American Bar Association
Section of Real Property, Trust and Estate Law
2008 Annual Meeting
8 – 10 a.m., InterContinental, Astor II, Lobby Level 1
Real Property Division Subcouncil
10 a.m. – 12 p.m., InterContinental, Beekman II, 3rd Floor 2
Trust and Estate Division Subcouncil
10 a.m. – 12 p.m., InterContinental, Sutton II, 3rd Floor 3
12 – 2 p.m., InterContinental, Astor I & II, Lobby Level 4
Annual Business Meeting
2 – 2:30 p.m., InterContinental, Astor I & II, Lobby Level 5
ABA Section of Real Property, Trust & Estate Law
2008 ABA Annual Meeting
New York, NY
Saturday, August 9, 2008
1. Approval of Minutes, April 30, 2008 Meeting A
2. Subcommittee Reports
A. Outreach of ABA Young Lawyers Division
Marc Bekerman, Andrew Palmieri
B. Section Coordination with Outside Groups B
Jo Ann Engelhardt
C. State and Local Bar Outreach
David English, Steve Romine
D. Financial Reserves C
Gideon Rothschild, Roger Winston
E. Long Range Planning on Spring CLE Symposium D
Susan Talley, Ed Manigault
3. New Business
A. 2009 Annual Meeting Participation
GUIDELINES FOR WORKING WITH OUTSIDE GROUPS
SPECIAL COMMITTEE FOR COORDINATION WITH OUTSIDE GROUPS
PREPARED JULY, 2008
I. Groups with whom we will enter into cooperative arrangements
a. “Other ABA Entities”, e.g. Tax Section, Young Lawyers Division, Affordable
Housing Forum, Commission on Racial and Ethnic Diversity, etc.
b. “Other Professional Organizations – Non-ABA”, with missions and goals similar
to Section mission and goals, e.g. ACTEC, ACREL, AICPA, NBA, Synergy
Summits, State and Local Bars, etc.
c. “Ad hoc or Long Term Special Projects”, e.g. National Heath Care Decisions
Week, Property Preservation Task Force, programs with schools, colleges, or
II. Types of Collaborative Activities with Outside Groups and Recommended
a. CLE – Officially “Co-Sponsored” – We will follow the rules promulgated by the
ABA and attached hereto as Exhibit A.
b. CLE – A cooperative or collaborative arrangement that does not rise to the level
of “co-sponsorship” and for which The RPTE Section makes the rules
i. Example: T&E Division creates a videotaped program with several
members of the Synergy Summit for distribution to all Summit members
and interested members of the public; described in promotional materials
as “a collaborative project created by members of the Synergy Summit”.
ii. All CLE programs (in any format) will be referred to Standing CLE (and
between scheduled meetings to Standing CLE Leadership) for review as to
quality of programming, timeliness, appropriateness, non-conflict with
Section programs etc. To help CLE to evaluate a proposal, the proposer
will complete a form that requests all pertinent information, such as
financial commitment, past relationship with other entity, nature of
1. Form to be drafted by members of the Special Committee
c. Sponsorship In Name Only (INO) – Sponsored programs for which the Section
carries all expenses and creates the program with no or minimal input from the
i. Example: YLD sponsorship of the YLI.
-2- Guidelines for Working with Outside Groups July, 2008
ii. Same as b, above. This will allow for centralized coordination of
schedules and the same quality control outlined above.
d. Fee-sharing arrangements -- We share revenues, expenses, and program
coordination with our co-sponsor.
i. Example: E-CLE based on the Joint Tax/RPTE programs, which we share
with the Tax Section.
ii. Same as b, above, but a more intensive, case by case, review by Standing
CLE of co-sponsorship is required to ensure the program benefits the
Section in a measurable way, both financially and in terms of quality CLE.
1. Note several concerns: (a) we do not wish to reduce our fees to
conform with another organization’s fee schedule; (b) We may be
able to produce a program on our own more profitably, especially
if we do not have to share fees; (c) the sharing rarely gives us
access to new email or mailing lists
e. Non-CLE programs, such as National Health Care Decisions Week.
i. Recommend that Council approve these proposed programs as they
generally do not focus on CLE. Also, Standing Finance Committee may
need to review budget of proposed programs.
III. Ongoing Duties of this Committee
a. Other than to consult, ad hoc, if the CLE Standing Committee has questions or
needs assistance, this Committee can disband once Council approves these
IV. Tasks to Complete
a. FAQs for the general procedure: to whom to you apply and during what
timeframe, etc. to assist Group and Committee Chairs
b. Form discussed in II, above, to use when applying to Standing CLE for program