June 01, 2017

Section News: Section Officer and Council Nominations

In accordance with Article 6, Section 6.1(g) of the Bylaws of the ABA Section of Real Property, Trust and Estate Law, the Nominations Committee presents the following persons for officer and council member vacancies that will occur at the close of the Association year.

The Nominations Committee, consisting of Gideon Rothschild, Chair, Robert J. Krapf, Vice-Chair, Lester B. Law, Nelse T. Miller, and Henry Talavera, met during the 2016 Fall Leadership Meeting. The Committee interviewed Section Officers, Delegates, Council members, Standing Committee Chairs, and Editors of the Section's publications. The Committee also solicited and received input from Section leaders who were unable to attend the Fall Leadership Meeting, as well as other Section members. The Committee members participated in follow up conference calls and communications amongst themselves and with proposed candidates. The Committee thanks all those who met with the Committee and otherwise shared their insights about the future leadership of the Section.

The Committee hereby submits its nomination of the following persons to serve in the officer capacities noted by their respective names:

Section Chair: Elizabeth C. Lee

Section Chair-Elect: David M. English

Real Property Division Vice-Chair: Jo-Ann M. Marzullo

Trust & Estate Division Vice-Chair: Stephanie Loomis-Price

Section Secretary: Robert C. Paul

Section Finance Officer: Hugh F. Drake

Section Delegate: Jo Ann Engelhardt

Assistant Secretary (Trust & Estate Division): Jessica A. Uzcategui

Assistant Secretary (Real Property Division): Tanya D. Marsh

The following persons are re-nominated to serve a three-year term on the Section Council:

For the Trust & Estate Division:

  • Patricia H. Char
  • David S. Neufeld
  • Robert N. Sacks

For the Real Property Division:

  • Marie A. Moore
  • Daniel Q. Orvin

The following persons are nominated to serve an initial three-year term on the Section Council:

For the Trust & Estate Division:

  • Elizabeth Lindsay-Ochoa

For the Real Property Division:

  • Jack Fersko
  • Sterling Scott Willis

Pursuant to Section 6.1(g) of the Section Bylaws, a biographical statement of each nominated person follows.

Elizabeth C. Lee Womble Carlyle Sandridge & Rice Washington, D.C.

Nominated as Section Chair, term ending August 2018. Positions held in Section: Chair-Elect, Officers; Liaison, Representative to RP Synergy Summit; Chair, Planning; Section Vice-Chair, Real Property Division; Section Secretary; Officers & Council; Member, Council; Co-Chair, Standing Committee on Continuing Legal Education; Co-Chair, Real Property Division Continuing Legal Education Committee; Member, Planning, Communications, Corporate Sponsorship Standing Committees; Member, Digital Signature and E-Commerce Committees; Chair, Construction and Mortgage Lending Committee; Vice-Chair and Chair, Mortgage Loan Structure and Origination; Section Liaison to Property Records Industry Association; Member, Special Committee on ABA Relations.

David M. English, University of Missouri School of Law, Columbia, Missouri

Nominated as Section Chair-Elect, term ending August 2018. Positions held in Section: Section Vice-Chair, Trust and Estate Division; Liaison, Representative to TE Synergy Summit; Member, Planning; Member, Principal and Income Act Task Force; Co-Chair, Special Committee on ABA Relations; Vice-Chair, Significant Current Probate and Trust Legislation; Editor, "Keeping Current," Probate & Property; Chair, Committee on Long Term Health Care; Chair, Limited Liability Companies; Chair, Healthcare Decisions; Chair, Organ and Tissue Donation Committee; Member, Bylaws and Handbook Committee; Member, Council; Elder Law and Disability Planning; Member, Continuing Legal Education Committee; Member, Study Committee on Law Reform; Member, Publications Committee; Member, Diversity Committee; Member, Section Advisory Board; Member, Nominating; Vice-Chair, Bio Ethics; Co-Chair, Uniform Acts for Probate & Trust Law; Member, Task Force on American Indian Probate Reform; Member, Task Force on USA Patriot Act and Gatekeeper Regulation; Member, Task Force on Real Property Law School Curriculum; Member, Intellectual Property/Patent Task Force; Section Delegate, Council; Co-Chair, Diversity; Liaison, Commission on Law and Aging; Chair, Special Committee on ABA Relations; Member, Committee on Groups and Substantive Committees; Chair, National Conference of Lawyers and Corporate Fiduciaries; Co-Chair, Community Outreach.

Jo-Ann M. Marzullo, Posternak Blankstein & Lund LLP, Boston, Massachusetts

Nominated for second term as Section Vice-Chair, Real Property Division, term ending August 2018. Positions held in Section: RP Division Vice-Chair; Liaison, Representative to RP Synergy Summit; Vice-Chair, K-10 Emerging Issues; Member, G-2 Design and Construction; Vice-Chair, G-2 Design and Construction Including ADA Act; Chair, K-10 Emerging Issues; Member, Continuing Legal Education; Chair, E-6 Property, Casualty & Other Non-Title Insurance; Group Chair and Vice-Chair, Commercial Real Estate Transactions and Management Group; Vice-Chair, Division CLE; Co-Chair and Member, Corporate Sponsorship; Ex-Officio, Council; Division Subcommittee Chair, Continuing Legal Education; Member, Planning; Liaison to SOC Task Force on Continuing Legal Education; RP Division Sub-Committee Chair, CLE; Member, Council; Member, Planning; Vice-Chair and Co-Chair, CLE; Member, Committee on Groups and Substantive Committees; Member, Nominations Committee.

Stephanie Loomis-Price, Winstead PC, Houston, Texas

Nominated for first term as Section Vice-Chair, Trust and Estate Division, term ending August 2018. Positions held in Section: Finance and Corporate Sponsorship Officer; Member, Committee on Groups and Substantive Committees; Member, Planning; Chair and Vice Chair, Tax Litigation and Controversy Committee; Member, Vice-Chair, and Co-Chair, Continuing Legal Education Committee; Member, Nominations and Planning Committees; Group Vice-Chair and Group Chair, Income and Transfer Tax Planning Group; Council Member; Assistant Finance Officer, Finance Planning Officer; Officers; Section Officers Conference Liaison to ABA Standing Committee on CLE.

Robert C. Paul, Rockefeller Group Technology Solutions Inc., New York, New York

Nominated for third term as Section Secretary, term ending August 2018. Positions held in Section: Section Secretary; Vice-Chair, Co-Chair, and Chair, Securitization and REITs Committee; Co-Chair, In-House Counsel; Liaison and Member, ABA Standing Committee on Publishing Oversight; Associate Editor and Editor-in-Chief, Real Property, Trust and Estate Law Journal; Member, Vice-Chair, and Co-Chair, Publications Committee; Member, Section Advisory Board; Member, Nominations Committee; Member and Co-Chair, Special Committee on In-House Counsel; Member, Planning Committee; Liaison, ABA Working Group on Corporate Counsel.

Hugh F. Drake, Brown Hay & Stephens LLP, Springfield, Illinois

Nominated for first term as Finance and Corporate Sponsorship Officer, term ending August 2018. Positions held in Section: Member, Fellows; Vice-Chair, Estate Planning & Administration for Business Owners, Farmers, & Ranchers; YLN Chair, Membership; Chair, Estate Planning & Administration for Business Owners, Farmers, & Ranchers; Vice-Chair, Fellows; Chair, Fellows; Member, Committee on Groups and Substantive Committees; Member, Technology; Chair, YLN; Co-Vice Chair, Membership; Group Vice-Chair, Business Planning Group; Co-Chair, Membership; Member, Nominations; Member, Planning; Group Chair, Business Planning Group; Member, Communications; Co-Chair, Communications; Member, Special Committee on ABA Relations; SCM, Business Planning Group; Member, Council; Member, Task Force on Technology and the Profession.

Jo Ann Engelhardt, Bessemer Trust Company, Palm Beach, Florida

Nominated for second term as Section Delegate, House of Delegates, term ending August 2020. Positions held in Section: Vice-Chair, Co-Chair, and Chair, Estate Planning and Drafting in Pre-Death Planning Issues Committee; Chair, Administration and Distribution of Trusts Committee; Member, Vice-Chair, and Co-Chair, Membership Committee; Member, Vice-Chair, and Co-Chair, Diversity Committee; Co-Chair, Corporate Sponsorship; Member, Non-Tax Issues in Planning and Drafting for Lifetime and Testamentary Transfers Committee; Council Member; Member, Administration and Distribution of Estates and Trusts and Guardianship Committee; Member, Corporate Sponsorship Committee; Supervisory Council Member, Investment and Financial Planning Group, Wealth Planning Group, and Non-Tax Estate Planning Consideration Group; Chair, Trust and Estate Synergy Summit; Section Finance and Corporate Sponsorship Officer; Section Delegate, Officers; Liaison, Special Advisor to the Commission on Racial and Ethnic Diversity in the Profession; Member, Planning; Member, Special Committee on ABA Relations; Delegate, House of Delegates; Member, National Conference of Lawyers and Corporate Fiduciaries; Member, Special Committee on In-House Counsel.

Jessica A. Uzcategui, Sacks Glazier Franklin & Lodise LLP, Los Angeles, California

Nominated for third term, Assistant Secretary, Trust and Estate Division, term ending August 2018. Positions held in Section: Assistant Secretary, Trust and Estate Division; Vice-Chair, Probate & Fiduciary Litigation; Member, Corporate Sponsorship; Co-Chair, Ethics and Malpractice; Member, Diversity and Inclusion.

Tanya D. Marsh, Wake Forest University School of Law, Winston Salem, North Carolina

Nominated for first term, Assistant Secretary, Real Property Division, term ending August 2020. Positions held in Section: Member, Fellows; Vice-Chair, Property, Casualty, and Other Non-Title Insurance; Member, Task Force on Real Property Law School Curriculum; Vice-Chair, Legal Education; RPTE Advisor, Study Committee on Fiduciary Powers & Authority to Access Digital Information; Member, Nominations; Member, CLE; Vice-Chair, Community Outreach; Chair, Legal Education; Associate Journal Editor, Real Property, Trust and Estate Law Journal; Co-Chair, Joint Legal Education.

Patricia H. Char, K & L Gates, Seattle, Washington

Nominated for second term on Council, Trust and Estate Division, term ending August 2020. Positions held in Section: Member and Co-Chair, Diversity Committee; Member, National Conference of Lawyers and Corporate Fiduciaries; Vice-Chair, Estate and Trust Litigation and Controversy Committee; Chair, Ethics and Malpractice Committee; Section Liaison to ABA Commission on Racial and Ethnic Diversity in the Profession; Vice Chair, Digital Property; Member, Council; Member, Diversity; Member, Membership.

David S. Neufeld, Law Office of David Neufeld, Princeton, New Jersey

Nominated for second term on Council, Trust and Estate Division, term ending August 2020. Positions held in Section: Vice-Chair and Co-Chair, Insurance & Financial Planning Committee; Section Liaison to Trust and Estate Synergy Summit; Member and Vice-Chair, Communications Committee; ABA Advisor, NCCUSL Drafting Committee on Insurable Interests Relating to Trusts Act; Vice-Chair and Co-Chair, Non-Tax Estate Planning Considerations Group; Member, Council; Co-Chair and Member, Corporate Sponsorship Committee.

Robert N. Sacks, Sacks Glazier Franklin & Lodise LLP, Los Angeles, California

Nominated for second term on Council, Trust and Estate Division, term ending August 2020. Positions held in Section: Chair and Vice-Chair, Estate and Trust Litigation and Controversy Committee; Group Chair and Vice-Chair, Litigation, Ethics and Malpractice Group; Member and Vice-Chair, Corporate Sponsorship Committee; Member and Vice-Chair, Communications Committee; Member, Committee on Groups and Substantive Committees; Section Liaison, National College of Probate Judges; SCM, Litigation, Ethics and Malpractice Group; Member, Council.

Marie A. Moore, Sher Garner, New Orleans, Louisiana

Nominated for second term on Council, Real Property Division, term ending August 2020. Positions held in Section: Chair and Vice-Chair, Retail Leasing Committee; Member, Diversity Committee; Co-Chair, Vice-Chair, and Member, Corporate Sponsorship Committee; Associate Articles Editors and "Last Word" Editor, Probate & Property; Group Chair and Group Vice-Chair, Leasing Group; Member, Council; Member, Diversity; Member, Planning; SCM, Residential, Multi-Family, and Special Use Group; Member, CLE.

Daniel Q. Orvin, Womble Carlyle, Charleston, South Carolina

Nominated for second term on Council, Real Property Division, term ending August 2020. Positions held in Section: Chair and Vice-Chair, Common Interest Ownership Development Committee; Vice-Chair and Member, Communications Committee; Member, Real Property Government Submissions Task Force; Group Chair and Vice-Chair, Hospitality, Timesharing and Common Interest Development Group; Member, Planning Committee; Member, Nominations Committee; Member, Council; SCM, Leasing Group; Member, Task Force on Technology and the Profession.

Elizabeth Lindsay-Ochoa, Loring, Wolcott & Coolidge, Boston, Massachusetts

Nominated for first term on Council, Trust and Estate Division, term ending August 2020. Positions held in Section: Vice-Chair and Member, Fellows; Vice-Chair and Member, Diversity; Vice-Chair, Economics and Technology of the Practice; Member, Technology; Vice-Chair, Young Lawyers Network; Acquisitions Editor, TE Editors, Real Property, Trust and Estate Law Journal; Vice-Chair, Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts; Chair, YLN Subcommittee, Membership; Member, Nominations; Liaison, ABA Commission on Sexual Orientation and Gender Identity; Vice-Chair, Membership; Group Co-Chair and Vice-Chair, Non-Tax Estate Planning Considerations Group; Managing Editor, TE Editors, Real Property, Trust and Estate Law Jouranl; Vice-Chair, Diversity & Inclusion; Member, Principal and Income Act Task Force.

Jack Fersko, Greenbaum Rowe Smith & Davis LLP, Woodbridge, New Jersey

Nominated for first term on Council, Real Property Division, term ending August 2020. Positions held in Section: Chair and Vice-Chair, G-3 Industrial and Warehouse Leasing; Group Chair and Vice-Chair, Leasing Group; Member, Membership; Member, Communications; Member, Corporate Sponsorship; Vice-Chair and Member, Committee on Groups and Substantive Committees; Chair and Member, RP Government Submissions Task Force; Member, Planning.

Sterling Scott Willis, Fishman Haygood, LLP, New Orleans, Louisiana

Nominated for first term on Council, Real Property Division, term ending August 2020. Positions held in Section: Chair, I-7 Legal Opinions in Real Estate Transactions; Member, Continuing Legal Education; Vice-Chair, eCLE; RP Division Secretary, Council; Member, Planning.

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