| THE BASICS OF POST-CONTRACTUAL DUE DILIGENCE
9:00 - 10:00, Meredith A. Bieber
- Caveat Emptor in Commercial Real Estate Transactions
- Scope of Due Diligence Based on Party Represented
- Key Documents to Review and When to Review Them
- What Red Flags to Look for
- Title and Clearance Methods and Techniques
- Renegotiation Tactics
ADVISING ON FINANCING AND TAX ISSUES
10:15 - 11:15, Meredith A. Bieber
- The Real Estate Transaction Through the Lender's Eyes
- Financing Options
- Loan Applications and Commitments
- Construction and Permanent Finance Agreements
- Negotiating Key Provisions of Finance Agreements
- What You Need to Know About Real Estate Transfer Tax Laws
- Income Tax Issues
DRAFTING CLOSING DOCUMENTS
11:15 - 12:15, David J. Scaggs
- The Documents Involved
- The Closing Statement
- Drafting and Revising Tips
- Checklist for Preparing Closing Documents
- Common Pitfalls to Avoid
THE CLOSING PROCESS
1:15 - 2:15, David J. Scaggs
- Follow the Contract
- The Roles and Responsibilities of All Parties Involved
- Preparing for the Closing (and Pre-Closing Chaos)
- Getting the Right People and Paperwork to the Table
- Communicating and Working With All Parties Involved
- Running the Closing
- Handling Surprises at the Closing
POST-CLOSING MATTERS
2:15 - 3:15, Keith N. Leonard
- Filing/Recording the Transaction
- Disbursement of Funds and Escrow Items
- Preparing the Closing Package for the Lender
- Title Policy Preparation
- Release of Liens
ETHICS DURING REAL ESTATE TRANSACTIONS
3:30 - 4:30, Keith N. Leonard
- Unauthorized Practice of Law
- Conflicts of Interest
- Disclosure of Defects
- Good Faith Transactions
- Fiduciary Responsibilities
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