OH Specific

Real Estate

Ohio Real Estate Transaction Documents A-Z

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
OnDemand
5 hours 56 minutes
David Gunning
Lori Pittman Haas
Richard Koblentz
With David H. Gunning II from McDonald Hopkins LLC + 4 others
Recorded December 19, 2025.
Product ID 100997

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Overview

Purchase and Sale Agreements, Title Commitments, Loan Documentation, and More

Real estate transactions are document heavy. From the purchase and sale contract to closing documents, there's plenty to pore over - and plenty of things that can go wrong. Are you being thorough? This online seminar will teach you how to review, draft, and negotiate real estate transaction documentation so you can catch problems, keep transactions moving, and ensure clients get a solid deal. Protect your clients' interests - register today!

  • Learn how to effectively negotiate key sticking points of the purchase and sale agreement.
  • Discover how to spot issues in legal descriptions and surveys.
  • Take a close look at the title commitment and exception documents.
  • Prepare corrective documents to cure title defects and establish a proper chain of title.
  • Review key provisions (and pitfalls) of real estate loan documentation.
  • Avoid last-minute issues with a careful review of closing documentation.

Abbreviated Agenda

  1. Letters of Intent and Purchase and Sale Agreements
  2. Loan Documents: Sample Walkthroughs
  3. Spotting Red Flags in Appraisal Reports, Leases, Environmental Reports, and More
  4. Reviewing Title Commitments and Preparing Curative Documents
  5. Legal Descriptions and Land Surveys: Reading and Issue Spotting
  6. Complete Closing Checklists and Documentation
  7. Legal Ethics of Real Estate Transactions

Related Topics

Product ID 100997

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Letters of Intent and Purchase and Sale Agreements

    1. Letters of Intent: Binding and Nonbinding
    2. Purchase Agreements vs. Land Contracts vs. Option Agreements
    3. Laying Out the Parties and Property Description
    4. Establishing Purchase Price, Payment, and Deposit
    5. Handling Contingency Clauses
    6. Negotiating Representations and Warranties
    7. Drafting Covenants and Conditions
    8. Indemnities for Buyers and Sellers
    9. Negotiating Default, Termination, and Remedies
    10. Sample PSA and Ancillary Documents

  2. Loan Documents: Sample Walkthroughs

    1. The Loan Application
    2. Reviewing Term Sheets and Commitment Letters
    3. Loan Documents: Reviewing & Negotiating Key Provisions
      1. Promissory Note
      2. The Loan Commitment
      3. Security Instrument
      4. Assignment of Leases and Rents
      5. UCC-1 Financing Statements
      6. Guaranty Agreement
      7. Environmental Indemnity Agreement and More

  3. Spotting Red Flags in Appraisal Reports, Leases, Environmental Reports, and More

    1. Appraisal Reports
    2. Property Condition and Capital Needs Assessment
    3. Environmental Site Assessments
    4. Analyzing Leases and Other Documents During Due Diligence

  4. Reviewing Title Commitments and Preparing Curative Documents

    1. The Title Search and Examination
    2. Reviewing the Title Commitment
    3. Examining Exception Documents
    4. Title and Survey Objection Letters
    5. Negotiating Removal of Title Exceptions
    6. Using Corrective Deeds and Affidavits
    7. Drafting Easement and Boundary Line Agreements
    8. Preparing Releases of Liens

  5. Legal Descriptions and Land Surveys: Reading and Issue Spotting

    1. Dissecting Legal Descriptions
    2. Review of Sample Legal Descriptions
    3. How to Plot Legal Descriptions
    4. Applying State and ALTA/NSPS Standards
    5. Reading and Interpreting Surveys
    6. Sample Survey Review
    7. Reading Land Surveys and Legal Descriptions Together

  6. Complete Closing Checklists and Documentation

    1. Creating a Comprehensive Closing Checklist
    2. Reviewing and Fulfilling Escrow Instructions
    3. Examining the Closing Disclosure
    4. Real Estate Closing Documents
    5. Documents Needed for a 1031 Exchange
    6. Recording the Deed
    7. Recording Taxes - The Real Estate Transfer Tax Return

  7. Legal Ethics of Real Estate Transactions

    1. Conflicts of Interest
    2. Client Confidentiality
    3. Disclosure of Defects
    4. Attorney Fees
    5. Trust Account Ethics
    6. Document Retention and Recordkeeping

Who Should Attend

This basic level online seminar is designed for attorneys. Real estate professionals, title insurance agents, lenders, and paralegals may also benefit.

Speakers

David H Gunning II
David H.
Gunning, II
McDonald Hopkins LLC
Lori Pittman Haas
Lori
Pittman Haas
UB Greensfelder LLP
Richard S Koblentz
Richard S.
Koblentz
Koblentz, Penvose & Froning, LLC
JS
Jonah
Samples
Nelson Mullins Riley & Scarborough LLP
WD
William
Donovan
Nelson Mullins Riley & Scarborough LLP
Speaker bio
David H Gunning II

David H. Gunning, II

McDonald Hopkins LLC
David Gunning

is a member of McDonald Hopkins LLC. He is chair of the firm's business department. His practice focuses on real estate and finance. He understands the complex and challenging issues facing the real estate and finance industries . Mr. Gunning's experience spans the areas of real estate, finance, construction, and general corporate law, and includes real estate acquisition and dispositions, joint venture agreements, investor relations, negotiations/contracts, litigation management and fund development. He has represented national lenders and other financial institutions, borrowers, institutional and corporate owners, national retailers, privately-held businesses and national, regional and local developers. Mr. Gunning is a member of the American Bar Association, Ohio State Bar Association and the Cleveland Metropolitan Bar Association. He earned his B.A. degree from Lake Forest College and his J.D. degree from Cleveland-Marshall College of Law.

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Speaker bio
Lori Pittman Haas

Lori Pittman Haas

UB Greensfelder LLP
Lori Pittman Haas

is a partner at UB Greensfelder LLP, where she represents commercial real estate clients in the acquisition, disposition, leasing, and development of commercial properties. Her clients range from national retailers whose businesses involve the use of hazardous materials to commercial real estate clients with various business interests, such as grocery stores, hardware stores, restaurants, hotels, oil change facilities, manufacturing, warehouses, trucking terminals, and the ownership and management of office buildings and mixed-use projects. Ms. Pittman Haas also has a robust leasing practice (representing landlords and tenants) for retail, office, warehouse, and manufacturing facilities with a mix of space leases and ground leases. She earned her B.S.B.A. degree from Youngstown State University and her J.D. degree University of Akron School of Law.

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Speaker bio
Richard S Koblentz

Richard S. Koblentz

Koblentz, Penvose & Froning, LLC
Richard Koblentz

is an attorney with Koblentz, Penvose & Froning, LLC. He devotes the greatest portion of his practice to the area of professional responsibility, including legal ethics, attorney discipline, bar admission representation, representation in the areas of attorney conflicts of interest, disqualification of counsel, law firm formations and dissolutions, legal malpractice representation as both plaintiff and defense counsel, and service as an expert witness. In 2024 Mr. Koblentz was awarded the William K. Thomas Professionalism of the Year Award by the Cleveland Metropolitain Bar Association. Mr. Koblentz also practices in the areas of complex and general civil litigation, criminal defense, probate, real estate, small business counseling and domestic relations. He has served as president of the Cleveland-Marshall Law Alumni Association, is an officer of the Cuyahoga County Bar Association, and is a member of the Council of Visitors at California Western School of Law in San Diego, California. He earned his B.S. degree from The Ohio State University and his J.D. degree from Cleveland-Marshall College of Law.

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Speaker bio
JS

Jonah Samples

Nelson Mullins Riley & Scarborough LLP
Jonah Samples

is an attorney at Nelson Mullins Riley & Scarborough LLP. He focuses his practice on banking and financial services, commercial litigation, real estate, and taxation. Mr. Samples regularly litigates matters on behalf of clients in West Virginia and Ohio courts, represents clients before state agencies, and routinely handles administrative and transactional matters across the Appalachian region. He earned his B.B.A. degree, summa cum laude, from Marshall University and his J.D degree from The Ohio State University Moritz College of Law.

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Speaker bio
WD

William Donovan

Nelson Mullins Riley & Scarborough LLP
William Donovan

is a corporate transactional attorney with Nelson Mullins Riley & Scarborough LLP whose practice focuses on delivering tailored legal solutions for clients throughout the Appalachian region. His background in state government uniquely positions him to handle diverse transactional needs and navigate complex legal landscapes to offer clients efficient solutions for complex issues. Mr. Donovan's background in investigating misconduct and successfully litigating problems during his tenure at the Attorney General's Office and Auditor of State uniquely positions him to provide practical, effective resolutions tailored to clients' needs. He earned his B.A. degree from Wake Forest University and his J.D. degree from The Ohio State University Moritz College of Law.

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