Audio CD + Course Book

Handling Real Estate Transactions From Start to Finish

Audio CD + Course Book

Copyright Date:

December, 2017

Product ID#:

77288CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • ID CLE - 6.00
From Event: Handling Real Estate Transactions From Start to Finish, held December 2017.

Program Description

Are you confident in your abilities to close complex real estate transactions? Are you behind on current trends or looking to learn new ways to navigate the process? This fundamental course will provide you with current procedural guidelines and tools necessary to handle your transactions from contract to closing. The world of real estate is ever-changing and remaining up to date on legislative requirements and best practices is vital for success. Don't miss this opportunity to learn the latest information and techniques to guarantee a positive experience. Order today!

Course Content

  1. Steps Preceding the Real Estate Closing
  2. Special Considerations in Farm and Ranch Transactions, Including Water Rights
  3. The Closing
  4. Procedures for Recording the Deed
  5. Ethical Challenges in Real Estate

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 ID - Credit Approval Expiration 12/18/2020 *


* denotes specialty credits

Agenda / Content Covered

  1. STEPS PRECEDING THE REAL ESTATE CLOSING
    9:00 - 10:30, Written by W. Forrest Fischer
    Presented by W. Forrest Fischer in Pocatello and Aubrey Richardson in Boise
    1. Real Estate Transaction Preparation Checklist
    2. Preparation of the Purchase and Sale Agreement
      1. Letters of Intent
      2. Contracts for Deed (Installment Sales Contracts)
      3. Key Terms of the Purchase and Sale Agreement
    3. Overview of Title Examination Procedures
    4. The Title Insurance Commitment
      1. Basic Terms and Standard Provisions
      2. Removing the Standard Exceptions
      3. Special Exceptions
      4. Endorsements
    5. Surveys and Legal Descriptions
      1. Survey Requirements and Survey Certifications
      2. Reviewing Surveys and Legal Descriptions
    6. Other Due Diligence
    7. Loan Commitments - Lender vs. Borrower
  2. SPECIAL CONSIDERATIONS IN FARM AND RANCH TRANSACTIONS, INCLUDING WATER RIGHTS
    10:45 - 12:15, Written by Thomas J. Budge and Matthew T. Christensen
    Presented by Thomas J. Budge in Pocatello and Matthew T. Christensen in Boise
  3. THE CLOSING
    1:15 - 2:30, Written by Andrew M. Wayment
    Presented by Andrew M. Wayment in Pocatello and Kaleena M. Bluemer in Boise
    1. Closing Checklist
    2. Closing Documents and Procedures: A Step-by-Step Guide
      1. Types of Deeds
      2. Closing Statement
      3. How to Fulfill Escrow Instructions
    3. Types of Closings: Escrow and Roundtable
    4. What to do When Closings go Bad
  4. PROCEDURES FOR RECORDING THE DEED
    2:45 - 3:30, Written by Andrew M. Wayment
    Presented by Andrew M. Wayment in Pocatello and Kaleena M. Bluemer in Boise
    1. Requirements for a Valid Deed
    2. How to Acknowledge the Grantor's Signature (Notary and Witness)
    3. Documentary Stamps and Fees
    4. Electronic Filing Procedures and Concerns
    5. Key Issues by County and County Line Discrepancies
  5. ETHICAL CHALLENGES IN REAL ESTATE
    3:30 - 4:30, Written and presented by W. Forrest Fischer in Pocatello
    Written and presented by Chad R. Moody in Boise
    1. Applying the Rules of Professional Conduct
      1. Good Faith Required in Real Estate Transactions
      2. Lawyers and Title Insurance Companies
      3. Trust Accounts
    2. Predatory Lending Practices - Attorney Pitfalls
    3. Holding of Escrowed Funds
    4. Disclosure of Defects
    5. Spotting and Avoiding Conflicts of Interest
December 18 - Pocatello

THOMAS J. BUDGE is a partner in the law firm of Racine Olson Nye & Budge Chtd., in Pocatello. He joined the firm in 2006 after earning his law degree from the University of Idaho. Mr. Budge’s legal practice focuses on real estate, business, and water law. He has represented cities, corporations, banks, developers, and landowners throughout Southern Idaho in a wide range of transactions, administrative proceedings, litigation, and appeals. Mr. Budge has worked on some of the largest real estate developments in eastern Idaho, was intimately involved with the Snake River Basin Adjudication, and has been heavily engaged in resolving monumental conflicts between surface and ground water users across the Snake River Plain. His experience includes farm and ranch transactions, commercial transactions, water rights, the Clean Water Act, easements, boundary disputes, eminent domain, mining, and energy.

W. FORREST FISCHER is an attorney with the law firm of Holden Kidwell Hahn & Crapo, where he practices in the areas of real estate, land use, business law, and commercial litigation. Prior to joining the firm, Mr. Fischer practiced law in Seattle and Bellevue, Washington, litigating in both federal and state court. He has successfully represented clients in code enforcement actions, boundary line disputes, construction defect claims, land use appeals, home foreclosures, and adverse possession claims. Mr. Fischer earned his B.S. degree from Brigham Young University - Idaho, and his J.D. degree from Gonzaga University School of Law, where he was a member of the Dean's List and president of the Society of Law and Business. In 2013, Mr. Fischer obtained his M.B.A. from Gonzaga University School of Business, where he was a member of the President's List. He is a member of the Idaho State Bar and the Washington State Bar Association.

ANDREW M. WAYMENT is a partner with Tolson & Wayment, PLLC, where he assists clients with issues in the areas of estate planning, probate, business, collection, family law, natural resource, conservation easement, and real property law. He has successfully represented clients both in and out of court. Mr. Wayment earned his B.A. degree, with high honors, from Idaho State University and his J.D. degree from the University of Idaho Law School. He graduated in the top twenty of his class and was a member of the Idaho Law Review.

December 19 - Boise

KALEENA M. BLUEMER is an attorney in the office of Angstman Johnson. She focuses her practice on business entity formations and transactions, constitutional litigation, gun trusts and estate planning for gun owners, probate, and criminal law and restoration of rights. Prior to joining her present firm, Ms. Bluemer was an attorney at Alex Kincaid Law, assisted corporate in-house counsel at Boise, Inc. and also served the Ada County Public Defender’s Office. Her desire to help small business owners with business formation and operation issues began as a clinical intern for the University of Idaho Small Business Clinic and continues in her practice today. Ms. Bluemer is admitted to practice in the state of Idaho, the United States District Court for the District of Idaho and the state of Washington.

MATTHEW T. CHRISTENSEN is the managing member of the law firm of Angstman Johnson, where he has a civil litigation practice involving commercial law (finance and secured transactions), bankruptcy, real property and business matters. He also has a transactional practice involving real estate, finance and business matters, including franchising. Mr. Christensen frequently represents bankruptcy trustees and other fiduciaries in recovering assets and administering estates. He also is an adjunct professor at the University of Idaho College of Law, where he teaches international trade/business, real estate transactions and law practice management courses. Mr. Christensen is a member of the Idaho State Bar, and received his B.A. degree from Brigham Young University, and his J.D. and LL.M. degrees from Duke University School of Law.

CHAD R. MOODY is an associate with the law firm of Angstman Johnson, where he represents clients in a variety of areas such as real estate, bankruptcy, and business-related matters. His areas of practice include both civil litigation and transactional work. Mr. Moody earned his J.D. degree from the University of Idaho College of Law and was ranked in the top 10% of his class. Prior to law school, he earned a B.S. degree from Northwest Nazarene University. After law school, Mr. Moody served as a staff attorney at the Idaho Court of Appeals for the Honorable Chief Judge John Melanson. He also worked as a judicial extern at the Idaho Supreme Court for Chief Justice Roger Burdick, and as a summer extern for the Fourth Judicial District. Mr. Moody is a member of the Idaho State Bar (member, Commercial Law & Bankruptcy Section and Business & Corporate Law Section).

AUBREY RICHARDSON is an associate with Angstman Johnson, in Boise, Idaho, where she practices in the areas of business law, real estate and bankruptcy. She earned her M.B.A. from George Fox University in 2010. Ms. Richardson has worked as a real estate broker, project manager and business coach for 15 years, and uses her experience to give clients strategically focused advice that both solves legal problems and advances business objectives.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

ID CLE: 6.00 Credit Approval Exp
12/18/2020
Includes - Ethics: 1.00
This program may qualify for up to 6.0 hours of self-study continuing legal education credit in the state of Idaho, which may include 1.0 ethics credit. Application for self-study approval must be submitted to the Idaho State Bar.


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