so you want to learn how to do a real estate closing - new ... estate closing book.pdf ·...

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NYCLA-CLE I N S T I T U T E This program has been approved by the Board of Continuing Legal Education of the Supreme Court of New Jersey for 3 hours of total CLE credit. Of these, 0 qualify as hours of credit for Ethics/Professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law. S O Y OU W ANT TO L EARN H OW TO D O A R EAL E STATE C LOSING Prepared in connection with a Continuing Legal Education course presented at New York County Lawyers’ Association, 14 Vesey Street, New York, NY presented on Thursday, May 30, 2013. M ODERATOR : Kevin McMullen, Esq. P ROGRAM F ACULTY : William J. Horan, Horan & Wagner, PC Peter J. Wagner, Horan & Wagner, PC Nan Gill-Wilson, Gill Abstract Corporation 3 TRANSITIONAL & NON-TRANSITIONAL MCLE CREDITS: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 3 Transitional & Non-Transitional credit hours: 3 Skills

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Page 1: So You Want to Learn HoW to Do a reaL eState CLoSing - New ... Estate Closing BOOK.pdf · Information Regarding CLE Credits and Certification So You Want to Learn How to Do a Real

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This program has been approved by the Board of Continuing Legal Education of the Supreme Court of New Jersey for 3 hours of total CLE credit. Of these, 0 qualify as hours of credit for Ethics/Professionalism, and 0 qualify as hours of credittoward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law.

So You Want to Learn HoW to Do a reaL

eState CLoSingPrepared in connection with a Continuing Legal Education course presented

at New York County Lawyers’ Association, 14 Vesey Street, New York, NY presented on Thursday, May 30, 2013.

M o d E r A t o r :

Kevin McMullen, Esq.

P r o g r A M F A C u L t Y :

William J. Horan, Horan & Wagner, PCPeter J. Wagner, Horan & Wagner, PC

Nan Gill-Wilson, Gill Abstract Corporation

3 TRANSITIONAL & NON-TRANSITIONAL MCLE CREDITS: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 3 Transitional & Non-Transitional credit hours: 3 Skills

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Information Regarding CLE Credits and Certification

So You Want to Learn How to Do a Real Estate Closing May 30, 2013; 6:00 PM to 9:00 PM

The New York State CLE Board Regulations require all accredited CLE providers to provide documentation that CLE course attendees are, in fact, present during the course. Please review the following NYCLA rules for MCLE credit allocation and certificate distribution.

i. You must sign-in and note the time of arrival to receive your

course materials and receive MCLE credit. The time will be verified by the Program Assistant.

ii. You will receive your MCLE certificate as you exit the room at

the end of the course. The certificates will bear your name and will be arranged in alphabetical order on the tables directly outside the auditorium.

iii. If you arrive after the course has begun, you must sign-in and note the time of your arrival. The time will be verified by the Program Assistant. If it has been determined that you will still receive educational value by attending a portion of the program, you will receive a pro-rated CLE certificate.

iv. Please note: We can only certify MCLE credit for the actual time

you are in attendance. If you leave before the end of the course, you must sign-out and enter the time you are leaving. The time will be verified by the Program Assistant. Again, if it has been determined that you received educational value from attending a portion of the program, your CLE credits will be pro-rated and the certificate will be mailed to you within one week.

v. If you leave early and do not sign out, we will assume that you left at the midpoint of the course. If it has been determined that you received educational value from the portion of the program you attended, we will pro-rate the credits accordingly, unless you can provide verification of course completion. Your certificate will be mailed to you within one week.

Thank you for choosing NYCLA as your CLE provider!

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New York County Lawyers’ Association

Continuing Legal Education Institute 14 Vesey Street, New York, N.Y. 10007 • (212) 267-6646

So You Want to Learn How to Do a Real Estate Closing Thursday, May 30, 2013; 6:00 PM to 9:00 PM

Moderator: Kevin McMullen, Esq. Faculty: William J. Horan and Peter J. Wagner, Horan & Wagner, PC

Nan Gill-Wilson, Gill Abstract Corporation

AGENDA

5:30 PM – 6:00 PM Registration 6:00 PM – 6:10 PM Introductions and Opening Remarks 6:10 PM – 9:00 PM Discussion

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Faculty Biographies

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William J. Horan, ESQ.

Bill Horan received his undergraduate, graduate (MBA), and law degrees from St. John`s University. He is a member of the Nassau County and New York State Bar Associations, and serves as chairman of the paralegal subcommittee of Nassau Community College. For the past 25 years, Bill has represented lenders in legal matters regarding real estate and regulatory and compliance issues. Bill has lectured on real estate and mortgage financing for the Nassau County Bar Association, Suffolk County Bar Association, Rockland County Bar Association, New York County Lawyers Association, Orange County Board of Realtors, National Business Institute, Marino School of Continuing Education, C.W. Post College and Nassau Community College. Bill has been interviewed on several radio shows and television programs, and for the past 20 years, he has hosted his own show, The Secrets of Success, on WHPC 90.3 FM. Peter J. Wagner, ESQ.

Peter Wagner received his undergraduate degree in history from Dartmouth College and his law degree from New York Law School. Peter is a member of the Nassau County Bar Association, the New York State Bar Association and the American Bar Association, where he serves as a member of the Financial Services committee. Peter has participated as an associate member of the American Association of Residential Mortgage Regulators (AARMR), the Mortgage Bankers' Association of America and National Home Equity Mortgage Associations' Legal Affairs committees. For over 15 years, Peter has represented consumers, as well as financial institutions in the mortgage and automotive finance industries, by providing compliance, legal and business advice, including drafting and implementing policies, procedures, best practices and government affairs initiatives. Peter has lectured on mortgage financing, credit scoring and predatory lending for the National Urban League, the Marino School of Continuing Legal Education, local schools, faith-based organizations and other not-for profit organizations. In his spare time, Peter is an avid fisherman and soccer coach. He is on the Board of Directors of the Commack Soccer League.

Nan Gill-Wilson

A seasoned professional in the Title Insurance Industry for nearly three decades, Nan Gill-Wilson established Gill Abstract Corporation in 1984 to better serve her loyal clientele. What began at a desk in her living room quickly grew into a thriving business. In September of 2011, Nan joined forces with Sutton Alliance, LLC. This merger made it possible to service her clients throughout the U.S. and added a staff of over sixty professionals to the organization. After more than a quarter century heading Gill Abstract Corporation, she decided to take her impressive history of business successes to expand into the entertainment industry. Nan possesses an extremely broad knowledge of business management, banking and credit management, real estate, titles, bankruptcy, foreclosure law, mortgage requirements and other business and legal acumen that will facilitate her ability to excel in the field of entertainment.

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Born in Queens, NY, Nan spent her early years in NYC, Pennsylvania and Northport, LI. She attended college at the State University at Albany. Prior to entering real estate, she ran a school for the performing arts in Orange County, NY. As a teen, Nan created the promo tape for then President John F. Kennedy’s Physical Fitness Program that premiered at the New York State Pavilion of the World’s Fair in 1964. She subsequently became a model at the prestigious Ford Agency. A major supporter of continuing education throughout her life, Nan teaches title insurance CLE classes for the Marino Institute in Manhattan, as well as the NYCLA, the Rockland County Lawyers Association, the Suffolk County Bar Association, the Women’s Bar Association of Orange and Sullivan Counties, the Rockland County Bar Association and the Orange County Association of Realtors. She continues to hold an Associates Broker’s License with Keller Williams in Goshen, NY. Mrs. Wilson also holds seat on the board of the American Science and Technology Center of New York and is Executive Director of the ‘Acting Anyone Academy’, an educational entity established with her business and life partner, David Patrick Wilson, committed to providing a well-trained, highly-skilled professional workforce for the American entertainment industry. She had previously been the founder and co-owner of Educational Video Productions, Inc. (EVPI) and The EVPI School of the Performing Arts in Warwick, NY. She is presently co-owner and President of Willy-Gilly Productions, Inc. and Executive Producer of the feature film Collar.

Kevin McMullen

Kevin P. McMullen, Esq. earned his J.D. from St. John’s Law School, Brooklyn, an L.L.M. from NYU Law School and an M.A. in comparative government and a certificate in international law and diplomacy from St. John’s, Jamaica. He worked for a firm specializing in trusts and estates and was house counsel for a small corporation before joining the Marino Bar Review Course and then Marino-Josephson/BRC. He is now a ghost writer, specializing in law and military affairs. A long-serving reservist, Mr. McMullen was retired with the rank of lieutenant colonel (infantry) after serving in Germany, Panama and Korea. He is an honor graduate of the resident course at the United States Army Command and General Staff College, and he is also an alumnus of the Air Staff College, the Naval War College, the Air War College, and the Industrial College of the Armed Forces. Mr. McMullen is a long standing NYCLA member and has served on the Library Committee and International Law Committee.