Be sure to join us for the 20th Annual Spring Symposia in Washington D.C., from April 30-May 1. For more information, click here.
The RPTE Section's Community Outreach Program (COP) in Chicago is underway. This 12-week program started February 11 and is open to members of all minority bar associations.
Participate in Section groups and committees for opportunities to work on legislative issues, collaborate with your colleagues across the country and participate in free conference calls. Click here for more.
Join us in New York City for the Skills Training for Estate Planners CLE Program, July 13-17. This very popular program sells out quickly, so early registration is advised. To view the brochure, click here.
New Year Brings Changes in Estate Tax and Generation-Skipping Transfer Tax
Richard S. Franklin
Pending Legislation To Change The Federal Transfer Taxes
James V. Roberts
Determining the Income Tax Basis of Property Gratuitously Transferred to Grantor Trusts
Margery J. Schneider
Estate of Thelma G. Hurford, T.C. Memo 2008-278; Tax Court Rejects Private Annuity Transaction and Creation of FLP Under Section 2036
Heckerling Musings 2009
Steve Akers condenses the latest Heckerling Institute proceedings into one easy-to-read and well organized article. A must read for all estate planners. Click here to read the article.
Reports from Heckerling
The 43rd Annual Philip E. Heckerling Institute on Estate Planning was held January 12-16, 2009. The Section's on-site reporters posted summaries of the sessions to the ABA-PTL discussion list and the RPTE website, and they may be accessed here.
Charitable Highlights from 2008
Stephanie (Stevie) Casteel
Stevie Casteel summarizes the major developments concerning charitable organizations and charitable giving, from the beginning of 2009 through the present.
New York State Department of Taxation and Finance, Advisory Opinion on the New York estate taxation of non-resident owned S Corporations and single member LLCs which own New York Real Estate
Robert D. Steele
Your Tenant Has Filed Bankruptcy--Now What?
Randy P. Orlik and Susan S. Davis
The news is full of bankruptcies by national retailers. Small stores are also being affected by the current economic crunch. Randy Orlik and Susan Davis provide an overview of steps to take when a tenant files a bankruptcy proceeding.
Title Insurer Not Liable for Acts of Agent at Closing in Absence of Closing Protection Letter
John C. Murray
A closing protection letter is a standard item on a lender's checklist, but it may not protect against everything a lender assumes it will cover. Jack Murray covers a recent case highlighting the benefits and limits of closing protection letters.
How to Create a Green Community
In her article, Amy Bray discusses how to create eco-friendly CCRs for planned communities.
Ohio Foreclosure Cases: Lenders Beware– The Ripple Continues
Gretchen D. Jeffries and Michael J. Ball
See the latest installment from Gretchen Jeffries and Michael Ball in their ongoing reports on cases and legislative efforts affecting the proof required of foreclosing lenders.
Join a Committee Today!
RPTE members can join a group or committee (or several) online here. For questions regarding membership, contact the Section at (312)988-5651 or email Bunny Lee at Bunny.Lee@americanbar.org.
Would you like to write an
article for the eReport?
If you have something to say, and would like your article considered for the eReport, simply email Susan Talley, Editor, at firstname.lastname@example.org for further details.
Technology and Law Practice Management
Don't Miss TECHSHOW 2009!
The RPTE Section is a program promoter of ABA TECHSHOW 2009, a 3-day technology-related seminar hosted by ABA's Law Practice Management Section. Check it out at www.techshow.com and get a special registration discount by using the RPTE program promoter code EP922. Find out more about this year's ABA TECHSHOW.
Trust and Estate CLE
Feuds and Flashpoints: Detecting and Defusing Potential Estate Litigation
Date: Tuesday, March 3, 2009
Time: 1:00 P.M. - 2:30 P.M. Eastern
Real Property CLE
Dilemmas Dealing with Deposits, Disbursements, Escrows, and Exchange Funds
Date: Monday, February 23, 2009
Time: 1:00 P.M. - 3:00 P.M. Eastern
Group & Committee News
Volunteer to Update the RPTE Disaster Assistance Webpage
Emerging Issues and Specialty Leases Committee
This "Committee Spotlight" section of the eReport highlights a group or committee and provides volunteer opportunities for practicing lawyers. Become more involved in RPTE today.
Commercial Real Estate Transactions Group
The Commercial Real Estate Transactions Group has a number of ongoing activities, including a focusing on the ongoing real estate crisis that is starting to spread into the commercial market. View the Group's activities here.
TRUST AND ESTATE
Income and Transfer Tax Planning Group
The Income and Transfer Tax Planning Group has a variety of Group conference calls scheduled during 2009 and will sponsor many presentations at the 2009 Spring Symposia. Find out more here.
International Tax Planning Committee
The committee has undertaken several important comment projects and is actively working with both the ABA Tax Section and the AICPA on issues of vital importance to our members. Click here for more.
Young Lawyers Network
Become involved in the substantive work of the RPTE Section by applying for the 9th Annual Fellows Program.
Let the 2009 Student Writing Contest be your opportunity for recognition.
Check Out Changes to the RPTE Law Student Webpage
Be sure to check out the RPTE law student web page, which is being updated with new student information and resources by the Section's 2008-2009 Law Student Division liaisons, Ben Martie and Tyler Pitrat.
And, join the discussion on the RPTE law student message board...
Ask how others are enjoying their first year (and later years) of law school. Find out about career opportunities in the fields of real property and trust and estate law. Discover insights on working for a big or small firm or being a solo practitioner. Ask questions, discuss your concerns and offer support to other students on a number of issues. The message board is new!