2017 Joint Fall CLE Meeting
We welcome the ABA Section of Taxation and the RPTE's Trust and Estate Law Division to the 2017 Joint Fall CLE Meeting, September 14-16, 2017! Join us and take advantage of the opportunity to meet with the country’s leading attorneys and government officials to discuss the latest federal tax policies, initiatives, regulations, legislative forecasts and planning ideas.
Spring 2017 Real Property, Trust & Estate Law Journal
The Spring edition of our member-only journal will be mailed soon—be sure to check your mailbox! In the meantime, get a preview of the featured articles by checking out the synopses.
Sponsorship Opportunities Available for the 2017 Fall Leadership Meeting
As we look forward to the upcoming 2017 Fall Leadership Meeting to be held in Monterey, CA, October 12–14, 2017, we would like to alert you to the opportunity for your law firm to be a sponsor. The Fall Leadership Meeting provides an intimate opportunity to meet and mingle with Section leaders. The small scope of this Meeting gives your law firm an excellent branding opportunity with attorneys from around the country. Find out more about these and other sponsorship opportunities here.
ABA Auto-Renew Program
Join the Discussion on Social Media
Strengthen and extend your existing network of trusted contacts. Join the discussion and stay connected with RPTE via communities on LinkedIn, Facebook, Twitter, and Instagram. Enhance your membership experience and join us today.
FREE Monthly Group and Committee Conference Calls
Group and Committee calls are a complimentary benefit of Section membership and normally are limited to Section members. Prospective members, however, are welcome to join a call without charge to learn more about RPTE Groups and Committees, and how to become involved upon joining the Section.
Robin K. Capozzi, Shane D. Sclichter and David M. Aldous
This article delves into the world of high volatility commercial real estate loans, explaining the origin of the loan designation and the effect on a bank’s ability to lend.
Television shows such as Hoarding: Buried Alive and Hoarders display in alarming detail the negative emotional and physical impact of this condition upon the individual with the hoarding disorder as well as his or her family and neighbors. The negative consequences of hoarding in a community association — especially a high-rise condominium — are very serious. Hoarding behavior can easily lead to unsanitary and unsafe conditions that extend far outside the unit where the hoarding condition has manifested.
Edward J. Levin
IN CASE YOU MISSED IT: Back by popular demand, is Ed Levin’s article discussing varying approaches to handling representation in local counsel opinion matters. Of particular note are the editorial comments following the article by William B. Dunn, Of Counsel, with Clark Hill PLC. Mr. Dunn is the editor of Opinions Matters, the Newsletter of the Section’s Committee on Legal Opinions in Real Estate Transactions. Additional information regarding the Legal Opinions Committee and Opinions Matters is also provided following Ed’s article.
Dean C. Waldt
In this article Dean C. Waldt summarizes a recent Ninth Circuit decision allowing leasehold interests to be "stripped" in connection with sale under the Bankruptcy Code.
Keri D. Brown & Benjamin A. Cohen-Kurzrock
This article discusses Rev. Proc. 2017-34, which provides "ordinary millionaires" some regulatory relief with respect to making a portability election.
Ray Prather and Martin Shenkman
eReport editors Ray Prather and Martin Shenkman summarize and analyze the Tax Court's recent decision in Estate of Powell v. Commissioner. The decision provides reminders of many inappropriate steps that might be taken in estate planning. These errors, while familiar to most practitioners, nonetheless are worthy of reviewing as reminders of how not to structure estate plans and asset protection plans in the future.
Jo Ann Engelhardt
Jo Ann Engelhardt looks at the latest developments in the Department of Labor's proposed rules under ERISA and the Internal Revenue Code concerning whether investment advisors are held to a "fiduciary" standard or just to a "suitability" standard in advising retirement investors.
Adam M. Ansari
With India's technology boom, the country has seen an increased demand for specialized U.S. consultants and contractors. Today, many of these consultants and contractors spend a portion of each year living and working in India. Adam Ansari discusses why it is important that tax practitioners who work with these clients have a basic understanding of India’s tax system and when a person might be subject to Indian income taxes.
Matthew Skotak summarizes In re Estate of Vose, in which the Oklahoma Supreme Court upheld a ruling that required the Personal Representative of an Estate to take the necessary steps to transfer the deceased spouse’s unused election to the decedent’s surviving spouse, creating a duty to elect portability.
The Land Use and Environmental Group is comprised of committees dealing with private and public involvement in land use decisions.
Read more about the Group.
This group differs from other RPTE groups in that it surveys activities and information across the entire spectrum of property topics, rather than focusing on specific substantive areas.
Read more about the Group.
The Business Planning Group of committees covers choice of entity, estate planning, and estate administration for clients who own business entities or interests in farms or ranches.
Read more about the Group.
JOIN A GROUP OR COMMITTEE TODAY!
Group and Committee membership is free to all RPTE members! Learn more about our nine Real Property Groups and seven Trust and Estate Groups. For questions regarding membership, contact Bunny Lee at (312) 988-5651 or firstname.lastname@example.org.