Real Estate

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Structuring Complex Real Estate Deals: 1031 Exchanges, Co-Ownership, and More

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 Pending 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Upon Request 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Pending 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Pending 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Pending 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Upon Request 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 6 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Richard Melnick
Joseph Mandarino
Ashley Gault
Larry Woodard
Imants Holmquist
With Richard J. Melnick from Greenberg Traurig, LLP + 4 others

Mon, Dec 21, 00:00 AM – 00:00 PM

Product ID 102770

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Course Includes
$429

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OnDemand Recording

Course Book Download

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

Overview

Where Everyday Real Estate Deals Get Complicated

The inherited duplex split three ways, the four friends pooling money to buy a rental property, the client who wants to sell but can't find a lender willing to finance the buyer. These deals can look simple on the surface, but they're often where the real risk hides.

From 1031 exchanges and family-owned real estate to multi-owner investments, this program explores the deals between the basics and the mega-deals - real-world transactions that routinely challenge practitioners. Join our experienced faculty for practical guidance on spotting hidden risks, structuring deals that work, and helping clients avoid costly mistakes. Register today!

  • Spot which "ordinary" sales are 1031 exchange opportunities.
  • Advise families on the right way to hold, transfer, and pass down property.
  • Structure deals for multiple owners and investors that hold up when someone wants out.
  • Close deals without authority messes when property is tied up in an LLC, corporation, or partnership.
  • Offer clients a path to close when a traditional purchase agreement won't work.

Abbreviated Agenda

  1. Family-Owned Real Estate: Ownership, Transfers, and Common Pitfalls
  2. "A Few of Us Are Going in On This": Structuring Deals with Multiple Owners and Investors
  3. Avoiding Ethical Pitfalls in Real Estate Transactions
  4. 1031 Exchanges: Spotting Opportunities Before It's Too Late
  5. Creative Deal Structures: When a Traditional Purchase Agreement Isn't the Answer
  6. Tax Traps in Everyday Real Estate Transactions: The Bill Your Client Doesn't See Coming
  7. Buying or Selling Property Held by LLCs, Corporations, and Partnerships
  8. Buying, Selling, and Financing Distressed Property

Can't Attend Live?

Get the OnDemand Instead

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

Product ID 102770

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 Pending 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Upon Request 6 Total
Idaho CLE Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Pending 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Pending 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Pending 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Upon Request 6 Total
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 6 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in
  1. Family-Owned Real Estate: Ownership, Transfers, and Common Pitfalls

    1. LLC, Trust, or Just Co-Owned Outright
    2. Transferring Property Into or Out of an Entity
    3. Family Transfers and Gifts: Key Considerations
    4. Selling Property from an Estate or Trust
    5. Special Considerations for Family-Owned Vacation Homes, Farms, and Investment Properties
    6. Avoiding Title Issues and Family Disputes
  2. "A Few of Us Are Going in On This": Structuring Deals with Multiple Owners and Investors

    1. Choosing and Drafting the Right Ownership Agreement
    2. Deciding How Profits, Expenses, and Decisions Get Split
    3. When Someone Wants Out: Buy-Sell Provisions, Transfer Restrictions, and Owner Exit Strategies
    4. Titling the Property: Entity Ownership vs. Tenancy in Common vs. Joint Tenancy
    5. Securities-Law Trigger Points
  3. Avoiding Ethical Pitfalls in Real Estate Transactions

    1. Conflicts of Interest
    2. Dual Representation and Disclosure Obligations in Family and Friend Deals
    3. Handling Escrow, Earnest Money, and Client Trust Accounts
    4. Competence and Client Protection: Wire Fraud and Cybersecurity
  4. 1031 Exchanges: Spotting Opportunities Before It's Too Late

    1. When a "Simple" Sale is an Exchange Candidate
    2. Mechanics of 1031 Exchanges
    3. Critical Deadlines That Can Derail an Exchange
    4. Exchanges Between Family Members: Opportunities and Limitations
  5. Creative Deal Structures: When a Traditional Purchase Agreement Isn't the Answer

    1. Installment Land Contracts / Contracts for Deed
    2. Lease Options and Purchase Options
    3. Sale-Leasebacks
    4. Ground Leases
  6. Tax Traps in Everyday Real Estate Transactions: The Bill Your Client Doesn't See Coming

  7. Buying or Selling Property Held by LLCs, Corporations, and Partnerships

    1. Confirming Authority to Sell and Reading OA or Partnership Restrictions
    2. Asset Sale vs. Entity Sale
    3. Due Diligence Traps That Cause Closing Delays
  8. Buying, Selling, and Financing Distressed Property

    1. Counseling Clients on Deeds in Lieu, Short Sales, and Workouts
    2. Risks and Red Flags When a Client Wants to Buy at Auction or Buy Distressed Property
    3. Title and Lien Issues Unique to Distressed Transactions

Who Should Attend

This program is designed for attorneys. Real estate attorneys and general practitioners who handle real estate as part of a broader practice will find this program especially valuable, as will estate planning and business lawyers. Accountants and paralegals may also benefit.

Speakers

Richard J Melnick
Richard J.
Melnick
Greenberg Traurig, LLP
Joseph C Mandarino
Joseph C.
Mandarino
Polsinelli
Ashley E Gault
Ashley E.
Gault
Tucker Ellis LLP
Larry N Woodard
Larry N.
Woodard
K&L Gates LLP
Imants F Holmquist
Imants F.
Holmquist
Holmquist + Gardiner, PLLC
Speaker bio
Richard J Melnick

Richard J. Melnick

Greenberg Traurig, LLP
Richard Melnick

is an attorney with Greenberg Traurig, LLP. He has developed a national practice emphasizing his talent for negotiation in such diverse areas as corporate mergers and acquisitions, joint ventures, and complex real estate transactions. Mr. Melnick represents public and private companies that purchase, sell, or finance business and real estate assets throughout the United States. He is admitted to practice in Virginia, Maryland and the District of Columbia. Mr. Melnick earned his B.A. degree, magna cum laude, from Tufts University, his J.D. degree from Georgetown University Law Center and his LL.M. degree in taxation from New York University School of Law.

Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Polsinelli
Joseph Mandarino

is a Shareholder with Polsinelli in the firm's Atlanta office. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto, his J.D. degree, cum laude, from Loyola University School of Law and his LL.M. degree from New York University School of Law.

Speaker bio
Ashley E Gault

Ashley E. Gault

Tucker Ellis LLP
Ashley Gault

is an attorney at Tucker Ellis, LLP, where her practice concentrates on all aspects of commercial real estate transactions, including the acquisition and disposition of real property assets, debt and equity financing, land use planning, joint ventures, and the formation and operation of ownership entities. Ms. Gault has extensive experience negotiating purchase and sale agreements, ground leases, development agreements, leases, and financing documents for commercial and government projects. Before joining Tucker Ellis, she worked as a real estate attorney and lobbyist in Florida, where she focused on land use projects, hotels, resorts, and condominiums. In her Ohio real estate practice, Ms. Gault handles complex development projects and closes transactions for all classes of property. She is licensed to practice law in Ohio and Florida. She earned her B.S. degree from John Carroll University and her J.D. degree from Florida State University College of Law.

Speaker bio
Larry N Woodard

Larry N. Woodard

K&L Gates LLP
Larry Woodard

is a partner in the Real Estate practice of K&L Gates LLP, where he focuses on real estate, construction and infrastructure, distressed real estate, and real estate litigation. He has extensive experience representing Fortune 500 companies, public and private REITs, family offices, private equity funds, pension funds, developers, financial institutions, institutional investors, special servicers, governmental entities, contractors, subcontractors, landlords, tenants, condominium associations, property managers, receivers, and real estate brokers. Mr. Woodard advises clients on virtually every stage of the real estate life cycle, including development, construction, leasing, management, zoning, economic incentives, financing, acquisitions, dispositions, and redevelopment. His experience encompasses a broad range of asset classes, including mixed-use developments, adaptive reuse projects, office and retail properties, hotels and resorts, hospitals and senior housing, master-planned communities, renewable energy projects, and industrial and manufacturing facilities. Mr. Woodard also has significant experience with joint ventures and syndications, loan workouts, foreclosures, mechanics' lien and construction defect matters, creditors' rights, and complex real estate litigation. Drawing on his background with a family-owned construction company, he brings a practical, business-oriented perspective to real estate and construction matters. Mr. Woodard has served as an expert witness, authored more than 20 articles, and is a frequent speaker and commentator on real estate and construction law. His speaking experience includes national CLE programs and presentations for Strafford Publications, Lorman Education Services, the Practising Law Institute, the Illinois Institute for Continuing Legal Education, and bar and industry organizations. Mr. Woodard is an adjunct professor with the Center for Real Estate Law at the University of Illinois Chicago Law School and serves as co-chair of the Chicago Bar Association’s Commercial Real Estate Law section. He is admitted to practice in Illinois and the U.S. District Court for the Northern District of Illinois. Mr. Woodard earned his J.D. and LL.M. degrees from The John Marshall Law School and his B.S., with distinction, from the University of Illinois. He has been recognized by The Best Lawyers in America® for Real Estate Law in Chicago, Illinois.

Speaker bio
Imants F Holmquist

Imants F. Holmquist

Holmquist + Gardiner, PLLC
Imants Holmquist

is an attorney with the law firm of Holmquist + Gardiner, PLLC, where he practices in the areas of commercial transactions and general business law. Mr. Holmquist regularly represents clients in real estate matters ranging from development, to commercial and residential purchase and sale agreements. He earned his B.S. degree in International Studies from the University of Washington and his J.D. degree from Seattle University School of Law. Mr. Holmquist is a member of the Washington State Bar Association.

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