Residential Real Estate Closings: What You Need To Know From Pre-Contract to Closing

Monday, September 28, 2026 | 2:00 pm – 5:05 pm
Monday, October 5, 2026 | 2:00 pm – 5:05 pm

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• 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.

  Program Fee:
  Both Days: $399 for Members | $499 for Nonmembers
  Per Day: $229 for Members | $329 for Nonmembers

• Jason Bergman, Esq.
  VP & Senior Underwriting Counsel
  Sutton Land Title Agency
  A Sutton Alliance Company 

  David L. Berkey, Esq.
  Gallet Dreyer & Berkey, LLP

  Matthew C. Cahill
  Vice President
  Corporate Underwriting Counsel
  First American Title Insurance Company
  National Commercial Services, Northeast Region

  Jeffrey M. Cooper, Esq.
  Reis Cooper LLP

  Gil Ledany
  Senior Loan Officer
  CrossCountry Mortgage LLC

• September 28, 2026

  2:00 – 2:05 p.m.   Introduction & Program Overview
  Mindy H. Stern

  2:05 – 3:00 p.m.    Pre-Contract Due Diligence 
  Overview for Coops, Condos & 1-3 Family Residences
  Special Considerations for Coops & Condos
  David L. Berkey

  3:00 – 3:50 p.m.    Contract of Sale 
  Mindy H. Stern

  3:50 – 4:05 p.m.    Break

  4:05 – 4:55 p.m.   Title Issues
  Jason Bergman

  4:55 – 5:05 p.m.   Question/Answer Session  
  Panel

  October 5, 2026

  2:00 – 2:05 p.m.    Introduction & Program Overview
  Mindy H. Stern

  2:05 – 2:40 p.m.    Loans  
  Gil Ledany

  2:40 – 3:30 p.m.     Trusts & Estates Considerations  
  Mindy H. Stern

  3:30 – 3:45 p.m.      Break

  3:45 – 4:20 p.m.     Transfer Taxes & Mortgage Tax  
  Matthew C. Cahill

  4:20 – 4:55 p.m.     Preparing for & Attending the Closing  
  Jeffrey M. Cooper

  4:55 – 5:05 p.m.     Question/Answer Session  
  Panel

   

• CLE CREDIT FOR NEW YORK  AND CALIFORNIA
  Credit for Both Days: 6.0 Professional Practice
  CLE Credit for September 28: 3.0 Professional Practice
  CLE Credit for October 5: 3.0 Professional Practice

  CLE CREDIT FOR NEW JERSEY
  Credit for Both Days: 6.8 General MCLE Credits
  CLE Credit for September 28: 3.4 General MCLE Credits
  CLE Credit for October 5: 3.4 General MCLE Credits
  

  CLE CREDIT FOR PENNSYLVANIA
  Credit for Both Days: 5.0 General MCLE Credits
  CLE Credit for September 28: 2.5 General MCLE Credits
  CLE Credit for October 5: 2.5 General MCLE Credits

• Sponsorship Opportunities are Available! Please Contact:
  Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org