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Real Estate Transactions: All the Forms and Checklists in One Place

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 53 minutes
Orlando Lucero
Kristen McMurray
Christopher Huntley
Mary Ann McField
Stephen Bresset
Michael Hogue
Sebastian Jaramillo
With Orlando Lucero from Fidelity National Title Group + 6 others
Recorded August 22, 2025
Product ID 100632

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Overview

Ensure Nothing Slips Through the Cracks

Let our collection of forms and checklists be your companion through real estate transactions! Our experienced faculty will share a treasure trove of sample forms that you can adapt for your own use. They will also provide checklists to help you dot the i's, cross the t's, and spot problems in real estate contracts and reports. Equip yourself with the resources you need to navigate transactions with thoroughness and confidence - register today!

  • Ensure purchase and sale agreements address all key terms, conditions, and contingencies before clients sign.
  • Leave no stone unturned during the due diligence period.
  • Know what to look for on loan documents and what lenders are willing to negotiate.
  • Use checklists and forms to guide you through the nuances of short sales and foreclosed property sales.
  • Ensure closing day goes off without a hitch by reviewing the paperwork for completion and accuracy.

Abbreviated Agenda

  1. Drafting and Reviewing Purchase and Sale Agreements (With Sample)
  2. Due Diligence Checklists and Problem Spotting: Disclosures, Property Value, and Condition
  3. Due Diligence Checklists and Problem Spotting: Title, Zoning, and Environmental
  4. Financing: Loan Document Review Checklists and Negotiation Pointers
  5. Foreclosure and Short Sale Forms and Checklists
  6. Diving Into Closing Checklists and Documents
  7. Legal Ethics in Real Estate Transactions
Product ID 100632

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in
  1. Drafting and Reviewing Purchase and Sale Agreements (With Sample)

    1. Offer and Acceptance
    2. Property Description
    3. Purchase Price, Payment Terms, and Closing Date
    4. Contingencies and Conditions
    5. Disclosures and Representations
    6. Default and Dispute Resolution
  2. Due Diligence Checklists and Problem Spotting: Disclosures, Property Value, and Condition

    1. Disclosures
    2. Inspections
    3. Appraisal Reports and Checklists
    4. Property Taxes
    5. Leases
    6. Income Statements and Other Financial Documents
  3. Due Diligence Checklists and Problem Spotting: Title, Zoning, and Environmental

    1. Title Searches and Commitments
    2. Property Surveys
    3. Environmental Reports
    4. Zoning and Land Use Issues
    5. Condo/Homeowners Association Documents
  4. Financing: Loan Document Review Checklists and Negotiation Pointers

    1. Promissory Note
    2. Mortgage or Deed of Trust
    3. Loan Estimate
    4. Closing Disclosure
    5. Insurance
    6. Escrow Agreement
  5. Foreclosure and Short Sale Forms and Checklists

  6. Diving Into Closing Checklists and Documents

    1. Title and Escrow Documents
    2. Loan Documents and Disclosures
    3. Closing Statements and Settlement Documents
    4. Transfer Documents and Prorations
    5. Compliance Certificates, Disclosures, Signatures, and Notarization
    6. Funding and Disbursement Instructions
    7. Post-Closing Documentation: Recording Documents and Receipts
  7. Legal Ethics in Real Estate Transactions

    1. Conflicts of Interest
    2. Confidentiality
    3. Disclosures
    4. Preventing Fraud and Misrepresentation
    5. Attorneys' Fees

Who Should Attend

This program is designed for attorneys. Real estate professionals, title insurance professionals, lenders, and paralegals may also benefit.

Speakers

Orlando Lucero
Orlando
Lucero
Fidelity National Title Group
Kristen McMurray
Kristen
McMurray
McMurray Legal Group, LLC
Christopher Huntley
Christopher
Huntley
Mulligan & Bjornnes PLLP
Mary Ann McField
Mary Ann
McField
Mary Ann McField LLC
Stephen G Bresset
Stephen G.
Bresset
Bresset & Santora, LLC
Michael R Hogue
Michael R.
Hogue
Greenberg Traurig, LLP
Sebastian Jaramillo
Sebastian
Jaramillo
Zumpano Patricios
Speaker bio
Orlando Lucero

Orlando Lucero

Fidelity National Title Group
Orlando Lucero

is vice-president/regional counsel for the FNF Family of Companies in Albuquerque, New Mexico, where his underwriting work includes complex commercial transactions, native lands transactions, and energy project deals in the company's southwest region. Before going into the title insurance business in 2003, Mr. Lucero was in private practice primarily focusing on real estate and business transactions. He is a frequent national and local lecturer and writer on numerous topics related to real estate transactions and title insurance. Mr. Lucero has served on the ABA Board of Governors and serves in the ABA House of Delegates. He also serves as chair of the ABA Council of the Fund for Justice and Education, and on the ABA Senior Lawyers Division Council and the ABA Committee on Scope and Correlation of Work. Mr. Lucero is a former president of the New Mexico Land Title Association and received the 2021 NMLTA Omer Tucker Citizen of the Year Award and the 2022 P.C. Templeton Award for Outstanding Lifetime Achievement. He is a member of the American College of Real Estate Attorneys (ACREL), where he serves on its Board of Governors, as chair of the Publications Committee and as secretary of the Title Insurance Committee. Mr. Lucero earned his A.B. degree from Stanford University and his J.D. degree from Stanford Law School.

Speaker bio
Kristen McMurray

Kristen McMurray

McMurray Legal Group, LLC
Kristen McMurray

is the founder and principal attorney at McMurray Legal Group, LLC, where she focuses her practice on real estate law. She earned her undergraduate degrees from Pennsylvania State University and her J.D. degree from Atlanta's John Marshall Law School, where she graduated cum laude. Ms. McMurray has been sworn into the Superior Courts of Georgia as well as the Court of Appeals, Supreme Court of Georgia, and the US Northern District of Georgia Courts.

Speaker bio
Christopher Huntley

Christopher Huntley

Mulligan & Bjornnes PLLP
Christopher Huntley

is an attorney with Mulligan & Bjornnes PLLP, and has been practicing law since 2004 primarily in the areas of commercial real estate, commercial lending, and general business and corporate transactional work. He works with corporate and individual clients of all sizes on sophisticated real estate transactions involving assets in multiple jurisdictions. Mr. Huntley focuses his real estate practice on commercial, warehouse, office, and industrial leasing; and the acquisition, development and sale of both commercial and residential property. He also assists clients with obtaining the necessary zoning approvals and ensuring that they have proper authority to carry out various real estate transactions; drafting and negotiating easements, licenses, and other agreements affecting real estate; reviewing title and survey issues; and undertaking other types of real estate due diligence review In his finance practice Mr. Huntley has extensive experience drafting and negotiating multimillion-dollar loans on behalf of lenders, both large and small, including real estate and construction loans, asset-based financing and mezzanine finance transactions. He also represents a wide range of businesses and individuals in connection with corporate and entity selection, formation, maintenance, and governance issues; mergers and acquisitions of businesses and business assets; and the drafting and review of business contracts needed for the general operation of his clients' businesses. Mr. Huntley is a Minnesota State Bar Association certified real property law specialist. He is a member of the Minnesota State and Hennepin County bar associations Mr. Huntley earned his B.S. degree from the University of St. Thomas, his LL.M. degree in international commercial arbitration from Stockholm Unversity and his J.D. degree from the University of Minnesota Law School.

Speaker bio
Mary Ann McField

Mary Ann McField

Mary Ann McField LLC
Mary Ann McField

is the owner of Mary Ann McField LLC. She specializes in real estate law, and wills and estates. Ms. McField has experience in the state and federal courts of New Jersey. She is admitted to practice in the state courts of New Jersey, District Courts of New Jersey, Southern and Eastern District courts of New York, and Fourth Circuit Court in Virginia, as well as the US Supreme Court. Ms. McField earned her J.D. degree from Mitchell Hamline School of Law.

Speaker bio
Stephen G Bresset

Stephen G. Bresset

Bresset & Santora, LLC
Stephen Bresset

is a partner with Bresset & Santora, LLC, where he has practiced commercial and bankruptcy law and litigation throughout Pennsylvania and the region for more than 30 years. During his time in practice, Mr. Bresset has represented debtors in more than 50 Chapter 11 proceedings in Pennsylvania; as well as creditors, creditor committees, and trustees at virtually every level of bankruptcy proceedings, and debtors in more than 1,000 Chapter 7 proceedings. He is admitted to the state courts of Pennsylvania, the three U.S. District Courts in Pennsylvania, the three bankruptcy courts, and the Third Circuit Court of Appeals. Mr. Bresset has always been an active member of his community and the bar associations of which he is a member. He has served as an office holder in the Wayne County Bar Association and the Pennsylvania Bar Association, as well as a committee chair in both associations. Mr. Bresset has been a featured speaker at numerous seminars throughout Pennsylvania in litigation, commercial law and bankruptcy law topics. He earned his B.A. degree from Temple University and his J.D. degree, with honors, from Widener University School of Law.

Speaker bio
Michael R Hogue

Michael R. Hogue

Greenberg Traurig, LLP
Michael Hogue

maintains a multi-disciplinary construction practice providing representation to owners, developers, and major corporations in all aspects and phases of construction and project development in the real estate industry. His practice provides an integrated "one-stop-shop" for a broad cross-section of public and private sector clients in due diligence, transactions, tenant buildouts, project oversight and management, regulatory compliance, disputes, litigation, and restructuring/bankruptcy matters.

Speaker bio
Sebastian Jaramillo

Sebastian Jaramillo

Zumpano Patricios
Sebastian Jaramillo

is an Income Partner at Zumpano Patricios and a Board-Certified Specialist in Real Estate Law by The Florida Bar. He concentrates his practice on complex real estate matters, including commercial and residential transactions, landlord-tenant disputes, and real estate litigation. With nearly two decades of experience, Mr. Jaramillo provides strategic counsel to developers, investors, landlords, and other stakeholders across the real estate industry. Before joining Zumpano Patricios, Mr. Jaramillo operated his own boutique real estate practice and went on to lead the real estate practice groups at several law firms. His diverse background enables him to guide clients through the full life cycle of real estate transactions and disputes with a practical, solutions-oriented approach. Mr. Jaramillo earned his B.A. in Economics, with honors, from Florida International University, his J.D. from the University of Miami School of Law, and his LL.M. in Taxation from the University of Alabama.

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