This session will be presented in English on November 25, 2026, and in French on December 2, 2026.

Real estate transactions may at times seem routine, but small errors in practice, file management or trust accounting can create significant problems. This practical program brings together three perspectives on where things can go wrong, and how lawyers can reduce the risks.

Mark Robere, K.C., will discuss real estate practice from the perspective of the Law Society's Practice Review process and the issues that arise in the review of lawyers' practices. Robert Jackson, Insurance Director, will look at the professional liability side, including the kinds of mistakes and circumstances that can result in claims and what they teach us about loss prevention. Michèle Morin, K.C., will address the trust-accounting and compliance issues that frequently arise in real estate practice, including cash transactions, client identification and verification, and source-of-funds requirements. Together, the presenters will offer a practical look at good real estate practice from three complementary perspectives: practice review, claims prevention and trust compliance.

CHAIR

Robert B. Jackson
Director of Insurance
Professional Liability Reserve Fund
Law Society of New Brunswick

SPEAKERS

Mark Robere, K.C., Mark Robere Prof. Corp. Inc.

Michèle Morin, K.C., Law Society of New Brunswick

LOG IN DETAILS & DOCUMENTS

Once you complete your registration for this webcast, you will receive a confirmation email containing the log-in instructions.

All session materials will be available on the PD website (www.cbapd.org) 24 hours before the webcast. To access them, please log in to the website, navigate to "My Programs," locate the session title, and click on the "Papers" tab.

CANCELLATION POLICY

A 20% administrative fee will apply to cancellations received in writing by the CBA-NB Branch office up to three (3) business days before the program. After that, no refunds will be issued, but materials and recordings (if available) will be provided. You may substitute another person in your place if you are unable to attend. ABC-NB-CBA reserves the right to cancel sessions due to low registration.

CPD

This session qualifies for Professional Responsibility and Ethics hours under the Law Society of New Brunswick's CPD requirements.