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RPTE eReport logo

  • A Bi-Monthly Electronic Publication for Section Members
  • June 2008

Section News

RPTE Sponsors Annual Meeting Programs
The Section will co-sponsor several valuable programs at the ABA Annual Meeting in New York, on Friday, August 8 through Sunday, August 10. If you are attending the Annual Meeting, be sure to check out these RPTE sponsored programs. If you have not yet decided to attend the Annual Meeting, here are seven more reasons to do so.

The 2007 Industry Trends Survey names Probate & Property the second most subscribed to publication by estate planning attorneys throughout the country.

Join us in NYC for the Skills Training for Estate Planners CLE Program. This very popular program sells out quickly. Early registration is advised!

Real Property News Trust and Estate News

Trust and Estate News

PROPOSED PREPARER PENALTY REGULATIONS:
A BRIEF AND BASIC INTRODUCTION

Robert Balter

REAL PROPERTY TRANSFER ON DEATH ACT
The Latest Draft from NCCUSL

ASTLEFORD V. COMMISSIONER
Steve Akers

NON-FIDUCIARY SUBSTITUTION POWER AS GRANTOR TRUST TRIGGER AND HELPFUL GUIDANCE IN REVENUE RULING 2008-22
Steve Akers

HOLMAN V. COMMISSIONER
Steve Akers

PIERCING OF SPENDTHRIFT TRUSTS, FAMILY LIMITED
PARTNERSHIPS, AND OTHER THREATS TO
ESTATE PLANNING STRUCTURES

Mario A. Mata

GUARDIANS AT THE GATE: UPDATE ON THE GATEKEEPER INITIATIVE
Duncan Osborne

THE YEAR IN REVIEW: AN ESTATE PLANNING PERSPECTIVE
ON RECENT TAX DEVELOPMENTS

Howard Zaritsky


Real Property News

TRANSFER FEES - HOW TO MAKE MONEY IN REAL ESTATE
(AND RENDER YOUR PURCHASER’S TITLE UNMARKETABLE)
WITHOUT REALLY TRYING

Janice Carpi

STATES MOVE TO LIMIT ENFORCEABILITY OF TRANSFER FEES
Lavinia James Vaghn and Kathleen E. Kraft

Entrepreneurial creativity is limitless, as are the legislative means for curtailing it. Follow these links to learn more about how covenants obligating subsequent grantees to pay "transfer fees" could be clouding a title near you.

THE TREATMENT OF MORTGAGE LOAN REPURCHASE AGREEMENTS IN CHAPTER 11 BANKRUPTCY
Katherine A. Burroughs and Jonathan F. Tross

The 2005 Bankruptcy Code Amendments expanded protections for rights under "repurchase agreements". In a case of first impression, the Delaware Bankruptcy Court recently found these new protections apply to an agreement for the sale and repurchase of mortgage loans.

UPDATE: OHIO FORECLOSURE CASES: LENDERS BEWARE
Stephen Buchenroth and Gretchen Jeffries
The fallout from the subprime lending crisis continues. Stephen Buchenroth and Gretchen Jeffries update their prior article and cover the latest on foreclosures in Ohio.

 


Would you like to write an
article for the eReport?


If you have something to say, and would like your article considered for the eReport, simply email Susan Talley, Editor, at stalley@stonepigman.com for further details.

Technology

She's a Spreadsheet Wizard:
Winning Ways with Spreadsheets

Originally presented at ABA TECHSHOW 2008, sponsored by the ABA Section of Law Practice Management.
Laura Calloway and Dan Pinnington

CLE Spotlight

Real Property cle
The Newest AIA Family of Documents: Will Integrated Project Delivery Make Conflict Obsolete?
Date: Thursday, July 11, 2008
Time: 12:00 p.m. to 1:30 p.m.


Trust and Estate cle
17th Annual Advanced ALI-ABA Course of Study/Live Video Webcast, Estate Planning for the Business Owner.
Date: Wednesday-Friday July 9-11, 2008. Location: Boston, MA

Group & Committee News

Each year the RPTE Technology Committee administers the “RPTE Committee Website Award” for the best substantive committee websites. Click here for the winners!

Real Property

Emerging Issues and Specialty Leases Committee
The Emerging Issues and Specialty Leases Committee could use your legal expertise on three projects! Click here for project information.

Trust and Estate

Business Planning Group
The Business Planning Group has assembled a task force to submit comments to Alternative Valuation Proposed Regulations Section 20.2032-1(f)(1). If you would like to become a member of the task force, please contact William S. Forsberg at (612) 335-1413, william.forsberg@leonard.com or Hugh Drake at (217) 544-8491, Hdrake@bhslaw.com. The comments are due July 24, 2008.

Young Lawyers

The RPTE Young Lawyers Network and the Tax Practice Management, Tax Young Lawyers Forum and Diversity Committees will co-sponsor a panel at the Joint Fall CLE Meeting in San Francisco this September, Making Your Name: Self-Promotion, Achieving Success, and Delivering Your Message. 

Bestselling author, Tucker Max, and David Roy Eaton, master lifestyle coach and author, offer a point-counterpoint talk on their distinct approaches to success. The panelists will discuss their different approaches to networking techniques, building business relationships and other topics on how lawyers of any age can achieve success.

For more information on the Fall CLE Meeting, click here.

Law Students

Washington D.C. Law Student Reception
The DC law student outreach program was a great success! Find out more here.

   
An Estate Planner's Guide to Qualified Retirement Plan Benefits

New Book from RPTE

From Handshake to Closing:
The Role of the Commercial Real Estate Lawyer

Sidney G. Saltz

From Handshake to Closing is an invaluable and practical mentoring guide intended to bridge the gap between the way law firms train young lawyers today, often thrusting upon them complicated matters and asking them to learn through trial and error rather than through observation. It teaches real estate lawyers to avoid pitfalls that can kill the deal, and serves as a valuable refresher for more experienced attorneys. Suggestions on how to handle various stages of a deal, the history of the practice, and ample examples are provided. Learn More....

 

FOR OFFLINE READING:
- PDF version - print the whole issue
- PDF of Trust and Estate articles only
- PDF of Real Property articles only

About RPTE eReport

The RPTE eREPORT is the bi-monthly electronic publication of the 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. RPTE eREPORT also provides resources for young lawyers and law students to succeed in the practice of law. For further information on RPTE eREPORT or to submit an article for publication, please contact: Susan Talley (Editor) at stalley@stonepigman.com; Cheryl Kelly (Real Property Editor) at CKELLY@thompsoncoburn.com; Robert Steele (Trust and Estate Editor) at steele@whafh.com; or Michael Goler (Managing Editor Emeritus) at Goler@MillerGolerFaeges.com. We welcome your suggestions and submissions.

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

 

 

 

  • Section News
  • Technology
  • CLE
  • Groups & Committees
  • Young Lawyers
  • Law Students

 

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