Real Estate Closings for Attorneys: With Checklists and Documents

Agenda / Content Covered

1. Preparing for the Closing
   1:00 — 2:00, Anita Lotz
   1. Complete Closing Checklist
   2. Resolving Last-Minute Issues and Delays
   3. Reviewing the Final Closing Disclosure
   4. Drafting Deeds and Legal Descriptions
   5. Capacity/Authority Documents: POAs, Trusts, Executors, Businesses, etc.
   6. Reviewing or Preparing Other Documents for Closing
2. Closing Day
   2:00 — 2:45, Alexandra Brewer
   1. Residential vs. Commercial RE Closings
   2. The Role and Duties of the Settlement Agent
   3. Identification and Document Signing
   4. E-Contracts, Signatures, and Remote Online Notarization
   5. Receipt and Handling of Funds From all Parties
   6. Deposits, Disbursements, and Holdbacks
   7. “Deal Breakers” and Bad Closings
3. Post-Closing Procedures: Tying Up Loose Ends
   3:00 — 3:30, Alexandra Brewer
   1. Addressing Incomplete Items and Post-Closing Conditions
   2. Recording the Deed
   3. The Title Policy
   4. Tax Considerations and Form 1099-S
   5. Other Post-Closing To-Dos
4. Closings Gone Wrong: Top Mistakes and Real Estate Scams to Watch for
   3:30 — 4:15, Anita Lotz

Accreditation Details:

Alexandra Brewer is an attorney at Braucher & Associates, PLLC, where she practices in real estate. She is admitted in New Hampshire. She earned her B.A degree from UNH Peter T. Paul College of Business Economics and her J.D degree from New England Law.

Anita I 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.