Understand the concepts and organization underlying residential and commercial real estate transaction documents.
Residential and commercial real estate transactions are built upon the documents which lay out the terms and conditions for those transactions. In order to be effective, those documents must contain clearly articulated concepts and be organized so the parties to the transactions, and sometimes finders-of-fact (that is, judges and juries), can interpret those documents. It is a best practice if real estate transaction documents are designed and constructed from a proactive risk management perspective, using checklists to ensure the relevant substantive and procedural matters are addressed and not inadvertently dropped. This topic is intended to help real estate professionals such as developers, owners, property managers, engineers, surveyors, contractors, and attorneys understand how to prepare and review real estate documents in a variety of settings such as purchase and sale transactions, leases, development projects, shared ownership/management/cost-sharing arrangements (condominiums, cooperatives, owner associations), and mortgage financings.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Practical Real Estate Transaction Document Principles
- The Relationship of the Transaction Parties
- Nature of Representations, Warranties, and Covenants
- Mandatory vs. Prohibited vs. Negotiable Provisions
Proactive Risk Management
- General: Nature, Benefits, and Implementation
- Specific: Interpretation -Drafting Avoiding Vagueness and Ambiguity
- Use of Drafting Checklists
Conceptualizing Real Estate Transaction Documents
- Client Expectations and the Role of Real Estate Lawyers
- Research Areas
- Drafting Components of Real Estate Transaction Documents
Organizing Real Estate Transaction Documents
- Arranging Concepts Into Actionable Real Estate Transaction Documents
- Methods to Organize Real Estate Transaction Documents
- Moving From Organization to Drafting Real Estate Transaction Documents
Articulating Real Estate Transaction Documents
- Promoting Clarity (and Simplicity) in Drafting
- Avoiding Interpretation Challenges to Drafting
- The Central Role of Proofreading
Drafting in Various Real Estate Transaction Settings
- Purchase and Sales
- Leases
- Development Projects
- Shared Ownership/Management/Cost-Sharing Arrangements (Condominiums, Cooperatives, Owner Associations)
- Mortgage Financings
- Letters of Intent
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on October 29, 2019.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.4
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.4 hours credit.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CO CLE 2.0
- Lorman Education Services is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program is approved for 2.0 credit hours.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- HI CLE 1.25
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours.
- IL CLE 1.25
- This course was approved for a total of 1.25 hours of MCLE Credit by the Illinois MCLE Board.
- ME CLE 1.0
- This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit under M. Bar R. 12.
- MN CLE 1.25
- This program has been approved by the Minnesota Board of Continuing Legal Education for 1.25 hours of credit.
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- MT CLE 1.5
- This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
- ND CLE 1.25
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.25 hours of CLE credit.
- NH MCLE 1.4
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 82 Minutes.
- NM CLE 1.5
- This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
- NY CLE 1.5 including Areas of Professional Practice 1.5
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- UT CLE 1.5
- This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
- VA CLE 1.5
- This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.25
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.25 hours of A/V credit under the Law & Legal Procedure category.
- WV MCLE 1.8
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.
This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Philip N. Kabler, Esq.
Bogin, Munns & Munns, P.A.
- Partner (shareholder) at Bogin, Munns & Munns, P.A.
- Practicing in the areas of real estate, business, banking, and equine industry
- Member of numerous professional and civic organizations
- Has taught at the University of Florida Levin College of Law and Warrington College of Business (undergraduate and graduate levels)
- J.D. degree, University of Pennsylvania Law School; B.A. degree, cum laude, Brandeis University
- Can be contacted at 352-332-7688 or [email protected]
Credit
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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