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Real Estate

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Indiana Real Estate Transaction Documents A-Z

Credits Available
Credit Status Total
California CLE Approved 6 Total
Indiana CLE Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Live Online
6 hours
Norman Newman
Seth Zirkle
Phillip Smith
Grant Puleo
With Norman R. Newman + others

Thu, Dec 17, 00:00 AM – 00:00 PM

Product ID 102480

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Course Includes
$389

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OnDemand content will be available within 7 days of event date.

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

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Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102480

Credit Details

Credits Available
Credit Status Total
California CLE Approved 6 Total
Indiana CLE Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Select Jurisdiction
CLE
Paralegal

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. 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

  3. 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

  4. 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

  5. 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

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

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

  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

Norman R Newman
Norman R.
Newman
Seth B Zirkle
Seth B.
Zirkle
Kahn, Dees, Donovan & Kahn, LLP
Phillip W Smith II
Phillip W.
Smith, II
Dickinson Wright
Grant Puleo
Grant
Puleo
Duane Morris LLP & Affiliates
Speaker bio
Norman R Newman

Norman R. Newman

Norman Newman

is a retired attorney who practiced law in Indiana for over six decades. Prior to his retirement in 2026, he was a partner and later senior counsel in several distinguished local and regional law firms. Mr. Newman's practice focused on commercial real estate and other business transactions, and on related activities, including entity formation and structuring and contract negotiation and drafting. He has written and published numerous articles on these topics. Mr. Newman also has lectured on these topics for the Indiana Continuing Legal Education Forum, the International Council of Shopping Centers, the National Business Institute, and other CLE providers. He is a summa cum laude graduate of the Indiana University McKinney School of Law, where he also was an adjunct professor for several years. Mr. Newman is listed in Best Lawyers in America and is a fellow of the American College of Real Estate Lawyers.

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Speaker bio
Seth B Zirkle

Seth B. Zirkle

Kahn, Dees, Donovan & Kahn, LLP
Seth Zirkle

is a partner with Kahn, Dees, Donovan & Kahn, LLP, where his practice focuses on all aspects of real estate, business, banking, and construction matters. Mr. Zirkle brings a wealth of experience in counseling clients on creative, and yet practical and successful solutions navigating perplexing issues to garner the best outcome. His passion for his practice is built on more than a decade of representing clients as diverse as Midwest commercial property managers, Mid-South affordable housing developers, the U.S. General Services Administration, public housing authorities, and closely-held family businesses. Mr. Zirkle earned his J.D. degree from the Indiana University Robert H. McKinney School of Law and his undergraduate degree from Wabash College.

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Speaker bio
Phillip W Smith II

Phillip W. Smith, II

Dickinson Wright
Phillip Smith

is an attorney practicing out of Dickinson Wright's Grand Rapids office. His practice focuses on corporate, finance, and real estate law. Mr. Smith assists a broad range of business clients in a variety of matters, including business formation, mergers and acquisitions, corporate governance, loan documentation, and real estate transactions. Prior to beginning his legal career, he served for six years in the United States Army with one deployment, achieving the rank of Captain. Mr. Smith earned his B.S. degree from United States Military Academy West Point and his J.D. degree from Indiana University, Maurer School of Law.

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Speaker bio
Grant Puleo

Grant Puleo

Duane Morris LLP & Affiliates
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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