Probate & Property 2012 Index

Volume 26 No 6

Author Index

Akhavan, K. Eli, Artfully Deferring Taxes, July/August, at 59.

Bailey, Adam Leitman, and Dov Treiman, Moving Beyond the Mistakes of MERS to a Secure and Profitable National Title System, July/August, at 40.

Bernhardt, Roger, Mortgages and Merger, November/December, at 35.

Bernhardt, Roger, and Robert L. Kehr, Lawyers’ Ethics in Real Estate Transactions, March/April, at 60.

Beyer, Gerry W., and Naomi Cahn, When You Pass on, Don’t Leave the Passwords Behind: Planning for Digital Assets, January/February, at 40.

Boehlert, Garry R., and Janet E. Stout, New Mandates for Building Water Systems Affect Legal Liability in Legionnaires’ Disease Cases, January/February, at 62.

Bourland, Michael V., and Dustin G. Willey, Management/Maintenance of Mineral Interests in the Partnership—The Income Tax Perspective, July/August, at 10.

Bowman, Scott A., and Sasha A. Klein, Fiduciary Income Taxation: The Not-So-Basic Basics, March/April, at 29.

Brew, Gerard G., and Dana G. Fitzsimons Jr., Jicarilla Apache Nation: U.S. Supreme Court Throws Heat, But Little Light, on the Fiduciary Exception to the Attorney-Client Privilege, May/June, at 26.

Cahn, Naomi, and Gerry W. Beyer, When You Pass on, Don’t Leave the Passwords Behind: Planning for Digital Assets, January/February, at 40.

Carmona, Tiffany B., and Tye J. Klooster, Wandry v. Commissioner: The Secret Sauce Estate Planners Have Been Waiting For?, November/December, at 10.

Drennan, William, Amy Oxley, and Alice Noble-Allgire, Probate & Property Turns 25: A Look Back on a Quarter-Century of Death and Dirt, January/February, at 10.

Durham, James Geoffrey, The San Francisco Report: “Foreclosure in California—A Crisis of Compliance, A Nationally Significant Statistical Portrait of Problems in the Foreclosure Process, July/August, at 22.

Fisher, Paul, Identifying and Managing Difficult, High-Conflict Personality Clients, January/February, at 56.

Fitzsimons, Dana G., Jr., and Gerard G. Brew, Jicarilla Apache Nation: U.S. Supreme Court Throws Heat, But Little Light, on the Fiduciary Exception to the Attorney-Client Privilege, May/June, at 26.

Forte, Joseph Philip, The Reality of CMBS Risk Retention: A Real Solution or Just Another Illusion?, September/October, at 31.

Gorin, Steven B., Daniel H. McCarthy, and William I. Sanderson, S Corporations: Tax Planning for Transitions, July/August, at 47.

Gutierrez, Kathy, and Michael H. Rubin, The Social Media Thicket: Surviving and Thriving in the Tangled Thorny Issues, July/August, at 62.

Guzzeau, Gwynne W., Communication Counts: Coaching Strategies for Estate Planning Practitioners, November/December, at 52.

Harding, Ryan M., and Elise J. McGee, To Register or Not? SEC Investment Adviser Guidance for “Family Offices,” September/October, at 22.

Heitner, Mark, A Psychiatrist’s Guide to Succession Planning, September/October, at 52.

Herbes, Stephen F., A Stitch in Time: Using Wrap Documents to Ensure Group Insurance Policies Comply with ERISA and Avoid Sanctions, September/October, at 40.

Hoyt, Christopher R., Retirement Assets to a Surviving Spouse—Rollovers and Portability Are Your First Choice, January/February, at 20.

Jetel, Amy P., and Elliott H. Murray, Foreign Investment in U.S. Real Property: Overview of Taxation and Reporting, May/June, at 52.

Johnson, Brett R., and Todd A. Solomon, Walking Employees Through the Regulatory Maze Surrounding Same-Sex Domestic Partner Benefits, March/April, at 14.

Kehr, Robert L., and Roger Bernhardt, Lawyers’ Ethics in Real Estate Transactions, March/April, at 60.

Keppler, Caryn B., Svetlana Zagorina, and Joann Prinzivalli, When It Comes to Gender . . . Estate Planning Considerations for the Transsexual Client, March/April, at 18.

King, Sarah L., and H. Joseph Price Jr., Putting the Increased Estate to Work, May/June, at 40.

Klein, Sasha A., and Scott A. Bowman, Fiduciary Income Taxation: The Not-So-Basic Basics, March/April, at 29.

Klooster, Tye J., and Tiffany B. Carmona, Wandry v. Commissioner: The Secret Sauce Estate Planners Have Been Waiting For?, November/December, at 10.

La Ferlita, Joseph T., New York’s Newly Amended Decanting Statute Typifies Trend Toward Greater Flexibility, July/August, at 34.

Lee, Brian, and Alice M. Noble-Allgire, High Water in the Nation’s Breadbasket—A Takings Analysis of the Government’s Response to the Mississippi River’s Great Flood of 2011, January/February, at 28.

Lovett, John A., The Right to Exclude Meets the Right of Responsible Access: Scotland’s Bold Experiment in Public Access Legislation, March/April, at 52.

Lubinski, Joseph E., and Beverly J. Quail, How Borrowers Should Deal with Special Servicers, November/December, at 20.

McCarthy, Daniel H., Steven B. Gorin, and William I. Sanderson, S Corporations: Tax Planning for Transitions, July/August, at 47.

McGee, Elise J. and Ryan M. Harding, To Register or Not? SEC Investment Adviser Guidance for “Family Offices,” September/October, at 22.

Moore, Marie A., Windstorms, Tornadoes, and Floods, Oh My! Property Insurance Basics That Every Lawyer Should Know, September/October, at 10.

Murray, Elliott H., and Amy P. Jetel, Foreign Investment in U.S. Real Property: Overview of Taxation and Reporting, May/June, at 52.

Noble-Allgire, Alice M., and Brian Lee, High Water in the Nation’s Breadbasket—A Takings Analysis of the Government’s Response to the Mississippi River’s Great Flood of 2011, January/February, at 28.

Noble-Allgire, Alice M., Amy Oxley, and William Drennan, Probate & Property Turns 25: A Look Back on a Quarter-Century of Death and Dirt, January/February, at 10.

Oshins, Steven J., The Domestic Asset Protection Trust: Ranking the Jurisdictions, November/December, at 40.

Owley, Jessica, Exacted Conservation Easements: Emerging Concerns with Enforcement, January/February, at 51.

Oxley, Amy, Alice M.Noble-Allgire, and William Drennan, Probate & Property Turns 25: A Look Back on a Quarter-Century of Death and Dirt, January/February, at 10.

Palmer, Megan K., and David F. Schon, Historic Tax Credits Bring Needed Equity Financing to Urban Revitalization, September/October, at 45.

Pettey, Louis S., Ethics in Foreclosure, November/December, at 47.

Price, H. Joseph, Jr., and Sarah L. King, Putting the Increased Estate to Work, May/June, at 40.

Prinzivalli, Joann, Caryn B. Keppler, Svetlana Zagorina, When It Comes to Gender . . . Estate Planning Considerations for the Transsexual Client, March/April, at 18.

Quail, Beverly J., and Joseph E. Lubinski, How Borrowers Should Deal with Special Servicers, November/December, at 20.

Reiss, David J., Three Principles for Federal Housing Policy, March/April, at 40.

Rubin, Michael H., and Kathy Gutierrez, The Social Media Thicket: Surviving and Thriving in the Tangled Thorny Issues, July/August, at 62.

Rule, Troy A., Wind Rights Under Property Law: Answers Still Blowing in the Wind, November/December, at 56.

Salsich, Peter W., Jr., The Choice Neighborhoods Initiative: Model Cities by Another Name, or Truly Transformative?, March/April, at 34.

Sanderson, William I., Daniel H. McCarthy, and Steven B. Gorin, S Corporations: Tax Planning for Transitions, July/August, at 47.

Schoenblum, Neil, On Mortensen and Other Asset Protection Developments: Ten Questions for Barry S. Engel and John R. Garland, November/December, at 30.

Schon, David F., and Megan K. Palmer, Historic Tax Credits Bring Needed Equity Financing to Urban Revitalization, September/October, at 45.

Schwabach, Aaron, The Specter of Civil Law Clawback Actions Haunting U.S. and UK Charitable Giving, May/June, at 60.

Senn, Mark A., Writing Good, Legal Sense and More or Less, May/June, at 36.

Slaton, James E.A., Navigating the Political Challenges to Sustainable Development, July/August, at 52.

Smith, Damon Y., and Ann vom Eigen, HUD’s Multifamily Rental Project Closing Documents—Modernizing FHA Multifamily Financing, May/June, at 12.

Snively, Stephen W., Environmental Laws of Namibia: Constitutions, Conservation, and Cheetahs, May/June, at 44.

Solomon, Todd A., and Brett R. Johnson, Walking Employees Through the Regulatory Maze Surrounding Same-Sex Domestic Partner Benefits, March/April, at 14.

Stout, Janet E., and Garry R. Boehlert, New Mandates for Building Water Systems Affect Legal Liability in Legionnaires’ Disease Cases, January/February, at 62.

Treiman, Dov, and Adam Leitman Bailey, Moving Beyond the Mistakes of MERS to a Secure and Profitable National Title System, July/August, at 40.

Vitollo, Timothy J., The DOMA Disparity: Transfer Taxation of Same-Sex Spouses in Community Property and Common Law States, March/April, at 10.

vom Eigen, Ann, and Damon Y. Smith, HUD’s Multifamily Rental Project Closing Documents—Modernizing FHA Multifamily Financing, May/June, at 12.

Willey, Dustin G., and Michael V. Bourland, Management/Maintenance of Mineral Interests in the Partnership—The Income Tax Perspective, July/August, at 10.

Zagorina, Svetlana, Caryn B. Keppler, and Joann Prinzivalli, When It Comes to Gender . . . Estate Planning Considerations for the Transsexual Client, March/April, at 18.

Asset Protection Planning

Oshins, Steven J., The Domestic Asset Protection Trust: Ranking the Jurisdictions, November/December, at 40.

Schoenblum, Neil, On Mortensen and Other Asset Protection Developments: Ten Questions for Barry S. Engel and John R. Garland, November/December, at 30.

Business Investment Entities

McCarthy, Daniel H., Steven B. Gorin, and William I. Sanderson, S Corporations: Tax Planning for Transitions, July/August, at 47.

Willey, Dustin G., and Michael V. Bourland, Management/Maintenance of Mineral Interests in the Partnership—The Income Tax Perspective, July/August, at 10.

Design and Construction

Boehlert, Garry R., and Janet E. Stout, New Mandates for Building Water Systems Affect Legal Liability in Legionnaires’ Disease Cases, January/February, at 62.

Digital Assets

Beyer, Gerry W., and Naomi Cahn, When You Pass on, Don’t Leave the Passwords Behind: Planning for Digital Assets, January/February, at 40.

Emotional and Psychological Issues in Estate Planning

Fisher, Paul, Identifying and Managing Difficult, High-Conflict Personality Clients, January/February, at 56.

Heitner, Mark, A Psychiatrist’s Guide to Succession Planning, September/October, at 52.

Environment

Snively, Stephen W., Environmental Laws of Namibia: Constitutions, Conservation, and Cheetahs, May/June, at 44.

Estate and Trust Administration

Bowman, Scott A., and Sasha A. Klein, Fiduciary Income Taxation: The Not-So-Basic Basics, March/April, at 29.

Brew, Gerard G., and Dana G. Fitzsimons Jr., Jicarilla Apache Nation: U.S. Supreme Court Throws Heat, But Little Light, on the Fiduciary Exception to the Attorney-Client Privilege, May/June, at 26.

Estate and Trust Planning

Carmona, Tiffany B., and Tye J. Klooster, Wandry v. Commissioner: The Secret Sauce Estate Planners Have Been Waiting For?, November/December, at 10.

Guzzeau, Gwynne W., Communication Counts: Coaching Strategies for Estate Planning Practitioners, November/December, at 52.

Hoyt, Christopher R., Retirement Assets to a Surviving Spouse—Rollovers and Portability Are Your First Choice, January/February, at 20.

Keppler, Caryn B., Svetlana Zagorina, and Joann Prinzivalli, When It Comes to Gender . . . Estate Planning Considerations for the Transsexual Client, March/April, at 18.

La Ferlita, Joseph T., New York’s Newly Amended Decanting Statute Typifies Trend Toward Greater Flexibility, July/August, at 34.

Price, H. Joseph, Jr., and Sarah L. King, Putting the Increased Estate to Work, May/June, at 40.

Ethics and Law Practice

Bernhardt, Roger, and Robert L. Kehr, Lawyers’ Ethics in Real Estate Transactions, March/April, at 60.

Brew, Gerard G., and Dana G. Fitzsimons Jr., Jicarilla Apache Nation: U.S. Supreme Court Throws Heat, But Little Light, on the Fiduciary Exception to the Attorney-Client Privilege, May/June, at 26.

Guzzeau, Gwynne W., Communication Counts: Coaching Strategies for Estate Planning Practitioners, November/December, at 52.

Pettey, Louis S., Ethics in Foreclosure, November/December, at 47.

Rubin, Michael H., and Kathy Gutierrez, The Social Media Thicket: Surviving and Thriving in the Tangled Thorny Issues, July/August, at 62.

Senn, Mark A., Writing Good, Legal Sense and More or Less, May/June, at 36.

Financial Planning

Harding, Ryan M., and Elise J. McGee, To Register or Not? SEC Investment Adviser Guidance for “Family Offices,” September/October, at 22.

Foreclosure

Durham, James Geoffrey, The San Francisco Report: “Foreclosure in California—A Crisis of Compliance,” A Nationally Significant Statistical Portrait of Problems in the Foreclosure Process, July/August, at 22.

Pettey, Louis S., Ethics in Foreclosure, November/December, at 47.

Governmental Incentives

Schon, David F., and Megan K. Palmer, Historic Tax Credits Bring Needed Equity Financing to Urban Revitalization, September/October, at 45.

Housing

Reiss, David J., Three Principles for Federal Housing Policy, March/April, at 40.

Salsich, Peter W., Jr., The Choice Neighborhoods Initiative: Model Cities by Another Name, or Truly Transformative?, March/April, at 34.

vom Eigen, Ann, and Damon Y. Smith, HUD’s Multifamily Rental Project Closing Documents—Modernizing FHA Multifamily Financing, May/June, at 12.

Insurance

Herbes, Stephen F., A Stitch in Time: Using Wrap Documents to Ensure Group Insurance Policies Comply with ERISA and Avoid Sanctions, September/October, at 40.

Moore, Marie A., Windstorms, Tornadoes, and Floods, Oh My! Property Insurance Basics That Every Lawyer Should Know, September/October, at 10.

International Investment in Real Estate

Jetel, Amy P., and Elliott H. Murray, Foreign Investment in U.S. Real Property: Overview of Taxation and Reporting, May/June, at 52.

International Tax Planning

Schwabach, Aaron, The Specter of Civil Law Clawback Actions Haunting U.S. and UK Charitable Giving, May/June, at 60.

Land Use and Zoning

Lee, Brian, and Alice M. Noble-Allgire, High Water in the Nation’s Breadbasket—A Takings Analysis of the Government’s Response to the Mississippi River’s Great Flood of 2011, January/February, at 28.

Owley, Jessica, Exacted Conservation Easements: Emerging Concerns with Enforcement, January/February, at 51.

Slaton, James E.A., Navigating the Political Challenges to Sustainable Development, July/August, at 52.

Mortgage Lending

Bernhardt, Roger, Mortgages and Merger, November/December, at 35.

Quail, Beverly J., and Joseph E. Lubinski, How Borrowers Should Deal with Special Servicers, November/December, at 20.

Probate & Property

Oxley, Amy, Alice M. Noble-Allgire, and William Drennan, Probate & Property Turns 25: A Look Back on a Quarter-Century of Death and Dirt, January/February, at 10.

Property Law

Bailey, Adam Leitman, and Dov Treiman, Moving Beyond the Mistakes of MERS to a Secure and Profitable National Title System, July/August, at 40.

Lovett, John A., The Right to Exclude Meets the Right of Responsible Access: Scotland’s Bold Experiment in Public Access Legislation, March/April, at 52.

Rule, Troy A., Wind Rights Under Property Law: Answers Still Blowing in the Wind, November/December, at 56.

Real Estate Finance

Forte, Joseph Philip, The Reality of CMBS Risk Retention: A Real Solution or Just Another Illusion?, September/October, at 31.

Schon, David F., and Megan K. Palmer, Historic Tax Credits Bring Needed Equity Financing to Urban Revitalization, September/October, at 45.

vom Eigen, Ann, and Damon Y. Smith, HUD’s Multifamily Rental Project Closing Documents—Modernizing FHA Multifamily Financing, May/June, at 12.

Real Estate Transactions

Bernhardt, Roger, and Robert L. Kehr, Lawyer’s Ethics in Real Estate Transactions, March/April, at 60.

Same-Sex Couples

Solomon, Todd A., and Brett R. Johnson, Walking Employees Through the Regulatory Maze Surrounding Same-Sex Domestic Partner Benefits, March/April, at 14.

Vitollo, Timothy J., The DOMA Disparity: Transfer Taxation of Same-Sex Spouses in Community Property and Common Law States, March/April, at 10.

§ 1031 Exchange

Akhavan, K. Eli, Artfully Deferring Taxes, July/August, at 59.

Technology

Rubin, Michael H., and Kathy Gutierrez, The Social Media Thicket: Surviving and Thriving in the Tangled Thorny Issues, July/August, at 62.

Trusts

Oshins, Steven J., The Domestic Asset Protection Trust: Ranking the Jurisdictions, November/December, at 40.

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