May 2017 RPTE eReport

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RPTE eReport



Section News

Articles of Interest:
  Real Property
  Trust & Estate

Technology & Law
Practice Management

Upcoming Programs

Young Lawyers

Law Students

Group & Committee

Featured RPTE
Book of the Month

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Learn About and Contribute to the


Fundamentals of the Modern Estate Planning Practice

While minimizing tax remains the focus for some, most estate planning attorneys work to address other critical goals. This series provides an introduction to the wide range of issues that constitute a modern estate planning practice including transitioning a business across generations, protected inherited assets from creditors, planning to avoid interfamily disputes, litigating those disputes, addressing incapacity for an aging society, and the often neglected aspects of proper trust administration. Visit the meeting webpage for more details including how to register!

Skills Training for Estate Planners

This is the ideal estate planning CLE program for both new and experienced lawyers. Young or transitioning lawyers new to the practice will receive a strong educational experience focused on the "how to" of estate planning in the program's Fundamentals course; while more experienced lawyers will appreciate the opportunity to further expand their knowledge in the program's Advanced Topics course.

Young Lawyers: Apply Today to Become an RPTE Fellow

The ABA Section of Real Property, Trust and Estate Law Fellows Program encourages the active involvement and participation of young lawyers in Section activities. The goal of the program is to give young lawyers an opportunity to become involved in the substantive work of the RPTE Section, while developing into future leaders. Complete the application today and get involved with the Section.

Now Accepting Entries for the RPTE Law Student Writing Contest

Did you write a paper for a law school class and want to submit it for the chance to win $2,500 plus a full-tuition scholarship, and a trip to the RPTE Fall Leadership Conference in Monterrey, California this October? Visit the contest webpage to see the official contest rules and entry form for details.

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.

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.

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Articles of Interest  ARTICLES OF INTEREST

real property trust and estate

Rights of First Refusal Transmogrify Into Purchase Options

Ira Meislik
How long do rights of first refusal survive? A recent reported decision by a Massachusetts Court discusses the difference between rights of first refusals and purchase options.

Scott Labarre – Inclusiveness for the Visually Disabled

Jo Ann Engelhardt
A summary of Scott C. Labarre's presentation to the Standing Committee on Diversity and Inclusion.

Whom Should I Represent When I Am Local Counsel Giving A Real Estate Closing Opinion Letter?

Edward J. Levin
This article discusses factors to consider when determining which party to represent in issuing a local counsel mortgage loan opinion.



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Agent Authority to Enter Arbitration Agreements within Nursing Home Admission Forms - Updated

Mary Elizabeth Anderson
Problems with arbitration agreements and nursing homes are not new. The US Supreme Court recently has weighed in on the issue of whether an agent can bind the principal to an arbitration clause when admitting the principal to a nursing home.

A Trust for the Family Jet

Michelle M. Wade
Estate planning for the family jet involves a host of high-level issues and decisions. Michelle Wade identifies and discusses key issues.

When Art Is Gray: The Art of Gifting Art

Ramsay H. Slugg
Ramsay Slugg explores the complexities of making charitable donations of artwork and various options available when making such gifts.





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Technology & Law Practice Management  TECHNOLOGY & LAW PRACTICE MANAGEMENT

Luddites & the Law: Steps to Include Artificial Intelligence in Your Practice

Keith Mullen
A recent article explains Artificial Intelligence, and gives us 5 steps to prepare us for it.

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Life Insurance
Life Insurance & Annuities – A Three Part Series Session 1

June 6

Fundamentals of Federal Transfer Taxes
Fundamentals of the Modern Estate Planning Practice - Session 4

June 22

Live from Skills Training - Fiduciary Income Taxation and Subchapter J

July 10

Live from Skills Training - Planning for the Multinational Client

July 12



Clarity and Comfort Under the Uniform Directed Trust Act
Professors' Corner June 2017

June 13


Skills Training for Estate Planners

July 9–14
New York, NY

RPTE Fall Leadership Meeting

October 12–14
Monterey, CA

To view a complete list of upcoming programs, visit

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Young Lawyers Network  YOUNG LAWYERS NETWORK

RPTE Fellows Program - Applications Due June 30

The ABA Section of Real Property, Trust and Estate Law Fellows Program encourages the active involvement and participation of young lawyers in Section activities. The goal of the program is to give young lawyers an opportunity to become involved in the substantive work of the RPTE Section, while developing into future leaders. The application deadline for the 2017–2019 program is June 30, 2017.

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Law Students  LAW STUDENTS

RPTE Writing Competition

The goal of the RPTE student writing contest is to encourage and reward law student writing on the subjects of real property or trust and estate law. It is designed to attract students to these law specialties, and to encourage scholarship and interest in these areas. Articles submitted for judging are encouraged to be of timely topics and have not been previously published. This contest is open to all J.D. and LL.M students currently attending an ABA-accredited law school. Entries must be received by the Section no later than June 30, 2017.

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Technology & Law Practice Management  GROUP AND COMMITTEE NEWS

real property trust and estate

Law Practice Management Group

The RP Law Practice Management Group addresses the practical day-to-day issues in a real estate practice. We have four committees: Economics, Technology and Practice Methods; Ethics and Professionalism; Real Property Litigation; and our newest committee- Solo and Small Firm Practice.
more about the Group.

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Elder Law and Special Needs Planning Group

Elder Law and Special Needs Planning Group focuses on a variety of elder law and special needs planning issues, including Medicare, Social Security, Medicaid, planning for Incapacity, paying for long-term care, special needs trusts and related matters. In addition, we hold regular group calls and participate in Section meetings and webinars on the foregoing topics.
more about the Group.

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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

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Book of the Month 

An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

Louis A Mezzullo

This clearly written guide, now completely revised and updated, provides comprehensive, practical advice for the non-ERISA specialist on how to structure benefits from qualified retirement plans and IRAs to achieve maximum benefits for your client.

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Purchase this book today!

Regular price: $139.95
RPTE member price: $119.95

Book of the Month 

Commercial Retail Leases and Outlot Purchases: A Practitioner's Guide to Forms and Provisions

James L Gosdin

Understand title insurance coverage and how to secure optimum coverage for your clients. This updated and expanded edition provides practical tools and essential information about this critical aspect of a real estate transaction.

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Purchase this book today!

Regular price: $199.95
RPTE member price: $159.95


Downloads  DOWNLOAD


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Downloads  LEARN ABOUT eReport

The eReport is the bi-monthly electronic publication of the American Bar Association 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. The eReport also provides resources for seasoned and young lawyers and law students to succeed in the practice of law.

For further information on the eReport or to submit an article for publication, please contact Robert Steele (Editor), Cheryl Kelly (Real Property Editor), Anta Cisse-Green (Trust and Estate Editor), or RPTE staff members Bryan Lambert or Monica Larys. Are you interested in reading FAQs on how to get published in the eReport? Download the FAQs here. We welcome your suggestions and submissions!

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American Bar Association

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 ABA 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 the RPTE eReport are solely responsible for the content of their submissions, including the accuracy of citations to legal resource materials.

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