Real Estate & Land Use

Due Diligence for Real Estate Paralegals: Reviewing Title, Surveys, Appraisal Reports, and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 58 minutes
Duane Wunsch
Celena Nash
Shane Sclichter
With Duane H. Wunsch from Fidelity National Title Group + 2 others
Recorded December 03, 2024.
Product ID 99445

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Course Includes
$219

OnDemand Video

Course Book Download

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Overview

Dig Up Legal, Financial, and Physical Issues Before the Closing

Is the client really getting what they're paying for or is the property hiding some serious issues? This due diligence guide will show you how to review reports and documents to unearth everything from title defects to environmental risks. Help your attorney spot and resolve problems before the client signs on that dotted line - register today!

  • Get a master due diligence checklist to ensure no critical avenues go overlooked.
  • Investigate title issues through a title search or by reviewing the title commitment.
  • Read and cross-read legal descriptions and surveys for conflicts and other issues.
  • Discover what you should be looking for in appraisal reports, leases, environmental reports, and other documents.

Abbreviated Agenda

  1. Master Due Diligence Checklist and Document Management Tips
  2. Other Due Diligence To-Dos (With Checklists)
  3. Mortgage Commitment and Appraisal Reports
  4. Title Due Diligence
  5. Reviewing Legal Descriptions and Land Surveys

Related Topics

Product ID 99445

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Master Due Diligence Checklist and Document Management Tips

    1. Sources of Due Diligence Materials
    2. Interested Party Lists: Who Should be On Them
    3. Reviewing the Transaction Agreement
    4. Master Task List/Checklist and Calendar
    5. Due Diligence Request Lists
    6. Insights for Organizing Incoming Due Diligence Documents

  2. Other Due Diligence To-Dos (With Checklists)

    1. Confirming Representations and Warranties
    2. UCC Searches and Personal Property
    3. What to Look for During the Physical Site Search
    4. Tax Issues
    5. Reviewing Existing Leases
    6. Assessing Environmental Risk
    7. Corporate/Organization Documents
    8. Special Considerations for Mineral, Oil, Gas, Timber, and Water Rights

  3. Mortgage Commitment and Appraisal Reports

  4. Title Due Diligence

    1. Title Search and Examination
    2. Reviewing the Title Commitment
    3. Objection Letters

  5. Reviewing Legal Descriptions and Land Surveys

    1. Ensuring Validity
    2. Locating Easements and Servitudes
    3. Access (or Lack Thereof)
    4. Encroachments
    5. Zoning and Setback Requirements
    6. Property Use Considerations
    7. Inconsistencies

Who Should Attend

This intermediate level course is designed to give attendees the knowledge and skills they need to effectively handle real estate due diligence. Those who should attend include:

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

Speakers

Duane H Wunsch
Duane H.
Wunsch
Fidelity National Title Group
Celena Nash
Celena
Nash
Nash Real Estate
Shane D Sclichter
Shane D.
Sclichter
Vorys, Sater, Seymour and Pease LLP
Speaker bio
Duane H Wunsch

Duane H. Wunsch

Fidelity National Title Group
Duane Wunsch

is vice president and Wisconsin state counsel for Fidelity National Title Group. He has more than 30 years of experience, including searching and examining titles, closing transactions, and handling title insurance claims. Mr. Wunsch is a member of the Milwaukee Bar Association, Wisconsin Land Title Association and State Bar of Wisconsin. He earned his B.A degree from the University of Wisconsin, Madison; and his J.D. degree from Emory University School of Law.

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Speaker bio
Celena Nash

Celena Nash

Nash Real Estate
Celena Nash

is an attorney at Nash Real Estate. She is an experienced litigator who has zealously represented real estate clients in the south Florida community for over a decade. Ms. Nash focuses her practice on commercial real estate matters, homeowners and condominium association transactions, and negotiations and general commercial litigation. In addition, she serves as the general counsel for corporations, advising them of compliance and contract issues and of applicable local, state and federal regulations.Throughout her career, Ms. Nash has belonged and still belongs to a number of philanthropic and professional organizations, including the American Bar Association, T.J. Reddick Bar Association, Broward Lawyers Care, Inc., Emerge Broward, The Florida Bar's Legal Needs of Children Committee, and The Florida Bar Grievance Committee. She is admitted to the Florida bar, the U.S. District Court for the Southern District of Florida, and the U.S. Bankruptcy Court for the Southern District of Florida. Ms. Nash earned her B.A. degree from Park University and her J.D. degree from Florida Coastal School of Law.

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Speaker bio
Shane D Sclichter

Shane D. Sclichter

Vorys, Sater, Seymour and Pease LLP
Shane Sclichter

is a partner in the law firm of Vorys, Sater, Seymour and Pease LLP, where he is a member of the finance, energy and real estate group. He has nearly two decades of experience in banking and commercial finance law. In his practice, Mr. Sclichter primarily represents commercial banks and borrowers in a wide range of multi-lender and single lender secured and unsecured financing transactions, including real estate development and construction financing, asset-based lending facilities, acquisition financings, equipment financings, mezzanine financings, and intercreditor and subordination agreements. He also has experience with real estate sales and acquisitions (commercial and residential), including purchase and sales agreements, title insurance matters, inspection issues, transfer tax issues, survey requirements, and leasing issues. Prior to joining the firm, Mr. Sclichter was senior counsel at First Niagara Bank. He earned his B.A. degree from The Citadel, the Military College of South Carolina; and his J.D. degree from the Duquesne University School of Law. He is a member of The West Virginia Bar Association, Pennsylvania Bar Association and New Jersey State Bar Association.

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Top FAQs

What is included with my course purchase?

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.
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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.
Do you have options for attendees who are deaf or hard of hearing?

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.
Are multiple attendee discounts available?

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.
When will the OnDemand be available and how long will I have access to the content?

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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