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Real Estate Transactions Certificate: Practical Skills for Legal Professionals

April 17, 24, May 1, 8, 15, 2025
LSO CPD: 31 Hrs Substantive, 4.5 Hrs Professionalism
5 day Live Online with Additional Content
Certificate

Real estate practitioners face numerous challenges, from keeping up with complex regulations and evolving market conditions to managing the intricacies of title searches, due diligence, and client expectations. Navigating resale transactions, new builds, and commercial purchases requires both legal precision and the ability to manage practical obstacles, such as delays, closing issues, and potential fraud. Additionally, the increasing focus on taxation laws and compliance adds another layer of difficulty, making it crucial for lawyers to stay updated and responsive.

This course equips participants with the tools to meet these challenges head-on, offering practical instruction on reviewing agreements of purchase and sale, conducting thorough title and off-title searches, and managing the closing process effectively. It also covers key areas such as mortgage instructions, fraud prevention, and compliance with the Planning Act. Attendees will learn how to draft requisition letters, interpret surveys and plans, and handle complex client communications, ensuring they can provide high-quality legal services in a demanding real estate market.
Who Should Attend
Experienced Real Estate Counsel
Lawyers with significant real estate experience who are looking to update their skills and stay current with evolving practices in property transactions.
New Associates
Recently qualified lawyers or those new to real estate practice seeking a practical overview of how to handle transactions independently, from initial client interactions to closing.
Sole Practitioners

Needing to efficiently deliver critical real estate services to a diverse range of clients, ensuring all aspects of transactions are handled with confidence and professionalism.

Experienced Real Estate Counsel
New Associates
Sole Practitioners
Lawyers with significant real estate experience who are looking to update their skills and stay current with evolving practices in property transactions.
chairperson
Merredith MacLennan, Merovitz Potechin LLP
Merredith MacLennan is an experienced real estate lawyer at Merovitz Potechin LLP with expertise in all aspects of real estate transactions, including condominium and freehold development, shared property interests, and complex title matters. She chairs the County of Carleton Law Association (CCLA) Real Estate Lawyers Committee and serves on several key committees, including the Provincial Working Group on Lawyers and Real Estate.

Merredith's contributions to the field have been recognized with numerous awards, including the CCLA Abe Feinstein Solicitor Award (2018) and the Ontario Bar Association Award of Excellence in Real Estate (2024). She enjoys tackling complex title issues and thrives in collaborative, team-oriented environments. A natural leader, Merredith is known for her creative problem-solving skills and commitment to achieving practical solutions for her clients.
Read Full Bio +

Debbie Bellinger, Nelligan Law

Eric Black, Senior Director, Government Relations, Teranet

Guillaume Chiasson, Soloway Wright

Tammy Evans, Aird & Berlis

Adam Freud, Freud Law

Mark Giavedoni, Gowling WLG

Rebecca Hockridge, Director of Titles Land Registry Services Branch, Ministry of Public and Business Service Delivery and Procurement, Ontario Public Service

Eldon Horner, Horner & Pietersma

Sybil Johnson-Abbott, Soloway Wright Lawyers

Joel Kadish, Barrister & Solicitor

Ray Leclair, Vice President, Public Affairs, LawPro

Lynn Lemesurier, Vice & Hunter LLP

Merredith MacLennan, Merovitz Potechin LLP

Zahra Ziaie Moayyed, Rosefinch PC

Resa S. Eisen, Marathon Mediation

Izaak de Rijcke, IDR Law Professional Corporation

Tannis Waugh, Waugh and Co Professional Corporation

Day 1: Resale Residential Purchase and Sale Transactions
Day one covers end-to-end management of resale residential transactions, emphasizing client communication, title searches, document drafting, and closing processes.
  1. Client Communication: Covers retainer letters, client expectations, and effective communication.
  2. Agreement of Purchase and Sale: Highlights OREA agreements, conditions, and key clauses.
  3. Closing Documentation and Financing: Focuses on requisitions, closing documents, and mortgage instructions.
  4. Challenges with Closings: Addresses extensions, undertakings, and non-resident seller issues.
  5. Taxation Issues: Reviews taxes on foreign buyers, vacant, and underused homes.
Day 2: New Build Residential Purchase and Sale Transactions
Day two focuses on new build transactions, including builder agreements, Tarion warranties, and HST rebates.
  1. Agreements of Purchase and Sale: Overview of common clauses and amendment requests.
  2. Condominium Transactions: Covers disclosures, condominium types, and status certificates.
  3. Client Communications: Discusses retainer letters and client expectations for new builds.
  4. Tarion Warranty and HST: Reviews warranty programs and HST rebate forms.
  5. HST Rebates & Assignments: Explains rebate claims and assignment processes.
Day 3: Commercial Purchase and Sale Transactions
Day three prepares participants for commercial real estate transactions, including due diligence and tax/mortgage considerations.
  1. Commercial Agreements: Reviews tailored agreements, deposit structures, and key clauses.
  2. Corporate Structures: Examines partnerships, joint ventures, and corporate structures.
  3. Requisitions and Documentation: Guides on requisition letters and closing documents.
  4. Tax and Mortgage Considerations: Addresses tax implications and mortgage requirements.
  5. Title Insurance and Due Diligence: Discusses insurance endorsements and essential due diligence.
Day 4: Lenders and Fraud
Day four trains participants on mortgage instructions, title searches, and fraud prevention in lender transactions.
  1. Client Identification: Focuses on accurate client verification.
  2. Title Searches: Covers title and off-title searches to safeguard lenders.
  3. Mortgage Instructions: Reviews private mortgage requirements and security documents.
  4. Priority Issues: Discusses tax liens and subordinate mortgages.
  5. Standard Charge Terms: Examines standard charge terms and enforcement practices.
  6. Fraud Prevention: Identifies red flags, practice management, and title insurance use.
Day 5: Title Searching, Planning Act, Reading Plans, and Surveys
Day five hones technical skills in title searches, the Planning Act, and survey interpretation.
  1. Registry vs. Land Titles: Distinguishes between registry systems in transactions.
  2. Land Titles Records: Teaches navigation of land titles via Teraview.
  3. Parcel Types: Reviews types and legal impacts of land titles parcels.
  4. Parcel Register Interpretation: Guides reading parcel register data.
  5. Teraview Search Tips: Shares practical tips for efficient searches.
  6. Planning Act Review: Covers prohibitions, exceptions, and consents.
  7. Plan and Survey Interpretation: Teaches reading and application of survey data.
Reference Content
These pre-recorded sessions offer foundational knowledge for managing real estate transactions effectively.
  1. Client Identification and Verification Across Transactions: Reviews Law Society rules, focusing on technology's role in client identification across transaction types
  2. Fraud Awareness and Prevention in Property Transactions: Covers fraud red flags, best practices, and preventive measures for residential and commercial transactions.
For more information, please contact Bernard Sandler, Professional Legal Education Manager, LincolnLawPD@torontomu.ca
Price: $2,250.00
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