2
AGENDA Complete Commercial Real Estate Loan Closing Checklist Live Audio Conference • December 8, 2011 • 1:00 PM – 2:30 PM EST EXPRESS REGISTRATION Sign up at www.lorman.com/ID388864 Live Audio Conference ID: 388864 Presented by: Jodi L. Henninger Huck Bouma PC • Attorney with Huck Bouma PC in Wheaton, Illinois • Substantial experience in commercial real estate transactional law, including commercial real estate sales and acquisitions, leasing and development • Represents a wide variety of lending clients, including regional and national banks, benefit funds and other providers of capital • Focuses on middle market financing through both asset-based and real estate-related loans • Formerly a member of Dykema Gossett PLLC in Chicago and served as in-house counsel at InSite Real Estate Development, LLC, concentrating on retail, build-to-suit development of projects throughout the United States • Served as an assistant title officer in the Chicago Commercial Division of Chicago Title Insurance Company • Former lecturer on limited liability companies at John Marshall Law School in Chicago and speaker for Lorman Education Services • Member of the Illinois State Bar Association, the DuPage County Bar Association and the Chicago chapter of CREW, Commercial Real Estate Women • J.D. degree, DePaul University; B.A. degree, University of Illinois at Urbana-Champaign • Can be contacted at [email protected] Continuing Education Credit: • CLE* • CPE 1.5 For detailed credit information visit us at www.lorman.com/ID388864 or contact us at 866-352-9540. *Visit www.lorman.com/ID388864 for a complete list of states approved. Loan Documentation • Loan Agreement • Notes • Mortgage, Assignment of Rents, Security Agreement • Guaranty – Recourse vs. Nonrecourse • Miscellaneous Loan Documents Title and Survey Matters • Title Insurance – How to Read a Title Commitment, Loan Policies and Endorsements • Surveys – ALTA Standards, Certifications, Encroachments and Survey Review Miscellaneous Matters • Authority Documentation • Insurance • Searches • Environmental Reports • Appraisals • Legal Opinions Set yourself apart by learning the ins and outs of drafting a complete and thorough closing checklist for loans, particularly those which involve commercial real estate as collateral. Learn about the documentation which is necessary from various perspectives (lender, title company, attorney, borrower, etc.) to close a commercial real estate loan transaction. Plus learn added tricks of the trade as to timing and details which will help your transaction run more smoothly. Many individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a real estate loan transaction. They understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This live audio conference will provide an overview to understand the entire process required for closing a commercial real estate loan transaction. Explanation of the documentation necessary from an attorney’s perspective to close a commercial loan transaction, as well as what the documentation consists of and why it is necessary will be discussed. Individuals involved in all aspects of commercial real estate will benefit from a better understanding of what is involved in closing a commercial real estate loan transaction and a more thorough understanding of what the documents listed on a closing checklist actually signify. “The ability to learn faster than your competitors may be the only sustainable competitive advantage.” — Arie de Geus

Complete Commercial Real Estate Loan Closing Checklistles.brochure.s3.amazonaws.com/388864.pdf · AGENDA Complete Commercial Real Estate Loan Closing Checklist Live Audio Conference

  • Upload
    lambao

  • View
    214

  • Download
    0

Embed Size (px)

Citation preview

AGENDA

Complete Commercial Real Estate Loan Closing ChecklistLive Audio Conference • December 8, 2011 • 1:00 pm – 2:30 pm EST

EXPRESS REGISTRATIONSign up at

www.lorman.com/ID388864

Live Audio Conference ID: 388864

Presented by: Jodi L. HenningerHuck Bouma PC • Attorney with Huck Bouma PC in Wheaton, Illinois• Substantial experience in commercial real

estate transactional law, including commercial real estate sales and acquisitions, leasing and development

• Represents a wide variety of lending clients, including regional and national banks, benefit funds and other providers of capital

• Focuses on middle market financing through both asset-based and real estate-related loans

• Formerly a member of Dykema Gossett PLLC in Chicago and served as in-house counsel at InSite Real Estate Development, LLC, concentrating on retail, build-to-suit development of projects throughout the United States

• Served as an assistant title officer in the Chicago Commercial Division of Chicago Title Insurance Company

• Former lecturer on limited liability companies at John Marshall Law School in Chicago and speaker for Lorman Education Services

• Member of the Illinois State Bar Association, the DuPage County Bar Association and the Chicago chapter of CREW, Commercial Real Estate Women

• J.D. degree, DePaul University; B.A. degree, University of Illinois at Urbana-Champaign

• Can be contacted at [email protected]

Continuing Education Credit:

• CLE* • CPE 1.5

For detailed credit information visit us at www.lorman.com/ID388864 or contact us at 866-352-9540.*Visit www.lorman.com/ID388864 for a complete list of states approved.

Loan Documentation• Loan Agreement• Notes• Mortgage, Assignment of Rents,

Security Agreement• Guaranty –

Recourse vs. Nonrecourse• Miscellaneous Loan Documents

Title and Survey Matters• Title Insurance – How to Read a

Title Commitment, Loan Policies and Endorsements

• Surveys – ALTA Standards, Certifications, Encroachments and Survey Review

Miscellaneous Matters• Authority Documentation• Insurance• Searches• Environmental Reports• Appraisals• Legal Opinions

Set yourself apart by learning the ins and outs of drafting a complete and thorough closing checklist for loans, particularly those which involve commercial real estate as collateral. Learn about the documentation which is necessary from various perspectives (lender, title company, attorney, borrower, etc.) to close a commercial real estate loan transaction. Plus learn added tricks of the trade as to timing and details which will help your transaction run more smoothly. Many individuals involved in commercial loan transactions never fully understand all the steps and details that go into closing a real estate loan transaction. They understand their participation in the transaction, but do not comprehend everything else that is involved before a transaction can actually close and fund. This live audio conference will provide an overview to understand the entire process required for closing a commercial real estate loan transaction. Explanation of the documentation necessary from an attorney’s perspective to close a commercial loan transaction, as well as what the documentation consists of and why it is necessary will be discussed. Individuals involved in all aspects of commercial real estate will benefit from a better understanding of what is involved in closing a commercial real estate loan transaction and a more thorough understanding of what the documents listed on a closing checklist actually signify.

“The ability to learn faster than your competitors

may be the only sustainable competitive advantage.”

— Arie de Geus

Keeping You Current.Helping You Succeed.®EDUCATION SERVICES

R

A DIVISION OF LORMAN BUSINESS CENTER, INC.

Complete Commercial Real Estate Loan Closing ChecklistLive Audio Conference • December 8, 2011 • 1:00 pm – 2:30 pm EST

Names of Attendees

NAME

TITLE

EMAIL

NAME

TITLE EMAIL

FIRM NAME

ADDRESS

Firm Information

CITY STATE ZIP CODE

TELEPHONE FAX WEBSITE

Approving ManagerNAME

TITLE

EMAIL

PRIORITY CODE

© 2011 Lorman Education Services. All rights reserved.

Payment InformationTotal amount enclosed $______________________

Check enclosed payable to Lorman Education Services Charge to credit card __ AE __MC __VISA Signature ________________________________________

Card number _________________________________________________ Exp. Date ______________________

Live Audio Conference Tuition (Includes Free Manual With Attendance)

F Yes! I would like to attend. ($199 per person) F Yes! I would like the Best Value discount. ($268 per package [$199] plus CD recording [$69*] of this seminar)

I am unable to attend but I am interested in: F CD/Manual Package* ($199 per package)

Amount Enclosed$ __________ Tuition Subtotal$ __________ Shipping & Handling ($8.95 first item, $1.00 each additional)

$ __________ Sales Tax (If tax-exempt, please include your certificate.)$ __________ TOTAL

*Add $8.95 shipping & handling plus applicable sales tax to product orders. Please allow four to six weeks after the date of the live audio conference for delivery.

EXPRESS REGISTRATIONSign up at

www.lorman.com/ID388864

Live Audio Conference ID: 388864

How Do I Register?email: [email protected]: www.lorman.com/ID388864 telephone: 866-352-9539 fax: 715-833-3953mail: Mail this form with payment information to:

Lorman Education Services Dept. 5382, P.O. Box 2933 Milwaukee, WI 53201-2933

seminar id: 388864

GENERAL INFORMATION: • This live audio conference may be recorded by Lorman. • If you need special accommodations, please contact us two weeks in advance of the program. • Lorman Education Services is not approved to offer self-study CPE credit for accountants; therefore, no CPE will be given for this

program if ordered as a self-study package.CANCELLATIONS: Substitute registrants can be named at any time. A full refund, less a $20 service charge, will be given if notification is given six or more business days in advance. Notification of less than six business days will result in a credit that can be applied to any Lorman product or service. If you do not cancel or attend, you are responsible for the entire payment.

Who Will Be There?This live audio conference is designed for attorneys, presidents, vice presidents, real estate professionals, closing specialists, lending professionals, loan officers, directors, branch managers and accountants.

BEST VALUEReceive an additional manual and CD package of this program for only $69

with your seminar attendance!

DISCOUNT CODE