Residential Real Estate Closings: What You Need to Know From Pre-Contract to Closing (Both Days)

Mondays, September 16 & 23, 2019 | 6:00 p.m. – 9:00 p.m.

Program Chair:
Mindy H. Stern

Mindy H. Stern
Schwartz Sladkus Reich Greenberg Atlas LLP

  • 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
    Live Program & Webcast (Per Day): $229 for Members | $329 for Nonmembers
    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2017-2019), In-House/Corporate Counsel, Judges (and their staff who are also members), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Kristin V. Bellouny
    Chief Underwriting Counsel and Executive Vice President
    Kensington Vanguard National Land Services
    David L. Berkey
    Gallet Dreyer & Berkey, LLP
    S.H. Spencer Compton
    Vice President, Special Counsel
    First American Title Insurance Company
    Jeffrey M. Cooper
    Reis Cooper LLP
    Scott Nadler
    Mortgage Loan Originator
    loanDepot, LLC
    Matthew W. Ryan
    Senior Vice President and Head of New York Trust Administration
    HSBC Private Bank

  • September 16, 2019
    6:00 p.m. – 6:05 p.m. Introduction

    Mindy H. Stern

    6:05 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. Berkey

    7:00 p.m. – 7:50 p.m. Contract of Sale

    Mindy H. Stern

    7:50 p.m. – 8:00 p.m. Break
    8:00 p.m. – 8:45 p.m. Title Issues

    Kristin V. Bellouny

    8:45 p.m. – 9:00 p.m. Question/Answer Session
    September 23, 2019
    6:00 p.m. – 6:05 p.m. Introduction

    Mindy H. Stern

    6:05 p.m. – 6:40 p.m. Loans

    Scott Nadler

    6:40 p.m. – 7:25 p.m. Trusts & Estates Considerations

    Matthew W. Ryan

    7:25 p.m. – 7:35 p.m. Break
    7:35 p.m. – 8:05 p.m. Transfer Taxes & Mortgage Tax

    S.H. Spencer Compton

    8:05 p.m. – 8:45 p.m. Preparing for & Attending the Closing

    Jeffrey M. Cooper

    8:45 p.m. – 9:00 p.m. Question/Answer Session

  • CLE Credit

    New York & California:
    Both Days: 6.0 Skills
    Per Day: 3.0 Skills

    New Jersey:
    Both Days: 6.8 General
    Per Day: 3.4 General

    Both Days: 5.0 General
    Per Day: 2.5 General

  • Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 |