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Real Estate Boot Camp  

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This basic level seminar is designed for: Attorneys, Real Estate Agents/Brokers, Title Professionals, Lending Professionals, Engineers, Surveyors, Paralegals


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Seminar Summary:

This program comes replete with the fundamental knowledge every real estate practitioner and many nonlawyer professionals must know. (see full course description)


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Training Course Syllabus:

An Expansive Look at Real Estate Practice: From Acquisitions to Leasing to Development

Immerse yourself in real estate law! This 2-day program comes replete with the fundamental knowledge every real estate practitioner and many nonlawyer professionals must know. Dip into real estate transactions; gain an understanding of title and title insurance; delve into the basics of easement, boundary, land use issues and much more. Don't miss this opportunity to refresh or build a foundation for a real estate practice - register today!

  • Understand the types of real estate transactions and transaction procedures.
  • Navigate types of studies, inspections, examinations, etc. conducted in due diligence periods.
  • Examine liens and other common types of title defects.
  • Take a look at the closing process and closing documentation.
  • Delve into tax considerations in the transfer and ownership of real property.
  • Review the types of financing tools, from traditional to creative financing.
  • Analyze routinely-negotiated provisions in real estate leases.
  • Walk through the key steps of the real estate development process.
  • Gain a basic grasp of land use and zoning law, variances and permits.
  • See how environmental laws and liabilities impact real estate.

Day 1: Purchase and Sale; Title; Tax; Financing

  1. Purchase and Sale of Real Estate
    9:00 - 10:15, Diana M. Ducharme and Emily Migliaccio
    1. Laws and Regs Governing Real Estate Sales
    2. Types of Transactions; Process and Procedure
    3. Letters of Intent (LOI) and Purchase and Sale Agreements
    4. Walkthrough of Contract Provisions
    5. Due Diligence: Types of Studies, Inspections, Examinations, etc. Buyers May Conduct
    6. Renegotiations, Amendments or Termination Issues Arising From the DD Period
  2. Deeds and Legal Descriptions
    10:30 - 11:00, Andrew R. Bilodeau
    1. Types of Deeds and When They are Used (Warranty, Special Warranty, Quitclaim, Trustee's, etc.)
    2. Testate and Intestate Transfers
    3. Legal Descriptions: How to Read and Understand
    4. Deed Preparation Basics and Mistakes to Avoid
  3. Title and Title Insurance Explained
    11:00 - 12:30, Diana M. Ducharme and Emily Migliaccio
    1. Title Search and Examination Fundamentals
    2. Types of Surveys and Their Role
    3. Title Insurance 101
    4. Liens: Overview of Different Types
    5. Common Defects and How They are Cured
  4. Real Estate Closings 101
    1:30 - 2:15, Diana M. Ducharme and Emily Migliaccio
    1. Process, Timetable and Attorney Duties
    2. Escrow
    3. Preparation and Review of Closing Documents
    4. Closing the Transaction
  5. Tax Matters in Real Estate
    2:15 - 2;45, Andrew R. Bilodeau
    1. Tax Considerations in the Transfer and Ownership of Real Property
    2. 1031 Exchanges/Tax Deferral Tools
    3. Real Property Tax Valuations and Exemptions
    4. Appeals of Property Tax Assessment
  6. Real Estate Financing and Foreclosure Fundamentals
    3:00 - 4:30, Andrew R. Bilodeau
    1. Real Estate Lending Laws and Regs
    2. Types of Real Estate Loans
    3. Loan Applications and Documents (w/Samples)
    4. Routinely Negotiated Provisions of Real Estate Financing Documents
    5. Land Contracts, Options and Subject-to Transactions
    6. Foreclosure and Bankruptcy
    7. Workouts; Deeds in Lieu, Short Sales, etc.

Day 2: Leases; Development; Easements; Zoning and Land Use

  1. Leasing; Landlord-Tenant Laws and Evictions
    9:00 - 10:30, John O. Mancini
    1. Fundamentals of Real Estate Leasing
    2. Walkthrough of Lease Provisions
    3. Routinely Negotiated Terms: Landlord vs. Tenant Perspectives
    4. Lease Amendments and Modifications
    5. Sample LOI, Lease Agreements and Ancillary Documents
    6. Provisions That Commonly Lead to Disputes
    7. Landlord-Tenant Laws and Evictions
  2. Real Estate Development and Construction Law
    10:45 - 12:00, Steven A. Torres
    1. Development Process
    2. Governmental Approvals
    3. Financing/Assistance: Traditional and Government
    4. Construction Law Basics
    5. Development and Construction Contracts
    6. Ways to Mitigate Risk in Construction Development/Management
    7. Condominium and Homeowners Associations - Special Issues
  3. Easements and Boundary Law
    1:00 - 2:00, Justin T. Shay
    1. Easements and Rights-of-Way
    2. Encroachment and Adverse Possession
    3. Boundary or Property Line Disputes
    4. Quiet Title Actions: The Basics
  4. Zoning and Land Use Basics
    2:00 - 2:45, Justin T. Shay
    1. Ordinances, Regulations and Codes
    2. Restrictive Covenants
    3. Variances, Non-Conforming Uses and Conditional Use Permits
    4. Eminent Domain Laws and Process
  5. Environmental Laws and Liability
    3:00 - 3:30, Steven A. Torres
    1. Environmental Laws and Key Real Estate Exposures
    2. Environmental Due Diligence; Site Assessments
    3. Insurance and Contractual Allocation of Liability
  6. Legal Ethics
    3:30 - 4:30, William J. Delaney
    1. Legal and Ethical Standards
    2. Conflicts of Interest in Real Estate Practice
    3. Attorneys as Brokers
    4. Liability for Title Work
    5. Disclosures of Material Facts

Seminar Summary:

This program comes replete with the fundamental knowledge every real estate practitioner and many nonlawyer professionals must know. (see full course description)

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