Real Estate & Land Use

Paralegals' Complete Checklist Guide to Real Estate Transactions

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 52 minutes
Mark Kimball
Kenneth Yarsky
Damon Fisch
Anita Lotz
With Mark D. Kimball from MDK Law + 3 others
Recorded September 25, 2024.
Product ID 99006

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Course Includes
$319

OnDemand Video

Course Book Download

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


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$69/month

Overview

Stay Organized and in Control From A to Z

Real estate transactions involve copious amounts of documents, tasks, and deadlines; it's all too easy to let things fall through the cracks. Let checklists be your guide! This program comes replete with checklists to help you stay organized, manage your workload, reduce the risk of mistakes, and avoid complications and delays. Ensure a smooth deal - register today!

  • Comb through purchase agreements, leases, and other contracts for errors and issues.
  • Use checklists to make sure you leave no stone unturned during due diligence.
  • Flush out title and survey problems with handy checklists.
  • Let checklists help you draft complete and accurate deeds and other documents.
  • Dot the i's and cross the t's before, during, and after closing day.

Abbreviated Agenda

  1. Checklists for Reviewing Purchase Agreements, Leases, and Loan Documents
  2. Due Diligence Checklists
  3. Title and Survey Examination and Clearance Checklists
  4. Compliance Checklists: Property Disclosures, Taxes, and More
  5. Deed and Other Document Preparation and Filing Checklists
  6. Checklists and Tips for Deadline and Communication Tracking, Contract Management
  7. Closing and Post-Closing Checklists
  8. Legal Ethics for Paralegals in Real Estate Transactions
Product ID 99006

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Checklists for Reviewing Purchase Agreements, Leases, and Loan Documents

  2. Due Diligence Checklists

  3. Title and Survey Examination and Clearance Checklists

  4. Compliance Checklists: Property Disclosures, Taxes, and More

  5. Deed and Other Document Preparation and Filing Checklists

  6. Checklists and Tips for Deadline and Communication Tracking, Contract Management

  7. Closing and Post-Closing Checklists

  8. Legal Ethics for Paralegals in Real Estate Transactions

    1. Conflicts of Interest
    2. Competence and Diligence
    3. Preserving Confidentiality and Privilege
    4. Avoiding the Unauthorized Practice of Law (UPL)

Who Should Attend

This intermediate level course will show attendees how to stay in control of real estate closing tasks, deadlines, and documents with the help of checklists. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Mark D Kimball
Mark D.
Kimball
MDK Law
Kenneth J Yarsky II
Kenneth J.
Yarsky, II
Sherrard, German & Kelly, P.C.
Damon Fisch
Damon
Fisch
Law Office of Damon M. Fisch, P.C.
Anita I Lotz
Anita I.
Lotz
Phelps Dunbar LLP
Speaker bio
Mark D Kimball

Mark D. Kimball

MDK Law
Mark Kimball

is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial and property law, and consulting in matters involving federal and international taxation. He is admitted to practice in Washington, New York, Texas and Oregon. Mr. Kimball is an adjunct professor of law at Eotvos Lorand and Masaryk Universities in Europe, and has served as a law school guest lecturer at Seattle University School of Law. He is also engaged as an expert witness in superior court cases involving limited liability companies, governance, and other member issues. Mr. Kimball has been admitted to the Second Circuit Bar (New York, Connecticut and Vermont), Fifth Circuit Bar (Texas and Louisiana), and the Oregon State Bar. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law, and also holds an LL.M. degree in transnational commercial practice from Europe. 

Speaker bio
Kenneth J Yarsky II

Kenneth J. Yarsky, II

Sherrard, German & Kelly, P.C.
Kenneth Yarsky

is of counsel to Sherrard, German & Kelly, P.C., and chair of the firm's real estate services group. His practice focuses on all aspects of real estate, business and banking, estate planning, estate administration, creditor's rights, civil litigation, and title insurance litigation. Mr. Yarsky's real estate practice with developers and lenders includes acquisition, development, construction, finance, leasing and zoning. He is a frequent lecturer on real estate law and related law for the Pennsylvania Bar Institute, Allegheny County Bar Association, National Business Institute, and various other providers of continuing education for legal, real estate, accounting, banking and insurance professionals. Mr. Yarsky is a member of the Allegheny County, Pennsylvania and American bar associations. He is a past chairman and current council member of the Real Property Section and is on the Landlord-Tenant Advisory Rules Committee, Court of Common Pleas of Allegheny County. Mr. Yarsky earned his B.S. degree from the University of Dayton and his J.D. degree from Duquesne University School of Law.

Speaker bio
Damon Fisch

Damon Fisch

Law Office of Damon M. Fisch, P.C.
Damon Fisch

is the founder of Law Office of Damon M. Fisch, P.C. He has closed countless real estate transactions for clients, both residential and commercial. Mr. Fisch also has extensive real estate litigation experience. He has litigated the following issues: eminent domain, title insurance defense, mechanics lien, mortgage rescue fraud, eviction, general real estate transaction litigation, foreclosure, and breach of contract. Mr. Fisch earned his B.A. degree from University of Iowa, his M.B.A. degree from the Illinois Institute of Technology-Stuart School of Business, and his J.D. degree from Chicago-Kent College of Law. He currently sits on the Advisory Board for Paralegal Studies. Mr. Fisch is licensed to practice in Illinois.

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. Ms. Lotz has spoken for various business and professional organizations on a variety of foreclosure and commercial lending issues. She is a member of the Memphis, Tennessee and American (member, Business Law Section) bar associations; and the Association of Women Attorneys. Ms. Lotz earned her B.A. degree from Northwestern University and her J.D. degree from Boston University.

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