Mondays, September 24 & October 1, 2018 | 6:00 p.m. – 9:00 p.m.
| Program Chair: |
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 Mindy H. Stern |
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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
Both Days: $399 for Members | $499 for Nonmembers
Per Day: $229 for Members | $329 for NonmembersMembers who are Recent Law Graduates, Newly Admitted Lawyers (2016-2018), In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.
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Kristin V. Bellouny
Chief Underwriting Counsel and Executive Vice President
Kensington Vanguard National Land ServicesDavid 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 Bank -
Monday, September 24, 2018 (Day 1)
6:00 p.m. – 6:05 p.m. Introduction
Mindy H. Stern6:05 p.m. – 7:00 p.m. Pre-Contract Due Diligence
Overview for Coops, Condos & 1-3 Family Residences
Special Considerations for Coops & Condos
David L. Berkey7:00 p.m. – 7:50 p.m Contract of Sale
Mindy H. Stern7:50 p.m. – 8:00 p.m. Break 8:00 p.m. – 8:45 p.m. Title Issues
Kristin V. Bellouny8:45 p.m. – 9:00 p.m. Question/Answer Session Monday, October 1, 2018 (Day 2)
6:00 p.m. – 6:05 p.m. Introduction
Mindy H. Stern6:05 p.m. – 6:40 p.m. Loans
Richard A. Nardi6:40 p.m. – 7:25 p.m. Trusts & Estates Considerations
Matthew W. Ryan7:25 p.m. – 7:35 p.m. Break 7:35 – 8:05 p.m. Transfer Taxes & Mortgage Tax
S.H. Spencer Compton8:05 p.m. – 8:45 p.m. Preparing for & Attending the Closing
Jeffrey M. Cooper8:45 p.m. – 9:00 p.m. Question/Answer Session -
CLE Credit:
New York & California:
Both Days: 6.0 total: 2.5 Skills, 2.5 Professional Practice, 1.0 Ethics
9/24 Only: 3.0 total: 2.0 Skills, 0.5 Professional Practice, 0.5 Ethics
10/1 Only: 3.0 total: 2.0 Professional Practice, 0.5 Skills, 0.5 EthicsNew Jersey
Both Days: 6.8 General
Per Day: 3.4 GeneralPennsylvania
Both Days: 5.0 General
Per Day: 2.5 General -
Sponsorship Opportunities are Available! Please Contact:
Angie Avila, Membership Outreach and Sponsorships Manager | (212) 382-6608 | aavila@nycbar.org______________________________________________________________