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

    Ethics and Digital Assets

    July 11, 2018 3:43 PM by Litigation, Ethics and Malpractice Group

    Complimentary RPTE member only, non-CLE Teleconference recorded on July 11, 2018



    Listen to John T. Rogers, Esquire (Calif.) as he discusses ethics and digital assets. The group will also recap the Group programs from last month’s Spring Symposia.

    Downloads & Resources:

    How Sea-level Rise is Impacting Our World: Property Values, Real Estate Professionals and Clients

    July 11, 2018 3:10 PM by Land Use and Environmental Group

    Complimentary RPTE member only, non-CLE Teleconference recorded on July 11, 2018

     

    Thomas Ruppert, Coastal Planning Specialist, University of Florida, Sea Grant Florida College Program, Coral Gables, FL

    Downloads & Resources:

    Professors' Corner: Development, Permitting, and Exactions

    July 10, 2018 4:31 PM by Legal Education and Uniform Laws Group

    Construction Planning

    Complimentary RPTE member only, non-CLE Teleconference recorded on July 10, 2018

    Speakers:

    • Professor Donald J. Kochan, Chapman University Fowler School of Law
    • Professor Gregory M. Stein, University of Tennessee College of Law

     

    Moderator: Professor Wilson Freyermuth, University of Missouri School of Law

    Property owners regularly interact with government agencies and officials when seeking permission to conduct activities or build structures on their premises. The process can often be burdensome, complicated, time consuming, and otherwise difficult to navigate.  Oftentimes, property owners are faced with difficult choices of going along to get along or fighting governmental demands.  This webinar will evaluate recent cases that illustrate some of the issues in permitting and property law--including the pitfalls of waiving one's ability to challenge a governmental demand, the approach a state court takes in evaluating a fairly typical regulatory takings claim, the state of the law on exactions and the line between constitutional and unconstitutional demands associated with permit conditions, the fact that some land is subject to certain state-law requirements that may limit or restrict development, and the upcoming October Term 2018 U.S. Supreme Court case in Knick v. Township of Scott that will revisit Williamson County Regional Planning Commission v. Hamilton Bank and determine what steps a property owner bringing a takings challenge to a permit denial or condition must take before getting into federal court.

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

    Professors' Corner: Current Developments in Title Insurance Law

    May 8, 2018 10:02 AM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on May 8, 2018

    Speakers: Professor Joyce Palomar, University of Oklahoma College of Law and Professor Barlow Burke, American University Washington College of Law

    Moderator: Professor Wilson Freyermuth, University of Missouri School of Law

    Professors Palomar and Burke are the country's most authoritative scholars on the law of title insurance. In May's Professors Corner program, they will discuss recent developments in title insurance law, focusing most significantly on the proposed changes to the ALTA Owner's Policies and Loan Policies.

    Title Insurance

     

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

    The Impact of Land Use Regulation on Permissible Development Density

    May 2, 2018 11:57 AM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on May 2, 2018

    Speaker: Miles B. Andrews, MAI, of Andrews & Galvin Appraisal Services, LLC

    The May 2018 call is hosted by the Property Tax Committee featuring guest speaker Miles B. Andrews, MAI, of Andrews & Galvin Appraisal Services, LLC, a real estate appraisal company specializing in commercial real estate based in Farmington, Connecticut. Mr. Andrews’ presentation examines the impact of land use regulation on permissible development density, the manner in which density creates value in the marketplace, and the interrelationship of regulation, density and highest and best use. Mr. Andrews discusses these concepts and related appraisal theory and methodology. The concepts discussed are then applied in a case study that will incorporate land use regulation, an incipient change in highest and best use, condemnation, and a sale transaction.

    In addition to our speaker, updates are heard from committees about all of their exciting goings on and a discussion on the upcoming Spring Symposia in Orlando.

    Downloads & Resources:

    Email overload and other email "best practices" for Attorneys

    April 26, 2018 9:42 AM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 26, 2018

    A presentation by  Kristen David, Esq. on how to MANAGE a Small Law Firm.

     

    Downloads & Resources:

    Professors' Corner: A Place to Call Home: Tenant Blacklisting and the Denial of Opportunity

    April 10, 2018 10:46 AM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 10, 2018

    Speaker:  Professor Paula Franzese, Peter W. Rodino Professor of Law, Seton Hall Law

    Moderator: James G. Durham, University of Dayton School of Law

    Every day across the United States countless residential tenants face the prospect of eviction. Tenants named in an eviction proceeding, no matter the outcome or the context, find themselves placed on damning registries collected and maintained by “tenant reporting services.” Tenants whose names appear on these so-called “blacklists” are denied future renting opportunities, stigmatized and excluded from the promise of fair housing. To compound the problem, the landlord-tenant laws, meant to be tenant-protective, exacerbate the crisis in housing displacement. An empirical study that that I recently completed revealed that of the 40,000 residential eviction actions brought in one county in New Jersey in one year, only 80 had tenants asserting as a defense to non-payment of rent landlord’s breach of the implied warranty of habitability. This no matter the significant reported instances of derelict and grossly substandard rental housing known to exist within that same county.

    Landlord-tenant laws, as currently constituted and enforced, pose formidable bars to tenant enforcement of what we presume to be assured rights. This webinar will examine three of those impediments: 1.) the rent deposit requirement, 2.) tenant blacklisting and 3.) the absence of counsel for tenants facing eviction. Approximately 90 percent of landlords have legal counsel while 90 percent of tenants do not. Cities like New York and San Francisco have now implemented programs to provide counsel to low-income tenants. I am at work now on the promulgation of a similar program for the city of Newark.

    A Place To Call Home

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

    Update on ABLE Accounts

    April 9, 2018 12:49 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 9, 2018

    An update on ABLE accounts following the most recent changes in the Tax Cuts and Jobs Act of 2017.

    Speaker: Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove, IL

    ABLE Accounts

    Downloads & Resources:

    Recent Developments Affecting IRAs and Plan Distributions for 2018

    April 6, 2018 9:48 AM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 6, 2018

     

    Sponsored by IRA Accounts & Plan Distribution Committee of the  Employee Benefit Plans & Other Compensation Arrangements Group

    Downloads & Resources:

    Qualifying Gifts to Charities Outside of the United States

    April 4, 2018 6:30 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 4, 2018

    Speaker: Andrew S. Katzenberg, Kleinberg Kaplan, New York, NY

    Downloads & Resources:

    Climate Change Refugees

    March 14, 2018 5:23 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on March 14, 2018


    The Land Use and Zoning Committee and feature guest speaker Camille Manning-Broome, Senior Vice President of the Center for Planning Excellence – a non-profit organization based in Baton Rouge, Louisiana, that coordinates urban, rural and regional planning efforts in Louisiana. Camille discusses the relocation of the residents of a low-lying south Louisiana town, who will become the nation's first "climate change refugees" and beneficiaries of a first-of-its-kind $48 million federal grant to relocate communities fleeing climate change. Camille covers the legal, as well as political, environmental and logistical aspects of the Isle de Jean Charles relocation project, which is anticipated to serve as a pilot program for the relocation of other communities affected by sea level rise and related environmental issues. In addition to our speaker, a discussion ensued on upcoming CLE programming as well as other old and new group business.

    Downloads & Resources:

    Professors' Corner: The Recently Approved Uniform Directed Trust Act: A View from the Chair and Reporter

    March 13, 2018 5:00 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on March 13, 2018

    Speakers: John D. Morley, Professor of Law, Yale Law School and Robert H. Sitkoff, John L. Gray Professor of Law, Harvard Law School

    Moderator:
    David English, University of Missouri

    Across the centuries, the law of trusts evolved on the assumption that full power to administer a trust would belong to a trustee. A directed trust departs from this tradition by granting a power over a trust to a person who is not a trustee. The fundamental policy question arising from the emergence of directed trusts is how the law of trusteeship should be divided among a directed trustee and trust director. The Uniform Law Commission has just finished work on the Uniform Directed Trust Act (UDTA), which provides clear, practical, and comprehensive solutions to all of the major legal difficulties in a directed trust. At the same time, the UDTA offers a host of technical innovations that dramatically improve on existing directed trust statutes, and that point to a variety of drafting practices for directed trusts that could be improved in all states. In this session, Professors Robert Sitkoff (Harvard) and John Morley (Yale), respectively the Chair and the Reporter for the UDTA drafting committee, will discuss the UDTA and what it means for directed trust practice.

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

    It's Not All About Taxes: How Family Dynamics Can Make a Good Estate Plan Go Bad

    March 1, 2018 1:28 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on March 1, 2018

    Speakers: Carole M. Bass, Esq., Moses & Singer LLP and Donna LeBlanc, M.Ed, NYMHC
    Moderator: Randy Kaufman, Senior VP, EMM Wealth

    Why do the best laid plans sometimes go awry? The speakers use two case studies to review (i) an estate plan that may be recommended to freeze the value of highly appreciating assets for estate tax savings and (ii) a prenuptial agreement implemented to protect wealth in the context of a second marriage. While these plans work perfectly in a vacuum, our clients are real people with real lives and the speakers will look at the personality traits and family dynamics that may work to derail even the best laid plans.

    Estate Planning

    Downloads & Resources:

    Estate Planning for Chronic Illnesses

    February 21, 2018 12:09 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 21, 2018 from Elder Law and Special Needs Planning Group (TE)


    Martin M. Shenkman will discuss Estate Planning for Chronic Illnesses: 130 million Americans are presently living with one or more chronic illnesses. As the population ages that number will grow. Practitioners need to understand the planning implications of different chronic diseases, e.g. Alzheimer’s disease, Parkinson’s disease, COPD and more in order to serve their ill and/or aging clients. This presentation will provide a holistic overview of the planning considerations, specific drafting recommendations and the opportunity for a Q&A at the end.

    Estate Planning

    Downloads & Resources:

    Heckerling Round-Up!

    February 20, 2018 2:17 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 20, 2018
     
    In January, the estate planning community gathers in Orlando, Florida, for the Philip E. Heckerling Institute on Estate Planning presented by the University of Miami School of Law. Members of the Business Planning Group that attend the Heckerling Institute and special guests of the Business Planning Group review the highlights of the first-rate panels that will be of interest to our members.

    Heckerling Institute on Estate Planning

    Downloads & Resources:

    Professors' Corner: The Antiquities Act of 1906 and the Battle to Conserve National Monuments

    February 13, 2018 2:21 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on February 13, 2018

    The Antiquities Act of 1906 confers upon the president the power to declare, by public proclamation, national monuments on public lands. Theodore Roosevelt was president when the law was passed and he moved quickly to establish Devils Tower in Wyoming as the nation’s first. Two years later, Roosevelt designated more than 800,000 acres of public land as the Grand Canyon National Monument, which, as with many other monuments, was subsequently designated by Congress as a National Park. While most presidents since have used the Antiquities Act to proclaim monuments, the exercise of the power has sometimes been contentious, particularly because a proclamation typically withdraws these natural areas from future exploitation of natural resources and development. President Trump’s recent proclamations that purport to shrink two major national monuments in southern Utah (Grand Staircase Escalante and Bears Ears) established by Presidents Clinton and Obama are unprecedented in scale in the reversal of public land protections. Professors Zellmer and Squillace will assess the history and effects of the Antiquities Act and related laws, and offer views on President Trump’s “reverse” proclamation—whether a sitting president can undo his predecessors’ proclamations in order to allow uses that might be antithetical to conservation.

    Speakers: Professor Sandra Zellmer, University of Nebraska (visiting University of Montana) and Professor Mark Squillace, University of Colorado
    Moderator: Professor Shelby D. Green, Elisabeth Haub School of Law, Pace University

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

    Fascinating Fiduciary Cases

    January 30, 2018 5:40 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 30, 2018

    Review of the Past Year’s Significant, Curious, or Downright Fascinating Fiduciary Cases (at least it seems to me) with Dana G. Fitzsimons Jr.

    This session will review recent cases from across the country to assist fiduciaries and their advisors in identifying and managing contemporary challenges.

     

    Downloads & Resources:

    Claims Regulations and Other Developments Affecting Plan Fiduciaries

    January 26, 2018 2:54 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 26, 2018

    A discussion of the claims regulations under ERISA, with a focus on the new disability claims regulations to become effective as of April 1, 2018.  The group discusses how these rules and other developments in federal law and regulations affect plan fiduciaries and the manner in which they perform their responsibilities.

    ERISA

    Downloads & Resources:

    Cybersecurity for Real Estate Lawyers

    January 23, 2018 4:45 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 23, 2018

     

    Cybersecurity for the Real Estate Lawyer

    Downloads & Resources:

    Using Partnerships for Income and GST Tax Purposes and International Estate Planning After Tax Reform

    January 18, 2018 1:39 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 18, 2018

    A discussion hosted by the International Tax Planning Committee: Ellen Harrison speaks on Using partnerships for income and GST tax purposes, and Raj Malviya speaks on International Estate Planning After Tax Reform.

    image of a dollar bill

    Downloads & Resources:

    Renewal Rights, Rights of First Refusal and Rights of First Officer: The Good, the bad, and the Ugly

    January 17, 2018 12:00 PM by BielawsA

    Complimentary RPTE member only, non-CLE Teleconference recorded on January 17, 2018

     

    Image of typing on computer

    Downloads & Resources:

    Professors Corner: Challenges for Modern Housing Markets

    December 12, 2017 3:39 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on December 12, 2017

     

    Our current housing system is not sustainable in terms of the market, residential tenure, cost stability, and neighborhood inequality. Our panelists will discuss some key areas in which housing must be stabilized in order to strengthen our economy and society. Our panelists will address ways to lessen the volatility of housing prices and home mortgage lending, the importance of and ways to improve stability of residency, ways to improve the sustainability of affordable housing, and recent lawsuits that have reframed the problem of distressed and inequitable communities.

     

    Speakers: Professor Kristen Barnes, University of Akron School of Law; Professor Andrea J. Boyack, Washburn University School of Law and Professor David Reiss, Brooklyn Law School

    Moderator: Professor Wilson R. Freyermuth, University of Missouri School of Law

    Click here to continue to the Webinar On-demand

    Professors' Corner is a monthly teleconference featuring law professors discussing recent cases or issues of interest to real estate practitioners and scholars.

     

    Professors' Corner: Revisiting the Law of Waste: Emerging Issues & Contemporary Debates

    November 14, 2017 4:06 PM by Section of Real Property, Trust and Estate Law

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

     

    The law of waste has been a staple of property law textbooks for many decades. In recent years, a number of property scholars have revisited the doctrine. Some have used the law of waste to make arguments about the transformative power of private law. Others have questioned the assumptions underlying those arguments and reframed our understanding of waste to emphasize historical continuity. Other scholars have argued that the law of waste changes most radically when dramatic environmental or economic crises emerge.

    Read More »

    Professors' Corner: The Uniform Fiduciary Principal and Income Act

    October 10, 2017 4:39 PM by Section of Real Property, Trust and Estate Law

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

     

    How to allocate trust receipts between principal and income would seem to be a simply enough decision: dividends, interest, and rents are income, proceeds of sale of trust property are principal. But sometimes it's not so simple. For decades, the Uniform Principal and Income Act has set out default rules for allocating receipts and expenses between income and principal. The 1997 revision of the Act, however, moved into new territory with "the power to adjust," a new tool for trustees to use in the attempt to treat the interests of all beneficiaries in an impartial manner.

    Today, the Act is again being revised, and has a new name, the Uniform Fiduciary Income and Principal Act. The drafting process is halfway done and the time is ripe for a discussion of what is new in the latest draft, what problems are still under discussion and, more broadly, how some of the new features of UFIPA fit into the changing law of trust modification.

    Read More »

    Medical Facility Leasing

    October 4, 2017 5:17 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on October 4, 2017

     

    Committee call hosts speakers Stefanie L. Brennan of Pepper Hamilton LLP and T. Andrew Dow of Winstead PC who discuss medical facility leasing.  Topics include are the different types of medical facility leases, as well as specific concerns to be aware of an addressed in these types of leases and best practices for same.

    Read More »

    Private Foundations

    October 4, 2017 11:47 AM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on October 4, 2017

     

    This is the final call in our year-long series on private foundations. Please join us as Neil Kawashima and Tori Pambianco from McDermott Will & Emery LLP discuss working with private foundations that have reached the end. This call will cover issues that arise when terminating, consolidating and reorganizing private foundations.

    Read More »

    Professors' Corner: Modification and Termination of Irrevocable Trusts

    September 12, 2017 4:34 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on September 12, 2017

     

    Speakers: Bradley E.S. Fogel, St. Louis University School of Law; David English, University of Missouri School of Law and Charles A. Redd, Stinson Leonard Street

    Moderator: Amy M. Hess, University of Tennessee College of Law

    Read More »

    Leveraging Technology Is Key If You Want Your Small/Solo Practice to Compete With The Big Boys/Girls! (August 31, 2017)

    August 31, 2017 5:12 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on August 31, 2017

     

    Read More »

    Charitable Planning and Organizations Group Quarterly Call (July 12, 2017)

    July 12, 2017 12:46 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on July 12, 2017

     

    Governance and Succession Planning for Private Foundations

    Read More »

    The Chelsea Grand Case

    July 11, 2017 2:58 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on July 11, 2017

     

    Hotel Management Contracts held to not be agency contracts, and do not create fiduciary duties on the part of managers; and the growing controversy about access of “comfort animals” in hotels and other facilities.

    Read More »

    Federal Issues in Estate Administration

    June 22, 2017 4:31 PM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on June 22, 2017

     

    Speakers: James I. Dougherty, Withers Bergman LLP in Greenwich, CT; Marissa Dungey, Withers Bergman LLP, Greenwich, CT and Raj Malviya, Miller Johnson, Grand Rapids, MI

    Read More »

    Professors' Corner: Corner: Clarity and Comfort under the Uniform Directed Trust Act

    June 13, 2017 3:24 PM by Legal Education and Uniform Laws Group


    Complimentary RPTE member only, non-CLE Teleconference recorded on June 13, 2017

     

    A Drafting Committee of the Uniform Law Commission (ULC) has prepared a Uniform Directed Trust Act that is expected to be approved for promulgation to the states at the ULC’s Annual Meeting in San Diego in July 2017. This webinar presentation explores the new Uniform Act and the opportunities and challenges it presents for trust fiduciaries, estate planners, and trust counsel.

    Read More »

    Discussion on the ABLE Act and Special Needs Planning with Children (recorded on June 8, 2017)

    June 8, 2017 11:55 AM by Elder Law and Special Needs Planning Group (TE)


    Complimentary RPTE member only, non-CLE Teleconference recorded on June 8, 2017

    Benjamin (Benji) Rubin of Rubin Law will lead our discussion on special needs planning topics including the ABLE Act.

    Read More »

    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.

    Read More »

    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.

    Read More »

    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.

     

    Read More »

    Charitable Planning and Organizations Group Quarterly Call (April 5, 2017)

    April 5, 2017 10:09 AM by Section of Real Property, Trust and Estate Law

    Complimentary RPTE member only, non-CLE Teleconference recorded on April 5, 2017

    Read More »

    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.

    Read More »

    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.

    Read More »

    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

     

    Read More »

    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.

    Read More »

    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.

    Read More »

    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.

    Read More »

    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.

    Read More »