Practice Expertise
Areas of Practice
- Consumer Financial Services and Mortgage ...
- Insurance Law
- Litigation
- Mortgage Lending
- Real Estate View More
WSG Practice Industries
WSG Leadership
- WSG Coronavirus Task Force Group - Member
Profile
Jason E. Goldstein 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.
Jason is a Shareholder at Buchalter who primarily practices out of Buchalter's Irvine and Los Angeles offices - but his practice is statewide (and sometimes nationwide). Jason is a Co-Chairman of Buchalter's Title Insurance and Escrow Group, a fellow of the American College of Mortgage Attorneys ("ACMA"), an ACMA Title Insurance Committee member, and former President of the Orange County Bar Association Insurance Law section.
On July 28, 2022, the California Mortgage Association, a pre-eminent organization dedicated to education and the advancement of private money lending, awarded Jason the President's Award plaque to recognize his exemplary service to the organization.
Jason was also included in the 2024 & 2025 edition of The Best Lawyers in America for Insurance Law.
Bar Admissions
- California
- Florida
Education
- University of Miami School of Law, J.D., 1999
- University of Southern California, B.A., 1996
Areas of Practice
- Consumer Financial Services and Mortgage Regulatory
- Insurance Law
- Litigation
- Mortgage Lending
- Real Estate
Professional Career
- Mary A. Nelson Rogers v. JP Morgan Chase, Schools Financial Credit Union, et al. (9th Cir. 2023) 2023 WL 4351527 [represented Schools] (affirming judgment, etc., in favor of lenders on Quiet Title claim based on foreclosure proceedings)
- Ken Stabler v. KS Adams, dba Houston Oilers; New Orleans Louisiana Saints; Travelers Indemnity Company (W.C.A.B. Cal. May, 6, 2022) 2022 Cal. Wrk. Comp. P.D. LEXIS 129 [represented Travelers] ("We will rescind the February 22, 2018 Findings and Order and issue a new decision finding that the Saints were illegally uninsured and ordering the Saints to reimburse Travelers")
- Gilliam v. Levine (C.D. Cal. 2021) 2021 U.S. Dist. LEXIS 226184 [represented Levine] granting summary judgment in favor of private money lender on TILA and RFDCPA claims)
- Melikhov v. Drab (2019 M.D. Fla.) 2019 U.S. Dist. LEXIS 161435 [represented Melikhov] (granting judgment creditors' motion for contempt and sanctions against nonparties)
- Warner v. CMG Mortg., Inc. (9th Cir. 2017) 2017 U.S. App. LEXIS 3415 [represented CMG] (affirmed dismissal of Truth-In-Lending Act Claim)
- Meinhart v. CMG Mortg., Inc. (D. Washington 2016) 2016 U.S. Dist. LEXIS 152835 [represented CMG] (granting motion to dismiss lender liability claims)
- Hedman v. Nationstar Mortgage, et al. (2016) 2016 Cal.App.Unpub. LEXIS 3236 [represented CMG] (affirmed order granting motion for attorneys' fees after prevailing on a demurrer)
- Palmer Events, LLC v. Hyundai Hope on Wheels (D. Or. 2016) 2016 U.S. Dist. LEXIS 40238, adopted in 2016 U.S. Dist. LEXIS 39282 [represented Hyundai] (granting motion to transfer venue)
- Warner v. CMG Mortg. Inc. (N.D. Cal. 2015) 2015 U.S. Dist. LEXIS 158880 [represented CMG] (granting motion to dismiss Truth-In-Lending Act claim)
- Estate of Lane v. CMG Mortg. Inc. (D. Minn. 2015) 2015 U.S. Dist. LEXIS 62188 [represented CMG] (granting motion to dismiss lender liability lawsuit)
- Haas Automation, Inc. v. Brian Denny, et al. (C.D.Cal. 2013) 2013 WL 6502876 [represented Haas] (granting motion for partial summary judgment as to anti-cybersquatting claim)
- Marshack v. Helvetica Capital Funding, LLC (9th Cir. 2012) 495 Fed.Appx. 808 [represented Helvetica] (dismissing appeal from bankruptcy court)
- Lyman v. Loan Correspondents Inc. (9th Cir. 2012) 470 Fed.Appx. 688 [represented Impac and GMAC] (affirming dismissal of Truth-In-Lending Act and Real Estate Settlement Procedures Act claims)
- Kris Kaszuba, et al. v. Fidelity Nat'l Default Svcs. (S.D.Cal. 2012) 2012 U.S. Dist. LEXIS 579 [represented OCTFCU] (granting motion to dismiss lender liability lawsuit relative to RESPA, TILA and FDCPA claims)
- Kris Kaszuba, et al. v. Fidelity Nat'l Default Svcs. (S.D.Cal. 2011) 2011 U.S. Dist. LEXIS 64598 [represented SchoolsFirst and OCTFCU] (granting motion to set aside default)
- Curt Gumbs, et al. v. Litton Loan Servicing (E.D.Cal. 2010) 2010 U.S. Dist. LEXIS 87095 [represented Argent] (granting motion to dismiss, in part, lender liability lawsuit)
- Ricardo Marcelos v. Edwin Mauricio Parada Dominguez, et al. (N.D. Cal. 2008) 2008 U.S. Dist. LEXIS 91916 [represented Argent and Countrywide] (granting motion to dismiss, in part, lender liability lawsuit)
Articles
CFPB Acting Director Considering Delay in New Qualified Mortgage Rule
By Jason E. Goldstein |February 2021Coming in 2021: CFPB Finalizes Changes to "Qualified Mortgage" Definition and Creates a New "Seasoned QM" Loan Category
By Jason E. Goldstein |December 2020CFPB Withdraws Former Marketing Services Agreement Guidance; Issues New Frequently Asked Questions Regarding RESPA Section 8 and MSAs
By Jason E. Goldstein, Michael C. Flynn |October 2020
- Defending Wholesale Lenders: Pitfalls and Potential Safety Nets
- The Laundry Route Cases and How Not to Get Taken to the Cleaners
- Products Completed Operations Hazard
- Title Insurance Coverage and Escrow Claims
- Don’t Be Left Naked When it Comes to Insurance Coverage
- Additional Insured Status: Is the Protection Illusion or Reality?
- Lender Beware: When Real Property Title Issues Arise, Don’t Forget Your Escrow Claim
- The Products Completed Operations Hazard: What It Is, and Why Everyone Involved in Construction or Real Estate Development Needs To Know About It, Air Quality Impacts Could Thwart Bay Area Infill Development
- Title Insurance: 5 Things Every CMBA Member Should Know
- The Limits to Title Insurance Protection and the Advantages of Escrow Instructions
- The California Homeowners' Bill of Rights: The Safe Harbor Provisions
- Stop Notices and Mechanic’s Liens: Construction Lenders’ Nightmares
- Current Developments In Risk Management For Mortgage Brokers
- Truth-In-Lending Act Rescission Part I: Why The U.S. Supreme Court's Jesinoski Opinion Does Not Defeat The Statute of Limitations
- The Jesinoski Opinion Vs. The Statute Of Limitations
- Bankers Trust Company v. Transamerica Title Insurance and Its Progeny: A Construction Lender's Nightmare
- Probe the Borrower's Reason for Seeking a Loan
- HUD and DOJ Release Guidance on False Claims Act
- Freddie Mac and Fannie Adopt New ARRC Recommended Fallback LIBOR Language for Residential ARM Loans
- Should You Include a Limitation of Liability Provision in Your Next Contract?
- FDIC Issues Proposed Rule Clarifying "Valid-When-Made" Doctrine for State Banks, to Match OCC Proposed Rule for National Banks
- A Patent For A Formula Does Not Destroy Trade Secret Status So Long As The Patent Does Not Disclose The "Process" For Applying The Trade Secret
- OCC and FDIC Propose New Community Reinvestment Act Rules
- CFPB Further Defines Abusiveness Standard; Expresses Intent to Limit Duplicative Enforcement
- Buchalter Client Alert COVID-19: New HMDA Final Rule Raises Loan Origination Reporting Threshold; Particular Significance for Certain Multifamily Lenders
- Buchalter COVID-19 Client Alert: ARCC Discusses Expected Time Periods for Discontinuance of LIBOR in Mortgage Originations
- Buchalter COVID-19 Client Alert: CFPB Issues Proposed Rule, FAQs and Revised CHARM Booklet for Transition from LIBOR
- Buchalter COVID-19 Client Alert: FHFA to Extend GSE Covid-Related Origination Processing Flexibility Until August 31
- Buchalter COVID-19 Client Alert: HUD, FHFA, VA Announce Extensions of Foreclosure and Eviction Moratoriums to December 31, 2020
- Buchalter COVID-19 Client Alert: CFPB Issues Rule Extending the "GSE Patch"
- Coming in 2021: CFPB Finalizes Changes to "Qualified Mortgage" Definition and Creates a New "Seasoned QM" Loan Category
- CFPB Acting Director Considering Delay in New Qualified Mortgage Rule
- Revising the New General QM Final Rule and Seasoned QM Final Rule: CFPB Expected to Postpone the Mandatory Compliance Date for the New General QM Final Rule and New Seasoned QM Final Rule and Temporarily Keep the GSE QM Loan Definition in Place, and Will Consider Revising the Seasoned QM Rule and Other Portions of the New QM Final Rule
- Buchalter COVID-19 Client Alert: Federal Court Declares CDC Eviction Moratorium is Unconstitutional, But Does Not Enjoin the Order
- Buchalter COVID-19 Client Alert: FHFA Extends Freddie Mac and Fannie Mae Single-Family Eviction and Foreclosure Moratoria, and Extends GSE Forbearance and Deferral Lengths; List of Current Periods for GSEs, Federal Agencies and States of California, Washington, Oregon and Arizona
- CFPB Extends Compliance Deadline for New Qualified Mortgage Definition to October 1, 2022
- Buchalter COVID-19 Client Alert: Supreme Court Holds That in Applying COVID-Related Stays of Eviction Proceedings, Landlords Must Be Given the Opportunity to Challenge a Tenant's Claim of COVID-Related Hardship
- OCC and FDIC "Valid When Made" Rule Reaffirmed: Interest Rate Limitations, or Lack Thereof, on Loans Made By National and State Banks and Federal Savings Associations Remain When the Loan Is Sold or Assigned
- Jason Goldstein to Speak at the California Mortgage Bankers Association
- Jason Goldstein, Panelist at the Mortgage Operations Conference
- Jason Goldstein to Speak at the Irvine Entrepreneur Forum
- John Hosack and Jason Goldstein to Speak at the California Mortgage Association’s Winter Seminar
- John Hosack and Jason Goldstein to Speak at the Northern California Chief Appraisers Meeting
- John Hosack and Jason Goldstein at the Southern California Chief Appraisers Meeting
- Jason Goldstein, Panelist at the California Mortgage Bankers Association Legal Issues Conference
- John Hosack and Jason Goldstein, Speakers at the Southern California Chief Appraisers Meeting
- John Hosack and Jason Goldstein, Speakers at the Southern California Chief Appraisers & Los Angeles RMA Meeting
- John Hosack and Jason Goldstein, Speakers at the CMA Fall Seminar
- John Hosack and Jason Goldstein, Speakers at the Society of Chief Appraisers
- John Hosack and Jason Goldstein, Speakers at the California Mortgage Associations Spring Seminar
- John Hosack and Jason Goldstein, Speakers at the Beverly Hills Bar Association
- Jason Goldstein, Speaker at the American College of Mortgage Attorneys
- Jason Goldstein and John Hosack, Speakers at the State Bar of California, Financial Institutions Committee
- John Hosack and Jason Goldstein, Speakers at California Mortgage Association Spring Seminar
- Jason E. Goldstein and John L. Hosack present “Title Insurance: Four Critical Issues”
- John Hosack and Jason Goldstein, Speakers at California Mortgage Association Summer Seminar
- Jason Goldstein, Speaker at the California Receivers Forum
- Jason Goldstein, Panelist at California MBA’s Conference
- Jason Goldstein, Speaker at CMA 2019 Spring Seminar in San Francisco
- John Hosack, Jason Goldstein, and Michael Flynn Speakers at CMA 2019 Summer Seminar in San Diego
- John Hosack, Jason Goldstein, and Michael Flynn Speakers at CMA
- Jason E. Goldstein and John L. Hosack, Panelists at the American College of Mortgage Attorneys’ Annual Event
- Michael Flynn and Jason Goldstein, Hosts of Lorman Webinar
- Oren Bitan and Jason Goldstein Host of Lorman Webinar
- John Hosack, Jason Goldstein, Michael Flynn, Oren Bitan, and Aaron Elster, Speakers at the Western Bankers Association
- Oren Bitan and Jason Goldstein Speakers at California Mortgage Association 2021 Summer Seminar
- Jason Goldstein and John Hosack, Presenters at Orange County Bar Association
- John Hosack and Jason Goldstein Panelists at Strafford Webinar
- Oren Bitan and Jason Goldstein, Moderators at the American Association of Private Lenders 2022 Annual Conference
- John Hosack and Jason Goldstein Speaking in Upcoming NBI Webinar
- John Hosack and Jason Goldstein, Panelists at the California Mortgage Association (CMA) Spring Conference
- The CFPB: What Lenders and Servicers Must Know
- Webinar: Current Developments In Risk Management For Mortgage Brokers
- Webinar: Risk Management for Construction Loans
- Risk Management for Construction Loans Part II: Avoiding Time and Cost Overruns, Construction Defects and Faulty Designs
- Webinar: Residential Loan Servicing: Seven Major Mistakes To Avoid
- Webinar: Escrow Instructions and Title Insurance: Five Critical Issues and Three Traps to Avoid
- Webinar: Making Guarantees Work: Improving Documentation and Practices
- Webinar: Plugging The Holes In Your Title Policy: Seven Critical Endorsements
- Webinar: Avoiding Lender Liability
- Webinar: Nine Most Common Mistakes Made by Lenders Relative to Escrow Instructions and Title Insurance Policies
- Webinar: Documentation and Collection of a Loan Secured by Multiple Properties
- Webinar: Borrowers, Guarantors, and Sureties: Dealing With Multiple Parties to A Loan
- Webinar: Construction Lending: Downturns and Defaults
- Webinar: Take Out Loans: Considerations for Construction and Permanent Lenders
- Webinar: Avoiding Loss of Lien Priority: Construction Loan Disbursements
- Webinar: Financing the Emerging Cannabis Markets: Managing Risks and Opportunities
- Webinar: Notes, Trust Deeds and Loan Agreements in a Changing Market: Nine Key Areas to Consider
- Webinar: Risk Management for Construction Loans: 2019 Update
- Webinar: Unconscionable Loan?
- Webinar: Loan Guarantees: Hedging Against a Downturn
- Webinar: Lender Liability: Seven Critical Areas
- Webinar: Negotiating and Documenting Commercial Mortgage Modification Agreements: Seven Major Factors
- Strafford Webinar: Construction Lending – Negotiation and Documentation Issues
- Webinar: The Title Company’s Role In An Escrow Or Settlement
- Webinar: Lender Liability in Real Estate Finance
- Stafford Webinar: Navigating Escrow in Real Estate Transactions: Key Considerations; Escrow Instructions; Compliance; Duties; Remedies
- Buchalter Webinar: Navigating Insurance Resolutions: A Comprehensive New Year’s Presentation Unveiling Solutions to Policyholder Challenges
- Trade Secrets & Employee Mobility Podcast Episode 7
- Trade Secrets & Employee Mobility Podcast Episode 8
- Buchalter Webcast: Mortgage Lending In The Shadow Of COVID-19: Modification Agreements, Forbearances And Avoiding NPLs & Litigation
- Buchalter Webcast: Construction Lending Under Covid-19
- Lender Beware – The Traps and Tricks of "Borrower" Fraud, Forgery, and Identity Theft in Real Property Lending
- Jason E. Goldstein, John L. Hosack, and David Liu to Speak at Lorman
- John Hosack and Jason Goldstein to Present Strafford Webinar on Construction Finance Workouts
- Jason E. Goldstein, Presenter at the California Mortgage Association - Updates Regarding AB 130
Meet our Firms and Professionals
WSG’s member firms include legal, investment banking and accounting experts across industries and on a global scale. We invite you to meet our member firms and professionals.