Meetings & CLE

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Section of Real Property, Probate, and Trust Law

2005 Fall CLE Meeting September 16-17, 2005 San Francisco   Click here for all info and registration FALL 2005 Joint Meeting Program Materials The meeting brochure for the Fall 2005 Meeting. Real Property Programs Community Outreach Program: What You Ought to Know About Real Estate But Never Learned in Law School Community Outreach Program: What You Really Ought to Know About Real Estate But Never Learned in Law School Discussion Outline Hospitality, Community Recreation and Common Interest Developments Group Hotel Revolution – Are We Becoming a Condo Nation? “The Applicability of Securities Laws to Condo Hotels,” by Bart Bartholdt "Legal and Development Issues of the Various Condo Hotel Structures - Case Study: The Elysian Hotel and Private Residences - Chicago," by Mario Tricoci and Alexandra Cole Land Use and Environmental Group Brownfields Development: The New Possibilities Discussion Outline “Applying and Enforcing Institutional Controls in Brownfields Transactions,” by Roger D. Schwenke “Uniform Environmental Covenants Act,” PowerPoint Presentation, Reported by Kurt Strasser “Uniform Environmental Covenants Act: Overcoming Common Law Conundrums with the Help of a Common Servitude,” PowerPoint Presentation, by Roger D. Schwenke Uniform Environmental Covenants Act, National Conference of Commissioners on Uniform State Laws Leasing Group Hot Issues Relating to Leasing Topics "Negotiation of Operating Expense ''Pass Throughs'' in Gross Leases - Tenanrt Exclusions," by Mark S. Hennigh Real Estate Financing Group Introduction to Defeasance - "Help! I''ve Fallen in My Loan and I Can''t Get Out! "Loan Defeansances," by Timothy J. Boyce and W. Todd Stillerman Real Estate Taxation and Governmental Incentives Group Wide (Sometimes Weird) World of "1031" Cases and Rulings "Wide (Sometimes Weird) World of 1031 Rulings and Cases," by Nancy N. Grekin, Louis S, Weller and Robert Schachat Real Estate Transactions and Management Group Choosing Construction Formats "The Developer''s Dream: Fielding the Dream Team," by Bernard Kolodner Risk Management for Construction Projects “Risk Management for Construction Projects,” by Neil Kessler Mechanics Liens and Title Insurance for Construction Loans "Title Insurance for Construction Loans," by Bruce Hawley "Mechanics Lien Issues," by Paul Peterson Construction Lending: The Process - Approval to Cosing "Monitoring the Process: Orchestrating the Inspectors, Contractors, Architects and Engineers," by David Weissmann Residential Milti-Family and Special Use Group San Remo v. City and County of San Francisco, Which Set of Standard for Challenges to Development Impact Fees, and Other Constitutional Issues Surrounding Affordable Housing “San Remo v. City and County of San Francisco,” by Andrew W. Schwartz Affordable Housing - Where is the Money? - HUD HOPE VI, Section 8 and More - Where will the Funds Come From Over the Next Decade to Rebuild Run Down Housing Facilities? "Affordable Housing - Where is the Future," by Marc B. Rosenthal "Affordable Housing - Where is the Future," PowerPoint presentation, by Narc B. Rosenthal Special Investors and Investments Structure Group Saving the Family Farm: A Report From the Property Preservation Task Force Saving the Family Farm: A Report of the Property Preservation Task Force Exhibits to "Saving the Family Farm: A Report of the Property Preservation Task Force" "Uses of Land Trusts in Preserving Family Farms," by Julius J. Zschau Patriot Act Model Provisions "The USA Patriot Act and Executive Order 13224," by Richard Caron   Probate & Trust Programs Business Planning Group and Litigation & Controversy Group The following programs are jointly sponsored by Closely Held Businesses (Tax); Business Planning Group (PT); and Litigation & Controversy Group (PT) Splitting Up a Family Business: Estate and Gift Tax Issues, Including Business Succession Planning "Buy-Sell Agreements Under Section 2703 After True and Blount," by Stephanie B. Casteel Splitting Up a Family Business: Estate and Gift Tax Issues, Including Business Succession Planning," by James D. Spratt, Jr. "Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications," by Steven B. Gorin " Business Succession Planning - Changing the Ground Rules," by David M. Naples "Special Problems of Family Owned Businesses: State Law Causes of Action for Shareholder Oppression and Duties in the Family Owned Business - Litigation Issues," by Michael J. Zdeb "Treatment of Marketability and Minority Discounts by Jurisdiction," submitted by Michael J. Zdeb "Treatment of Marketability and Minority Doscounts: Sample Jurisdiction," submitted by Michael J. Zdeb ''Definitions of Oppression by Jurisdiction," submitted by Michael J. Zdeb "Outline of State Law Issues Regarding Challenges of Disposition of Ownership Interests in Family Business Entities," by Gerard G. Brew "Alternative Dispute Resolution: Arbitration and Mediation," by Naznin Bomi Challa Splitting Up a Family Business: Issues Unique to C Corporations and S Corporations "Splitting up a Family Business - Issues Unique to C Corporations," by Leslie E. Grodd "Splitting Up a Family Business: Redemptions and Purchases of S Corporation Stock," by Ronald A. Levitt  Splitting Up A Family Business - Issues Unique to Partnerships and LLCs "Hypothetical," by Bruce J. Belman "Partnership Distributions," by Bruce J. Belman "Navigating Murky Waters: Surviving the Internal Revenue Code''s Partnership Distribution Rules," by Bruce J. Belman  Splitting Up a Family Business - Four Scenarios: Family Limited Partnerships, Manufacturing or Retail Businesses, Professional Service Firm and Agricultural Business "Splitting Up the Family Professional Practice," by William P. Prescott "Shares Presentation," PowerPoint File, by Selwa Hussain Charitable Planning and Exempt Organizations Drafting Charitable Gift Agreements (Jointly Sponsored by: Estate and Gift Taxes (Tax)) "Fractional Interest Gifts of Art to Museums and Other Charities," by W. Birch Douglass, III, and Jennifer Schooley Stringer "Designing and Documenting Charitable Gifts," by Alan F.Rothschild Community Outreach Program: How to Plan and Administer Trusts and Estates “An Introduction to Trusts and Estates,” by Marc S. Beckerman, Terrence M. Franklin, Thomas M. Featherston, Jr., and John J. Reddy, Jr. Elder Law and Disability Group Navigating Between Taxable Income and benefit Income for Special Needs Trusts "Special Needs Trusts and Taxes - Selected Issues," by Stephen W. Dale Exploring the Uniform Power of Attorney Act "Exploring the Uniform Power of Attorney Act," by Professor Linda S. Whitton "Uniform Power Of Attorney Act - With Prefatory Note and without Comments," Draft Report, National Conference of Commissioners on Uniform State Laws Employee Benefit Plans and Other Compensation Arrangements Employee Benefit Plans and Other Compensation Arrangements Fact Situation for Workshop Concerning Sect. 409A (Nonqualified Deferred Compensation) Summary of Nonqualified Plan Deferred Compensation Provisions of Section 409A of the Internal Revenue Code and Notice 2005-1 Implications of Demographic Shifts for Retirement Plans, Including Phased Retirement "Phased Retirement and Other Strategies for Retaining or Attracting Older Employees," by Peter M. Kelly Affirmative Disclosure Duties of Fiduciaries and Changes in Fiduciary Disclosure Practices After Recent ERISA Fiduciary Cases Discussion Outline, by Richard Loebl Income and Transfer Tax Planning Group "Strangi II Summary: Fifth Circuit Affirms Strangi''s Application of Section 2036 to FLP, by Steve R. Akers "IRS Guidance Regarding Circular 230 - Effects on Estate Planning Practitioners," by Steve R. Akers "Circular 230 Estate Planning Issues," by Louis A. Mezzullo "GST Tax Update: Income & Transfer Tax Roundtable," by Julie K. Kwon "Rev. Proc. 2005-24 - With Safe harbors Like These..."," by Edward M. Manigault   Non-Tax Estate Planning Consideration Dynasty Trusts and Their Impacts on Families "Non-Tax Estate Planning Considerations Group: Hot Topics," by William P. LaPiana "Dynasty Trusts and Their Impacts on Families," by Judy G. Barber, John F. Hopkins, Michael J. Jones and DeeAnn Thompson Practice Management Group Demonstration of Document Assembly Programs for Estate Planning and 706 Preparation Program Co-Sponsored with the Tax Practice Management Committee (Tax) "Factual Scenario," by Professor Mark R. Gillett Receipts of Principle Form 706 Checklist (2004) Form 706 Checklist (2005) Federal Estate Tax Federal Estate Tax Calculations (2004) "A CBO Paper: Effects of the Calculations (2005) Federal Estatet Tax on Farms and Small Businesses," Congressional Budget Office, July 2005 "Form 706 Software Shootout (2005 and 2005 Version)," by Vincent F. Lackner, Jr Wealth Planning Tax Rules for Acquiring, Holding and Transferring Art "What Every Professional Advisor Should Know About Planning for their Clients'' Art Collection," by Michal L. Duffy