RPTE eReport logo

  •   A Bi-Monthly Electronic Publication for Section Members
  • June 2009

Section News

Spring Symposia 2009 a Success
The RPTE 20th Spring Symposia were a great success. More than 400 Section members attended two days of cutting edge CLE programs and enjoyed meeting with new colleagues and old friends, all while taking in the sights and sounds of Washington, D.C. View photos and read more about the CLE programs here. A special thanks to all of our Symposia sponsors, which helped make the event a valuable learning and networking experience.

ABA Annual Meeting
Join us for the ABA Annual Meeting in Chicago, July 31 - August 2, 2009—another extraordinary opportunity to network with colleagues and earn CLE credit. The Section's Real Property Division will present six very timely CLE programs at the Annual Meeting, and the Section is co-sponsoring a number of other programs. Click here for program and registration information. The Trust and Estate Division will present CLE programs at its Joint Fall Meeting with the Tax Section in Chicago, September 24-26, 2009.

Economic Recovery Resources for Lawyers
The RPTE Section and the ABA are working to provide you with assistance during these tough economic times. For a list of resources helpful to real property and trust and estate lawyers, view RPTE's Economic Recovery Resources web page.

The ABA's Economic Recovery Resources Web Portal provides information on topics from job search, personal development and career transitions, to practice management tips, advice for dealing with stress and discounts on ABA offerings. The site also lists nearly 50 CLE Now! programs on a wide range of legal topics offered by the ABA Center for CLE. These programs are free digital downloads that ABA members can access whenever and wherever they want.

Trust and Estate NewsReal Property News

trust and estate

Trust and Estate News

Endowment Spending - What's a University to Do?
Susan Gary

Gift Tax 101
Bruce D. Steiner

IRS Issues Guidance on Sales of Insurance Policies (and Related Transactions)
Mark Silverstein

Ethical Considerations for Trustees & Their Advisors
Sharon L. Klein

Recent Cases Affecting Family Limited Partnerships and LLCs
Louis A. Mezzullo

Last Beneficiary Standing: Identifying the Proper Parties in Breach of Fiduciary Cases
Robert N. Sacks

Planning for Qualified Plan and IRA Benefits - the Final Minimum Required Distribution Rules
Harvey B. Wallace II

real property

Real Property News

Where wife has title, can bankrupt husband who resides in home and shares expenses make a homestead claim?
Jesse Cook-Dubin

Update on the Amendments to FAS 140 - Accounting for Transfers of Financial Assets and Repurchase Financing Transactions
G. Wogan Bernard

Options and Related Rights With Respect to Real Estate: Carveouts for Specific Transactions
John C. Murray

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 stalley@stonepigman.com for further details.

Technology and Law Practice Management

3 Tips for Managing Email in Microsoft Outlook
Most practitioners find themselves awash in emails. Microsoft Outlook is commonly used in law offices, and can be a powerful tool to use in organizing your practice. This article offers three important tips for managing email in Outlook. Click to read more.

CLE Spotlight

Trust and Estate CLE
Can Benefits Lawyers & Other Service Providers be Sued for Malpractice for Services to ERISA Plans?
Date: Thursday, June 25, 2009
Time: 1:00 p.m. - 2:00 p.m. Eastern

Real Property CLE
The Land Sales Battle: Sellers and Purchasers War Over the Interstate Land Sales Full Disclosure Act
Date: Thursday, July 29, 2009
Time: 1:00 p.m. - 2:30 p.m. Eastern

Group & Committee News

committee spotlight

Emerging Issues and Specialty Leases Committee

The Specialty Leases and Emerging Issues Committee of the Leasing Group wants to gather more resources for its "Checklists for Specialty Leases" project. Read more here.

This new "Committee Spotlight" section of the eReport highlights a group or committee and provides volunteer opportunities for practicing lawyers. Become more involved in RPTE today!

Business Planning Group
With providing monthly conference calls, writing articles and presenting programs at the Spring Symposia, the Business Planning Group has been very active so far in 2009. Read more here.

real property
Land Use and Environmental Group
Three of the committees in the Land Use and Environmental Group will present programs at the ABA Annual Meeting this year in Chicago. Click here to learn more.

Young Lawyers Network

Young and Seasoned Lawyers Network at the Spring Symposia
The RPTE Young Lawyers Network (YLN) held a successful networking meeting at the Spring Symposia in Washington, D.C. The event provided an opportunity for young lawyers to discuss their Symposia experiences and to get to know some of the more seasoned Section members, all in an informal setting.

Become an RPTE Fellow!
Submit your RPTE Fellows Program application by June 19th. . . more details

YLN Submissions Needed for Probate & Property
If you would like to get involved with the YLN, we are in need of submissions for the YLN page in Probate & Property magazine. The YLN page consists of short, substantive articles written to provide very practical advice for young lawyers. If you are interested in submitting an article or in getting involved in another manner with the YLN, please contact Liz Ochoa,

Law Students

Writing Contest
June 19th is the deadline for submissions to the RPTE Law Student Writing Contest. Do not miss out on your chance to become published and win prize money! Click here for more information on the competition.

Foreclosure Law and Related Remedies, Second Edition (AZ, CO, CT, DE, KY, MA, MN, NV, SC, VT)

New Book from RPTE

Foreclosure Law and Related Remedies, Second Edition (AZ, CO, CT, DE, KY, MA, MN, NV, SC, VT)
Gregory M. Stein, Morton P. Fisher Jr. and Marjorie P. Fisher

Perhaps no topic is of greater concern to real estate attorneys today than foreclosure law and how it is regulated in each state. The Section of Real Property, Trust and Estate Law is in the process of completely updating and revising its book Foreclosure Law and Related Remedies: A State-by-State Digest, and expects to publish it in early 2010. However, to make this information available as soon as possible, five bundles of chapters will be released as downloadable PDF files on a rolling basis during 2009. Click here to learn more...

- PDF version - print the whole issue
- PDF of Trust and Estate articles only
- PDF of Real Property articles only

About RPTE eReport

The RPTE eREPORT is the bi-monthly electronic publication of the Real Property, Trust and Estate Law Section. It includes practical information for lawyers working in the real property and estate planning fields, together with news on Section activities and upcoming events. RPTE eREPORT also provides resources for young lawyers and law students to succeed in the practice of law. For further information on RPTE eREPORT or to submit an article for publication, please contact: Susan Talley (Editor) at stalley@stonepigman.com; Cheryl Kelly (Real Property Editor) at CKELLY@thompsoncoburn.com; Robert Steele (Trust and Estate Editor) at steele@whafh.com; or Michael Goler (Managing Editor Emeritus) at Goler@MillerGolerFaeges.com. We welcome your suggestions and submissions.

The materials contained herein represent the opinions of the authors and editors and should not be construed to be those of either the American Bar Association or The Section of Real Property, Trust and Estate Law unless adopted pursuant to the bylaws of the Association. Nothing contained herein is to be considered as the rendering of legal advice for specific cases and readers are responsible for obtaining such advice from their own legal counsel. These materials and any forms and agreements herein are intended for educational and informational purposes only. The authors and other contributors to RPTE eREPORT are solely responsible for the content of their submissions, including the accuracy of citations to legal resource materials.


American Bar AssociationReal Property Trust & Estate Law Section