California Real Estate Law 101

Agenda / Content Covered

1. Purchase and Sale of Real Estate
   9:00 - 9:45, Zachary D. Schorr
   1. Process and Procedure for Different Types of Transactions
   2. Letters of Intent - What to Include
   3. Purchase and Sale Agreements
   4. Necessary Provisions - Reps and Warranties, Indemnification, and More
   5. Negotiation of Terms
   6. Due Diligence and Inspection Periods
2. Leases: Negotiating, Reviewing, Drafting, and Enforcing
   9:45 - 10:30, Jonathan Zeko
   1. Must-Have Lease Provisions
   2. Terms to Negotiate: Landlord vs. Tenant Perspectives
   3. Common Lease Amendments and Modifications
   4. Sample LOI, Lease Agreements, and Ancillary Documents
   5. Provisions That May Lead to Disputes
   6. Landlord-Tenant Laws and Evictions
3. Legal Descriptions, Deeds, and Land Surveys
   10:45 - 11:15, Michael J. Pallamary
   1. Types of Deeds and When They are Used
   2. Reading and Interpreting Legal Descriptions
   3. Mistakes to Avoid: Typographical Errors, Unclear/Inaccurate Descriptions, and More
   4. Surveys - What Attorneys Need to Know
4. Title and Title Insurance
   11:15 - 12:00, Jonathan Zeko
   1. Title Search and Examination Fundamentals
   2. Title Insurance Overview
   3. Types of Liens
   4. Endorsements
   5. Exceptions to Title
   6. Title Defects and Their Cures
5. Easements and Boundary Law
   1:00 - 1:45, Zachary D. Schorr
   1. Easements and Other Property Interests
   2. Encroachment and Adverse Possession Issues
   3. Resolving Boundary and Property Line Disputes
   4. Quiet Title Matters
6. Land Use Issues - Zoning, Variances, and More
   1:45 - 2:30, Brent G. Cheney
7. Real Estate Closings Essentials
   2:45 - 3:30, Jonathan Zeko
   1. Preparation for the Closing Date
   2. Closing Procedures, Timetable, and Attorney Duties
   3. Preparation and Review of Closing Documents
   4. Understanding Tax Consequences
   5. Closing the Transaction
   6. Post-Closing Procedures
8. Legal Ethics
   3:30 - 4:24, Brent G. Cheney
   1. Client/Lawyer Relationship
   2. Conflicts of Interest
   3. Attorneys' Fees and Engagement Agreements
   4. Ethics Complaints/Grievances

Accreditation Details:

Brent G. Cheney is a shareholder with Parker & Milliken, where he practices in the areas of environmental counseling, real estate law, and business litigation. Mr. Cheney earned his B.S. degree from the University of Southern California and his J.D. degree, cum laude, from Tulane University School of Law. He has extensive trial and appellate experience, both in federal and state courts, handling a wide variety of business and environmental matters. He has successfully handled jury trials, court trials and arbitrations, as well as multiple appeals. He is skilled in the resolution of intricate California real estate and finance disputes, and often litigates or negotiates workouts of failed transactions.

Michael J. Pallamary is the president of Pallamary & Associates of La Jolla. He is a founding member of the Land Surveyors Advisory Council on Technical Standards and a recognized expert on “Standard of Care” defenses and litigation matters. He is the author of The Curt Brown Chronicles, along with Lay of the Land, and the co-author of Advanced Land Descriptions, written with the late Paul Cuomo and the late Roy Minnick. Mr. Pallamary is also the co-author of History of San Diego Land Surveying Experiences with the late Curtis M. Brown. He writes two monthly columns for The American Surveyor magazine. His most recent article on the United States Supreme Court decree on the boundary between the federal government and the state of California, has generated considerable discussion regarding the proper methods to be employed in establishing water boundaries. Mr. Pallamary has performed numerous boundary surveys along the California coastline and is actively involved in contested matters from Coronado to Half Moon Bay. Mr. Pallamary established and mapped out littoral lines throughout Southern California, the majority of which are located in La Jolla, California. He has also established riparian lines in Laguna Niguel and Malibu. Mr. Pallamary has extensive experience as an expert witness in local, regional and federal courts, testifying as to the preparation and interpretation of land survey maps, water boundaries, and related areas of practice. He has testified in more than 75 trials, and has been retained as an expert witness in more than 100 cases across the state of California. Mr. Pallamary has been in the land surveying profession since 1971 and is a frequent lecturer at conferences, seminars and universities.

Zachary D. Schorr is an attorney who leads Schorr Law, APC, an active real estate law firm in Los Angeles. Mr. Schorr founded Schorr Law, APC, with the goal of providing a firm with expertise in a highly focused subject matter that caters to its clients’ specific needs. Prior to becoming an attorney, he earned his B.A. degree, cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California, Davis School of Law (King Hall). After law school, Mr. Schorr completed post-graduate legal tax classes at the University of San Diego School of Law. Mr. Schorr has received many prestigious awards during his years of practice and is widely recognized in the media appearing on the Dr. Phil Show, ABC’s Nightline and ABC’s World News Tonight with David Muir.

Jonathan Zeko is a principal of the law firm of Grant & Zeko, APC, in San Diego, California. He represents clients in business, real estate, commercial, corporate, and collection matters and generally represents creditors and landlords in state, federal and bankruptcy court litigation. Mr. Zeko frequently lectures to professional groups on areas of his practice. He earned his B.A. degree in music from the Conservatory of Music of the University of Missouri - Kansas City and his J.D. degree from the University of Kansas. Mr. Zeko has been a member of the State Bar of California since 1989, and of the federal and bankruptcy courts within the state.