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Practical Skills - Purchases & Sales of Homes - SOLD OUT
Tuesday, November 10, 2009
- Location -
The New Yorker Hotel
481 Eighth Avenue @ 34th Street
New York, NY
(212) 244-0719
THIS PROGRAM IS SOLD OUT. NO ON SITE
REGISTRATIONS WILL BE ALLOWED.
If you would like to be put on our wait list, please call
1-800-582-2452.
7.0 TOTAL CREDITS
3.5 credit hours of professional practice and/or practice management;
2.5 of skills; 1.0 of ethics.
This basic-level course has been approved for MCLE credit in New York
for all attorneys, including newly admitted (less than 24
months).
PROGRAM DESCRIPTION
This program provides a step-by-step guide as well as practical
tips to attorneys in purchases and sales of homes, covering:
pre-contract issues such as dealing with brokers and property
inspection; clause-by-clause review of contract drafting and
negotiation, including mortgage contingency clause issues; mortgage
financing issues; title and survey examination and insurance; pulling it
all together at the closing; and ethical issues related to sales of
homes.
AGENDA
8:30-9:00
REGISTRATION
9:00-9:10
1. OVERVIEW
Speakers: Frank C. Sarratori, Esq. (Albany); William P. Johnson,
Esq. (Buffalo); Benjamin Weinstock, Esq. (Long Island); Mindy H. Stern,
Esq. (New York City); Heather C.M. Rogers, Esq. (Rochester); John P.
Sindoni, Esq. (Syracuse); Melvyn Mitzner, Esq. (Westchester)
9:10-9:35
2. PRE-CONTRACT CONSIDERATIONS
A. Seller
1. Brokers listings and commissions
2. Sale terms and timing
3. Tax planning
4. Property Condition Disclosure Statement
B. Purchaser
1. Brokers’ agency disclosure
2. Inspection (PCDS)
3. Financing
C. Binders and the statute of frauds
D. Checklists
Speakers: Peter V. Coffey, Esq. (Albany); Michael J.
Lombardo, Esq. (Buffalo); TBA (Long Island); Mindy H. Stern, Esq. (New
York City); William P. Fletcher, Esq. (Rochester); Teresa M. Roney, Esq.
and Francis D. Stinziano, Jr., Esq. (Syracuse); Denise P. Ward, Esq. and
Robert J. Zaccagnino, Esq. (Westchester)
9:35-10:25
3. CONTRACT DRAFTING AND NEGOTIATION
A. Contract forms—local and statewide
B. Preparation of contract (broker or attorney)
C. Contract Issues: parties; property description; personal
property; price and payment; escrow of down payment; title
(marketable, fee simple, insurable) and permitted exceptions;
property condition; compliance with law; deeds; time and place of
closing; financing and other contingencies; risk of loss;
possession; smoke and c.o. detectors; lead paint;
tenants; condominiums; new construction; and breaches and
remedies.
D. Checklists
Speakers: Michelle H. Wildgrube, Esq. (Albany); Michael J.
Lombardo, Esq. (Buffalo); Abraham B. Krieger, Esq. (Long Island); Karl
B. Holtzschue, Esq. (New York City); Heather C.M. Rogers, Esq.
(Rochester); Teresa M. Roney, Esq. and Francis D. Stinziano, Jr., Esq.
(Syracuse); Denise P. Ward, Esq. and Robert J. Zaccagnino, Esq.
(Westchester)
10:25-10:35 COFFEE BREAK
10:35-11:00
4. CONTRACT NEGOTIATION (continued)
Speakers: Michelle H. Wildgrube, Esq. (Albany); Michael J.
Lombardo, Esq. (Buffalo); Abraham B. Krieger, Esq. (Long Island); Karl
B. Holtzschue, Esq. (New York City); Heather C.M. Rogers, Esq.
(Rochester); Teresa M. Roney, Esq. and Francis D. Stinziano, Jr., Esq.
(Syracuse); Denise P. Ward, Esq. and Robert J. Zaccagnino, Esq.
(Westchester)
11:00-11:50
5. MORTGAGE FINANCING
A. Types of lenders and types of loans
B. Mortgage brokers, mortgage bankers and mortgage loan
originators
C. Scope of Representation
D. Loan application and qualification
E. Contract “mortgage financing” contingency
clauses and compliance
F. Loan commitment
G. Loan documentation
Speakers: Frank C. Sarratori, Esq. (Albany); Michael S. Rakowski,
Esq. (Buffalo); Jaime D. Ezratty, Esq. (Long Island); Mindy H. Stern,
Esq. (New York City); Kevin E. Brzezinski, Esq. (Rochester); Rocco J.
Mangano, Esq. (Syracuse); Patrick J. Loftus, Esq., (Westchester)
11:50-12:00
QUESTION AND ANSWER PERIOD
12:00-1:00 LUNCH (ON
YOUR OWN)
1:00-1:50
6. TITLE EXAMINATION AND DISPOSITION OF OBJECTIONS
A. Examination of title: title abstract or commitment
B. Title policies: what is and what is not covered (2006 ALTA
Policy)
C. Disposition of title objections
D. Endorsements and affirmative insurance (2006
endorsements)
E. Rates of insurance
F. Referrals and representation of multiple parties
Speakers: William M. Burstein, Esq. (Albany); William P. Johnson,
Esq. (Buffalo); Christine M. Zells, Esq. (Buffalo); John M. Martin, Esq.
(Long Island); Joseph D. DeSalvo, Esq. (New York City); Cheryl A. Brown,
Esq. (Rochester); William H. Bradt, Esq. (Syracuse); Melvyn Mitzner,
Esq. (Westchester)
1:50-2:15
7. SURVEY EXAMINATION
Speakers: William M. Burstein, Esq. (Albany); Michael M.
Blinkoff, Esq. (Buffalo); Benjamin Weinstock, Esq. (Long Island);Ariel
Weinstock, Esq. (New York City); Steven J. Pheterson, Esq. (Rochester);
Jeffrey B. Davis, Esq. (Syracuse); Melvyn Mitzner, Esq.
(Westchester)
2:15–2:25 REFRESHMENT
BREAK
2:25-3:15
8. ETHICS AND PROFESSIONALISM
A. Sources of the rules; ethics opinions
B. Conflicts: lawyer/client; between clients
C. Escrow account rules
D. Preserving client confidences
E. Communication, advertising and referrals
F. Engagement letters and arbitration of fees
G. Lawyers Fund for Client Protection
Speakers: Anne Reynolds Copps, Esq. (Albany); Susan M. Eagan, Esq.
(Buffalo); Richard E. Grayson, Esq. (Long Island); J. Richard Supple,
Esq. (New York City); Lucien A. Morin, II, Esq. (Rochester); John P.
Sindoni, Esq. (Syracuse); Deborah A. Scalise, Esq. (Westchester)
3:15–4:05
9. PREPARATION FOR CLOSING; CLOSING; POST CLOSING
MATTERS
A. Pre-closing matters (checklists)
B. Closing Matters (checklists)
1. Seller/Purchaser/Lender/Paralegals
2. Adjustments
3. Transfer and mortgage taxes
4. Title insurance and exceptions
5. FIRPTA
6. Casualty insurance
7. Closing forms (e.g., Monroe Co. fence
agreement)
8. Attorney escrow accounts (NYSBA opinion
737)
C. Post closing matters
1. Closing memorandum and statement
2. Title insurance policy and deed
3. Tax reporting: 1099-S and income taxation of
gain
4. Expressly surviving liabilities (merger
defense)
5. Tax treatment of adjustments and expenses,
etc.
Speakers: Leesa A. Naimo-Fredette, Esq. (Albany); Sharon J.
Schwartz, Esq. (Buffalo); Ilan Lerman, Esq. (Long Island); Nancy A.
Connery, Esq. (New York City); Mindy A. St. John, Esq. (Rochester);
Teresa M. Roney, Esq. and Francis D. Stinziano, Jr., Esq. (Syracuse);
Jeffrey B. Davis, Esq. (Syracuse); Melvyn Mitzner, Esq.
(Westchester)
4:05-4:15
QUESTION AND ANSWER PERIOD
4:15 ADJOURNMENT
PROGRAM FACULTY
Overall Planning Co-Chairs
Joseph M. Walsh, Esq.
Walsh & Walsh, LLP
Saratoga Springs
Lawrence J. Wolk, Esq.
Holland & Knight LLP
New York City
Local Panels (Listed in order of appearance)
Albany
Chair: Frank C. Sarratori, Esq., Pioneer Savings Bank,
Troy
* Peter V. Coffey, Esq., Englert, Coffey, McHugh &
Fantauzzi , LLP, Schenectady
* Michelle H. Wildgrube, Esq., Cioffi Slezak Wildgrube P.C.,
Niskayuna
* Frank C. Sarratori, Esq., Pioneer Savings Bank, Troy
* William M. Burstein, Esq., Gateway Title Agency, LLC,
Albany
* Anne Reynolds Copps, Esq., Law Office of Anne Reynolds
Copps, Albany
* Leesa A. Naimo-Fredette, Esq., Lemery Greisler LLC,
Albany
Buffalo
Chair: William P. Johnson, Esq., Nesper, Ferber &
DiGiacomo, LLP, Amherst
* William P. Johnson, Esq., Nesper, Ferber & DiGiacomo,
LLP, Amherst
* Michael J. Lombardo, Esq., Duke Holzman Photiadis &
Gresens LLP, Buffalo
* Nancy W. Saia, Esq., Law Offices of Nancy W. Saia,
Buffalo
* W. Clark Trow, Esq., Law Offices of Nancy W. Saia,
Buffalo
* Michael S. Rakowski, Esq., Amherst
* Christine M. Zells, Esq., Law Office of Christine M.
Zells, Buffalo
* Michael M. Blinkoff, Esq., Blinkoff & Blinkoff,
Buffalo
* Susan M. Eagan, Esq., Grievance Committee for the Eighth
Judicial District, Buffalo
* Sharon J. Schwartz, Esq., Harris Beach, PLLC, Buffalo
Long Island
Chair: Benjamin Weinstock, Esq., Ruskin Moscou &
Faltischek PC, Uniondale
* TBA
* Abraham B. Krieger, Esq., Meyer, Suozzi, English &
Klein P.C., Garden City
* Jaime D. Ezratty, Esq., Ezratty, Ezratty & Levine,
LLP, Mineola
* John M. Martin, Esq., All NY Title Agency Inc., White
Plains
* Benjamin Weinstock, Esq., Ruskin Moscou & Faltischek
PC, Uniondale
* Richard E. Grayson, Esq., Law Offices of Richard E.
Grayson, White Plains
* Ilan A. Lerman, Esq., Paul Hastings Janofsky & Walker
LLP, New York City
New York City
Chair: Mindy H. Stern, Esq., Schoeman Updike & Kaufman
LLP, New York City
* Karl B. Holtzschue, Esq., Law Office of Karl B.
Holtzschue, New York City
* Mindy H. Stern, Esq., Schoeman Updike & Kaufman LLP,
New York City
* Joseph D. DeSalvo, Esq., First American Title Insurance
Company of New York, New York City
* Ariel Weinstock, Esq., Katsky Korins LLP, New York
City
* J. Richard Supple, Esq., Hinshaw & Culbertson LLP, New
York City
* Nancy A. Connery, Esq., Schoeman Updike & Kaufman LLP,
New York City
Rochester
Chair: Heather C. M. Rogers, Esq., Davidson Fink LLP,
Rochester
* William P. Fletcher, Esq., Davidson Fink LLP,
Rochester
* Heather C. M. Rogers, Esq., Davidson Fink LLP,
Rochester
* Kevin E. Brzezinski, Esq., Dollinger Associates, PC,
Rochester
* Cheryl A. Brown, Esq., Lockport
* Steven J. Pheterson, Esq., Pheterson Stern Calabrese
Neilans & Spatorico, LLP, Rochester
* Lucien A. Morin, II, Esq., McConville Considine Cooman
& Morin PC, Rochester
* Mindy A. St. John, Esq., Gallo & Iacovangelo LLP,
Rochester
Syracuse
Chair: John P. Sindoni, Esq., Hiscock & Barclay LLP,
Syracuse
* Teresa M. Roney, Esq., Skaneateles
* Francis D. Stinziano, Jr., Esq., Gilberti Stinziano Heintz
& Smith PC, Syracuse
* Rocco J. Mangano, Esq., Mangano Lucchesi & Collins,
Syracuse
* William H. Bradt, Esq., First American Title Insurance
Company of New York, Syracuse
* Jeffrey B. Davis, Esq., Camillus
* John P. Sindoni, Esq., Hiscock & Barclay LLP,
Syracuse
Westchester
Chair: Melvyn Mitzner, Esq., Keene & Beane, PC, White
Plains
* Denise P. Ward, Esq., Grean & Ward, Port Chester
* Robert J. Zaccagnino, Esq., Law Offices of Robert J.
Zaccagnino, Rye
* Patrick J. Loftus, Esq., Freeman & Loftus RLLP, New
City
* Melvyn Mitzner, Esq., Keene & Beane, PC, White
Plains
* Deborah A. Scalise, Esq., Scalise and Hamilton LLP,
Scarsdale
PROGRAM LOCATIONS
Tuesday, November 10, 2009
Albany
New York State Nurses Association
11 Cornell Road
Latham,, NY 12210
(518) 782-9530
Buffalo
Holiday Inn Amherst
1881 Niagara Falls Blvd.
Amherst, NY 14228
(716) 691-8181
Long Island
Hilton Long Island/Huntington
598 Broadhollow Road
Melville, NY 11747
(631) 845-1000
New York City
New Yorker Hotel
481 Eighth Avenue @ 34th Street
New York, NY 10001
(212) 244-0719
Rochester
Radisson Hotel Rochester Riverside
120 Main Street East
Rochester, NY 14604
(585) 546-6400
Syracuse
Sheraton Syracuse University
Hotel & Conference Center
801 University Avenue
Syracuse, NY 13210-0801
(315) 475-3000
Westchester
Holiday Inn Mt. Kisco
1 Holiday Inn Drive
Mt. Kisco, NY 10549
(914) 241-2600
Important Note: If you plan to pre-register within 10
days of the program or register at the door, please call us at (800)
582-2452 or in Albany and surrounding area, dial (518) 463-3724, to
verify that the program is not sold out or that the date or location has
not been changed. Those who pre-register in advance of the program will
automatically be notified of any such changes and will receive a full
refund up to the day prior to the program, if they cannot attend and
notify us of their cancellation. Please pre-register as early as
possible.
See our CLE schedule online at www.nysba.org/cle
INFORMATION AND POLICIES
Pre-registration Strongly Advised: You can save money and guarantee your
seat and course materials by registering early. Registrations received
or postmarked within 10 days of the event, or at the door, are subject
to a higher registration fee. Seating is limited in all locations and
registrations are taken on a first-come, first-served basis. If you plan
to pre-register within 10 days of the program or to register at the
door, please call the CLE Registrar’s Office at (800) 582-2452 to
verify that the program is not sold out or that the date or location has
not been changed. Pre-registrants are guaranteed a seat and set of
course materials, and will automatically be notified if there are any
such changes in the date or location of the program.
Cancellations are easy – full refunds are given: Your full
registration fee will be refunded if you give us notice no later than
the close of business (4:45 p.m. EST) on the day prior to the date of
the program for which you registered. To cancel, write the CLE
Registrar’s Office at One Elk Street, Albany, New York 12207; or
fax (518) 487-5618; or call (800) 582-2452. If you do not cancel and do
not attend the program, a complete set of materials will be forwarded to
you in consideration of the registration fee. Non-registrants may
purchase program materials after the final program date.
MCLE Credit: This program is acceptable for MCLE credit in New York
and many other MCLE jurisdictions. Please see inside of this brochure
for details.
Discounts and Scholarships: NYSBA members may apply for a discount or
scholarship to attend this program, based on financial hardship. Under
that policy, any member of our Association who has a genuine financial
hardship may apply in writing, not later than two working days prior to
the program, explaining the basis of his/her hardship, and, if approved,
may receive a discount or scholarship, depending on the circumstances.
For more details, please contact our CLE Registrar’s Office at
(800) 582-2452.
Non Members - Join the NYSBA and enjoy great discounts on CLE seminars,
products, and other valuable NYSBA services. NYSBA members can save 30
percent or more over non-members on CLE seminars alone. Join now and
take advantage of NYSBA membership discounts throughout the year.
If you wish to join, please contact NYSBA Membership Services at (518)
487-5577 and an application will be sent to you.
Tape Recording of NYSBA Seminars is not permitted.
Accommodations for Persons with Disabilities: We will make every
reasonable effort to ensure that our programs are held in locations with
barrier-free access for persons with mobility impairments. If you are
planning to attend one of our programs and need assistance relating to
some other type of disability, please contact us sufficiently in advance
and let us know so that we can be prepared to make reasonable
accommodations.
7.0 TOTAL CREDITS
3.5 credit hours of professional practice and/or practice management;
2.5 of skills; 1.0 of ethics.
This basic-level course has been approved for MCLE credit in New York
for all attorneys, including newly admitted (less than 24 months).
This program has also been approved for MCLE credit by the State Bar
of California and the Pennsylvania Continuing Legal Education Board for
4.5 credit hours of substantive law and 1.0 credit hour of ethics. All
inquiries regarding MCLE credits may be directed to (518) 487-5606.
This course includes 1.5 credit hours for the Continuing Professional
Education (CPE) requirements of New York and New Jersey CPAs.
Sponsor Numbers: New York: 000026; New Jersey: 20CE00099900.
The New York State Bar Association’s Committee on Continuing Legal
Education has been certified by the New York State Continuing Legal
Education Board as an accredited provider of continuing legal education
in the State of New York.
IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED.
Under the New York State Continuing Legal Education Board Regulations
and Guidelines, attendees at CLE programs cannot receive MCLE credit for
a program segment unless they are present for the entire segment.
Persons who arrive late, depart early, or are absent for any portion of
the segment will not receive credit for that segment.
Directions
By Subway: The closest subway station is "34th Street Penn Station"
for A, C and E train.
The last day to pre-register online was November 9, 2009.
Members, please login to get member discounts.
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NYC-P/S Purchases and Sales of Homes
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NYC-P/S Purchases and Sales of Homes
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$145.00
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NYC-P/S Purchases and Sales of Homes
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