Product Description

This signature MCLE BasicsPlus!® program provides a comprehensive overview of Massachusetts residential real estate conveyancing practice, from initial client intake through the closing. The roles and perspectives of buyer’s,seller’s and lender’s counsel will be explored in-depth, together with a discussion of common purchase and sale agreement provisions, title examination and the role of title insurance, and the dynamics of the closing itself. Throughout the program, our expert panel also highlight various ethical considerations, provide practice tips, and review documentation commonly encountered at closings.

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Agenda & Materials

• Day One: 12/03/2025
• 9:30 - 9:45 am

  Welcome and Introduction

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 9:45 - 10:15 am

  The Seller’s Attorney’s Perspective: Tracking the Transaction from the Initial Interview Through the Closing; Initial Interview of the Seller

  David S. Rand, Esq., Rand Law Group LLC , Jamaica Plain
  
• 10:15 - 10:45 am

  The Buyer’s Attorney’s Perspective: Tracking the Transaction from the Initial Interview Through the Closing; Initial Interview of the Buyer

  Nicole A. Cox, Esq., CATIC , Waltham
  
• 10:45 - 11:00 am

  Break
• 11:00 - 11:30 am

  Ethics Regarding Representing the Buyer and Lender and Other Issues Regarding Real Estate Conflicts

  Panel
  
• 11:30 - 12:30 pm

  Overview of the Purchase and Sale Agreement

  Panel
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:30 pm

  Continuation of the Purchase and Sale Agreement

  Panel
  
• 2:30 - 2:45 pm

  Break
• 2:45 - 4:15 pm

  The Title Examination and the Closing Attorney, What to Look for and the Ethics Involved in Advising the Borrower and Lender

  Lisa J. Delaney, Esq., Carvin & Delaney LLC , Braintree
  
• 4:15 - 4:30 pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  
• Day Two: 12/04/2025
• 9:30 - 9:45 am

  Introduction & Recap

  Tucker Dulong, Esq., CATIC , Waltham
  
• 9:45 - 10:30 am

  The Dynamics of a Real Estate Closing

  Adam W.P. Goncalves, Esq., Dwyer Goncalves LLC , Newton
  
• 10:30 - 10:45 am

  Break
• 10:45 - 11:30 am

  Loan Closing Documents: from Refinances to Purchases – an Explanation and Overview of Presenting the Note, Mortgage and Associated Documents

  Adam W.P. Goncalves, Esq., Dwyer Goncalves LLC , Newton
  
• 11:30 - 12:15 pm

  Title Insurance: How Do I Become an Agent: What Is and Is not Covered; Owner’s and Lender’s Coverage; Endorsements; the Mortgage Plot Plan and Ethical Considerations for the Agent in Writing Policies and Certifying Title

  Tucker Dulong, Esq., CATIC , Waltham
  
• 12:15 - 1:15 pm

  Lunch (on your own)
• 1:15 - 1:45 pm

  Discussion of the Ethics Involved in Title Insurance

  Panel
  
• 1:45 - 3:05 pm

  Avoiding Title Claims: Examples of What Claims Arise in Conveyances and How They Are Dealt with by Title Agents in Obtaining Coverage, Responding of Claims and Disbursement of Funds

  Michael E. Powers, Esq., CATIC , Waltham
  
• 3:05 - 3:20 pm

  Break
• 3:20 - 4:10 pm

  Trending Title Traps

  Tucker Dulong, Esq., CATIC , Waltham
  
• 4:10 - 4:20 pm

  Key Takeaways

  Panel
  
• 4:20 - 4:30 pm

  "Ask the Experts" Q&A Session

  Panel
  

Special Program Materials:

• Handling Residential Real Estate Transactions in Massachusetts

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Cochairs

Faculty