Program Materials
- Joint Fall CLE Meeting 2004 (Boston)
Joint Programs (RPPT and Tax)
1031 Exchanges - Advanced Track
Cutting Edge Trends in Foreign Real Estate Investment
Major Issues and UK REIT - cover page
Major Issues and UK REITs
Cutting Edge Trends
Promoting More Flexible Investment in Property
Property Investment - Part 1
Property Investment - Part 2
Non Resident Investment In Canada
Real Estate Investment Trusts
European REITs
HSAs and Health Plan Design
Medicare Reform, Health Savings Accounts and the Future of Consumer Directed Health Care
Differenced Among HRAs, HSAs AND FSAs
Coordination with Other Tools
Major Issues and Impediments
In Depth Analysis of the Final Report of the Task Force on Federal Wealth Transfer Taxes
Dennis Belcher Report
Intro to Executive Summary
Executive Summary
Introduction to Report
Task Force Report (note: 170 pages)
Appendicies
Philanthropy and Estate Planning
Victoria Bjorklund
Victoria Bjorklund - Appendicies B and C
Jeanne Gallagher - Determining
Jeanne Gallagher - Recommended
Real Property
1031 Exchanges - Basic Track
Commercial Mortgage Securitization 101:
De-Mystifying the Conduit Loan
Community Outreach
- Buying Land for Development in the United States by Manny Halper
- People and Property: Coping With Development Risks by Manny Halper
- Capital Markets Mortgage by Joseph Forte
- Sample Contract of Sale—Office, Commercial and Multi-Family Residential Premises
- Giant Jigsaw: Putting Together a Shopping Center Site by Manny Halper
- How to Buy an Apartment House by Manny Halper and William Seeve
- Lawyers Doing Battle by Manny Halper
- The Role of A Real Estate Lawyer by Manny Halper
- The Trouble with Factory Outlet Expansion by Manny Halper
Generating Power from Wind and Landfills JT
- Challenges of Permitting Wind Power in the Northeast
- How Offshore Wind Power Challenges The Environmental Impact Review Process
- Landfill Gas Projects: Real Estate Permitting Considerations
- Tax Incentives for Wind Power and the Sale of Landfill Gas
Governmental Incentives JT
- An Introduction to Real Estate An Introduction to Real Estate-Related Related State and Local Tax Incentives
- Asset Protection Plans & Bankruptcy: Some Possible Issues
- A Demonstration: How to Negotiate a Real Estate Assessment Appeal
Hot Topics and Emerging Issues in Leasing
How NIMBYs Use State and Federal Environmental Regulations to Thwart
Development
Investing in the Resort, Timeshare or Condominium Project
- Lending Or Investing In The Resort, Timeshare Or Condominium Project; A Due Diligence Approach
- Lending Or Investing In The Resort, Timeshare Or Condominium
Project; A Due Diligence Approach - Lending Or Investing In The Resort, Timeshare Or Condominium Project; A Due Diligence Approach
Joint Ventures and Other Hot Topics In Senior Housing
Perplexing Issues in Design Build Projects
Property Tax JT
- An Introduction to Real Estate An Introduction to Real Estate-Related Related State and Local Tax Incentives
- Asset Protection Plans & Bankruptcy: Some Possible Issues
- A Demonstration: How to Negotiate a Real Estate Assessment Appeal
Rainmaking - A Dance Everyone Can Learn
- Business Plan Outline
- The Sales Process (chart)
- 15 Sales and Service Suggestions
- Women Rainmakers - Multi Focus Marketing
Tax Advantages of Real Estate Investments Through Life Insurance Company Separate Accounts
Taxing Problems in LLC Agreements
- A Personal Perspective on Drafting Partnership and LLC Agreements
- Until The Tax Lawyer Arrives: Understanding Tax Provisions In LLC Agreements
Tenancy in Common
- Exhibit A - Deed In Trust
- Exhibit B - Land Trust Agreement
- Exhibit C - Trustees Deed
- Exhibit D - State Analysis
- Exhibit E - Model Land Trust Act
- African American Rural Land Retention
- Uses Of Land Trusts In Preserving Family Farms
- Mandatory Sales Of Joint Ownership Property Under The Revised Uniform Partnership Act
- Tenant In Common Interests In Section 1031 Exchanges
The New Frontier of Timeshare
- Model Personal Property Accommodations Timesharing Act
- Florida Chapter 2004-277 & 2004-278
- Timeshares of Personal Property: Selected Tax Aspects
Title Insurance Basics and Recent Developments
Walking Tour: Boston Real Estate Development
Estate Planning
Bulletproofing Your FLP
Community Outreach
Departing From Tradition Under the New 643(b) Regulations
- Portfolio Construction in Trusts: Fiduciary Duty Meets the Real World (Julia Fisher)
- Henry T. Lievre
- Tax Consequences of the State Law Definition of Trust Income (Linda Hirschson)
- T.D. 9102
Doing Business in Multiple States
- Agenda
- Planning for Property Interests in More Than One State After the Demise of the State Death Tax Credit (Article from Probate & Property Magazine)
Family and Charitable Planning With Retirement Accounts
Plenary Session - Report on Reform of Federal Wealth Transfer Tax JT
- Dennis Belcher - The Future of Wealth Transfer - Reform or Repeal?
- Exec. Summary Intro
- Executive Summary
- Introduction to Report
- Report on the Reform of Federal Wealth Transfer Tax (170 pages)
- Report Appendiceis
Tenancy In Common
- Exhibit A - Deed In Trust
- Exhibit B - Land Trust Agreement
- Exhibit C - Trustees Deed
- Exhibit D - State Analysis
- Exhibit E - Model Land Trust Act
- African American Rural Land Retention
- Uses Of Land Trusts In Preserving Family Farms
- Mandatory Sales Of Joint Ownership Property Under The Revised Uniform Partnership Act
- Tenant In Common Interests In Section 1031 Exchanges
The Uniform Trust Code and Debate Over Notice, Asset Protection and Potential Tax Problems
Timely Topics Regarding Qualified and Non-Qualified Retirement Plans
Top Ten Issues and Traps to be Aware of in International Tax & Estate Planning JT


