Best Seller

PA Specific

Real Estate

4.14

Pennsylvania Real Estate Transaction Documents A-Z

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
6 hours 6 minutes
Kerrianne Donovan
Lawrence Rosenwald
Leona Mogavero
Casandra Blaney
With Kerrianne A. Donovan from Bowles Rice LLP + 3 others
Recorded December 15, 2025
Product ID 101006

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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. Legal Descriptions and Land Surveys: Reading and Issue Spotting
  4. Reviewing Title Commitments and Preparing Curative Documents
  5. Spotting Red Flags in Appraisal Reports, Leases, Environmental Reports, and More
  6. Complete Closing Checklists and Documentation
  7. Legal Ethics of Real Estate Transactions

Related Topics

Product ID 101006

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania 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. 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

  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. 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

  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

Kerrianne A Donovan
Kerrianne A.
Donovan
Bowles Rice LLP
Lawrence S Rosenwald
Lawrence S.
Rosenwald
Lawrence S. Rosenwald, P.C.
Leona Mogavero
Leona
Mogavero
Zarwin Baum DeVito Kaplan Schaer
Casandra K Blaney
Casandra K.
Blaney
Sweet, Stevens, Katz & Williams LLP
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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Speaker bio
Lawrence S Rosenwald

Lawrence S. Rosenwald

Lawrence S. Rosenwald, P.C.
Lawrence Rosenwald

has handled more than one thousand civil and criminal cases in a variety of legal areas over his 40 year career. He has extensive transactional experience including contract, construction, real estate, commercial, and estate and trust law. Mr. Rosenwald has litigation experience in areas as diverse as real estate, trusts and estates, eminent domain, construction, commercial, and civil rights. He has lectured in the areas of real estate law, credit and collection practice, eminent domain law, and trust and estate law to various professional groups. Mr. Rosenwald earned his B.S. and J.D. degrees, with honors, from the University of Pennsylvania Wharton School and Law School. He served as chairman of the Eminent Domain Committee and the Vendors and Purchases Committee of the Philadelphia Bar Association, and was a member of the Board of Directors of the Philadelphia Trial Lawyers Association.

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Speaker bio
Leona Mogavero

Leona Mogavero

Zarwin Baum DeVito Kaplan Schaer
Leona Mogavero

is a shareholder at Zarwin Baum DeVito Kaplan Schaer, where she concentrates her practice in the area of creditors' rights and bankruptcy. Ms. Mogavero has experience representing financial institutions and other lenders in negotiation and documentation of commercial loan workouts and restructures. She also has experience in real estate transactional matters. Ms. Mogavero has supervised and instructed associate attorneys and paralegal assistants in the handling of commercial and residential mortgage foreclosures, and is a frequent speaker at seminars for financial professionals and attorneys regarding loan workouts, collections and bankruptcy. She is admitted to practice in the state of Pennsylvania, Supreme Court of Pennsylvania, United States District Court for the Eastern District of Pennsylvania and the United States Court of Appeals for the Third Circuit. Ms. Mogavero is a member of the Pennsylvania and Philadelphia bar associations. She is a Subchapter V bankruptcy trustee. Ms. Mogavero earned her B.A. degree, maxima cum laude, from LaSalle College and her J.D. degree from the University of Pennsylvania Law School.

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Speaker bio
Casandra K Blaney

Casandra K. Blaney

Sweet, Stevens, Katz & Williams LLP
Casandra Blaney

is special counsel at Sweet, Stevens, Katz & Williams LLP. She provides solicitor services to school entities to support the efficient operation of their business and administrative functions. Ms. Blaney's practice also includes handling real estate contracts and property transactions, along with related abstract services. In addition, she advises clients on ownership and acquisition matters involving oil, gas, and minerals. Ms. Blaney is admitted to practice in Pennsylvania, U.S. District Court for the Middle District of Pennsylvania, U.S. Court of Appeals for the Third Circuit, and Supreme Court of Pennsylvania. She earned her J.D. degree from Temple University School of Law and her B.A. degree from Lycoming College.

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