Audio CD + Course Book

Real Estate Legal Boot Camp

Audio CD + Course Book

Copyright Date:

May, 2018

Product ID#:

78970CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • WA CLE - 11.75

Other

  • Limited Practice Officer - 11.75
From Event: Real Estate Legal Boot Camp, held May 2018.

Program Description

Immerse yourself in real estate law! This guide 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 - order today!

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. Tax Matters in Real Estate
  5. 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
  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: 11.75 WA - Credit Approval Expiration 05/02/2023 *

Limited Practice Officer – Limited Practice Officer: 11.75 WA - Credit Approval Expiration 05/02/2023 *


* 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, Lawrence S. Glosser
    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 - 11:00, Lawrence S. Glosser
    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 - 12:45, Dwight A. Bickel
    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. Tax Matters in Real Estate
    1:45 - 2:45, John F. Sherwood Sr.
    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
  5. Real Estate Financing and Foreclosure Fundamentals
    3:00 - 4:30, Melissa A. Huelsman
    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, Lawrence S. Glosser
    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
    10:45 - 12:00, Allan B. Bakalian
    1. Land Use and Construction Development Process
    2. Governmental Approvals
    3. Subdivision Process
    4. Stormwater, Steep Slopes, Critical Areas - Special Issues
    5. Land Use Appeals (LUPA)
  3. Easements and Boundary Law
    1:00 - 2:00, Lawrence S. Glosser
    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, Ted Hunter
    1. Ordinances, Regulations and Codes
    2. Restrictive Covenants
    3. Variances, Non-Conforming Uses and Conditional Use Permits
  5. Environmental Laws and Liability
    3:00 - 3:30, Peter E. Hapke
    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, Alan D. Smith
    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

ALLAN B. BAKALIAN is a partner with Zeno Bakalian P.S. He has practiced environmental law in Washington and Oregon for 25 years. Mr. Bakalian started his career as an assistant regional counsel for the U.S. Environmental Protection Agency in Seattle, where he represented the United States in Superfund and hazardous waste matters. He served as senior environmental counsel for Univar Corp. for nine years, and has been in private practice since 2001. Mr. Bakalian represents companies and individuals in environmental, real estate and land use matters in Washington and Oregon, specializing in hazardous waste investigations and cleanups, regulatory compliance and enforcement actions, real estate transactions and land use matters, stormwater permitting and compliance, natural resource protection and related litigation. His unique and varied experience enables him to develop successful strategies for representing individuals and businesses in a wide-range of environmental and real estate related matters. Mr. Bakalian earned his J.D. degree, with honors, from Lewis and Clark Law School in Portland, Oregon.

DWIGHT A. BICKEL is the regional counsel for the Fidelity National Financial Group, supporting all its title insurance companies: Chicago Title, Fidelity Title, Ticor Title, Commonwealth Land Title and Lawyers Title, and their agents. Based in its Seattle office at Columbia Center, he is responsible as an advisor to the other underwriting personnel and to all the title and escrow operations in six northwest states. Mr. Bickel graduated from the University of Washington Foster School of Business and the University of Puget Sound School of Law. His professional career began in a private law firm for five years handling real property transactions, bankruptcy, family law and civil litigation. Mr. Bickel joined Safeco Title in 1982 as its claims counsel and thereafter served as underwriting counsel and as a manager for agents and underwriter companies. He is the Legislative Committee chair for the Washington Land Title Association, has been a member of its Board of Directors for many years, and was its president in 2006. For more than fourteen years, he has been a member of the Forms Committee of the American Land Title Association, responsible for developing new title insurance forms for use throughout the United States. Mr. Bickel is an approved instructor for education credits for lawyers, limited practice officers, and real estate brokers.

LAWRENCE S. GLOSSER is a partner with Ahlers & Cressman PLLC. He has been actively involved in the real estate industry as a broker, manager, developer, and attorney since 1978. Mr. Glosser is thoroughly familiar with all aspects of real estate transactions and financing. He brings his past entrepreneurial experience to the practice of law, enabling him to understand both the legal and business issues presented in each transaction. Mr. Glosser assists clients with understanding and evaluating legal issues associated with real estate and business transactions, enabling clients to analyze risk, and make informed business decisions. He graduated, cum laude, from Seattle University School of Law, where he was associate editor of the Law Review and served as judicial extern to Hon. William L. Dwyer at the U.S. District Court, Western District of Washington. Mr. Glosser is admitted to practice in Washington and before the U.S. District Court, Western District of Washington. He was formerly an associate at Perkins Coie, and served as assistant general counsel for Shurgard Storage Centers, Inc., at its Seattle headquarters. Prior to joining Ahlers & Cressman PLLC, Mr. Glosser was the owner and managing member of Glosser Law Offices, PLLC, located in Bellevue, Washington. He has been designated as a Super Lawyer in the area of real estate and has a rating of 10 (Superb) by AVVO.

PETER E. HAPKE is the principal with Hapke Law Office, PLLC, in Seattle. Mr. Hapke has practiced law for more than 30 years. He began his career in natural resources law, representing the U.S. Forest Service in Washington, D.C. Since then, he has focused on environmental law, with an emphasis on hazardous waste compliance and Federal Superfund. After moving to Seattle in 1993, he continued that focus and added experience with the Model Toxics Control Act (MTCA) cost recovery, Clean Water Act compliance, and environmental insurance. Mr. Hapke was a senior assistant city attorney in the Seattle City Attorney’s Office and a counsel in the Office of the General Counsel at The Boeing Company. He opened a solo environmental practice in 2005 in which he resolved a wide variety of contaminated property legal issues for clients. He has represented owners, buyers, and trusts and estates in all facets of the purchase and sale, cleanup, and cost recovery of contaminated property. Mr. Hapke earned his B.A. and J.D. degrees from the University of North Carolina and his M.A. degree from Duke University. He is a member of the Washington State Bar Association’s Environmental and Land Use Section.

MELISSA A. HUELSMAN is the principal of the Law Offices of Melissa A. Huelsman P.S. She is a Seattle-based attorney admitted to practice in Washington and California (inactive), and before the Ninth Circuit Court of Appeals, United States District Courts for the Western and Eastern Districts of Washington, and the United States District Courts for the Central District of California. Ms. Huelsman's practice involves plaintiffs' civil litigation in the areas of predatory lending and mortgage loan servicing, foreclosure defense, fraud and foreclosure rescue scams. She also practices in the United States bankruptcy courts. Ms. Huelsman is a founder and vice chair of the Board of Directors, Northwest Consumer Law Center, a non-profit dedicated to the representation of consumers on financial issues. She also sits on the Board of CENTS, financial literacy non-profit. Ms. Huelsman has spoken on the issues of predatory lending, foreclosure defense and foreclosure rescue scams at numerous CLEs and bar functions. She was named King County Bar Association's Pro Bono Lawyer of the Year in 2006 and was previously recognized by VLS as one of its Volunteers of the Year. Ms. Huelsman has received a similar award from the Urban League of Seattle/Metropolitan King County and was named 2012 Pro Bono Honoree by Columbia Legal Services. She earned her B.A. degree from California State University at Fullerton and her J.D. degree from Southwestern University School of Law.

TED HUNTER is the managing director of Sound Hearings and Sound Mediation which operate under the auspices of Sound Law Center, LLC. Mr. Hunter earned his law degree from the University of Washington and was trained in mediation techniques at Willamette and Harvard universities. His trial experience involved representation in land use matters for developers and environmental groups at all levels of the state and federal courts. Mr. Hunter also served as legal counsel to the Washington State Legislature on energy and environmental matters. He was selected as the chief negotiator for the Legislature in matters involving land use proposals at the U.S. Hanford Nuclear Reservation. Mr. Hunter established and is past chair of the Dispute Resolution Section of the Washington State Bar Association and is a member of the Association for Conflict Resolution. He also is a member of the American Planning Association and the Washington State and American bar associations. Mr. Hunter is a land use hearing examiner and mediator for more than 20 cities in Washington state.

JOHN F. SHERWOOD SR. practices in the areas of federal and state estate tax issues, wills, trusts, and estate and trust administration. Mr. Sherwood represents individuals in litigation regarding real estate, trusts, probate, guardianships and related issues. He has taught estate planning, trust and estates administration and fiduciary income tax at the law school of the University of Puget Sound and later at the University of Washington Law School as an adjunct professor. Mr. Sherwood served as legislative counsel to a governor of Washington. He is a member of the Board of Directors of the Evergreen Hospital Foundation and co-chair of its Planned Giving Committee. Mr. Sherwood received his J.D. degree from New York University.

ALAN D. SMITH is a partner in the Seattle office of Perkins Coie LLP. He co-wrote "Washington Secured Transactions Under Revised Article 9 of the Uniform Commercial Code: Forms and Practice Manual," 2003 (updated annually) and wrote the chapter on "Ethical Issues in Bankruptcy" in the Washington State Bar Association's Washington Legal Ethics Deskbook (2003, updated 2007). Mr. Smith practices in the areas of commercial and finance transactions, bankruptcy, insolvency and reorganization, and frequently speaks and writes on those substantive topics, as well as on ethics issues. Recent speaking engagements include "Privileges and Confidentiality" for the Washington State Bar Association; "Bankruptcy Ethics" for National Business Institute; "International Issues in Restructurings and Reorganization" for the Association of Insolvency and Restructuring Advisors Annual Conference; and "Secured Lenders and Credit Bidding in Bankruptcy Sales," an ExecSense Webinar. Mr. Smith earned his A.B. degree, summa cum laude, from Princeton University and his J.D. degree, cum laude, from the University of Chicago Law School, Order of the Coif. He is a member of the American Bar Association (Corporation, Banking and Business Law Section and Business Bankruptcy Committee), the Washington State Bar Association (Business Law Section), the State Bar of California (Business Law Section), and the American Bankruptcy Institute. Mr. Smith also is certified as a business bankruptcy specialist by the American Board of Bankruptcy Certification.

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

WA CLE: 11.75 Credit Approval Exp
05/02/2023
Includes - Ethics: 1.00
This program may qualify for up to 11.75 hours of Washington continuing legal education (Self Study) A/V credit, which includes 10.75 hours of Law and Legal Procedure and 1.0 hour of ethics.


Limited Practice Officer

WA LPO: 11.75 Credit Approval Exp
05/02/2023
Includes - Ethics: 1.00
This course may qualify for up to 11.75 hours of continuing education (Self Study) A/V credit for Limited Practice Officers in the state of Washington, which includes 10.75 hours of Law and Legal Procedure and 1.0 hour of ethics.


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Fax: 715.835.1405
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