Real Estate

Real Estate Closings for Attorneys: With Checklists and 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
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 Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 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
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
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas 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
Live Online
3 hours
Anita Lotz
Michael Greene
With Anita I. Lotz from Phelps Dunbar LLP + 1 other

Thu, Jul 02, 00:00 AM – 00:00 PM

This is a rebroadcast of a previous event held on December 17, 2025.
Product ID 102162

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Course Includes
$299

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Overview

Navigate Real Estate Closings With Confidence

It's nearly closing day. Have you double checked everything? Do you know what really happens at the closing table? In this program, our experienced faculty will show you exactly what you need to do just before, during, and after the real estate closing. They will also reveal what can go wrong and how you can prevent it from happening in your own practice. Build your real estate legal knowledge - register today!

  • Get practical guidance on reviewing and preparing documents for the closing.
  • Ensure proper use of e-contracts, electronic signatures, and remote online notarization.
  • Discover the steps you need to take after closing day.
  • Learn how to keep clients safe from wire fraud and other real estate scams.

 

This is a rebroadcast of the original event delivered by Michael S. Greene, Anita I. Lotz on December 17, 2025. Faculty will be available to answer your questions after the program.

Abbreviated Agenda

  1. Preparing for the Closing
  2. Closing Day
  3. Post-Closing Procedures: Tying Up Loose Ends
  4. Closings Gone Wrong: Top Mistakes and Real Estate Scams to Watch for

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We will notify you when the ondemand recording is available.

Related Topics

Product ID 102162

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
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 Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 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
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
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas 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. Preparing for the Closing

    1. Complete Closing Checklist
    2. Resolving Last-Minute Issues and Delays
    3. Reviewing the Final Closing Disclosure
    4. Drafting Deeds and Legal Descriptions
    5. Capacity/Authority Documents: POAs, Trusts, Executors, Businesses, etc.
    6. Reviewing or Preparing Other Documents for Closing

  2. Closing Day

    1. Residential vs. Commercial RE Closings
    2. The Role and Duties of the Settlement Agent
    3. Identification and Document Signing
    4. E-Contracts, Signatures, and Remote Online Notarization
    5. Receipt and Handling of Funds From all Parties
    6. Deposits, Disbursements, and Holdbacks
    7. “Deal Breakers” and Bad Closings

  3. Post-Closing Procedures: Tying Up Loose Ends

    1. Addressing Incomplete Items and Post-Closing Conditions
    2. Recording the Deed
    3. The Title Policy
    4. Tax Considerations and Form 1099-S
    5. Other Post-Closing To-Dos

  4. Closings Gone Wrong: Top Mistakes and Real Estate Scams to Watch for

Who Should Attend

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

Speakers

Anita I Lotz
Anita I.
Lotz
Phelps Dunbar LLP
Michael S Greene
Michael S.
Greene
Development Law Group
Speaker bio
Anita I Lotz

Anita I. Lotz

Phelps Dunbar LLP
Anita Lotz

is a member of the Memphis law firm of Phelps Dunbar LLP, where her areas of practice include commercial lending, real estate transactions, title law, foreclosures, and financial institutions regulatory law. She has spoken for various business and professional organizations on a variety of foreclosure and commercial lending issues. Ms. Lotz is a member of the Memphis, Tennessee and American (member, Business Law Section) bar associations; and the Association of Women Attorneys. She earned her B.A. degree from Northwestern University and her J.D. degree from Boston University.

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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 Bachelor of Building Construction degree from University of Florida and his J.D. degree from University of Florida Frederic G. Levin College of Law. Mr. Greene was an advisory board member for the University of Florida's Bergstrom Center for Real Estate Studies 2008 -2023. He is admitted to practice in Florida.

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