RPPT SPRING Symposia Brochure

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					                                   R E A L P R O P E R T Y, P R O B AT E & T R U S T L AW


AMERICAN BAR ASSOCIATION




                                                                       2003



                                   14th Annual
                           SY M P O S I A
                       APRIL 2-4     WALDORF ASTORIA                        NEW YORK
                                  HOT TOPICS
     The Section acknowledges
   the generous support of our
sponsors for their involvement                              Real Property
in this year’s Spring Symposia:

                                                     New business and legal risks
            Gold Sponsors
                                                  in today’s retail real estate market
             Chicago Title
      Insurance Company
                                                Lessons from the World Trade Center
             Fiduciary Trust

           Silver Sponsors                     Second annual off-balance sheet update
            Bessemer Trust
                                                       New RESPA regulations
                    Christie’s
          Empire Valuation
                                                   Current trends in securitization
              Consultants
    Rockefeller & Co., Inc.
     Shearman & Sterling                                  Probate and Trust

          Bronze Sponsors                             Prospects of and planning
  Buchanan Ingersoll, PC                              for repeal of estate taxes
       First American Title
      Insurance Company                             Recent decisions and rulings
    Holland & Knight LLP
               Insignia/ESG                       Valuation cases and development
         Merrill Lynch Trust
                  Company                      Estate planning with retirement benefits
       McCarter & English
       McGuireWoods LLP                           Defined-value gift formula clauses
Preston Gates & Ellis LLP
                                                    Offshore trust developments
                Venable LLP
                                                               14th Annual
                                                             SY M P O S I A

                                         ABA RPPT
    R E A L P R O P E R T Y, P R O B AT E & T R U S T L AW




                                  Don’t miss this opportunity!
                 JOIN US IN NEW YORK
     The 14th Annual Real Property and Estate Planning Symposium is your

     chance to earn CLE credit while you learn about cutting edge topics

     from leading experts in real estate, probate and estate planning. In addi-

     tion, it is a time to network with colleagues, find out more about the

     Section’s committee activities and enjoy the great city of New York.


                        Resources that Provide Long-Lasting Benefits

     As an added bonus for your practice, all paid registrants automatically

     will receive the CLE materials in both a hard copy and CD-ROM format.

     The CD-ROM format includes a search engine to allow quick access

     to information.These materials conform to the guidelines of the

     American Bar Association, ensuring a high-quality product that will

     serve as a useful reference into the future.




2
                   4 / 3 / 0 3 T H U R S DAY                8:45 a.m. - 10:15 a.m.
                                                            Choice of Entity for Business
                   7:30 a.m. - 8:30 a.m.                    Succession Planning (Basic Track)
                   Committee meetings
P ROBATE & TRUST
                                                            9:30 a.m. - 10:15 a.m.
                   8:45 a.m. - 10:15 a.m.                   FLPs: Recent Developments
                   Hot Topics
                                                            10:30 a.m. - 11:15 a.m.
                   10:30 a.m. - 12:00 p.m.                  Drafting Buy-Sell Agreements and
                   Basics of Valuation in Estate Planning   Estate Plans for Business Interests
                   and Administration (Basic Track)         (Basic Track)
                   10:30 a.m. - 11:15 a.m.                  10:30 a.m. - 11:15 a.m.
                   Estate Planning for Bypass Trusts        Fiduciary Income Tax Issues &
                   Funded with Retirement Assets            The Principal and Income Act
                   (Lecture, Intermediate/Advanced Level)
                                                            11:15 a.m. - 12:00 p.m.
                   11:15 a.m. - 12:00 p.m.                  Planning with Private Foundations
                   Generation-Skipping Tax Issues
                                                            12:30 p.m. - 1:30 p.m.
                   12:30 p.m. - 1:30 p.m.                   Luncheon ($40)
                   Luncheon ($40)
                                                            1:30 p.m. - 3:00 p.m.
                   2:00 p.m. - 3:30 p.m.                    Joint Program:
                   Income and Transfer Tax                  Digital Signature and
                   Planning with Life Insurance             Encryption for Dummies
                   (Basic Track)
                                                            1:30 p.m. - 3:00 p.m.
                   2:00 p.m. - 3:30 p.m.                    Preferred Partnership Freezes:
                   Offshore Trusts—How the Landmark         Giving the Cold Shoulder to the IRS
                   Cases Have Affected Drafting Issues
                   and Selection of Jurisdiction            1:30 p.m. - 3:00 p.m.
                                                            Qualified Plans: The Year in Review
                   2:00 p.m. - 3:30 p.m.                    and Emerging Issues
                   Panel Discussion: The New GST-
                   Deemed Allocation Rules:                 3:15 p.m. - 4:00 p.m.
                   The Cure That Killed the Patient         Estate Litigation: What Every
                                                            Estate Planner Should Know
                   3:45 p.m. - 5:15 p.m.                    About Probate Litigation
                   Defined-Value Gifts Formula Clauses
                                                            3:15 p.m. - 4:45 p.m.
                   3:45 p.m. - 5:15 p.m.                    Estate Planning with
                   Estate Planning for Bypass Trusts        GRATs After Walton
                   Funded with Retirement Assets
                   (Panel Workshop)                         3:15 p.m. - 4:45 p.m.
                                                            Bioethics and the Probate & Trust
                   3:45 p.m. - 5:15 p.m.                    Practitioner: What to do about
                   Planning for the Mobile Client:          Artificial Life, Artificially Extended
                   Interstate Elder Law Issues              Life and Artificial Death
                                                            4:00 p.m. - 4:45 p.m.
                   4 / 4 / 0 3 F R I DAY
                                                            Deferred Compensation:
                   7:30 a.m. - 8:30 a.m.                    Nonqualified Deferred
                   Committee meetings                       Compensation Planning After
                                                            Enron, WorldCom and Congress
                   8:45 a.m. - 9:30 a.m.
                   Planning with Life Insurance/Split
     3
                   Dollar (Intermediate/Advanced Level)
                            ABA RPPT             Program Agenda
                                           AT - A - G L A N C E




                                                                                REAL PROPERTY
4 / 2 / 0 3 W E D N E S DAY               3:10 p.m. - 4:40 p.m.
                                          Are You My Lender? – What
2:00 p.m. - 5:00 p.m.                     Happens When Your Loan is Sold
Minority Outreach Program:                (Live and Teleconference)
Sharpening your Basic Commercial
Real Estate Skills                        3:45 p.m. - 4:45 p.m.
                                          Real Estate Opinion
                                          Guidelines: An Update
4 / 3 / 0 3 T H U R S DAY
7:30 a.m. - 8:30 a.m.                     4 / 4 / 0 3 F R I DAY
Committee meetings
                                          7:30 a.m. - 8:30 a.m.
7:30 a.m. - 8:45 a.m.                     Committee meetings
Leasing Roundtable
                                          8:45 a.m. - 10:15 a.m.
8:45 a.m. - 10:15 a.m.                    Lessons from the WTC:
Turnkey or Turkey: How to Avoid           Leasing and Insurance
Getting Burned Out By a Sublease
                                          9:00 a.m. - 10:30 a.m.
9:00 a.m. - 10:30 a.m.                    Second Annual Off-Balance Sheet
New Urbanism: Planning                    Update: Developments in Lease Finance
& Structure of Traditional
Neighborhood Developments                 10:30 a.m. - 12:00 p.m.
                                          After the Fall: Prospects and Plans
10:00 a.m. - 12:00 p.m.                   for Rebuilding Lower Manhattan
Affordable Housing
                                          10:45 a.m. - 11:45 a.m.
10:30 a.m. - 12:00 p.m.                   Construction Projects in Default
I Can’t Give It Away on Seventh
Avenue: What Every Landlord and           12:30 p.m. - 1:30 p.m.
Tenant Should Know in Today’s Real        Luncheon ($40)
Estate Market
                                          1:30 p.m. - 3:00 p.m.
10:45 a.m. - 11:45 a.m.                   Joint Program: Digital Signature
Current Trends in Securitization          and Encryption for Dummies

12:30 p.m. - 1:30 p.m.                    2:00 p.m. - 5:00 p.m.
Luncheon ($40)                            Walking Tour and Program: WTC
                                          Redevelopment Tour & Classroom
1:30 p.m. - 2:30 p.m.
Letters of Intent                         3:45 p.m. - 4:45 p.m.
                                          Ethical Considerations in
1:30 p.m. - 3:00 p.m.                     Handling Transactions Involving
New RESPA Regulations                     Impaired or Disabled Parties
(Live and Teleconference)
1:30 p.m. - 3:30 p.m.
Real Estate Investment Funds:
Trends in a Growing Market Segment

                                                                                         4




                                   R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
    ABA RPPT
    Symposia Networking Events &
        HIGHLIGHTS

    F I R ST- T I M E ATT E N D E E /                 R P P T P U B L I C AT I O N E X P O
    N E W M E M B E R G AT H E R I N G                Visit the Publications and Expo Center on
    Wednesday, April 2, 2003                          Wednesday 3:00 p.m. - 7:30 p.m. or Thursday
    5:00 p.m. - 6:00 p.m.,Waldorf-Astoria             and Friday from 7:00 a.m. - 5:00 p.m.View
                                                      first-hand the wide range of books published
    WELCOME RECEPTION                                 by the Section, learn more about upcoming
    Wednesday, April 2, 2003                          programs, review educational resources
    6:30 p.m. - 7:30 p.m., Shearman & Sterling        prepared by the Section’s committees and
    All invited to attend.                            obtain membership information.

    Join your colleagues for an informal cocktail     MINORITY OUTREACH PROGRAM:
    reception at the law offices of Shearman &        Sharpening Your Basic Commercial
    Sterling, across the street from Waldorf. Take    Real Estate Skills
    time to talk with Section leaders and staff and   Wednesday, April 2, 2003
    get to know the Real Property, Probate and        2:00 p.m. - 5:00 p.m.
    Trust Law Section. This is a great opportunity
                                                      Join us and brush up on your basic commer-
    for first-time attendees and Section veterans.
                                                      cial real estate skills. Minority bar association
    Sponsored by Rockefeller & Co., Inc. and          members will review courses collectively
    Shearman & Sterling                               sponsored by the Section and the minority
                                                      bars through the Minority Outreach Project.
                                                      (Advance registration required.)

                                                      MEET OUR SYMPOSIA SPONSORS
                                                      Visit the Section’s Expo and learn more about
    SECTION LUNCHEONS
                                                      the companies who sponsor the Symposia and
    The Section is honored to host two lunch-
                                                      the services they provide.Their support is
    eons featuring speakers that members of
                                                      invaluable and we encourage you to take
    both divisions will find interesting. Purchase
                                                      advantage of their presence at the program.
    your tickets in advance. Space is limited.
    Cost is $40 per person per luncheon.              COMMITTEE BREAKFAST MEETINGS
                                                      Thinking of becoming involved in the Section?
    ( 1 ) Thursday, April 3, 2003
                                                      If so, plan to attend a committee meeting.
          12:30 p.m. - 1:30 p.m.
                                                      A vast amount of the Section’s substantive
          Speaker: TBA
                                                      work originates at the committee level.
          Sponsored by Chicago Title
                                                      Meetings are open to all Section members
          Insurance Company
                                                      and Symposia attendees and each offers
                                                      a forum for discussion of timely issues vital to
                                                      real property, probate and trust law. Meetings
                                                      are excellent opportunities to network with
    ( 2 ) Friday, April 4, 2003                       colleagues who share your interests and
          12:30 p.m. - 1:30 p.m.                      concerns. Committee breakfast meetings will
          Invited Speaker: Daniel L. Doctoroff,       take place Thursday and Friday.Your on-site
          Deputy Mayor for Economic Development       registration packet will include a schedule
          and Rebuilding; New York, NY                of committee meetings. For additional
                                                      information, call (312) 988-5651.
    C O C K TA I L R E C E P T I O N
                                                      THANK YOU
    Thursday, April 3, 2003
                                                      The Section thanks Fiduciary Trust, Bessemer
    7 p.m. - 9 p.m.,Waldorf-Astoria
                                                      Trust and Christie’s for their contributions to
    Please join us for an evening of networking
                                                      the Section leadership activities immediately
    with friends and colleagues. Family members
                                                      following the Spring Symposia.
    are invited. Cost is $65 per person.
5
    Sponsored by Empire Valuation Consultants

           EMPIRE VALUATION CONSULTANTS
4 / 2 / 0 3 W E D N E S DAY
                                   ABA RPPT    REAL PROPERTY
                                                                 CLE



                                               4 / 3 / 0 3 T H U R S DAY
2:00 p.m. — 5:00 p.m.                          7:30 a.m. — 8:45 a.m.
Minority Outreach Program:                     Leasing Roundtable
Sharpening Your Basic Commercial               Hot Topics and New Developments in
Real Estate Skills                             Commercial Leasing Law will be presented
During the first half of this program,         by all Commercial Leasing sub-committees.
minority bar association registrants will      Sit in on one or more of our lively tables.
participate in one of five separate but
                                               P R O G R A M C H A I R : Mark F. Mehlman,
interrelated breakout sessions in discussion
                                               Sonnenschein Nath & Rosenthal, Chicago,IL
groups made up of members of the Real
Property Division of the Section and of        8:45 a.m. — 10:15 a.m.
representatives of New York-area minority      Turnkey or Turkey: How to Avoid
bar associations. Each group will be           Getting Burned Out By a Sublease
assigned one of the following topics for       In many markets the amount of vacated
in-depth discussion: Buying Land for           space available for sublease exceeds space
Development, Construction Contracts,           available for direct lease. Clients (and their
Office Space Leasing, Purchasing Multi-        brokers) often view taking over this “imme-
Tenanted Property for Investment, and          diately available” space as a quick and
Real Estate Financing. The second half         simple transaction. However, subleases
of the program will bring the entire           are often fraught with complications caused
audience together for a debriefing and         by conflicting rights and needs of the
panel presentation. During the debriefing,     overlandlord, lenders, sublandlord and
each group will summarize the issues           new subtenant. Our interactive panel will
covered in its discussion and the compo-       address issues faced by the parties, includ-
nents of the curriculum will be integrated.    ing common problems resulting from the
Following the debriefing, the panel            existing prime lease document, the interplay
discussion will shift to focus to a new        of the sublease with the prime lease and
topic: Professional Advancement Through        the legal and physical due diligence that
Professional Diversity.                        the subtenant should consider.
PROGRAM CHAIR:         Emanuel B. Halper,      PROGRAM CHAIR AND SPEAKER:
Greenvale, NY                                  Brent C. Shaffer, Young Conaway
PA N E L O F M O D E R ATO R S :
                                               Stargatt & Taylor, LLP,Wilmington, DE
Martin P. Miner, Holland & Knight LLP,         SPEAKERS:
New York, NY                                   Ann Peldo Cargile, Boult, Cummings,
Barry B. Nekritz, Altheimer & Gray,            Conners & Berry, PLC, Nashville,TN
Chicago, IL                                    Richard M. Frome, The Law Office
Paul D. Q. Nguyen, The Port Authority          of Richard M. Frome, New York, NY
of NY & NJ, New York, NY                       Geoffrey Hargreaves-Heald, Nutter
Sidney G. Saltz, Banes & Thornburg,            McClennen & Fish LLP, Boston, MA                 6
Chicago, IL
others to be announced


                                       R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
CLE REAL PROPERTY

    9:00 a.m. — 10:30 a.m.                            tax credit housing projects upon the expira-
    New Urbanism: Planning                            tion of the benefits to their private investors.
    and Structure of Traditional
    Neighborhood Developments                         PROGRAM CHAIR:   Jerrold I. Hirschen,
    “New Urbanism” was born 20 years ago in           Hirschen & Singer, New York, NY
    Seaside, Florida on an 80-acre site. That site    10:30 a.m. — 12:00 p.m.
    is home to a complete town with residential       I Can’t Give It Away on Seventh
    neighborhoods, a downtown with shops              Avenue: What Every Landlord
    and restaurants, a charter school, a chapel       and Tenant Should Know in
    and even a cemetery. What makes the               Today’s Real Estate Market
    community unique is that there is no town         This program takes a hard look at the
    government — just a variety of private            current state of America’s retail real estate
    covenants and restrictions. Popularized by        market and offers landlords and tenants
    the movie “The Truman Show,” which was            important tips on how to effectively address
    shot on location, Seaside is, according to        issues unique to the industry and to avoid
    Time magazine, “The most astounding               “mine fields” of unforeseen litigation. The
    design achievement of the era.” During            extraordinary panel of experts will explore
    this program, the attorney who drafted the        how — with much of the nation still reeling
    underlying covenants of Seaside will join         from September 11, the dot.com crash and
    various design professionals working in the       rampant energy crises — current economic
    field in a panel discussion. The panel will       conditions have created new business and
    examine the history of Seaside and the            legal issues for lawyers to consider when
    lessons it offers to other traditional neigh-     advising their landlord, tenant, financial
    borhood developments and all other                institution, government and developer
    communities that wish to examine the              clients with respect to retail properties.
    fundamental issues of governance by               They also will examine the impact of the
    private covenants and restrictions.               current recession for such matters as
    P R O G R A M C H A I R A N D M O D E R ATO R :
                                                      contract negotiations, representations and
    Gary A. Poliakoff, Beckerr &                      warranties, tenant and landlord bankrupt-
    Poliakoff, P.A., Fort Lauderdale, FL              cies, acquisition of options and warrants
                                                      to secure tenant performance, fallout from
    SPEAKERS:                                         high-risk tenancies, sharing of risk in
    Doris S. Goldstein, Jacksonville, FL              connection with brokers’ commissions,
    Jaquelin T. Robertson, Cooper,                    rental income insurance and related
    Robertson & Partners, New York, NY                development and financing issues.
                                                      P R O G R A M C H A I R A N D M O D E R ATO R :
    10:00 a.m. — 12:00 p.m.
                                                      Michael F. Donner, Stein & Lubin LLP,
    Affordable Housing
                                                      San Francisco, CA
    This program for counsel and board
    members of not-for-profits will address           10:45 a.m. — 11:45 a.m.
    opportunities for not-for-profit organizations    Current Trends in Securitization
    in low-income housing and economic                The panelists will provide a comprehensive
    development. The panel will discuss the           review of the issues that impact the ability
    use of local Industrial Development Agency        to complete a securitization.
    (IDA) bonds to finance facilities such as
    independent or charter schools, senior            P R O G R A M C H A I R : James P. Carroll,

    housing and legal service offices. It will        Cadwalader Wickersham & Taft,
    consider acquisition and refinancing              Charlotte, NC
    opportunities in the HUD Mark-To-Market           SPEAKERS:
    program for housing projects with expiring        William J. Cohane, Wachovia Securities,
    Section 8 rent subsidy contracts and for          Charlotte, NC
    senior housing projects that were originally
    financed under the HUD Section 202                David A. Gertner, Bank of America
7   program. The panel will also discuss the          Securities, Charlotte, NC
    acquisition of federal low-income housing         Stuart Goldstein, Cadwalader,
                                                      Wickersham & Taft, Charlotte, NC
W. Christopher White, Cadwalader,
                                                   SPRING SYMPOSIA
                                                                                  CLE
                                                  S P E A K E R : Joanne P. Elliott, National
Wickersham & Taft, New York, NY                   Association of Bar Related Title
                                                  Companies (NABRTI), Chicago, IL
12:30 p.m. — 1:30 p.m.
Luncheon Program ($40)                            Additional speakers to be named.

1:30 p.m. — 2:30 p.m.                             1:30 p.m. — 3:30 p.m.
Letters of Intent                                 Real Estate Investment Funds:
This panel will focus on the role of letters      Trends in a Growing Market Segment
of intent in commercial lease transactions        Currently, real estate investment funds are
and will address when such letters can            one of the primary structures for both
constitute binding contracts. There will          domestic and international institutional real
be a discussion of case law as well as            estate investment. This program will focus
suggested drafting solutions. The panel           on recent market trends for investment,
will also consider letters of intent that         unique structuring challenges that funds
were intended to be either binding or not         encounter, including, in particular, issues
binding, with some surprising results.            involved with pension plan, state agency
                                                  and insurance company investors, and
PROGRAM CHAIR AND SPEAKER:
                                                  special financing techniques used by funds
Ted R. Jadwin, D’Ancona &                         to maximize return on capital.
Pflaum LLC, Chicago, IL
                                                  PROGRAM CHAIR AND SPEAKER:
SPEAKER:  Alfred M. Meyerson, Thompson            Timothy E. Powers, Haynes and Boone,
& Knight LLP, Houston,TX                          LLP, Dallas,TX
Additional speakers to be named.                  SPEAKERS:

1:30 p.m. — 3:00 p.m.                             James M. Broderick, Goodwin Procter
New Proposed RESPA Regulations                    LLP, Boston, MA
(Live and Teleconference)                         Brahm S. Cramer, Managing Director,
In July 2002, the Department of Housing           Goldman, Sachs & Co., New York, NY
and Urban Development (HUD) released
proposed changes to the regulations imple-        Richard M. Fijolek, Haynes and Boone,
menting the Real Estate Settlement                LLP, Dallas,TX
Procedures Act (RESPA). These proposed
                                                  3:10 p.m. — 4:40 p.m.
regulations, if passed, will have a significant
                                                  Are You My Lender? —
impact on the way real estate transactions
                                                  What Happens When Your Loan is Sold
will be handled. The proposed modifica-
                                                  (Live and Teleconference)
tions include two proposals: the Revised
                                                  Whether your clients realize it or not,
Good Faith Estimate (GFE) Regime and the
                                                  more and more commercial loans are
Guaranteed Mortgage Package (GMPA)
                                                  being securitized, with the result that the
Regime. The centerpiece of the proposal,
                                                  four corners of loan documents no longer
and also the most likely to impact the real
                                                  constitute the boundaries of the terms and
estate bar, is the GMPA Regime. This
                                                  conditions governing loans. Panelists will
proposal provides for a “bundling” of settle-
                                                  compare loan servicing issues in portfolio
ment services as a part of a comprehensive
                                                  loans with those in securitized loans and
closing package and its total exemption
                                                  explore how loan servicing issues can
from the anti-kickback and referral fee
                                                  change after a loan is sold. Topics to
prohibitions under Section 8 of RESPA. Real
                                                  be covered include: who speaks for the
property lawyers should attend this seminar
                                                  lender; defining the roles of the different
to learn more about the radical proposed
                                                  players; approvals, consents and modifica-
changes that would substantially impact
                                                  tion of performing loans; reporting
their practice!
                                                  requirements; nonperforming and under-
P R O G R A M C H A I R : Aurora N. Austriaco,    performing loans; and terrorism insurance.
Peck Bloom Austriaco & Mitchell LLC,
                                                  P R O G R A M C H A I R A N D M O D E R ATO R :
Chicago, IL                                                                                         8
                                                  Elizabeth C. Lee, Womble Carlyle
                                                  Sandridge & Rice,Washington, DC




                                           R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
CLE REAL PROPERTY

    3:45 p.m. — 4:45 p.m.                             P R O G R A M C H A I R A N D C O - M O D E R ATO R :
    Real Estate Opinion                               Nancy R. Little, McGuireWoods LLP,
    Guidelines: An Update                             Richmond,VA
    Panelists will engage in a substantive
                                                      C O - M O D E R ATO R : John C. Murray,
    discussion and encourage audience partic-
                                                      First American Title Insurance Company,
    ipation as they examine the Real Estate
                                                      Chicago, IL
    Opinion Guidelines adopted as a joint
    effort by the RPPT Section and ACREL.             SPEAKERS:
    The guidelines are a suggested protocol           Peter Budko, Wachovia Bank, N.A.,
    for third- party legal opinions in real           Charlotte, NC
    estate secured transactions. They may be
    viewed at www.abanet.org/rppt/commit-             Richard Jones, Ernst & Young,
    tees/rp/i7/home.html.                             New York, NY

    P R O G R A M C H A I R A N D M O D E R ATO R :
                                                      Suzanne McElyea,
    Sterling Scott Willis, Correro Fishman            PriceWaterhouseCoopers, LLP, Dallas,TX
    Haygood Phelps Walmsley & Casteix, LLP,           10:30 a.m. — 12:00 p.m.
    New Orleans, LA                                   After the Fall: Prospects and Plans
    SPEAKERS:                                         for Rebuilding Lower Manhattan
    Kenneth P. Ezell, Jr., Baker, Donelson,           In charting the recovery of Lower Manhattan
    Bearman & Caldwell, Nashville,TN                  from the deep losses of September 11, this
                                                      panel will begin by evaluating the short-
    Kenneth M. Jacobson, Katten Muchin                term and long-term prospects of the area’s
    Zavis Rosenman, Chicago, IL                       real estate market and plans for new trans-
    Edward J. Levin, Piper Rudnick LLP,               portation links, buildings and land uses.
    Baltimore, MD                                     Panelists will then analyze how rebuilding
                                                      will be affected by government regulation
                                                      and incentives. The panel will also examine
    4 / 4 / 0 3 F R I DAY                             the procedural requirements of land use and
    8:45 a.m. — 10:15 a.m.                            environmental review and the new federal
    Lessons from the WTC:                             tax-exempt bond program designed to
    Leasing and Insurance                             finance Lower Manhattan projects, including
    As a prelude for the rest of the day’s            office buildings and market-rate housing.
    activities, this panel will examine the basic     P R O G R A M C O - C H A I R : Michael Rikon,
    leasing, construction, business interruption      Goldstein, Goldstein, Rikon & Gottlieb,
    and insurance issues that surfaced after          P.C., New York, NY
    September 11. Legal industry and govern-
    mental experts will discuss each issue and        PROGRAM CO-CHAIR AND SPEAKER:

    bring the latest on the federal terrorism         Jonathan Gellman, New York City
    insurance act, changes in the insurance           Economic Development Corporation,
    industry, business continuity and safety          New York, NY
    issues and building codes.                        SPEAKERS:

    PROGRAM CHAIR:  Alan M. DiSciullo,                Michael B. Gerrard, Arnold & Porter,
    Morgan Stanley Dean Witter & Co.,                 New York, NY
    New York, NY                                      Richard Marchitelli, MAI, CRE
    9:00 a.m. — 10:30 a.m.
                                                      PriceWaterhouseCoopers LLP, New York, NY
    Second Annual Off-Balance                         Carl Weisbrod, President, Downtown
    Sheet Update: Developments                        Lower Manhattan Association, New York,NY
    in Lease Finance
    The adoption of new accounting and                10:45 a.m. — 11:45 a.m.
    disclosure rules will significantly affect        Construction Projects in Default
    off-balance sheet financings. A panel of          Panelists will discuss various issues that
9   accounting experts, lenders and attorneys         arise from a default in a commercial
    will discuss the impact of the new rules          construction project. Panelists will represent
    on off-balance sheet structures.                  various players involved in a “real life”
hypothetical project: owner, design profes-
                                                          SPRING SYMPOSIA

                                                          2:00 p.m. — 5:00 p.m.
                                                                                   CLE
sional, general contractor, subcontractors/               Walking Tour and Program:
suppliers/laborers, surety and lender.                    WTC Redevelopment Tour & Classroom
                                                          A walking tour of the area of the World
P R O G R A M C H A I R A N D M O D E R ATO R :
                                                          Trade Center site will visit Ground Zero
Patrick E. Mears, Dickinson Wright PLLC,                  and its surrounding neighborhoods. The
Grand Rapids, MI                                          program will highlight ongoing transporta-
SPEAKERS:                                                 tion reconstruction projects and the first
John G. Cameron, Warner Norcross                          new office building construction at the site,
& Judd LLP, Grand Rapids, MI                              as well as nearby redevelopment opportuni-
                                                          ties. After the tour, local officials will give
Shelly Gowen, MDC Systems, Inc.,                          a presentation on architectural plans now
Wayne, PA                                                 under consideration for office and commer-
Charles E. Harris, Jr., Bechtel Power                     cial space and a memorial. The program
Corp., Frederick, MA                                      will include bus transportation from the
                                                          Waldorf to the site and back.
Diana C. Liu, Wolf, Block, Schorr, and                    (Advance registration required.)
Solis-Cohen, LLP, Philadelphia, PA
                                                          PROGRAM CHAIR:  Roger Bernhardt,
John P. McNearney, Blackwell Sanders                      Golden Gate University, San Francisco, CA
Peper Martin LLP, St. Louis, MO
                                                          3:45 p.m. — 4:45 p.m.
B. Michael Schestopol, Oles Morrison                      Ethical Considerations in
Rinker & Baker, LLP, Seattle,WA                           Handling Transactions Involving
12:30 p.m. — 1:30 p.m.                                    Impaired or Disabled Parties
Luncheon Program ($40)                                    This program will explore the ethical
Invited Speaker: Daniel L. Doctoroff,                     issues and duties of attorneys involved in
Deputy Mayor for Economic Development                     a transaction in which one party (usually
and Rebuilding; New York, NY                              unrepresented) does not have the skill,
                                                          education, cultural background, experi-
1:30 p.m. — 3:00 p.m.                                     ence or intelligence to fully appreciate and
Joint Program:                                            take part in the negotiating and closing
Digital Signature and                                     process, but such impairment or disability
Encryption for Dummies                                    does not reach a level where the party in
Digital signatures and encryption are not                 question would be deemed incompetent.
your grandfather’s documents. What is a                   More than just advising that party in writ-
digital signature? How do you get one?                    ing to seek legal assistance, the attorneys
How do you use encryption? Come to                        in the transaction must represent their
Digital Signatures and Encryption for                     own clients to make sure the transaction
Dummies, presented as a joint program                     cannot later be upset. Yet these same
of RP and PT, learn more about it, and                    attorneys may have certain duties to this
get your own digital signature!                           unrepresented party under various Model
                                                          Rules of Professional Conduct with regard
P R O G R A M C H A I R A N D M O D E R ATO R :
                                                          to communication, diligence and compe-
Michael L. Graham, Graham & Smith,
                                                          tence. Audience participation is encouraged.
LLP, Dallas,TX
                                                          PROGRAM CHAIR AND SPEAKER:
SPEAKER:  Dale Whitman, University of
                                                          Malcolm A. Meyer, Baldwin & Haspel
Missouri School of Law, Columbia, MO
                                                          L.L.C., New Orleans, LA
                                                          SPEAKERS:
                                                          Malcolm A. Meyer, Baldwin & Haspel
                                                          L.L.C., New Orleans, LA
                                                          Georgiana S. Nelson, Attorney at Law,
                                                          Houston,TX                                        10




                                                  R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
     ABA RPPT                                 CLE
                        P R O B AT E & T R U S T


     4 / 3 / 0 3 T H U R S DAY                      10:30 a.m. - 11:15 a.m.
                                                    Estate Planning for Bypass Trusts
     8:45 a.m. — 10:15 a.m.                         Funded with Retirement Assets
     Hot Topics                                     (Lecture, Intermediate/Advanced Level)
     (Live and Teleconference)                      Using an IRA to fund a bypass trust for
     The program will discuss recent wealth-        the spouse and children has been a major
     transfer tax developments including            headache. The estate tax savings might be
     legislation, regulations, cases and rulings,   wiped out by the income tax cost of larger
     all with a focus on their practical planning   taxable distributions from the IRA. This
     significance.                                  program will examine the applicable rules
     PROGRAM CHAIR AND SPEAKER:                     and planning strategies, including when a
     Jeffrey N. Pennell, Emory University           multi-generational CRT can produce the
     Law School, Atlanta, GA                        best results.
                                                    PROGRAM CHAIR AND SPEAKER:
     10:30 a.m. — 12:00 p.m.
     Basics of Valuation in Estate                  Christopher R. Hoyt, University of
     Planning and Administration                    Missouri-Kansas City, Kansas City, MO
     Panelists will examine the significance of     11:15 a.m. — 12:00 p.m.
     “value” and “fair market value” for federal    Generation-Skipping Tax Issues
     tax purposes and the legal authorities         This session will focus on selected GST
     describing valuation methodologies applied     tax planning and drafting issues, 301-9100
     for such purposes, from the perspective        relief and certain grandfathered trust issues.
     of both the attorney and the experienced
     business appraiser. The panel will examine     PROGRAM CHAIR AND SPEAKER:
     determination of the fair market value of      Lloyd Leva Plaine, Sutherland Asbill
     tangible and intangible personal property,     & Brennan LLP,Washington, DC
     real property, and business interests for
                                                    12:30 p.m. — 1:30 p.m.
     federal transfer tax purposes. There will
                                                    Luncheon Program ($40)
     also be a brief discussion of marketable
     securities and valuation penalties.            2:00 p.m. — 3:30 p.m.
                                                    Income and Transfer Tax Planning
     PROGRAM CHAIR AND SPEAKER:
                                                    with Life Insurance (Basic Track)
     Edward F. Koren, Holland & Knight LLP,
                                                    This program will focus on the basic
     Tampa, FL
                                                    aspects of life insurance planning. There
     S P E A K E R : William A. Lockwood, Empire    will be a review of the income, estate, gift
     Valuation Consultants, New York, NY            and generation-skipping transfer tax issues
                                                    associated with life insurance, life insurance
                                                    planning, and irrevocable life insurance
                                                    trusts and their design.
11
                                                          SPRING SYMPOSIA
                                                                                          CLE
P R O G R A M C H A I R A N D M O D E R ATO R :          2:00 p.m. — 3:30 p.m.
Farhad Aghdami, Williams Mullen,                         Panel Discussion:
Richmond,VA                                              The New GST-Deemed Allocation Rules:
                                                         The Cure That Killed the Patient
SPEAKERS:
                                                         The panel will primarily discuss and elicit
Louis A. Mezzullo, Mezzullo & Guare,
                                                         from the audience problems arising from
PLC, Richmond,VA
                                                         the recently enacted GST-deemed allocation
Georgiana J. Slade, Milbank, Tweed,                      rules to indirect skips and will seek to
Hadley & McCloy LLP, New York, NY                        resolve those problems.

2:00 p.m. — 3:30 p.m.                                    PROGRAM CHAIR AND SPEAKER:
Offshore Trusts — How the Landmark                       Trent S. Kiziah, Jones, Foster, Johnston
Cases Have Affected Drafting Issues                      & Stubbs, P.A.,West Palm Beach, FL
and Selection of Jurisdiction
                                                         SPEAKERS:
The first presentation of this program
                                                         Julie W. Kwon, Bessemer Trust Company,
will review and analyze the landmark
                                                         N.A., Chicago, IL
cases that have dealt with attacks
on asset-protection trusts over the past                 Barbara A. Sloan, McLaughlin & Stern,
few years. There will be a careful analysis              LLP, New York, NY
of the legal issues leading to the decisions
                                                         3:45 p.m. — 5:15 p.m.
and the planning and drafting errors that
contributed to the negative results, includ-             Defined-Value Gifts Formula Clauses
ing jail for contempt. Panelists will also               During this session, panelists will review
offer recommendations in planning and                    the purpose and nature of defined-value
drafting trusts to avoid such negative                   gifts and formula gift clauses; review the
results and assist practitioners in building             case law history from Procter through the
“safety valves” to escape unexpected                     present, including the expected Tax Court
calamity. The second presentation will                   decision in McCord; and provide practical
focus on a selection of jurisdictions,                   suggestions on whether, when, and how
beginning with a review of the advantages                to use these techniques to limit transfer
and disadvantages of the more common                     tax exposure.
asset- protection jurisdictions, with                    P R O G R A M C H A I R A N D M O D E R ATO R :
comments on U.S. asset-protection                        Michael D. Whitty, Winston & Strawn,
jurisdictions. Panelists will then present               Chicago, IL
an analysis of how selection of a jurisdic-
tion can affect the outcome of an attack                 SPEAKER:

on a trust, including comments on U.S.                   Carlyn S. McCaffrey, Weil, Gotshal
courts’ attitudes towards some offshore                  & Manges LLP, New York, NY
jurisdictions. The program will conclude                 3:45 p.m. — 5:15 p.m.
with a practitioner’s checklist on the                   Estate Planning for Bypass Trusts
process of selecting the “best” jurisdiction.            Funded with Retirement Assets
P R O G R A M C H A I R A N D M O D E R ATO R :          (Panel Workshop)
Alexander A. Bove, Jr., Law Offices                      Building on the morning program,
of Alexander A. Bove, Boston, MA                         panelists will explain how they have
                                                         resolved the challenge of using,
SPEAKERS:                                                or not using, retirement assets to fund
Melissa Langa, Law Offices of Alexander                  bypass trusts. Panelists will reconcile
A. Bove, Boston, MA                                      theory with practice. Do disclaimers
Elizabeth M. Schurig, Giordani, Schurig,                 really work with retirement accounts?
Beckett & Tackett, LLP, Austin, TX                       Is a multi-generational CRT a realistic
                                                         solution? What works and what doesn’t?
                                                         P R O G R A M C H A I R : Christopher R. Hoyt,
                                                         University of Missouri-Kansas City,               12
                                                         Kansas City, MO




                                                  R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
CLE  P R O B AT E & T R U S T


     SPEAKERS:                                                     PROGRAM CHAIR AND SPEAKER:
     Stephanie Donaho, Locke, Liddell                              Jonathan G. Blattmachr, Milbank,
     & Sapp, LLP, Houston,TX                                       Tweed, Hadley & McCloy LLP,
                                                                   New York, NY
     Louis A. Mezzullo, Mezzullo & Guare
     PLC, Richmond,VA                                              8:45 a.m. — 10:15 a.m.
                                                                   Choice of Entity for Business
     Harvey B. Wallace, Joslyn Keydel
                                                                   Succession Planning (Basic Track)
     & Wallace, LLP, Detroit, MI
                                                                   During this program, designed at the basic
     3:45 p.m. — 5:15 p.m.                                         level, panelists will discuss the merits of
     Planning for the Mobile Clients:                              different business entities for facilitating
     Interstate Elder Law Issues                                   business succession. Topics will include
     Whether due to retirement or the need for                     the structure and creation of a new entity,
     long-term care, many older clients relocate.                  adding new owners and buying-out
     This program focuses on four areas where                      owners, rearranging equity interests and
     differences in state law could significantly                  dissolving an entity, restrictions in transfer-
     impact legal planning for such clients:                       ring voting and information rights, and the
     advance directives for property and health-                   need to have an entity instead of a tenancy-
     care management, guardianship, special                        in-common. This session will provide the
     needs trusts, and Medicaid.                                   building blocks for the session “Drafting
                                                                   Buy-Sell Agreements and Estate Plans for
     P R O G R A M C H A I R , M O D E R ATO R & S P E A K E R :
                                                                   Business Interests.”
     Linda S. Whitton, Valparaiso University,
     Valparaiso, IN                                                P R O G R A M C H A I R A N D C O - M O D E R ATO R :
                                                                   Steven B. Gorin, Thompson Coburn LLP,
     SPEAKERS:
                                                                   St. Louis, MO
     Vincent M. Casiano, Law Offices
     of Vin Casiano, San Diego, CA                                 CO-MODERATOR: Kenya          S. White, Brooklyn, NY
     Sally Balch Hurme, AARP Consumer                              SPEAKERS:
     Protection,Washington, DC                                     David J. Dietrich, Dietrich & Cole, LLP,
                                                                   Billings, MT
     John P. Shaffer, Aligned Partners
     Trust Company, Pittsburgh, PA                                 Norton L. Steuben, University of
                                                                   Colorado School of Law, Boulder, CO
     4 / 4 / 0 3 F R I DAY                                         9:30 a.m. — 10:15 a.m.
                                                                   FLPs: Recent Developments
     8:45 a.m. — 9:30 a.m.
                                                                   The program will discuss recent develop-
     Planning with Life Insurance/Split
                                                                   ments affecting family-limited partnerships
     Dollar (Intermediate/Advanced Level)
                                                                   and limited-liability companies. Topics for
     This presentation will cover advanced
                                                                   discussion will include valuation issues,
     uses of life insurance in estate and
                                                                   qualifying for the annual exclusion, and
     financial planning. It will explain how
                                                                   inclusion of transferred assets in the
     so-called “Crummey” powers can be
                                                                   decedent’s estate.
     used to avoid generation-skipping tax as
     well as gift tax. It will also explain how                    PROGRAM CHAIR AND SPEAKER:
     term insurance premiums may be made                           Louis A. Mezzullo, Mezzullo & Guare,
     income tax deductible and how the gift                        PLC, Richmond,VA
     tax annual exclusion power of a
     Crummey power can be doubled. Finally,                        10:30 a.m. — 11:15 a.m.
     it will explain how the insured can retain                    Drafting Buy-Sell Agreements and
     an interest in the cash value of a policy                     Estate Plans for Business Interests
     without causing the term proceeds to be                       (Basic Track)
     included in his or her estate.                                Building upon what was taught in the
                                                                   session “Choice of Entity for Business
13                                                                 Succession Planning,” this program, again
                                                                   designed at the basic level, will examine
                                                          SPRING SYMPOSIA
                                                                                         CLE
the merits of different business entities for             PROGRAM CHAIR AND SPEAKER:
facilitating business succession. The focus               Victoria B. Bjorklund, Simpson
will include the structure and creation                   Thacher & Bartlett, New York, NY
of a new entity, adding new owners
                                                          12:30 p.m. — 1:30 p.m.
and buying-out owners, rearranging
                                                          Luncheon Program ($40)
equity interests and dissolving an entity,
                                                          Invited Speaker: Daniel L. Doctoroff,
restrictions on transferring voting and
                                                          Deputy Mayor for Economic Development
information rights, and the need to have
                                                          and Rebuilding; New York, NY
an entity instead of a tenancy-in-common.
                                                          1:30 p.m. — 3:00 p.m.
PROGRAM CHAIR AND SPEAKER:
                                                          Joint Program:
Steven B. Gorin, Thompson Coburn LLP,
                                                          Digital Signature and
St. Louis, MO
                                                          Encryption for Dummies
M O D E R ATO R :Kenya     S. White, Brooklyn, NY         Digital signatures and encryption are not
                                                          your grandfather’s documents. What is a
SPEAKER:
                                                          digital signature? How do you get one?
Alexander A. Bove, Jr., The Law Firm
                                                          How do you use encryption? Come to
of Alexander A. Bove, Jr., P.C., Boston, MA
                                                          Digital Signatures and Encryption for
Abigail G. Kampmann, Bayern & Aycock,                     Dummies, presented as a joint program
P.C., San Antonio,TX                                      of RP and PT, learn more about it, and
                                                          get your own digital signature!
James D. Spratt, Jr., King & Spalding LLP,
Atlanta, GA                                               P R O G R A M C H A I R A N D M O D E R ATO R :
                                                          Michael L. Graham, Graham & Smith
10:30 a.m. — 11:15 a.m.                                   LLP, Dallas,TX
Fiduciary Income Tax Issues & The
Uniform Principal and Income Act                          SPEAKER:  Dale Whitman, University of
This program will examine the interaction                 Missouri School of Law, Columbia, MO
between fiduciary income tax rules and
                                                          1:30 p.m. — 3:00 p.m.
fiduciary law definitions of income and
                                                          Preferred Partnership Freezes:
principal. The program will include particu-
                                                          Giving the Cold Shoulder to the IRS
lar reference to the 1997 Uniform Principal
                                                          During this session, panelists will focus on
and Income Act and the proposed income
                                                          the advanced implementation and structure
tax regulations altering the definitions of
                                                          of a limited partnership freeze, alternative
“643 (b) income” and “distributable net
                                                          uses for freezes and major valuation issues
income” to reflect the act.
                                                          to be addressed in freezes.
P R O G R A M C H A I R A N D M O D E R ATO R :
                                                          PROGRAM CHAIR AND SPEAKER:  D. John
Susan Porter, U.S. Trust Company
                                                          Thornton, Thornton Byron, LLP, Boise, ID
of New York, New York, NY
                                                          1:30 p.m. — 3:00 p.m.
SPEAKER:   Dan T. Hastings, Skadden,
                                                          Qualified Plans: The Year in Review
Arps, Slate, Maegher & Flom LLP, New
                                                          and Emerging Issues
York, NY
                                                          This program will be comprised of two
11:15 a.m. — 12:00 p.m.                                   parts. The “Year in Review” segment
Planning with Private Foundations                         will cover GUST and EGTRRA changes,
This session will deal with how to evaluate               401(a)(9) regulations (designating trusts
lifetime and testamentary charitable giving               as beneficiaries) and new comparability
to a private foundation and its principal                 regulations. The “Emerging Issues” segment
alternatives, the supporting organization or              will cover the shift to defined-benefit plans,
the donor-advised fund, and how to choose                 distributions from qualified plans and
among the several types of private founda-                rollovers, and issues arising under ERISA
tions, especially private operating and                   as a result of new legislation.
pass-through or “conduit” foundations.                                                                      14




                                                  R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
     P R O B AT E & T R U S T


     PROGRAM CHAIR AND SPEAKER:                        3:15 p.m. — 4:45 p.m.
     Irwin N. Rubin, Danziger & Markhoff               Bioethics and the Probate & Trust
     LLP,White Plains, NY                              Practitioner: What to do about
                                                       Artificial Life, Artificially Extended
     SPEAKERS:
                                                       Life and Artificial Death
     Robert A. Miller, Calfee, Halter &                The field of bioethics has expanded expo-
     Griswold LLP, Cleveland, OH                       nentially in recent years by advances in
     Avery E. Neumark, Rosen Seymour                   medical science and cloning. This program
     Shapss Martin & Company LLP,                      will examine the enormous challenges and
     New York, NY                                      risks for planners and litigators who need to
                                                       advise clients of the consequences of vari-
     Susan Slater-Jansen, Sonnenschein Nath            ous beginning- and end-of-life decisions.
     & Rosenthal, New York, NY                         Topics to be addressed include inheritance
     3:15 p.m. — 4:00 p.m.                             rights for heirs created through artificial
     Estate Litigation: What Every                     insemination, by surrogacy, by the prospect
     Estate Planner Should Know                        of cloning heirs and by the existence and
     About Probate Litigation                          ownership of frozen embryos and gametes.
     This session will examine key trends in           PROGRAM CHAIR AND SPEAKER:
     probate litigation. Crucial developments          Dominic J. Campisi, Evans, Latham
     from around the nation, with particular           and Campisi, San Francisco, CA
     emphasis on probate litigation points that
     are of significance to estate planning, will      4:00 p.m. — 4:45 p.m.
     be the primary focus of panelists. Both           Deferred Compensation: Nonqualified
     attorneys who practice in estate planning,        Deferred Compensation Planning After
     as well as those who handle probate litiga-       Enron, WorldCom and Congress
     tion, will benefit from this program.             This presentation will focus on the structure
                                                       of nonqualified deferred compensation plans
     P R O G R A M C H A I R A N D M O D E R ATO R :
                                                       including security and funding concepts.
     Steven K. Mignogna, Archer & Greiner,             The program will analyze the latest activity
     Haddonfield, NJ                                   from Congress as to its impact on the
     SPEAKER: Robert N. Sacks, Sacks, Glazier,         nonqualified plan market.
     Franklin & Lodise, LLP, Los Angeles, CA           PROGRAM CHAIR AND SPEAKER:

     3:15 p.m. — 4:45 p.m.                             Michael G. Goldstein, The Benefits
     Estate Planning with                              Group Inc., Irvine, CA
     GRATs after Walton
     This program will briefly summarize the
     historical developments in the use of
     GRATs, including the impact of the Walton
     case. GRATs’ continuing utility in the
     current economic and political environment
     will be explored.
     PROGRAM CHAIR AND SPEAKER:
     Susan Peckett Witkin, Weil, Gotshal &
     Manges LLP, New York, NY




15
   ABA RPPT                            Spring Symposia
                 G E N E R A L I N F O R M AT I O N

R E G I ST R AT I O N F E E                     O N - S I T E R E G I ST R AT I O N
The registration fee allows registrants to      On-site registration will take place during
attend all CLE programs and committee           the following hours:
meetings. In addition, the fee includes a
                                                Wednesday, April 2      3:00 p.m. - 7:30 p.m.
hard copy and CD-ROM for either the Real
Property Division’s or the Probate and Trust    Thursday, April 3       7:00 a.m. - 5:00 p.m.
Division’s program materials, coffee breaks     Friday, April 4         7:00 a.m. - 5:00 p.m.
and one admission to the Welcome
Reception on Wednesday evening.                 For registration information, please contact
                                                the Section at (312) 988-5651.
The $100 guest/spouse fee includes one
admission to the Welcome Reception and          C A N C E L L AT I O N S
two breakfasts. Children under the age of       Cancellation Policy: Requests for refunds
12 may attend these functions free of charge.   must be made in writing and faxed to
                                                Robin K. Roy, (312) 988-5262 by March 5,
Special Discounted Rates
                                                2003.There will be a $35 administrative fee
Law Students – No Charge                        deducted from the refund.The Section will
We are pleased to waive the registration        gladly accept substitutions for cancellations
fee for all law students. Fee for program       received after March 5, 2003; however,
material/CD-ROM and function tickets            refunds will not be given after that date.
is not included.
                                                A I R L I N E I N F O R M AT I O N
First-Time Minority Bar Association             The ABA offers discounted airfares on
Members – No Charge                             American Airlines, U.S.Airways and Delta
We are pleased to waive the registration        Air Lines.To take advantage of these fares,
fee for all first-time attendees who also       call Tower Travel, the ABA’s official travel
are members of a minority bar association.      management company, at (800) 921-9190
Fee for program material/CD-ROM and             or call the airlines directly and refer to the
function tickets is not included.               following account numbers to receive the
Attorneys Practicing Three                      conference rate.
Years or Less – Save 40%                        Airline       Phone No.         Account No.
We are pleased to offer a reduced registra-
tion fee of $300 to attorneys practicing        American      800.433.1790      14642
three years or less. Proof is required with     Delta         800.241.6760      170348A
submission of registration form.
                                                US Airways 877.874.7687         21900057
Section members save $40 by
registering before March 7, 2003                H OT E L R E S E RVAT I O N S
                                                All Symposia events will take place at the
                                                Waldorf-Astoria, 301 Park Avenue, New
                                                York, NY 10022-6897.A block of sleeping
                                                rooms has been reserved for registrants
                                                                                                 16




                                       R E G I ST E R O N L I N E ! www.abanet.org/rppt/2003
ABA
G E N E R A L I N F O R M AT I O N


for Wednesday, April 2, 2003 through              M E S S AG E C E N T E R
Saturday,April 5, 2003.The ABA’s group rate       The hotel operator will transfer calls for
is $255 per night for a single or double          meeting attendees to the ABA registration
room.The group rate is guaranteed until           desk during meeting hours upon request.
5:00 p.m., Monday, March 10, 2003.                Please call (212) 355-3000 and ask to
Reservations received after 5:00 p.m.             be connected with the ABA registration desk
on March 10, 2003 will be based on                to leave a message for someone.
availability. Please call the hotel directly at   The registration desk will post messages
(212) 355-3000 to reserve your room. Be           on a bulletin board as they are received.
sure to mention that you are attending the        Please remember to check the board.We are
ABA, Section of Real Property, Probate            unable to page attendees, and therefore we
and Trust Law CLE Meeting when making             recommend that messages also be left in the
your hotel reservation.                           individual’s hotel room.

S E RV I C E S F O R T H E D I S A B L E D        C O N F E R E N C E ATT I R E
If services for the disabled are required,        Business casual is recommended
please contact the Section office at              for Symposia attendees.
(312) 988-5651 by March 10, 2003.
                                                  R E AC H U S O N T H E W E B
M A N DATO RY C O N T I N U I N G                 For more information on the Spring Symposia
L E G A L E D U C AT I O N C R E D I T            or to register online, log on to the RPPT Web
Accreditation has been requested for              site at www.abanet.org/rppt/2003.
this program from every state (including
California and Pennsylvania) with                 TELECONFERENCES
mandatory continuing legal education              To participate in the teleconference version
(MCLE) requirements for lawyers. Please           of one of the indicated sessions, simply visit
be aware that each state has its own rules        www.abanet.org/rppt/2003.The regular fee
and regulations, including its definition         for each teleconference session is $85 for
of “CLE.”Attorneys seeking to obtain              Section Members, $75 for members of the
MCLE credit in Pennsylvania are required          Young Lawyers Division, $125 for ABA
to pay state accreditation fees directly          Members, and $150 for non-members.The
to the Pennsylvania CLE Board (PACLE).            regular fee for secondary registrants sharing
Certificates of Attendance will be available      the same line is $60.
at the conclusion of the program for
both attendees and speakers. Please call          ADDITIONAL RESOURCES
(312) 988-6217 for questions pertaining           Looking for additional resources in these
to the number of credit hours granted             practice areas? On the next page, you will
by each state two to three weeks                  find some of our most popular titles in real
prior to the Symposia.                            property and estate planning publications.
                                                  These titles, and more, will be on sale at the
                                                  Symposia for a special meeting discount
                                                  price. If you are unable to attend the meet-
                                                  ing, please visit www.abanet.org to order
                                                  books via the Internet, or call 1-800-285-2221
                                                  and receive special membership pricing if
                                                  you are a current RPPT member.
Real Property Law                          Estate Planning and Trust Law
Accessibility Under the Americans          Asset Protection Strategies: Planning
with Disabilities Act and Other Laws:      with Domestic and Offshore Entities
A Guide to Enforcement and                 (PC: 5430433) Reg. Price $149.95;
Compliance                                 RPPT Member Price $129.95
(PC: 5430408) Reg. Price: $99.95; RPPT
                                           Bridging the Gap: Drafting for Tax
Member Price $89.95
                                           and Administration Issues
Anatomy of a Mortgage:                     (PC: 5430418) Reg. Price: $89.95;
Understanding and Negotiating              RPPT Member Price: $79.95
Commercial Real Estate Loans
                                           An Estate Planner's Guide to Buy-Sell
(PC: 5430423) Reg. Price: $84.95;
                                           Agreements for the Closely Held
RPPT Member Price: $69.95
                                           Business
The Commercial Property Lease,             (PC: 5430424) Reg. Price: $94.95;
Volume III: Negotiating Specific Terms,    RPPT Member Price: $79.95
Drafting Special Leases, and Structuring
                                           An Estate Planner's Guide to
Assignments and Subleases
                                           Life Insurance
(PC: 5430417) Reg. Price: $109.95;
                                           (PC: 5430414) Reg. Price: $79.95;
RPPT Member Price: $99.95
                                           RPPT Member Price: $69.95
Consensual Transfers of Distressed
                                           An Estate Planner's Guide to Qualified
Real Estate: A Comprehensive Approach
                                           Retirement Plan Benefits, Third Edition
to Negotiating, Structuring, and
                                           (PC: 5430432) Reg. Price: $99.95;
Documenting the Transaction
                                           RPPT Member Price: $89.95
(PC: 5430396) Reg. Price: $129.95;
RPPT Member Price: $114.95                 A Guide to International Estate
                                           Planning: Drafting, Compliance,
Land Surveys: A Guide for Lawyers and
                                           and Administration Strategies
Other Professionals, Second Edition
                                           (PC: 5430421) Reg. Price: $139.95;
(PC: 5430406) Reg. Price: $99.95;
                                           RPPT Member Price $129.95
RPPT Member Price: $89.95
                                           The Irrevocable Life Insurance
A Practical Guide to Commercial
                                           Trust: Forms with Drafting Notes,
Real Estate Transactions: From
                                           Second Edition
Contract to Closing
                                           (PC: 5430405) Reg. Price: $79.95;
(PC: 5430425) Reg. Price: $139.95;
                                           RPPT Member Price: $69.95
RPPT Member Price: $129.95
                                           S Corporations and Life Insurance,
Premises Liability Claims:
                                           Second Edition
A Guide to Defending Owners
                                           (PC: 5430409) Reg. Price: $85.95;
(PC: 5430439) Reg. Price: $79.95;
                                           RPPT Member Price: $74.95
RPPT Member Price $69.95
                                           Taxation and Funding of
A State-by-State Guide to
                                           Nonqualified Deferred Compensation
Construction and Design Law:
                                           (PC: 5430397) Reg. Price: $74.95;
Current Statutes and Practices
                                           RPPT Member Price: $64.95
(PC: 5430400) Reg. Price: $139.95;
RPPT Member Price: $129.95                 Third-Party and Self-Created Trusts:
                                           Planning for the Elderly and Disabled
Synthetic Lease Financing
                                           Client, Third Edition
(PC: 5430430) Reg. Price: $89.95;
                                           (PC: 5430436) Reg. Price: $119.95;
RPPT Member Price: $79.95
                                           RPPT Member Price: $99.95
Title Insurance: A Comprehensive
Overview, Second Edition
(PC: 5430415) Reg. Price: $129.95;
RPPT Member Price: $114.95
                  ABA RPPT  the Section of
                  R E A L P R O P E R T Y, P R O B AT E & T R U S T L AW
                            Thank you to the Division CLE Committees with
                            a special thank you to the 2003 Spring Symposia
                            Education Planning Committee and Host Committee.



SECTION                     E D U C AT I O N          Marc Bekerman              John L. Peschel
OFFICERS                    PLANNING                  US Trust Company
2 0 01- 2 0 0 3             C O M M I TT E E          of New York                Susan Porter
                                                                                 US Trust Company
Section Chair               Real Property             Alan DiSciullo             of New York
Dennis I. Belcher           Division Chair            Morgan Stanley
McGuireWoods LLP            Nancy J. Appleby          Dean Witter & Co.          Timothy E. Powers
Richmond,VA                 Rodey, Dickason, Sloan,                              Haynes and Boone, LLP
                            Akin & Robb, P.A.         Joseph Forte               Dallas,TX
Chair Elect                 Albuquerque, NM           Dechert
Philip J. Bagley, III                                                            David A. Richards
Troutman Sanders LLP        Vice-Chairs               Richard M. Frome           McCarter & English, LLP
Richmond,VA                 Andrew F. Palmieri        T. Randolph Harris         Michael Rikon
                            Vorys, Sater, Seymour     McLaughlin & Stern, LLP    Goldstein, Goldstein,
Real Property               and Pease LLP
Division Vice-Chair                                                              Rikon & Gottlieb, P.C.
                            Alexandria,VA             Robert C. Hayn
Kevin L. Shepherd                                     TIAA - CREF                Irwin N. Rubin
Venable LLP                 Bruce E. Cavitt                                      Danziger & Markhoff LLP
Baltimore, MD               Spencer Fane Britt        Andrew Herz                White Plains, NY
                            & Browne LLP              Bingham Dana LLP
Probate and Trust           Kansas City, MO                                      Barbara A. Sloan
Division Vice-Chair                                   Jerrold I. Hirschen        McLaughlin & Stern, LLP
Edward F. Koren             Probate and Trust         Hirschen & Singer
Holland & Knight LLP        Division Co-Chairs                                   Dustan T. Smith
                                                      Linda B. Hirschson         Putney, Twombly,
Tampa, FL                   Gideon Rothschild
                                                      Greenberg Traurig, LLP     Hall & Hirson LLP
                            Moses, Singer LLP
Finance & Corporate         New York, NY              Mildred Kalik              Robert D. Steele
Sponsorship Officer
                                                      Simpson Thacher            Wolf Haldenstein Adler
Steve R. Akers              Anne O’Brien
                                                      & Bartlett                 Freeman & Herz LLP
Bessemer Trust              Arnold & Porter
Company, N.A.               Washington, DC            Joseph Kartiganer          Susan P. Witkin
Dallas,TX                                             Simpson Thacher
                            Vice-Chair                                           Weil, Gotshal
                                                      & Bartlett                 & Manges LLP
Secretary                   Marc S. Bekerman
Kathleen M. Martin          US Trust Company          Thomas D. Kearns
Malkerson Gilliland         of New York               Olshan Grundman            ABA SECTION
Martin LLP                  New York, NY              Frome Rosenzweig           STA F F
Minneapolis, MN                                       & Wolosky LLP              Staff Director
                            H O ST C O M M I TT E E
Last Retiring Chair                                   Anthony B. Kuklin          Robin K. Roy
                            (members located in
David K.Y. Tang              New York, NY unless      Paul, Weiss, Rifkin,       Marketing &
Preston Gates & Ellis LLP    otherwise noted)         Wharton & Garrison         Membership Manager
Seattle,WA
                                                      William P. LaPiana         Anne P. Hoenig
                            Co-Chairs
Section Delegates to        Martin P. Miner           New York Law School        Marketing &
the House of Delegates      Holland & Knight LLP
                                                      Jeffrey A. Lenobel         Membership
Donna G. Barwick
                                                      Schulte Roth & Zabel LLP   Coordinator
The Arden Group             Gideon Rothschild
                                                                                 Jennifer Carlotta
Atlanta, GA                 Moses, Singer LLP
                                                      Michael Macris
                                                      Cahill Gordon & Reindel    Committee &
John S. Hollyfield          Members
                                                                                 Meeting Assistant
Fulbright & Jaworski LLP    Steve R. Akers
                                                      Carlyn S. McCaffrey        Tammy
Houston,TX                  Bessemer Trust
                                                      Weil, Gotshal              Chiemmongkoltip
                            Company, N.A.
Raymond J. Werner                                     & Manges LLP
                            Dallas,TX                                            Committee &
Arnstein & Lehr                                       Avery E. Neumark           Diversity Manager
Chicago, IL                 Susan Baer
                                                      Rosen Seymour Shapss       Antonette N. Smith
ABA Board of                Dennis I. Belcher         Martin & Company LLP
                                                                                 Technology Manager
Governors Liaison:          McGuireWoods LLP
                                                      Robert C. Paul             Robert W. King
Earl E. Anderson            Richmond,VA
                                                      Rockefeller & Co, Inc.
Vienna,VA




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