Real Estate Boot Camp for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Register For Course
Live Webinar Registration
OnDemand Video
Video Download
Course Book Download
or
Overview
Contracts, Due Diligence, Title, Closings, and More
What should you look for when reviewing title and surveys? Do you know what a complete closing binder looks like? When it comes to legal transactions, the importance of getting everything right can't be stressed enough - and that's especially true for real estate deals. This program will show you how to be thorough with contract drafting and review, due diligence, and other key aspects of real estate transactions. Don't miss this opportunity for a detailed, step-by-step walkthrough of real estate transactions designed especially for paralegals - register today!
- Learn how to coordinate parties and keep the deal on track to close by the agreed-upon date.
- Catch purchase and sale agreement pitfalls before your attorney does.
- Spot all potential issues with thorough due diligence reviews, title searches, and survey reviews.
- Help your attorney deal with unwanted title defects to get to a clear or marketable title.
- Ensure a smooth closing with comprehensive checklists and closing binders.
Abbreviated Agenda
- Purchase and Sale of Real Estate
- Drafting Letters of Intent and Purchase and Sale Agreements
- Due Diligence for Real Estate Transactions
- Reviewing Title, Title Commitments, and Surveys
- Real Estate Closings: The Paralegal's Role
- Paralegal Ethics
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Purchase and Sale of Real Estate
- Process and Procedure
- Types of Transactions
- Understanding the Terms of the Deal
- Coordinating the Parties and Dealing With Delays
- Calendaring and Tracking Performance
-
Drafting Letters of Intent and Purchase and Sale Agreements
- Drafting the LOI and Confidentiality Agreement
- Reviewing Transaction Terms in the Purchase Agreement
- Outlining the Conditions of the Closing
- Setting the Closing Date
- Letter of Intent and Purchase and Sale Agreement Pitfalls
-
Due Diligence for Real Estate Transactions
- Seller Deliverables
- Title/Survey
- Unrecorded Land Use Documents
- Zoning Review and Environmental Assessments
- Third-Party Inspections and Reports
-
Reviewing Title, Title Commitments, and Surveys
- Reviewing the Title Commitment
- Title Insurance Endorsements
- Dealing With Unwanted Title Exceptions
- Types of Surveys and Their Role
- Reviewing Surveys and Communicating With Surveyors
-
Real Estate Closings: The Paralegal's Role
- Overview of the Closing Process
- Closing Checklists and Timelines
- Preparation and Review of Closing Documents
- Types of Deeds: When They are Used and Why
- Legal Descriptions: How to Read and Understand
- Preparing Escrow Closing Instructions
- Post-Closing Calendaring and Obligations
- Tips to Avoid Errors in Documents and Other Last-Minute Issues
-
Paralegal Ethics
- Unauthorized Practice of Law
- Avoiding Legal Advice
- Conflicts of Interest
- Competence and Due Diligence
Who Should Attend
This intermediate level course is designed to give attendees practical skills for real estate responsibilities. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
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.
Speaker bio
Richard Fox
is an attorney with the Law Office of Richard J. Fox PLLC, where his practice focuses on commercial and residential real estate. As legal counsel, he represents buyers, sellers, and lenders in residential and commercial real estate transactions, including title searches and closing. As a title insurance agent, Mr. Fox reviews title opinions and issues title insurance policies. He is admitted to practice in Vermont and Massachusetts, and before the U.S. District Court for the District of Massachusetts. Mr. Fox is a member of the Vermont, Massachusetts, and Chittenden County bar associations; and is an agent for Vermont Attorneys Title Corporation. He earned his B.A. degree from Rutgers College and his J.D. degree from The George Washington University Law School.
Speaker bio
Kevin Dunlevy
is an attorney at LeVander Gillen & Miller P.A., where he practices in real estate and creditors' remedies. He is a real property law specialist certified by the Minnesota State Bar Association. Mr. Dunlevy is experienced in real estate litigation, transactions, foreclosures, evictions, and other creditors' remedies. He is a frequent presenter at seminars for attorneys, title companies, realtors and lenders, and has written numerous articles and publications for professional and trade groups. Mr. Dunlevy is a member of the Hennepin County, Minnesota State and American bar associations, as well as the State Bar Association of North Dakota and the State Bar of Wisconsin. He co-chairs the Legislative Committee of the Real Property Section of the Minnesota State Bar Association, and is the past chair of the Title Insurance Litigation Committee of the American Bar Association's Torts and Insurance Practice Section. Mr. Dunlevy recently taught real estate law to lawyers and law students in Ukraine, including real estate and mortgage fraud. He earned his B.A. degree, cum laude, and his J.D. degree from the University of North Dakota.
Speaker bio
Mark Hazelbaker
is an attorney with Weld Riley, S.C. He continues to emphasize representation of local governments, small businesses, and litigation. Mr. Hazelbaker began his career as legal counsel of the Wisconsin Counties Association. He served as personnel director/corporation counsel, and later as administrative coordinator for Manitowoc County. Mr. Hazelbaker has been in private practice since 1992, first with downtown Madison law firms, and then in his own firm since 1999. He has lectured many times on labor and employment law, land use law, and municipal law for various business and professional groups. Mr. Hazelbaker has also published law reviews and other articles. He is a member of the Dane County Bar Association and the State Bar of Wisconsin (Litigation, Labor and Employment, and Government Lawyers Division sections). Mr. Hazelbaker earned his B.A. degree from the University of Wisconsin and his J.D. degree from the University of Wisconsin Law School.
Top FAQs
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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