Real Estate Transactions in Florida (FL)

Audio program! (check our CLE Programs page for live versions)

This program focuses on a variety of real estate transaction issues you need to know to represent your clients effectively.

This is an intermediate level course designed to cover a broad array of topics that the real estate attorney should know well to represent her or his clients.

Faculty will cover everything from documents, to Title Insurance issues and complications, closing the deal, commercial leasing, foreclosures, bankruptcy, liens.

The program will include practice tips.

 

This program does not walk you through forms and assumes a basic knowledge of the field.

This program was recorded in 2016.

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What You Will Learn

  • Documents
    • Contracts vs. closing
    • Title documents
    • Basic FAR / BAR purchase contract
    • Changes made to the FAR/BAR contract to comply with the CFPB rules and an explanation of how those changes can potentially affect your clients’ pending real estate deals
    • Purchase and Sale agreements (residential)
  • Title Insurance Overview
    • Introduction to Title Insurance
    • Examination and production of the Title Commitment
    • Owners vs. lenders policies
    • Standard exceptions
    • Constructions liens
    • Surveys & easements
    • Other exceptions
    • Zoning, permit issues
    • Endorsements
    • Title curative red flags in connection with title
  • Closings overview
    • Execution of documents
    • Power of Attorney
    • Homestead
  • Commercial Leasing
    • Anatomy of a deal / letters of intent
    • Lease types
    • Landlord and tenant obligations under a lease
    • Possession, improvements, renewals, defaults and remedies
  • Foreclosure, Bankruptcy & Liens / Judgment Liens, Lien Priorities 
  • Practice Tips 

Testimonials

“Very informative and effective seminar.” – E. Briggs, Esq.

“I especially liked the practice tips.” – L. Taylor, Esq.

“[John Catalano’s] talk on leases was clear and methodical.”

“[Michael Greene’s] materials were…helpfully put together. They referenced relevant law and will be useful to review in the future. He was very engaging.”

“Excellent presentation [by Michael Greene]. Very detailed, thorough and covered the basics.”

“The speakers were great — it was 101 level, so an overview of all topics was what was appropriate.”

“Interesting. The topic of Execution of Documents was very useful.”

“[Catalano and Greene’s presentation was] very informative and useful.”

“Mr. Greene’s detailed outlines were excellent.”

“Liked the handout.”

“Knowledgeable speakers.”

Faculty

David K. Blattner, Esq.
Shareholder
Becker & Poliakoff

David Blattner has over 25 years of experience in complex real estate transactions and concentrates on acquisitions and financing and development of large-scale shopping centers, office buildings and executive parks, marinas, warehouse, flex projects, hotels, single-family and multi-family residential developments and condominiums.

David represents a wide range of clients throughout Florida, the U.S., Canada, South America and Asia. His clients include: developers, multinational corporations, domestic corporations, banks and other financial institutions, condominium and homeowner’s associations, property management companies and landlords and tenants.

A large number of David’s clients have been with him his entire career: “I have been fortunate to enjoy close and long lasting relationships with my clients. Perhaps this is because I like to take a holistic approach in my work for them. I don’t just focus on the narrow legal issues but look at the broader context of the business and what is going to help make it successful. This is an approach which I think makes for better deals but more importantly I get my greatest satisfaction from contributing to my clients’ success.”


John Catalano, Esq.
Founding Member
LSRCF Attorneys – Lehtinen Schultz Riedi Catalano de la Fuente, PLLC

JOHN CATALANO is a founding member of LSRCF and serves as the head of the Firm’s Corporate and Real Estate group.  Mr. Catalano focuses his practice in commercial real estate transactions, complex lending and financial transactions, corporate and business matters, and energy law.

Prior to joining LSRCF, Mr. Catalano was a partner with the Florida-based law firm of Tew Cardenas LLP.  Mr. Catalano also practiced with some of the largest law firms in the U.S., including as an attorney in Washington, D.C. in the corporate and finance group of Dickstein Shapiro LLP, and as a partner in the real estate practice group with Duane Morris LLP.  His private-sector experience includes serving in the role as the Director of Leasing and Portfolio Management for a large, private equity real estate company with over Billion in assets under management.  Mr. Catalano has also represented energy producers and private equity investors in transactions such as the financing and acquisition of power projects. In addition, Mr. Catalano has extensive experience in the hospitality industry, including among other things, having built a successful multi-state restaurant group and subsequently negotiated the sale to a national venture capital company.


Michael S. Greene, Esq.
Partner
Development Law Group, P.A.

Michael S. Greene is the principal partner of the Development Law Group. The Development Law Group practices in the areas of real estate development and finance, real estate acquisition, sale and leasing, construction law, construction contracting and claims resolution, indoor environmental and disaster preparation and recovery, ADA and Accessibility Code, Fair Housing Act hospitality law, land use and zoning law, healthcare facilities, including nursing homes and senior living projects, trademark and copyrights for owners, design professionals and manufacturers, and alcoholic beverage licensing. He represents developers, institutional and entrepreneurial building owners, purchasers, sellers, landlords and tenants, contractors, mold assessors and remediators.


Russell S. Jacobs, Esq.

The Jacobs Law Group

Russell advises and represents condominium associations in Miami-Dade and Broward County as well as U.S. and foreign clients in commercial and residential real estate transactions in South Florida. 

Russell S. Jacobs leads the charge in a four lawyer firm dedicated to individualized service for legal representation in Commercial and Residential transactions. Russ represents a range of clients from a publicly traded real estate developer in the Fortune 500 to individuals purchasing multi-family buildings, office space, retail shopping centers, warehouse space and gasoline stations. Russ has a specific expertise in condominium development and representing condominium associations. In other words; if you put it on dirt, Russ knows how to help you buy it, sell it, protect it, refinance it and manage it. 

Russ graduated magna cum laude from Washington University in St. Louis and was a Jacob and Charlotte Lehrman Foundation Scholar at George Washington University Law School in Washington, D.C.. Russ served at one of the premier real estate law firms in the State of Florida, represents Fortune 500 companies and enjoys membership in the committees that have the ear of the legislature on issues facing condominium associations. Russ also serves on the mentorship committee of the Dade County Bar Association and currently sits on the Real Property Probate and Trust Law Section of the Florida Bar’s residential committee and condominium committee.


James A. Marx, Esq.

Marx & Frankel, P.A.

James A. Marx is a transactional lawyer who focuses his practice on representing clients with real estate and corporate structuring and governance issues. James is Board Certified by the Florida Bar as a specialist in Real Estate Law, and has over 26 years of experience at large national law firms and at his own firm in handling complex and simple real estate and corporate transactions – structuring, advising and representing foreign and U.S. sellers, buyers, privately held entities, condominium associations, financial institutions, investors, lenders and developers.  James has been recognized for several years as one of the top attorneys in Florida by Super Lawyers, Florida Trend, Legal Elite, and South Florida Legal Guide.

James currently serves on the Executive Council of the Real Property Section of the Florida Bar and the Executive Council of the Business Law Section of the Florida Bar.

James was appointed by the Florida Board of Governors to serve on the Florida Joint Realtor-Attorney Committee, which authors and periodically updates the FR/BAR Contract Documents that are customarily used in residential real estate transactions throughout Florida, and James has been appointed to serve as the 2016 Committee Chair.

James received his law degree from the University of Miami, where he was an editor and published author on the University of Miami Law Review, and he received his undergraduate degree in Accounting from Ithaca College, cum laude.  James is admitted to practice in Florida, Washington, D.C. and New York.


Fees

Audio Course and Materials Package – CD or Download: $425

CD: plus $7.50 shipping and, in CA, sales tax.

CLE Credit

FL General:  This program is approved for 7.5 general CLE units in Florida through October 1, 2017.

CA General: This program is approved for 6.25 general CLE units in California.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

Reminder: The room temperature at hotels and other seminar locations are notoriously hard to control. Please bring a sweater or jacket in case it gets cold and/or layer as if you are going to the movies so you are comfortable.

$425.00 each

Recorded in 2016.

Clear