Mondays, September 18 and 25, 2017 | 6 pm – 9 pm
Program Chair
Mindy H. Stern
Schwartz Sladkus Reich Greenberg Atlas LLP
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This program covers the basics of the purchase and sale of cooperatives, condominiums and houses. The panelists will review forms of ownership, pre-contract due diligence (including an overview of statutory and common law requirements, and practice tips), transfer and mortgage taxes, title insurance and lien searches. The program will also discuss the contract of sale, with special attention to the loan contingency and other most frequently negotiated contract provisions, provide an overview of basic residential loan issues, as well as general estate planning considerations, commonly encountered problems (such as combined apartments), and “how to” close a transaction. The course materials will contain the latest forms and necessary check lists. This program’s updated content will provide CLE credit to all attendees, even if they attended in the past.
Live Program & Webcast:
$399 Member | $499 Nonmember (both days)
$229 Member | $329 Nonmember (per day) -
David L. Berkey
Gallet Dreyer & Berkey, LLPS.H. Spencer Compton
Vice President, Special Counsel
First American Title Insurance CompanyJeffrey M. Cooper
Reis Cooper LLPRichard A. Nardi
Loeb & Loeb LLPMatthew W. Ryan
Senior Vice President and
Head of New York Trust Administration
HSBC Private BankDeborah M. Voytovich
Vice President and Underwriting Counsel
Stewart Title Insurance Company – Title Associates -
September 18, 2017 (Day 1):
6:00 pm – 6:05 pm Introduction
Mindy H. Stern6:05 pm – 7:00 pm Pre-Contract Due Diligence - Overview for Coops, Condos & 1-3 Family Residences
- Special Considerations for Coops & Condos
David L. Berkey
7:00 pm – 7:50 pm Contract of Sale
Mindy H. Stern7:50 pm – 8:00 pm Break 8:00 pm – 8:45 pm Title Issues
Deborah M. Voytovich8:45 pm – 9:00 pm Question/Answer Session September 25, 2017 (Day 2):
6:00 pm – 6:05 pm Introduction
Mindy H. Stern6:05 pm – 6:40 pm Loans
Richard A. Nardi6:40 pm – 7:25 pm Trusts & Estates Considerations
Matthew W. Ryan7:25 pm – 7:35 pm Break 7:35 pm – 8:05 pm Transfer Taxes & Mortgage Tax
S.H. Spencer Compton8:05 pm – 8:45 pm Preparing for & Attending the Closing
Jeffrey M. Cooper8:45 pm – 9:00 pm Question/Answer Session -
Both Days:
NY: 6.0 credits total: 2.5 skills, 2.5 professional practice & 1.0 ethics
NJ: 6.8 general
CA: 6.0 credits total: 5.0 general & 1.0 professional responsibility
PA: 5.0 generalDay 1 Only:
NY: 3.0 credits total: 2.0 skills, 0.5 professional practice & 0.5 ethics
NJ: 3.4 general
CA: 3.0 credits total: 2.5 general & 0.5 professional responsibility
PA: 2.5 generalDay 2 Only:
NY: 3.0 credits total: 2.0 professional practice, 0.5 skills & 0.5 ethics
NJ: 3.4 general
CA: 3.0 credits total: 2.5 general & 0.5 professional responsibility
PA: 2.5 general -
Sponsored By:
Sponsorship Opportunities are Available! Please Contact:
Maricela Alfonso| Membership and CLE Relations Associate| (212) 382-6608 | MAlfonso@nycbar.org______________________________________________________________