CLE Program Material - RPPT Real Property and Estate Planning Symposia Spring 2007

Jump to Navigation | Jump to Content

Print This | E-mail This

Program Materials
- Joint Fall 2007

This page contains links to pdf files of all the programs presented at the 2007 Joint Fall Meeting

Real Property

Leasing Group Program Papers

Insurance Issues in Leases
Property Insurance
Ask for What you Want. Then Make Sure the Insurance Covers What You Need
Negotiating Specific Lease Clauses

Residential, Multi-Family and
Special Use Group

What Can and Should Be Said: Practical Issues in Implementing Age Restrictions under HOPA
Creating and Age-Restricted Community: Overview of Housing for Older Person Act of 1995

Practice Management Group

Strategically Successful: How to Tell if You and Your Firm are Making Money (Paper)
Strategically Successful: How to Tell if You and Your Firm are Making Money (Presentation)
Multi jurisdictional Real Estate Practice and Implementation of ABA Model Rules 5.5 and 8.5
Redlined Version of Rule 5.5 of the ABA Model Rules of Professional Conduct
State Implementation of ABA Model Rule 5.5 (Multi jurisdictional Practice of Law)
State Implementation of ABA MJP Recommendations
State Implementation of ABA Model Rule 8.5 (Disciplinary Authority, Choice of Law)

Real Estate Financing Group

Have Statues Eroded Common Law Contenancy?
Lending to TIC Owners: The Trends, The Risk, The Rewards

Land Use and Environmental Group

Kelo v. New London: Bad Law, Bad Policy, and Bad Judgment

Supportive Housing as a Solution to Homelessness

Supportive Housing as a Solution to Homelessness (Paper 1)
Supportive Housing as a Solution to Homelessness (Paper 2)

Commercial Real Estate Transactions Group

Panel Papers

Legal Opinions & Real Estate Transactions Committee

The Remedies Opinion and Customary Diligence - The Real Estate Secured Transaction Approach: Is it Consistent With Customary Nonreal Estate Legal Opinion Practice?

Choice of Entity Ownership of Real Estate Including Cross Border Investors

Choice of Entity Ownership of Real Estate Including Cross Border Investors Paper

Trust and Estate Planning

Litigation, Ethics and Malpractice Group

Total Return Trusts - A Decade of Progress, But Are We There Yet?

Elder Law, Disability Planning and Bioethics Group

Power of Attorney Hot Topics - American and Canadian Perspectives

Installment Sales to Grantor Trusts - Beyond the Basics

Transfer Planning, Including Use of GRATS, Installment Sales to Grantor Trusts, and Defined Value Clauses to Limit Gift Exposure
Installment Sales: Myths, Legend, Pitfalls, and Difficult Issues

Emotional & Psychological Issues in Estate Planning Committee

Good Grief: What Trusts and Estates Layers Should Know About Working with Clients Experiencing Grief

Estate & Trust Litigation Group

Protecting Your Own Assets: Anatomy of a Malpractice Claim
The Morning After: Avoiding Tax Surprises in Trust & Estate Litigation

Joint Programs

Diversity

Untying The Knot - Until Death and Taxes Do Us Part

Estate and Gift Taxes and Income and Transfer Tax Planning Group

Panel Power Point Presentation
50-State Comparison of LLC Legislation
50-State Comparison of LP Legislation
50-State Comparision of Spend Thrift Trust Laws
50-State Comparison of Rule Against Perpetuities Laws
The Hague Convention on the Law Applicable to Trusts and on Their Recognition
Summaries of Asset Protection Cases

What Every Estate Planner Needs to Know About the 409A Final Regulations
What Every Estate Planner Needs to Know About the 409A Final Regulations (Paper)
What Every Estate Planner Needs to Know About the 409A Final Regulations (Power Point)

Decanting Trusts
Panel Materials
State De9canting Statutes Chart

Exempt Organizations and Charitable Planning & Organizations Group

Donor Advised Funds
"Definition of a Donor-Advised Fund"
"Comments of Individual Members of the American Bar Association Section of RPTE, Charitable Planning and Organizations Group, Concerning Internal Revenue Code Sections 170, 4966, 4967 and 4958, in Response to IRS Notice 2007-21"
"Comments on Provisions Relating to Tax-Exempt Organizations in the Pension Protection Act of 2006"
"Comments in Response to IRS Notice 2006-21 on Treasury Study on Donor Advised Funds and Supporting Organizations"
"Comments in Response to the Request of the Subcommittee on Oversight of the Ways and Means Committee Regarding the Provision of the Pension Protection Act of 2007 Affecting tax Exempt Organizations"
"Council of Foundations Comment Letter in Response to IRS Notice 2007-21"
"Summary of Charitable Provisions in the Pension Protection Act of 2006 (PPA)"
"990 Schedule A Instructions"
"990 Schedule A"

Copyright American Bar Association. http://www.abanet.org