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Section Officer and Council Nominations

In accordance with Article 6, Section 1(d), of the Bylaws of the Section, the Nominations Committee presents the following slate for Section officer, delegate, and council member vacancies that will occur at the close of the current Association year. In addition, the Nominations Committee has recommended individuals to be appointed as assistant secretaries to the Real Property and Probate and Trust Divisions.

The Nominations Committee is chaired by Louis A. Mezzullo of Richmond, Virginia. Vice-Chair is David K. Y. Tang of Seattle, Washington, and members are David M. English of Columbia, Missouri, Martin P. Miner of New York, New York, and Barbara Sloan of New York, New York.

The current Section Chair-Elect, Philip J. Bagley III, whose Section activities are summarized below, will automatically succeed Dennis I. Belcher as Chair of the Section at the close of the Annual Meeting, scheduled for August 8 through 10, 2003, in San Francisco.

The election for officers and council members will be held at the annual Section business meeting on Sunday morning, August 10, at the Hyatt Regency Embarcadero.

Officers

Chair : Philip J. Bagley III
Chair-Elect : Edward F. Koren
Vice Chair, Real Property Division : Kevin L. Shepherd (re-nominated)
Vice Chair, Probate and Trust Division : Christine L. Albright
Secretary : Kathleen M. Martin (re-nominated)
Finance Officer : Steve R. Akers (re-nominated)
Section Delegate : Neal J. Fink

Council

Probate and Trust Division Members :

Jo Ann Engelhardt (re-nominated)
T. Randolph Harris
William P. LaPiana
Gideon Rothschild

Real Property Division Members :

Nancy J. Appleby
Kenneth L. Samuelson   (re-nominated)
Susan G. Talley (re-nominated)
David A. Thomas

Assistant Secretary, Probate and Trust Division

David Dietrich

Assistant Secretary, Real Property Division

Nancy R. Little

Summary of Section Activities:

Philip J. Bagley III

Troutman Sanders LLP

Richmond, Virginia

Automatic succession to Chair, term ending August 2004. Positions held in Section: Member, Budget and Finance, Bylaws and Handbook, Committees, Membership, Mortgage Loan Structure and Origination, Loan Practice and Lender Liability Committees; Vice-Chair, Planning, Publications, Continuing Legal Education Committees; Chair, Real Property Division CLE Committee; Section Liaison, ABA Coordinating Committee on Legal Education, American College of Real Estate Lawyers; Council Member; Section Secretary; Section Vice-Chair, Real Property Division.

Edward F. Koren

Holland & Knight LLP

Tampa, Florida

Nominee for Chair-Elect, term ending August 2004. Positions held in Section: Vice-Chair, Marital Deductions, Probate and Trust Division CLE, Planning, Publications Committees; Chair, Marital Deductions Committee; Co-Chair, A-5 Division CLE Committee; Member, Continuing Legal Education, B-2 Marital Deduction, Planning Committees; Section Representative, National Conference of Lawyers and Corporate Fiduciaries; Council Member; Section Vice-Chair, Probate and Trust Division.

Kevin L. Shepherd

Venable LLP

Baltimore, Maryland

Nominee for second term as Real Property Division Vice-Chair, term ending August 2004. Positions held in Section: Associate Articles Editor, Real Property Articles Editor, and Editor, Probate & Property Magazine; Chair, Real Property Division Advisory Board; Chair, Advisory Board; Member, Publications, Committees, Continuing Legal Education, Planning, Technology Committees; Member, ABA Standing Committee on Publishing Oversight; Council Member.

Christine L. Albright

Winston & Strawn

Chicago, Illinois

Nominee for first term as Section Vice-Chair, Probate and Trust Division, term ending August 2004. Positions held in Section: Chair, Estate Planning & Drafting: Marital Deduction Committee; Chair, Tax Legislation and Regulation Committee; Co-Chair, Probate and Trust Division CLE Committee; Member, Section CLE, Publications, Nominations, Diversity, Membership, Digital Signatures/E-Commerce, and Planning Committees; Group Chair and Supervisory Council Member, Group B–Estate Planning for Families and Other Beneficiaries; Section Representative, National Conference of Lawyers and Corporate Fiduciaries; Supervisory Council Member, Group D–Charitable Planning and Exempt Organization, Group I–Non-Tax Estate Planning Consideration, and Group E–International and Multistate; Co-Chair, Committee on Committees.

Steve R. Akers

Bessemer Trust

Dallas, Texas

Nominee for third term as Finance and Corporate Sponsorship Officer, term ending August 2004. Positions held in Section: Vice-Chair, Co-Chair, and Chair, Corporate Sponsorship Committee; Co-Chair, Task Force on Chapter 14 Proposed Regulations, A-5 Division CLE Committees; Chair and Vice-Chair, Lifetime Transfers Committee; Member, Membership, Publications, Planning, Continuing Legal Education, Bylaws, and Handbook Committees; Assistant Secretary, Probate and Trust Division Council; Council Member.

Kathleen M. Martin

Malkerson Gilliland Martin LLP

Minneapolis, Minnesota

Nominee for second term as Section Secretary, term ending August 2004. Positions held in Section: Chair, Condemnation and Solo and Small Firm Practice Committees; Co-Chair, Multijurisdictional Practice Committee; Member, Bylaws and Handbook, Continuing Legal Education, Membership, Planning, A-1 Decisions, D-2 Condemnation, Group J–Real Estate and Mortgage Investment Committees; Section Liaison, ABA Commission on Women in the Profession and ABA Solo and Small Firms Committee; Member, ABA Standing Committee on Solo and Small Firm Practitioners; Council Member.

Neal J. Fink

Rock & Leitz, PC

Atlanta, Georgia

Nominee for first term as Section Delegate, term ending August 2006. Positions held in Section: Young Lawyers Division Liaison; Chair and Member, Membership Committee; Section Finance Officer; Chair, Testamentary Power Over Non-Probate Assets Committee; Member, Budget and Finance Committee; Vice-Chair, Role, Function & Liabilities of the Estate Lawyer Committee; Chair, Professional Responsibilities and Liabilities of the Estate Lawyer; Section Liaison, ABA Commission on Partnership Programs and ABA Special Committee on the Drug Crisis; Member, Nominating, Committees, Planning and Leadership Development Initiative Committees; Council Member, Probate and Trust Division; Supervisory Council Member, Group D–Charitable Planning and Exempt Organizations and Group I–Fiduciary Administration.

Gideon Rothschild

Moses & Singer LLP

New York, New York

Nominee for first term as Council Member, Probate and Trust Division, term ending August 2006. Positions held in Section: Chair, Asset Protection Planning Committee; Chair, International Estate Planning Committee; Member, Section CLE Committee; Co-Chair, Probate and Trust Division CLE Committee.

Jo Ann Engelhardt

Bessemer Trust

Palm Beach, Florida

Nominee for second term as Council Member, Probate and Trust Division, term ending August 2006. Positions held in Section: Member and Vice-Chair, Continuing Legal Education Committee; Member, Probate and Trust Division CLE Committee; Chair, Co-Chair, and Vice-Chair, Estate Planning and Drafting: Pre-Death Planning Issues Committee; Chair, Administration and Distribution of Trusts Committee; Member and Co-Chair, Membership Committee; Member, Non-Tax Issues in Planning and Drafting for Lifetime and Testamentary Transfers Committee; Vice-Chair and Member, Diversity Committee; Member, Administration and Distribution of Estates and Trusts and Guardianship Committee; Member, Non-Tax Issues in Planning and Drafting Lifetime and Testamentary Transfers Committee; Member, Corporate Sponsorship Committee; Supervisory Council Member, Group J–Investment and Financial Planning; Section Liaison, Young Lawyers Division and Law Student Division; Section Liaison, Commission on Women in the Profession; Supervisory Council Member, Group I–Non-Tax Estate Planning Consideration, Group J–Wealth Planning.

William P. LaPiana

New York Law School

New York, New York

Nominee for first term as Council Member, Probate and Trust Division, term ending August 2006. Positions held in Section: Contributing Keeping Current Editor, Probate & Property Magazine; Vice-Chair, Income Taxation of Estates and Beneficiaries, Lifetime and Testamentary Charitable Gift Planning, and Significant Developments on Probate and Trust Case Law, Legislation and Literature Committees; Co-Chair, Postmortem Transfer Tax Planning Committee; Co-Chair, Fiduciary Income Tax Committee.

T. Randolph Harris

McLaughlin & Stern, LLP

New York, New York

Nominee for first term as Council Member, Probate and Trust Division, term ending August 2006. Positions held in Section: Vice-Chair, Post-Mortem Tax Problems Committee; Chair, Marital Deduction and S Corporations Committees; Member, Membership and Publications Committees; Co-Chair, Business Investment Entities, Partnerships, LLCs and Corporations Committee.

David J. Dietrich

Dietrich & Cole LLP

Billings, Montana

Recommended appointee for second term as Assistant Secretary, Probate and Trust Division, term ending August 2004. Positions held in Section: Vice-Chair, Special Problems of Farmers and Ranchers and Estate Planning and Estate Administration for Farmers and Ranchers Committees; Chair, Valuation of Business Property and Estate Planning & Administration for Farmers and Ranchers Committees.

Nancy J. Appleby

Rodey, Dickason, Sloan,  Akin & Robb, P.A.

Albuquerque, New Mexico

Nominee for first term as Council Member, Real Property Division, term ending August 2006. Positions held in Section: Chair and Vice-Chair, Loan Practices & Lender Liability Committee; Chair, Entertainment, Gaming and Related Estate Issues Committee; Member, Homeowners, Community and Common Interest Community Associations, Collateral for Commercial Real Estate Loans, and Foreclosure and Related Remedies Committees; Member, CLE Committee and Committee on Committees; Chair, Real Property Division CLE Committee.

Kenneth L. Samuelson

Deckelbaum Ogens & Raftery, Chartered

Washington, D.C.

Nominee for second term as Council Member, Real Property Division, term ending August 2006. Positions held in Section: Vice-Chair, Commercial Leasing Committee; Chair, Transfer of Interest and Emerging Issues Committees; Member, Legal Opinions in Real Estate Transactions, Governmental Ownership of Real Estate, Securitization and REITS, and Taxation, Governmental Assistance and Governmental Agencies Committees; Member and Vice-Chair, International Activities Committee; Vice-Chair, Real Property Division CLE Committee; Member, CLE Committee; Co-Chair, Technology Committee; Supervisory Council Member, Continuing Education and Development, and Real Estate Taxation and Governmental Committees.

Susan G. Talley

Stone Pigman Walther Wittmann LLC

New Orleans, Louisiana

Nominee for second term as Council Member, Real Property Division, term ending August 2006. Positions held in Section: Associate Articles Editor, Real Property Articles Editor, and Editor, Probate & Property Magazine; Member, Nominating, Committees, and Publications Committees; Member and Vice Chair, Membership Committee; Member, Mortgage Loan Structure and Origination Committee; Vice-Chair, Foreclosure and Related Remedies Committee; Supervisory Council Member, Group F–Multi-Family, Special Living and Residential Real Estate.

David A. Thomas

Brigham Young University

Provo, Utah

Nominee for first term as Council Member, Real Property Division, term ending August 2006. Positions held in Section: Chair and Co-Chair, Legislation Committee; Member, Limited Liability Companies Committee; Member and Vice-Chair, Section Advisory Board; Chair and Member, Significant Decisions Committee.

Nancy R. Little

McGuireWoods LLP

Richmond, Virginia

Recommended appointee for first term as Assistant Secretary, Real Property Division, term ending August 2004. Positions held in Section: Vice-Chair, Loan Practices and Lender Liability Committee; Chair and Co-Chair, Non-Traditional Commercial Real Estate Finance Committee; Chair, Lease Finance Committee; Member, CLE Committee.

2003 Student Writing Contest

The Jacques T. Schlenger Student Writing Contest is open to all law students currently attending an ABA-accredited law school. The contest is designed to encourage and reward law student writing on real property, probate, and trust law subjects of general and current interest. The contest is named in honor of the late Jacques T. Schlenger, a nationally renowned estate planning lawyer, founder of the Venable Foundation, and a Section member for 45 years. Established in 1981, the Venable Foundation works to promote the health and well-being of the communities where Venable’s clients and attorneys work and live. The Venable Foundation supports a wide range of civic, cultural, and charitable endeavors as well as public interest law and legal education.

The first place winner will receive a cash prize of $2,000 (together with a one-year free membership in the Section and an expense paid trip to the Section’s Fall Council Meeting in New Orleans, Louisiana, in November 2003), with the second and third place winners receiving cash prizes of $500 and $250,respectively.

Complete rules and an entry form are available online at www.abanet.org/rppt/writingcontest. In case of any questions, please contact the coordinator of the contest,Kevin L. Shepherd, at klshepherd@venable.com.

The deadline for submitting papers is June 15, 2003.

Section Announces Third Year of Fellowship Program

Now in its third year, this program represents a commitment by the Section to increase the participation of young lawyers in Section activities. The program’s goal is to give active members of the ABA Young Lawyers Division (YLD) an opportunity to become involved in the substantive work of the Section, to develop future Section leaders, and to enhance knowledge about the work of the Section among members of the YLD.

The Fellowship appointment is for two years. Four Fellows will be selected from among the applicants. To be considered for selection, a young lawyer must have practiced in the probate or real property area for at least one year and be an active member of the YLD (or an active member who has aged out within the last three years, as calculated by YLD). Two of the four Fellows selected will be minority applicants.

For a full description of roles and responsibilities, please visit www.abanet.org/rppt/fellows.html.

Applications are due by June 2, 2003.

Fellows will be notified of their appointment by early July. If youhave any questions, please feel free to contact Andrew F. Palmieri at(703) 837-6976 or afpalmieri@vssp.com.


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