Real Estate

4.19

Real Estate Transaction Document Dangers: Part 2

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 58 minutes
Joseph Mandarino
Jason Bielagus
Anita Lotz
With Joseph C. Mandarino from Smith, Gambrell & Russell, LLP + 2 others
Recorded December 22, 2023
Product ID 97747

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Overview

Spot Red Flags in Financing, Appraisal, and Closing Documents

The purchase contract is signed, due diligence is underway or done. It's time to make final financial arrangements and get all the documentation ready for closing. Our experienced faculty will show you how to spot document issues in the last steps of a real estate transaction. Careful and timely review and corrections will spare you and your clients from major headaches on and after closing day. Don't let these problems escape your notice - register today!

  • Spot appraisal report issues that could indicate that the property has been undervalued or overvalued.
  • Gauge when traditional and alternative financing deals will translate into problems for clients.
  • Keep an eye out for the most common closing document errors.
  • Tie up loose ends and be on the lookout for issues after the closing, lest they come back to haunt.

Abbreviated Agenda

  1. Appraisal Report Red Flags
  2. Real Estate Loan Documentation Warning Signs
  3. Dangers of Land Contracts and Other Alternative Financing Structures
  4. 1031 Exchange and Tax Documentation Gone Wrong
  5. Top 10 List of Closing Document Problems
  6. Fixing Document and Recording Issues Post-Closing

Related Topics

Product ID 97747

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Appraisal Report Red Flags

  2. Real Estate Loan Documentation Warning Signs

  3. Dangers of Land Contracts and Other Alternative Financing Structures

  4. 1031 Exchange and Tax Documentation Gone Wrong

  5. Top 10 List of Closing Document Problems

  6. Fixing Document and Recording Issues Post-Closing

Who Should Attend

This program is designed for attorneys. Real estate professionals, title insurance professionals, lenders, and paralegals may also benefit.

Speakers

Joseph C Mandarino
Joseph C.
Mandarino
Smith, Gambrell & Russell, LLP
Jason A Bielagus
Jason A.
Bielagus
Bielagus Law Offices PLLC
Anita I Lotz
Anita I.
Lotz
Phelps Dunbar LLP
Speaker bio
Joseph C Mandarino

Joseph C. Mandarino

Smith, Gambrell & Russell, LLP
Joseph Mandarino

is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. Mr. Mandarino's articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, Journal of Real Estate Taxation, Journal of S Corporation Taxation, Journal of Multistate Taxation, Tax & Finance Newsletter and NYU Institute on Federal Taxation. In addition, he has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, White House Conference on Small Businesses, U.S. Small Business Administration, Georgia Electronic Commerce Association, Federation of Exchange Accommodators, International Reinsurance Conference, Service Corps of Retired Executives and the United Way, as well as several panel-type TV discussion programs. Mr. Mandarino earned his B.A. degree from the University of Toronto, his J.D. degree, cum laude, from Loyola University School of Law and his LL.M. degree from New York University School of Law.

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Speaker bio
Jason A Bielagus

Jason A. Bielagus

Bielagus Law Offices PLLC
Jason Bielagus

is an attorney at Bielagus Law Offices PLLC, where he focuses his practice on commercial and residential real estate, both transactions and litigation. His experience includes closings, purchases, sales, purchase and sale agreements, deeds, notes, mortgages, foreclosures, lease agreements, evictions, subdivisions, condominiums and petitions to quiet title, as well as litigation of real estate matters. Mr. Bielagus was an assistant district attorney in New Mexico. He also served as a JAG officer with the Army National Guard. Mr. Bielagus is licensed to practice in New Hampshire, Massachusetts and New Mexico, as well as the U.S. District Court D.N.H. and the U.S. Bankruptcy Court D.N.H. He earned his B.A. degree from St. John's College and his J.D. degree from Suffolk University Law School.

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Speaker bio
Anita I Lotz

Anita I. Lotz

Phelps Dunbar LLP
Anita Lotz

is a member of the Memphis law firm of Farris Bobango PLC, 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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