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Overview
Updates and Best Practices in Contract Drafting and Negotiations, Title, Financing, and More
Don't let outdated knowledge put your clients at a disadvantage! In this online seminar, seasoned faculty will provide you with the latest, state-specific insights on purchase and sale agreements, leases, financing, title, and more. Receive thoughtful strategies for tackling pressing issues in your practice, and get prepared to handle new ones as new technologies and financial pains bring fresh challenges. Represent today's and tomorrow's clients with confidence - register today!
- Take a deeper dive into the most heavily-negotiated purchase and sale contract provisions.
- Review new drafting and negotiation considerations for leases.
- Learn what's changed - and changing - in the world of real estate financing.
- Dig into survey and title legal updates, standards, and forms.
- Understand the pitfalls surrounding e-signatures and contracts, remote online notarization, and other tech.
- Examine how foreclosure and bankruptcy impact real estate transactions.
Abbreviated Agenda
- Real Estate Contracts and Due Diligence: Current Best Practices
- Handling Title Issues
- Modern Real Estate Leases
- Financing and Loan Agreements
- New Tech, New Legal Issues: E-Signatures, RON, Wire Fraud, and More
- Short Sales, Foreclosure, and Bankruptcy
- Legal Ethics for Real Estate Attorneys
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Real Estate Contracts and Due Diligence: Current Best Practices
- Letters of Intent: Nonbinding and Binding
- Modern Purchase and Sale Agreements
- Negotiating Key Provisions: Due Diligence Period, Reps and Warranties, Covenants, and Closing Conditions
- Purchase Contract Dispute Trends and Developments
- Developments in Disclosure Lawsuits
- Latest Due Diligence Standards and Insights
-
Handling Title Issues
- Title Law Updates
- Updated Survey Standards and Title Policy Forms
- Title Search and Examination Best Practices
- Title Commitments and Exceptions
- Surveys and Legal Descriptions
- Resolving Title Defects
-
Modern Real Estate Leases
- Landlord-Tenant Law Updates
- New Negotiation and Drafting Considerations
- Top Lease Mistakes to Avoid Right Now
- Issues With Specialty Leases (Cannabis, Short-Term Rentals, etc.)
-
Financing and Loan Agreements
- Changes and Hot Topics in Real Estate Finance
- Best Finance Options and Loans
- Underwriting and Due Diligence: What Lenders Are Currently Looking for
- Loan Document Provisions Buyers and Lenders Are Talking About Right Now
- Negotiation Tips
- Recourse vs. Non-Recourse; Guarantees
-
New Tech, New Legal Issues: E-Signatures, RON, Wire Fraud, and More
- E-Signatures and Electronic Contracts
- Remote and Electronic Notarizations - What You Must Know
- Data Privacy Regulations and Real Estate Transactions
- Cybersecurity Protections
- Wire Fraud - Advising Clients
- Blockchain in Real Estate Transactions
-
Short Sales, Foreclosure, and Bankruptcy
- Short Sale Process
- Deficiency Judgment
- Tax Consequences of Short Sales
- Multiple Mortgages
- Foreclosure 101 for Real Estate Lawyers
- Foreclosure-Related Title Issues
- What You Need to Know About Bankruptcy
-
Legal Ethics for Real Estate Attorneys
- Conflicts of Interest in Real Estate Transactions
- Wearing Multiple Hats: Attorney, Real Estate Agent, Escrow Agent, Title Agent, Closing Agent
- Compensation
- Client Confidentiality
- Disclosure of Defects in Property
- Ethics Opinions on Transactional Matters
Who Should Attend
This intermediate level online seminar is designed for attorneys. Real estate professionals, title insurance professionals, lenders, and paralegals may also benefit.
Speakers
Speaker bio
Norman R. Newman
is senior counsel in the Indianapolis office of Taft Stettinius & Hollister LLP, practicing within the firm's real estate practice group. He is a fellow of the American College of Real Estate Lawyers. Mr. Newman earned his J.D. degree, with distinction, from the Indiana University McKinney School of Law and is now an adjunct professor there.
Speaker bio
James J. Kelly, Jr.
is a clinical professor of law at the University of Notre Dame. He teaches, researches, and practices community development law. Prior to joining the law school faculty, Mr. Kelly Jr. was assistant professor of law at the University of Baltimore School of Law and visiting professor of law at Washington and Lee University School of Law. At Baltimore, he directed and taught in the Community Development Clinic, while also teaching professional responsibility, jurisprudence and real estate finance. He previously taught Property and Legal Writing II at W&L. Mr. Kelly earned his B.A. degree from the University of Virginia and his J.D. degree from Columbia. Mr. Kelly's areas of expertise include community development, community land trusts, land banking, land use planning and regulation, tax foreclosure, and vacant and abandoned properties.
Speaker bio
Stephanie A. Reinhart-Rock
is the practice group director for Manley Deas Kochalski LLC's Kentucky and Indiana locations. She specializes in residential mortgage default services, overseeing foreclosure prosecution and litigation defense. Ms. Reinhart-Rock is also an active voice in the legal community, contributing to MDK's blog, the MDK News Break, serving on the Government Affairs Committee for the Indiana Land Title Association, and volunteering with the Hospice Pro Bono Program. She earned her B.A. degree, cum laude, from Walsh University and her J.D. degree, magna cum laude, from The University of Akron School of Law. Ms. Reinhart-Rock is admitted to practice law in Indiana, and before the U.S. District Court for the Northern and Southern districts of Indiana.
Speaker bio
Lawrence S. Glosser
is a partner with Ahlers Cressman & Sleight PLLC. He is thoroughly familiar with all aspects of real estate transactions and financing. Mr. Glosser brings his past entrepreneurial experience to the practice of law, enabling him to understand both the legal and business issues presented in each transaction. He assists clients with understanding and evaluating legal issues associated with real estate and business transactions, enabling clients to analyze risk, and make informed business decisions. Mr. Glosser graduated cum laude from Seattle University School of Law. He is admitted to practice in Washington and before the U.S. District Court, Western District of Washington.
Speaker bio
Grant Puleo
focuses his practice on a wide variety of real estate, finance and business transactions. He has extensive experience in a broad array of commercial, multi-family and educational facility (student housing) real estate transactions, including acquisitions, development, construction, affordable housing, P3, syndication, dispositions and specialized leasing and financing of all product types throughout California and the United States. Mr. Puleo's finance experience includes both borrower and lender representation in the origination and workout of complicated debt and equity transactions, such as acquisition and construction financing, mezzanine financing and synthetic leasing transactions. He also represents clients in business matters involving the transfer of business assets and property and the formation and restructuring of joint ventures, private placements, opportunity funds and other business entities. Mr. Puleo is also a seasoned trial attorney, having tried over a dozen jury trials and several dozen binding arbitrations and mediations involving real estate, finance and business disputes, lis pendens, quiet title and partition actions, as well as risk management and litigation avoidance counseling. Mr. Puleo has also testified as an expert witness in trial, binding arbitration and in deposition. Mr. Puleo is an adjunct professor of law at California Western School of Law, where he lectures on commercial real estate transactions. He is a member of the Advisory Board of Endeavor Bank and serves as pro bono legal counsel for various non-profit clients. Mr. Puleo is admitted to practice in the state of California.
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