Real Estate

4.3

Real Estate Transactions: Document Review and Redlining Best Practices

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 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 Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
OnDemand
5 hours 49 minutes
Jerome Brant
Michael Fekete
Ricardo Aponte-Parsi
With Jerome E. Brant from Withers, Brant, Igoe & Mullennix, P.C. + 2 others
Recorded November 03, 2025.
Product ID 101188

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Overview

Prevent Costly Oversights With Checklists, Examples, and Real-World Advice

This program delivers real-world examples, practical tips, and battle-tested checklists you can immediately apply. Whether you're reviewing a title commitment or redlining a purchase agreement, you'll gain concrete tools to spot red flags early and negotiate more effectively. From identifying hidden legal risks in boilerplate clauses to scrubbing sensitive metadata from closing documents, you'll walk away with plug-and-play strategies that improve your diligence and drafting. Avoid pitfalls and work out more favorable deals for clients - register today!

  • Flag common issues in title reports, land surveys, deeds, and closing documents.
  • Get redlining and negotiation tips for purchase and sale contracts, leases, and other core contracts.
  • Take a fresh look at "standard" provisions that carry major legal risks.
  • Practice evaluating and revising key clauses through real-world examples.
  • Apply redlining best practices in Microsoft Word documents and PDF environments.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Title and Due Diligence: Issue Flagging and Objection Letters
  2. Redline Checklist (and Negotiation Tips) for Real Estate Contracts
  3. Beware: Clauses Seen as "Boilerplate" That Carry Significant Legal Weight
  4. Spot-the-Issue and Sample Redlines of Critical Clauses
  5. Microsoft Word and Adobe Tips and Redlining Best Practices
  6. Legal Ethics of Redlining

Related Topics

Product ID 101188

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 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 Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Title and Due Diligence: Issue Flagging and Objection Letters

    1. Title Commitment/Preliminary Title Report, Title Exceptions
    2. Land Survey
    3. Deeds and Legal Descriptions
    4. Other Due Diligence Materials/Reports
    5. Closing Documents Prepared by Third Parties

  2. Redline Checklist (and Negotiation Tips) for Real Estate Contracts

    1. Purchase and Sale Agreement
    2. Option Agreements / Rights of First Refusal
    3. Financing Documents
    4. Business Entity/Organizational Documents
    5. Leases and Related Documents
    6. Closing Deliverables

  3. Beware: Clauses Seen as "Boilerplate" That Carry Significant Legal Weight

  4. Spot-the-Issue and Sample Redlines of Critical Clauses

    1. Representations and Warranties
    2. Indemnification
    3. Default and Remedies
    4. Contingencies
    5. Assignment and Transfer Restrictions
    6. Other Key Clauses

  5. Microsoft Word and Adobe Tips and Redlining Best Practices

    1. Microsoft Word Tips
    2. Adobe Acrobat Insights
    3. Metadata Scrubbing
    4. Cloud Collaboration Tools
    5. Redlining Best Practices and Etiquette
    6. Dos and Don'ts of Redlining Third-Party Documents

  6. Legal Ethics of Redlining

    1. Relevant Model Rules
    2. Diligence
    3. Sealth Edits/Hidden Changes and Failing to Disclose Changes
    4. Preventing - and Addressing - Metadata Exposure and Redaction Failures

Who Should Attend

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

Speakers

Jerome E Brant
Jerome E.
Brant
Withers, Brant, Igoe & Mullennix, P.C.
Michael J Fekete
Michael J.
Fekete
Montgomery McCracken Walker & Rhoads LLP
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Speaker bio
Jerome E Brant

Jerome E. Brant

Withers, Brant, Igoe & Mullennix, P.C.
Jerome Brant

is the managing shareholder/director of the law firm of Withers, Brant, Igoe & Mullennix, P.C. With over 50 years of litigation experience, Mr. Brant has tried hundreds of both judge and jury trials. He also assists corporations and individuals in all aspects of real estate matters, including litigation, development, and transactional work. He is a former Clay County counselor and assistant prosecuting attorney, and once served as city prosecutor for the city of Liberty. Mr. Brant earned his B.A. degree from the University of Missouri, Columbia; and his J.D. degree from the University of Missouri, Kansas City. He is a member of The Missouri Bar, Clay County Bar Association, Kansas City Metropolitan Bar Association, and Missouri Council of School Attorneys. He is also recipient of the Dean of the Trial Bar Award by the Kansas City Metropolitan Bar Association.

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Speaker bio
Michael J Fekete

Michael J. Fekete

Montgomery McCracken Walker & Rhoads LLP
Michael Fekete

is a partner with Montgomery McCracken Walker & Rhoads LLP, where he is a member of the firm's litigation department, as well as their real estate practice. He regularly represents individuals, business owners and companies, both publicly and privately owned, in litigation involving breach of contract, breach of warranty, consumer fraud claims, real estate, and restrictive covenants. Mr. Fekete has extensive experience representing publicly-owned REITs, developers, commercial landlords, and court-appointed receivers in Pennsylvania, New Jersey and New York in all facets of real estate, including lease drafting and negotiation, and commercial tenancy matters. He is a member of the New Jersey State and Pennsylvania bar associations, and serves on the New Jersey District IV Ethics Committee. Mr. Fekete earned his B.A. degree at the University of Maryland, College Park and his J.D. degree at Rutgers Law School.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel at Secretary of the Air Force (SAF/GCN)
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; annual $7 billion installation and operational energy budgets; annual multibillion-dollar military construction program; $8.3 billion military privatized housing portfolio; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health. The division advises the Center of Excellence for Environment, Facilities, and Installations and the Energy, Environmental, and Installations Directorates within the Air Force Civil Engineer Center.

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