The following hotels are within walking distance (.25 mile) of the University of Phoenix - Oakland Campus (at City Center):

    Courtyard by Marriott - 510/625-8282
    988 Broadway, Oakland – www.marriott.com

    Oakland Marriott City Center - 510/451-4000
    1001 Broadway, Oakland – www.marriott.com

    Room blocks have not been secured at either of the inns listed above. Be sure to ask for the best available rate when making reservations. For additional lodging options in the Oakland area visit www.oakland.com or www.oaklandcvb.com.

    Directions, Parking & BART
    For directions visit www.mapquest.com (for best results enter complete street address).

    The UoP Oakland Campus is just a quick walk from Downtown Oakland’s City Center BART station (12th Street Station).

    Parking is available at the City Center West Garage (12th Street between MLK, Jr. Way and Jefferson Street) – enter at Jefferson Street or Martin Luther King, Jr. Way at 12th Street. CCWG early-bird rate is $12 (in before 9:30am – no “in & out”.)

    Additional parking may be available at:
    - Clay Street Garage - Clay at 14th Street
    - City Center Garage – Clay at 14th Street
    - Oakland Convention Center – Clay at 11th
    Note: Many lots accept "cash only"; published rates subject to change.

    Exam Results & Express Grading
    Exam results are sent directly to you via email from our National Office in Chicago. Attendees should allow 15 working days for receipt of these results. Watch for an email from "exams@appraisalinstitute.org". The Chapter Office does not receive copies of your results. Those in need of Express Grading should complete the Express Grading Request Form (link provided below) with appropriate payment to the National Office prior to the conclusion of this offering.

    Dress in Layers
    Meeting room temperatures are often difficult to control. Therefore, for your comfort, we recommend that you dress in layers.

      View Complete Registration Brochure  

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      Request for Express Grading / Verification  

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