Join RPTE in Washington, D.C. for the Spring Symposia!
Registration for the 2011 Spring Symposia will be offered on-site at the Grand Hyatt from 1-5 p.m. on Wednesday, April 27, and 7 a.m.–5 p.m. on Thursday, April 28 and Friday, April 29.
Don't Miss Out on This Year's Luncheons:
Groups and Committees Luncheon
Thursday, April 28, 11:30 a.m.–1:30 p.m.
Open to all attendees, tables will be set up for each group to provide a forum for discussion—an excellent opportunity to network and find out what projects you might want to become involved with further.
Trust and Estate Luncheon: TRA 2010, and Other Hot Topics in Estate Planning: "I'm So Dizzy, My Head is Spinning"
Friday, April 29, 11:30 a.m.–1:00 p.m.
Speakers: Steve R. Akers, Bessemer Trust, Dallas TX and Catherine V. Hughes, U.S. Department of Treasury, Washington, DC
Real Property Luncheon: The State of the US Real Estate Economy in 2011
Friday, April 29, 11:30 a.m.–1:00 p.m.
Speaker: Jamie Woodwell, Vice President of Commercial/Multi-Family Research, Mortgage Bankers Association, Washington, DC
Thank You to Our 2011 Spring Symposia Sponsors!
The Section sends a big thank you to this year's Symposia sponsors, who will help make the event a great success. Our Gold and Silver sponsors are:
Gold Level: Sterling Foundation Management, LLC
Silver Level: Bessemer Trust, Christie’s, Empire Valuation Consultants LLC, Fiduciary Trust International, HFBE, and Wilmington Trust
For a complete listing of Symposia sponsors, click here.
Section Ethics Committee Provide Comments to ABA Commission
The Section has submitted comments to the ABA’s Commission on Ethics 20/20 issue papers on domestic and international outsourcing and cross-border practice. We appreciate the work of Section members Adam J. Sigman, Patricia H. Char, Dana G. Fitzsimons, Jr., James G. Durham, Louis S. Pettey, and Mike Rubin in this effort. Click here to read the Committee's comments.
Real Property News
Public and Private Sales of Real Property by Federal Court Receivers—Outline
John C. Murray
Federal receiverships are being used more frequently in connection with loan collection and collateral sales efforts. Learn more about this remedy from the outline and forms provided here by John C. Murray.
Victory for Lenders: The District Court Reverses a Bankruptcy Court Order Imposing Fraudulent Transfer Liability on Corporate Group Lenders
Kathleen E. Kraft
Learn more about current considerations in evaluating fraudulent transfer risk in transactions from this summary of the federal District Court’s recent ruling in the Tousa case.
Trust & Estate News
Uniform Law Commission Approves Amendments to Uniform Trust Code
Kevin D. Millard
At its annual meeting in July, 2010, the Uniform Law Commission approved amendments to the Uniform Trust Code to deal with the insurable interest issue that was raised by the trial court decision in Chawla ex rel Giesinger v. Transamerica Occidental Life Insurance Co.
Current Developments Musings
Steve R. Akers
Steve Akers provides a concise summary of eleven recent cases that may have a significant impact on estate and tax planning—from carryover basis election to avoid estate tax regime for 2010 decedents, to issues regarding 2036 retained interests, to the disallowance of FLP discounts.
The Ultimate Irony: Part II—States Begin to Tackle Construction Issue Dilemmas in Their Own Formulaic Construction Statutes
Sharon L. Klein
When the federal and GST tax regimes initially lapsed on January 1, 2010 there was much confusion regarding the interpretation of formula clauses in instruments that were linked to tax concepts that simply disappeared. When federal legislation was enacted on December 17, 2010, state construction statutes became plagued with construction dilemmas. In Part I of this article, Sharon Klein provided a comprehensive review of legislation passed in 2010 and in Part II she provides an update on how states are reacting to unanticipated construction and other dilemmas in their statutes.
Transfer Tax and Life Insurance Planning in 2011–2012
Melvin A. Warshaw and Mark R. Parthemer
This article is a summary of the two presentations led by the authors, who are Co-Vice Chairs of the Insurance & Financial Planning Committee for the ABA RPTE Non-Tax Considerations Group in recent conference calls. The presentations were a primer on key aspects of the new tax act, as well as general tax and life insurance planning that can be considered for planning with clients.
Trust & Estate Practice Alert
Changing Health Claims and Appeals Rules Create Challenges For Plan Members, Sponsors, Fiduciaries, Administrators and Insurers
Cynthia Marcotte Stamer
Get a sneak peak of the hot issues related to employee benefits and compensation in this brief summary of the changes in the health claims and appeals rules applicable to plan members, sponsors, fiduciaries, administrators and insurers, as well as some of the related topics that will be addressed at the upcoming RPTE Spring Symposium.
Technology and Law Practice Management
Google Scholar: The Best Kept Secret on the Internet (Not Any More)
Amy B. Beller
The Google Scholar webpage is a free search engine of full text court decisions, scholarly research and academic papers. Amy Beller has submitted her comments and how-to's on this exciting website in this paper.
How to Post on LinkedIn
Are you interested in sharing links to pertinent legal articles or starting a discussion with your colleagues? LinkedIn is the perfect place to do this! Read about how to post on LinkedIn here.
Have you heard? We have monthly contests on our social networking sites where you can win free RPTE eCLEs or even a RPTE book! Join us today!
Live In-Person CLE
Philadelphia Community Outreach Program: The Real Estate Law You Wish You Learned In Law School
April 25, May 23, June 27, July 25, August 29, and September 26, 2011
Click here to view the Philadelphia Community Outreach Program webpage.
2011 Skills Training for Estate Planners
Are you new to estate planning and interested in participating in a week-long CLE course in New York? Click here to read more about this highly acclaimed program
Recent Developments Asset Protection Planning
April 21, 2011
Live From the Spring Symposia Meeting: Hot Topics in Estate Planning 2011
April 29, 2011
2011 ALTA/ACSM Survey Standards
May 4, 2011
Creating Grantor Trusts
May 10, 2011
Foreclosure Defects: Robosigning and its Impact on the Marketability of Title
May 17, 2011
Using Partnerships to Own Buy-Sell Insurance
July 19, 2011
To view a complete list of upcoming eCLE programs, visit the RPTE homepage here.
All RPTE eCLEs are teleconferences, with the option to listen via live audio webcast. All eCLEs occur 12 p.m.-1:30 p.m. Central time unless noted otherwise.
Residential, Multi-Family, and Special Use Group
From producing mini webinars to keeping Committee webpages up-to-date, this Group and its four Committees have been keeping quite busy. Click here to read more.
Trust & Estate
Charitable Planning and Organizations Group
Learn about this Group's active endeavors, including its sponsorship and production of three upcoming CLE programs at the 2011 Spring Symposia, via this link.
Elder Law, Disability Planning and Bioethics Group
This Group is a diverse collection of Committees and lawyers who work collectively to enhance the knowledge and practice of issues concerning seniors, those dealing with individuals with special needs, as well as the multitude of issues impacting the law and ethical issues in medical issues. Read more about this Group here.
Asset Protection Planning Committee
The Asset Protection Planning Committee has planned two teleconferences slated for April, one of which is for ethics CLE credit. Click here to read more about this Committee's programs!
Young Lawyers Network
The leadership of the Young Lawyers Network (YLN) are excited to meet new members at the Spring Symposia! Read updates from the Network here.
2011 Law Student Writing Contest
Enter the 2011 law student writing competition and compete to win the $2,500 first place prize! Read more about it here!
Join a Group or Committee Today!
RPTE members can join Groups and Committees online here. For questions regarding membership, contact Bunny Lee at (312) 988-5651 or email email@example.com.
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