Monday, September 20, 2023 | 2:00 pm – 5:05 pm
Monday, September 27, 2023 | 2:00 pm – 5:05 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.
Program Fee:
Both Days: $399 for Members | $499 for Nonmembers
Per Day: $229 for Members | $329 for Nonmembers -
Kristin V. Bellouny
Chief Underwriting Counsel and Executive Vice President, Kensington Vanguard National Land ServicesDavid L. Berkey
Gallet Dreyer & Berkey, LLPS.H. Spencer Compton
Senior Vice-President and Senior Counsel
Commonwealth Land Title Insurance CompanyJeffrey M. Cooper
Reis Cooper LLPScott Nadler
Mortgage Loan Originator, CrossCountry Mortgage LLC -
September 20
2:00 pm – 2:05 pm
Introduction & Program Overview
Mindy H. Stern2:05 pm – 3:00 pm
Pre-Contract Due Diligence
Overview for Coops, Condos & 1-3 Family Residences
Special Considerations for Coops & Condos
David L. Berkey3:00 pm – 3:50 pm
Contract of Sale
Mindy H. Stern3:50 pm – 4:05 pm
Break4:05 pm – 4:55 pm
Title Issues
Kristin V. Bellouny4:55 pm – 5:05 pm
Question/Answer Session
PanelSeptember 27
2:00 pm – 2:05 pm
Introduction & Program Overview
Mindy H. Stern2:05 pm – 2:40 pm
Loans
Scott Nadler2:40 pm – 3:30 pm
Trusts & Estates Considerations
Mindy H. Stern3:30 pm – 3:45 pm
Break3:45 pm – 4:20 pm
Transfer Taxes & Mortgage Tax
S.H. Spencer Compton4:20 pm – 4:55 pm
Preparing for & Attending the Closing
Jeffrey M. Cooper4:55 pm – 5:05 pm
Question/Answer Session
Panel -
CLE CREDIT FOR NEW YORK AND CALIFORNIA
Credit for Both Days: 6.0 Skills
CLE Credit for September 20: 3.0 Skills
CLE Credit for September 27: 3.0 SkillsCLE CREDIT FOR NEW JERSEY
Credit for Both Days: 6.8 General MCLE Credits
CLE Credit for September 20: 3.4 General MCLE Credits
CLE Credit for September 27:3.4 General MCLE Credits
CLE CREDIT FOR PENNSYLVANIA
Credit for Both Days: 5.0 General MCLE Credits
CLE Credit for September 20: 2.5 General MCLE Credits
CLE Credit for September 27: 2.5 General MCLE Credits -
Sponsored By:
Sponsorship Opportunities are Available! Please Contact:
Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org