Understanding Loan Transactions for the Non-Finance Attorney

This presentation aims to demystify loan transactions for attorneys who find themselves providing counsel to borrowers. It does so by giving purposeful explanations of the various documents contained in a loan document package, and by giving practical advice for reviewing those documents and providing quality representation for their clients.

Agenda:
  • Introduction
  • When Might You Encounter Loan Documents as a Non-Finance Attorney
  • Anatomy of a Loan Document Package
  • The Loan Documents
  • Practical Advice to Non-Finance Attorneys Acting as Counsel to Borrowers
  • Q&As
Topics covered include: Practice Skills
Duration of this webinar: 60 minutes
Originally broadcast: March 08, 2024 1:00 PM PT
Continuing Legal Education (CLE) Credits

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California CLE

Status: Approved

Credits: 1.0 General

Earn Credit Until: March 07, 2026

North Carolina CLE

Status: Approved

Credits: 1.0 General

Earn Credit Until: February 28, 2025

South Carolina CLE

Status: Approved

Credits: 1.0 General

Difficulty: All Levels

Earn Credit Until: December 31, 2024

Texas CLE

Status: Approved

Credits: 1.0 General

Earn Credit Until: February 28, 2025


This presentation is approved for one hour of General CLE credit in California, South Carolina (all levels), and North Carolina. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours.

Please note that CLE credit, including partial credit, cannot be earned outside of the relevant accreditation period.

At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.

Looking for CLE credit? Visit CLE Dashboard CLE Accreditation
Speaker
Jake Rheaume
Jake Rheaume Finance Associate
Jake is a Finance Associate Attorney working in Chicago, Illinois. He has experience representing institutional lenders in upper-middle market syndicated loan transactions, particularly in the healthcare field.
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