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Real Estate Law Boot Camp



2 Day Seminar
Monday, April 16, 2018 -
Tuesday, April 17, 2018


9:00 AM - 4:30 PM

Product ID#:



Holiday Inn Hotel Worthington

7007 N High Street

Worthington, OH 43085


$565 / Each Additional

$555 / New Professional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • OH CLE - 12.00


  • IACET - 1.20
  • Real Estate - 12.00

Program Description

An Expansive Look at Real Estate Practice: From Acquisitions to Leasing to Development

Immerse yourself in real estate law! This 2-day program comes replete with the fundamental knowledge every real estate practitioner and many nonlawyer professionals must know. Dip into real estate transactions; gain an understanding of title and title insurance; delve into the basics of easement, boundary, land use issues and much more. Don't miss this opportunity to refresh or build a foundation for a real estate practice - register today!

  • Understand the types of real estate transactions and transaction procedures.
  • Navigate types of studies, inspections, examinations, etc. conducted in due diligence periods.
  • Examine liens and other common types of title defects.
  • Take a look at the closing process and closing documentation.
  • Delve into tax considerations in the transfer and ownership of real property.
  • Review the types of financing tools, from traditional to creative financing.
  • Analyze routinely-negotiated provisions in real estate leases.
  • Walk through the key steps of the real estate development process.
  • Gain a basic grasp of land use and zoning law, variances and permits.
  • See how environmental laws and liabilities impact real estate.

Who Should Attend

This basic level seminar is designed for:

  • Attorneys
  • Real Estate Agents/Brokers
  • Title Professionals
  • Lending Professionals
  • Engineers
  • Surveyors
  • Paralegals

Course Content

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

  1. Purchase and Sale of Real Estate
  2. Deeds and Legal Descriptions
  3. Title and Title Insurance Explained
  4. Real Estate Closings 101
  5. Tax Matters in Real Estate
  6. Real Estate Financing and Foreclosure Fundamentals

Day 2: Leases; Development; Easements; Zoning and Land Use

  1. Leasing; Landlord-Tenant Laws and Evictions
  2. Real Estate Development and Construction Law
  3. Easements and Boundary Law
  4. Zoning and Land Use Basics
  5. Environmental Laws and Liability
  6. Legal Ethics

Continuing Education Credit

Continuing Legal Education – CLE: 12.00 *

International Association for Continuing Education Training – IACET: 1.20

Real Estate – Real Estate: 12.00

* denotes specialty credits

Agenda / Content Covered

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

  1. Purchase and Sale of Real Estate
    9:00 - 10:15, Jeffery J. Madison
    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
    10:15 - 10:45, Jeffery J. Madison
    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
    11:00 - 12:30, Thomas R. McGrath
    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
    1:30 - 2:15, Jeffery J. Madison
    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 - 2:45, James C. Lewis III
    1. Real Property Tax Valuations and Exemptions
    2. Appeals of Property Tax Assessment
  6. Real Estate Financing and Foreclosure Fundamentals
    3:00 - 4:30, James C. Lewis III
    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

  1. Leasing; Landlord-Tenant Laws and Evictions
    9:00 - 10:30, John D. Gillespie
    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
  2. Real Estate Development and Construction Law
    10:45 - 12:00, Christopher T. O'Shaughnessy
    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
  3. Easements and Boundary Law
    1:00 - 2:00, Thomas R. McGrath
    1. Easements and Rights-of-Way
    2. Encroachment and Adverse Possession
    3. Boundary or Property Line Disputes
    4. Quiet Title Actions: The Basics
  4. Zoning and Land Use Basics
    2:00 - 2:45, William L. Loveland
    1. Ordinances, Regulations and Codes
    2. Restrictive Covenants
    3. Variances, Non-Conforming Uses and Conditional Use Permits
    4. Eminent Domain Laws and Process
  5. Environmental Laws and Liability
    3:00 - 3:30, William L. Loveland
    1. Environmental Laws and Key Real Estate Exposures
    2. Environmental Due Diligence; Site Assessments
    3. Insurance and Contractual Allocation of Liability
  6. Legal Ethics
    3:30 - 4:30, Thomas R. McGrath
    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

JOHN D. GILLESPIE is a partner in the law firm of Shumaker, Loop & Kendrick, LLP. He has extensive experience representing developers and investors on all aspects of commercial real estate development and joint venture formation. Mr. Gillespie regularly represents developers and investors in connection with financings, and small businesses in connection with their corporate needs. He also has substantial experience representing buyers and sellers of real estate on large portfolio transactions, including complex ground and air rights lease transactions. Mr. Gillespie regularly handles complex title and survey issues. He earned his B.A. degree, cum laude, from Ohio Wesleyan University and his J.D. degree from The Ohio State University.

JAMES C. LEWIS III is of counsel with the Vesha Law Firm, LLC. He spent more than three decades working on various matters relating to finance. He worked for both large and small banking companies. Mr. Lewis has been involved with transactions in a variety of industries including real estate, manufacturing, retail, professional organizations, restaurants and non-profit organizations. He focuses his practice on small business, financings, refinancings, restructures, litigation, collections, contracts, creditors rights and private equity. For over a third of a century, Mr. Lewis was an officer or attorney for various financial firms. He was the corporate secretary of a company that is registered with the SEC. Mr. Lewis has lectured on legal and financial topics at Ohio University, Youngstown State University, and Hocking College. He earned his J.D. degree from Case Western Reserve University, and he is a graduate of the College of William & Mary, where he was a member of the Economics Honorary Society.

WILLIAM L. LOVELAND is the owner of Loveland Law, L.L.C., where he practices in the areas of real estate transactions, development planning, condominium creation, zoning (working for both private and governmental entities), estate planning, probate, professional licensing and discipline, and civil litigation. Mr. Loveland has lectured for National Business Institute on numerous real estate law subjects, including zoning, zoning litigation, condominium law, the law governing homeowner's associations, quiet title actions, title insurance, and ethics. Mr. Loveland is past chairman of the Litigation Practice Institute, the president of the Joseph Fletcher Lawyers Ethics Conference, president of The Ross Foundation, and a current active member of the Professional Ethics and the Admissions committees of the Columbus Bar Association. Mr. Loveland was recently inducted into the Dublin School District Hall of Fame due to his work as a community advocate. He is a member of the Columbus, Ohio State and American bar associations. Mr. Loveland earned his B.A. degree from Denison University and his J.D. degree, with honors, from Ohio State University School of Law.

JEFFERY J. MADISON is an attorney with Lane, Alton & Horst, LLC, where he practices in the areas of creditors' rights, business, real estate, oil and gas, and litigation. In addition, Mr. Madison represents both buyers and sellers through real estate closings from reviewing the purchase contract to receipt of the deed. He is admitted to practice in Ohio and before the U.S. District Court for the Southern District of Ohio. Mr. Madison is a member of the Ohio State Bar Association, the Columbus Bar Association (member, Real Property and Bankruptcy committees) and is a founding member of the Sigma Chi Bar Association.

THOMAS R. MCGRATH is a managing partner of Thomas R. McGrath Co., LPA, where he practices in the areas of complex litigation, real estate law, insurance law, and title insurance claims litigation. He is a frequent lecturer for various professional groups on real estate title insurance law and other insurance and real estate issues. Mr. McGrath is a member of the Columbus, Ohio State (member, Real Property Committee) and American (past chair, Title Insurance Litigation Committee of the Tort Trial & Insurance Practice Section) bar associations. He earned his B.A. degree from Ohio State University and his J.D. degree from Capital University Law School.

CHRISTOPHER T. O'SHAUGHNESSY is a partner in the law firm of Hahn Loeser & Parks LLP, where he focuses his practice on public and private construction law, commercial and construction litigation, and intellectual property law. Mr. O’Shaughnessy has represented architects, engineers, surveyors, owners, contractors, subcontractors, and material suppliers in contract negotiations as well as design, bidding and construction disputes. He is a member of the American, Ohio State, Columbus (Construction Law Committee) bar associations; the Columbus Bar Foundation (fellow); the Defense Research Institute (Construction Law Committee); Associated General Contractors of Ohio; and Builders' Exchange of Central Ohio. Mr. O'Shaughnessy is admitted to practice before the Supreme Court of Ohio and the U.S. District Court for the Northern and Southern districts. He earned his B.A. degree from The Ohio State University and J.D. degree from Capital University Law School.

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


Accreditation Details:

Continuing Legal Education

OH CLE: 12.00 Includes - Ethics: 1.00
This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 12.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.

International Association for Continuing Education Training

N IACET: 1.20
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 1.2 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)

Upon completion of this course, attendee will be able to: 1. State different types of real estate transactions. 2. Describe different types of deeds. 3. List different types of surveys. 4. Identify key closing documents. 5. State tax consequences upon the sale/transfer of real property. 6. Explain ways to finance real estate. 7. Name four key provisions of real estate leases. 8. Identify financing opportunities in real estate development. 9. State what an easement is. 10. Define restrictive covenants. 11. Name key environmental laws and real estate vulnerabilities. 12. Explain ethical standards to which you must adhere.

Real Estate

OH RE: 12.00
Approved for 12.0 hours of credit by The Ohio Division of Real Estate.

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How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702