Agenda / Content Covered

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

1. Purchase and Sale of Real Estate
   9:00 - 10:00, Paul A. Lanni
   
   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
   10:00 - 11:00, Michael C. Adges
   
   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
   11:15 - 12:00, Paul A. Lanni
   
   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
   1:00 - 2:00, Michael C. Adges
   
   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 - 3:30, Dara M. Hartman
   
   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
   3:30 - 4:30, Paul A. Lanni
   
   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

7. Leasing; Landlord-Tenant Laws and Evictions
   9:00 - 10:30, Andrew L. Crabtree
   
   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
8. Real Estate Development and Construction Law
   10:45 - 12:00, Andrew L. Crabtree
   
   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
9. Easements and Boundary Law
   1:00 - 2:15, Robert L. Gordon
   
   1. Easements and Rights-of-Way
   2. Encroachment and Adverse Possession
   3. Boundary or Property Line Disputes
   4. Quiet Title Actions: The Basics
10. Environmental Laws and Liability
    2:30 - 3:30, James P. Rigano
    
    1. Environmental Laws and Key Real Estate Exposures
    2. Environmental Due Diligence; Site Assessments
    3. Insurance and Contractual Allocation of Liability
11. Legal Ethics
    3:30 - 4:30, Andrew L. Crabtree
    
    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

Accreditation Details:

MICHAEL C. ADGES is a sole practitioner in Williston Park, New York, where he focuses his practice in the area of real property, landlord-tenant law, bankruptcy, and collections. Mr. Adges is admitted to practice in New York State and Nassau County bar associations. He has long been a featured lecturer and speaker at events. Mr. Adges is also a former adjunct professor of law at Queens College Law School, where he taught real estate transactions. Mr. Adges earned his B.A. degree from Stony Brook University and his J.D. degree from the Benjamin N. Cardozo School of Law.

ANDREW L. CRABTREE is the principal of the Law Offices of Andrew L. Crabtree, P.C., in Melville, New York. The firm focuses on transactional and litigated real estate, landlord-tenant, construction, and general commercial business matters. Mr. Crabtree has a broad background in residential condominium development and sales, and commercial leasing; and represents commercial owners, developers, purchasers and tenants, including a national franchise chain, in commercial leasing, and landlord and tenant matters. He represents businesses and individuals in federal and state trial courts, as well as in arbitrations and before administrative tribunals, involving commercial disputes, constitutional claims, partnership and shareholder disputes, breach of contract claims, business torts, unfair competition, employment claims, trade secrets, and intellectual property cases. Mr. Crabtree also represents contractors, owners, developers, design professionals, municipalities, and state agencies relating to public and private construction and development projects, mechanics' liens, commercial lease disputes, and landlord-tenant matters. He is a member of the American Bar Association, the New York State Bar Association, and the Suffolk County Bar Association. Mr. Crabtree earned his B.A. degree, magna cum laude, from the State University of New York at Albany and his J.D. degree from Fordham University Law School. He sits on the Zoning Board of Appeals in East Hills, New York and has been named a Super Lawyer in 2015, 2016 & 2017.

ROBERT L. GORDON is a sole practitioner at the Law Office of Robert L. Gordon, where he practices in the areas of residential and commercial real estate, cooperative housing law, condominium law, and bankruptcy. He earned his A.B. degree from Columbia University and his J.D. degree from Benjamin Cardozo School of Law, Yeshiva University. Mr. Gordon is admitted to practice law in the state of New York and in New York's Eastern and Southern Federal districts. He previously served as a partner in the law firm of Horing, Welikson & Rosen, P.C.; and was an associate with Wien, Malkin & Bettex. Mr. Gordon published a law review article concerning intellectual property issues.

DARA M. HARTMAN is an associate with the Law Offices of Andrew L. Crabtree, P.C., where she practices in the areas of commercial and general business litigation. Ms. Hartman is a graduate of Fordham University School of Law, where she was a member of the Fordham Journal of Corporate & Financial Law and moot court. She received her undergraduate degree in accounting from the State University of New York at Binghamton. Ms. Hartman is admitted to practice in New York and before the United States District Court, Southern and Eastern districts of New York.

PAUL A. LANNI is a general practice attorney with the law firm of Blodnick, Fazio & Associates, P.C. His practice areas include commercial litigation, general litigation, real estate and complex real estate workouts, mortgage modifications, landlord/tenant law, foreclosures, estate planning and estate litigation, matrimonial and family law, corporate law and business planning, personal injury, bankruptcy, and vehicle and traffic law. Mr. Lanni has been a CLE lecturer for National Business Institute for various programs concerning issues on landlord/tenant, foreclosure, real estate purchase agreements and title issues, and civil litigation. He has been admitted to practice before the U.S. District Court for the Eastern and Southern districts of New York, as well as before the U.S. Court of Claims. Mr. Lanni was admitted to the bar of the State of New York in 1997. He earned his B.A. degree from SUNY at Stony Brook, his paralegal certificate from Adelphi University, and his J.D. degree from Touro College, Jacob D. Fuchberg Law Center.

JAMES P. RIGANO is an attorney at Rigano LLC. He has concentrated his practice exclusively in environmental law for more than two decades. Mr. Rigano has served in the Enforcement Division of the U.S. Environmental Protection Agency, where he was involved in a variety of water pollution control programs and was environmental counsel to the New York Power Authority. He has extensive experience in subsurface contamination and solid waste issues and has represented clients in numerous matters before environmental regulatory agencies. Mr. Rigano also has extensive experience with environmental issues in Brownfield development projects. Prior to practicing law, he was employed for five years as an environmental scientist conducting research on the environmental effects of electric power generation. Mr. Rigano has written more than 40 articles and has lectured extensively on a variety of environmental insurance coverage topics. He has also chaired more than 20 environmental conferences. Mr. Rigano is actively involved in civic, business and bar association organizations. He earned his J.D. degree from Hofstra University School of Law in 1982. Mr. Rigano also holds a M.S. degree in biology from New York University and a B.A. degree in marine and environmental science from Adelphi University.