Group and Committee Resources | Complimentary, non-CLE Teleconference (Audio Archive)

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Real Property Groups and Committees

 

The RPTE Section has 9 Real Property Groups and 42 Real Property Committees that focus on property use, ownership, development, transfer, regulation, financing, taxation and disposal. Click on each link below to learn more about each RP Group and the RP Committees within each Group.

Learn more how you can join and participate in Real Property Groups and Committees.

 

Trust & Estate Groups and Committees


The RPTE Section has 7 Trust and Estate Groups and 27 Trust and Estate Committees that focus on trusts, estate planning, employee benefits, insurance, and probate and trust litigation. Click on each link below to learn more about each TE Group and the TE Committees within each Group.

Learn more how you can join and participate in Trust and Estate Groups and Committees.

 

 

  • Events & CLE

    Filing Form 8886 for Captive Insurance Companies

    May 18, 2017 1:18 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on May 18, 2017

    David Neufeld of The Law Office of David Neufeld will give an overview of captive insurance companies. He will discuss the recently passed deadline (of May 1, 2017) for filing Form 8886 for captive insurance companies. He will describe how captive insurance companies can be another planning tool for attorneys with clients who have businesses with insurable risks and in lieu of the client’s company obtaining commercial property and casualty and similar insurance.

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    The Shift in Defined Benefit Money to Defined Contribution Money

    May 18, 2017 12:49 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on May 18, 2017

     

    The type of money that insurance companies have been investing has been evolving. For many insurance companies and fund managers, endowments, foundations and public/private pension plans have historically been the traditional client base, but defined benefit plans are going out of favor as plan sponsors struggle to achieve the economics necessary to satisfy obligations to a retirement population that continues to live longer. Within our lifetimes, defined contribution plans like 401(k)s will become the model for how the American worker saves for and funds his/her retirement. How will this shift from defined benefit money to defined contribution money change the way that insurance companies invest? Lawyers that support the asset management business of any insurance company that are interested in learning more about this paradigm shift and its effect on investing capital should attend.

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    The Intersection of Estate Planning and Securities Law

    May 17, 2017 3:56 PM by ABA Section of Real Property, Trust and Estate Law, Business Planning Group

    Complimentary RPTE member only, non-CLE Teleconference recorded on May 17, 2017

     

    Dana Foley of Arnold & Porter Kaye Scholer and Nate Brown of Proskauer discuss the intersection of estate planning and securities law. The first part of the presentation will provide an introduction to some basic provisions of the securities laws applicable to the ownership of securities, such as fund interests, by irrevocable trusts, with a particular focus on the qualification of such trusts as “accredited investors” and “qualified purchasers.” The second part of the presentation will focus on reporting requirements and other considerations that estate planners should be cognizant of under the Securities Exchange Act of 1933 and 1934 as well as under the Hart-Scott Rodino Antitrust Improvements Act of 1976.

     

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    Assured Water Supply Laws in the Western States: The Current State of Play

    March 15, 2017 3:15 AM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on March 15, 2017

     

    The March call was hosted by the Environmental Committee and featured guest speaker Anne Castle, senior fellow at the Getches-Wilkinson Center for Natural Resources, Energy, and the Environment at the University of Colorado Law School in Boulder, CO. Ms. Castle formerly served as Assistant Secretary for Water and Science at the U.S. Department of the Interior from 2009 to 2014. Ms. Castle discusses her paper entitled, "Assured Water Supply Laws in the Western States: The Current State of Play," co-authored with Monica Green and being published in the Colorado Natural Resources, Energy, & Environmental Law Review in early March. This paper compares the laws in eleven western states requiring developers to demonstrate that an adequate water supply is available to serve proposed new construction. Ms. Castle will also be participating in the Environmental Committee's panel at this year's Spring Symposia in Denver, CO, Ms. Castle's presentation will serve as a sort of preview of the Symposia panel's broader discussion on assured water supply laws.

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    Professors' Corner: The Uniform Partition of Heirs Property Act: Commonsense Reform Stabilizing Ownership for Many Vulnerable Families

    March 14, 2017 3:22 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on March 14, 2017

     

    The Uniform Partition of Heirs Property Act (UPHPA) is a uniform act promulgated by Uniform Law Commission in 2010, which is designed to address basic issues of fairness with many extant state partition laws.  Existing partition laws that have been applied in ways that have resulted in devastating property loss for all kinds of families, urban and rural alike. By drawing upon many different sources of law as well as legal strategies more wealthy families typically have used to manage their common property ownership, the UPHPA seeks to stabilize tenancy-in-common ownership for families who heretofore have had very insecure ownership and little reason to hope for legal reform.

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    Elder Law and Special Needs Planning Group General Discussion

    February 23, 2017 10:37 AM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 23, 2017

     

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    Professors' Corner: Retirement Accounts: Planning for a Lifetime ... and More!

    February 14, 2017 4:09 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 14, 2017

     

    Planning for retirement assets includes planning for one's own retirement as well as planning for the beneficiaries who will receive retirement assets after death. Professor Forman will explain the rules that govern retirement plans, such as Section 401(k) plans and IRAs, and the required minimum distributions that must be taken during one's lifetime. Professor Hoyt will examine the planning strategies for beneficiaries. When can a beneficiary receive distributions over his or her life expectancy, and when does current law require an inherited retirement account to be liquidated in just five years? The program will examine the special options available to a surviving spouse, such as a rollover, and identify situations when a rollover should be avoided. Finally, Professors Forman and Hoyt will address useful strategies if Congress enacts the proposal to liquidate (almost) all inherited IRAs in just five years.

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    Post-Inauguration Update - DOL Conflict of Interest Rule

    February 3, 2017 11:28 AM by Adam Bielawski

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 3, 2017

     

    The Employee Benefit Plans & Other Compensation Arrangements Group briefly reviews the expanded definition of “fiduciary” under the DOL Conflict of Interest Rule as well as the Best Interest Contract Exemption and the more recently issued FAQs. Also discussed upcoming deadlines and required actions for fiduciaries, as well as any changes to the DOL Conflict of Interest Rule that may be announced following the inauguration of President-Elect Trump and strategies to comply in a Trump administration.

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    Repurposing of Vintage Office Buildings in Central Business Districts in Ohio

    January 18, 2017 11:59 AM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 18, 2017



    The Property Tax Committee of the Land Use and Environmental Group hosted a discussion with speaker Robert J. Vodinelic, MAI, Managing Director and Regional Manager of Cushman & Wakefield of Ohio, Inc., based in Columbus, Ohio.

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    Professors' Corner: Fracking: Recent Judicial, Legislative, and Regulatory Developments

    January 10, 2017 4:20 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 10, 2017

     

    The practice of hydraulic fracturing (or "fracking") continues to play an important but controversial role in American efforts to achieve energy independence. Our program will focus on recent legal developments relating to this practice.

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