Real Estate

4.38

Reviewing Real Estate Closing Documents

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 59 minutes
Michael Greene
Stephen Kessler
Kerrianne Donovan
With Michael S. Greene from Development Law Group + 2 others
Recorded August 14, 2025
Product ID 100673

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Overview

A Step-by-Step Checklist Guide for Reviewing Each Critical Document

When it comes to real estate transactions, one overlooked detail can lead to costly mistakes, legal headaches, a deal falling through, or even a legal malpractice claim. This course is your shield against disaster, providing the essential skills to review and catch red flags in real estate closing documents before they turn into nightmares for your clients. Develop an eye for detail and ensure that nothing slips through the cracks - register today!

  • Home in on red flags in purchase and sale agreement clauses.
  • Ensure that title issues are identified, disclosed, and resolved before closing.
  • Check the fine print of financing and loan documents.
  • Verify closing disclosures, final instructions, and other final documents before clients sign on the dotted line.

Abbreviated Agenda

  1. Transaction Agreement and Disclosures: Key Clauses to Double Check
  2. Title and Ownership Documents: Red Flags and Common Pitfalls
  3. Financing and Loan Documents: Reviewing Critical Terms
  4. Closing and Financial Disclosures: Final Checks Before Your Client Signs

Related Topics

Product ID 100673

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Transaction Agreement and Disclosures: Key Clauses to Double Check

    1. Purchase and Sale Agreement Considerations
    2. Seller Disclosures
    3. Lease Agreement Considerations
    4. Non-Foreign Affidavit, Affidavit of Identity, Estoppel Certificates
    5. Power of Attorney
    6. Environmental Reports/Disclosures

  2. Title and Ownership Documents: Red Flags and Common Pitfalls

    1. Title Search Report and Title Commitment
    2. Affidavit of Title
    3. Deed
    4. Transfer Tax Forms (if Applicable)
    5. Insurance Documents
    6. Certificate of Occupancy (if Applicable)

  3. Financing and Loan Documents: Reviewing Critical Terms

    1. Promissory Notes, Loan Agreements, Mortgages/Deeds of Trust
    2. Escrow Agreement
    3. Subordination Agreement
    4. Truth-in-Lending Disclosure
    5. Assignment of Rents Clauses

  4. Closing and Financial Disclosures: Final Checks Before Your Client Signs

    1. Closing Disclosure
    2. Proration Agreement
    3. Proceeds Disbursement Authorization
    4. Payoff Statement
    5. Closing Instructions (Title Company and Lender)
    6. Recording Relevant Documents

Who Should Attend

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

Speakers

Michael S Greene
Michael S.
Greene
Development Law Group
Stephen M Kessler
Stephen M.
Kessler
Fernmoor Homes
Kerrianne A Donovan
Kerrianne A.
Donovan
Bowles Rice LLP
Speaker bio
Michael S Greene

Michael S. Greene

Development Law Group
Michael Greene

is the principal partner of Development Law Group. He concentrates his practice in the areas of real estate development and finance, real estate acquisition, sale and leasing, construction law, construction contracting and claims resolution, indoor environmental and disaster preparation and recovery, ADA and Accessibility Code, Fair Housing Act hospitality law, land use and zoning law, healthcare facilities (including nursing homes and senior living projects), trademark and copyrights for owners, design professionals and manufacturers, and alcoholic beverage licensing. Mr. Greene represents developers, institutional and entrepreneurial building owners, purchasers, sellers, landlords and tenants, contractors, mold assessors and remediators. He earned his B.S. degree from University of Florida and his J.D. degree from University of Florida Frederic G. Levin College of Law. Mr. Greene is an advisory board member for the University of Florida's Bergstrom Center for Real Estate Studies. He is admitted to practice in Florida.

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Speaker bio
Stephen M Kessler

Stephen M. Kessler

Fernmoor Homes
Stephen Kessler

is general counsel at Fernmoor Homes. He brings to the firm his broad experience in commercial real estate law, title expertise and business transactions to manage and resolve issues for his clients in an efficient and time sensitive manner. With a diverse background in all areas of real estate law, Mr. Kessler represented large and small companies, government agencies and institutions in financing, development and acquisitions, Low-Income Tax Credit transactions, leasing, and zoning and land use. He is a member of the Delaware State, Pennsylvania and New Jersey State bar associations. Mr. Kessler is an adjunct professor at Widener Law School and has spoken on the topic "Landlord Tenant Law - How to Prosper in the New Market." He earned his B.A. degree, high honors in history, from Muhlenberg College and his J.D. degree from Rutgers Law School. During his time at Rutgers Law School, Mr. Kessler was also the research editor of the Rutgers Law Journal.

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Speaker bio
Kerrianne A Donovan

Kerrianne A. Donovan

Bowles Rice LLP
Kerrianne Donovan

is a licensed title agent for Pennsylvania and West Virginia for the law firm of Bowles Rice LLP in its Canonsburg, Pennsylvania (Southpointe) office. She has broad experience in the sale and acquisition of real property that involves residential, commercial and industrial properties; new developments; vacant land and subdivisions and like-kind exchanges; including title examination, clearing title, corporate due diligence, closing and settlement. Ms. Donovan specializes in new construction transactions and Pennsylvania property tax analysis, including interim taxes. She routinely handles title insurance for transactions in Pennsylvania and West Virginia, and collaborates with national and regional developers, builders and lenders. She is on the Education Commitment for the Pennsylvania Land Title Association. Ms. Donovan earned her associate degree from Douglas School of Business and a certificate in paralegal studies from Boston University-Metropolitan College.

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