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					TAB 1
                             American Bar Association
                 Section of Real Property, Probate and Trust Law
                               Planning Committee

                                 Meeting Agenda
                                 November 2, 2006



1.   2006-2007 Planning Grid                                       A
          Kathleen M. Martin

2.   Report from Joint Fall CLE Meeting Study Group                B
         Kevin L. Shepherd, Edward F. Koren

3.   Report from Relations with State and Local Bars Study Group
         David M. English

4.   Report from In-House Counsel Study Group                      C
         Michael D. Goler, Jo Ann Engelhardt

5.   Section Name
          Robin K. Roy
TAB 1 - A
                             American Bar Association
                  Section of Real Property Probate and Trust Law

                             Strategic Planning Project Grid

     Updated October 17, 2006 to Incorporate Staff, Leadership and Standing
                             Committee comments


     Ref.                Task                  Responsibility to   Implementation Schedule and
                                                Monitor and                  Notes
                                                   Report

1.             Improve Service to Profession and Public

1A           Repackage, sell, and promote        CLE Committee     On-going effort but
             CLE to reach larger, non-                             implementation has been good:
             active member and non-                                1. Both PT and RP have
             member base                                           instituted regularly scheduled
                     a) Identify programs                          teleconferences and attendance
             eligible for "reconfiguration"                        has been good; 2. Sessions from
             as audio podcasts                                     the spring meeting have been
                                                                   made available as
                                                                   teleconferences; 3. Materials
                                                                   from spring and fall meeting
                                                                   have been made available on
                                                                   the website; 4. Materials –
                                                                   audio and written - from
                                                                   teleconferences are available
                                                                   through ABA bookstore

1B           Continue to explore joint           Officers          On-going effort
             initiatives and
             communications with other
             Sections and professional
             organizations

1C           Continue to obtain more             ABA staff         On-going effort; have
             favorable rates for hotels,                           continued discounts for young
             registration, and other matters                       lawyers
             for young lawyers

1D           Target CLE for different            CLE Committee     On-going effort; is being
             audiences: basic, cost-                               accomplished through E-CLE,
             effective, high end, and                              "tracking" at live meetings, and
             sophisticated                                         on-line skills training program;
                                                                   also, Young Lawyers Institute
                                                                   planned for Spring 2007

108071.doc
     Ref.                Task                Responsibility to     Implementation Schedule and
                                              Monitor and                    Notes
                                                 Report

1.             Improve Service to Profession and Public, cont.

1E           Continue the high quality            CLE             On-going effort
             expert level CLE that                Committee, with
             includes national luminaries         input from
             as speakers                          Planning
                                                  Committee
1F           Develop CLE programs on              CLE Committee On-going effort
             negotiating skills and               Young Lawyers
             interpersonal skills for             Institute
             younger lawyers (e.g.,
             business etiquette)

1G           Expand distance learning             CLE Committee    On-going effort; have had great
             opportunities, including                              increase in number of eCLE
             teleconference CLE programs                           programs and teleconferences;
             within both Divisions,                                video webcasting is still
             explore audio pod-casting                             impractical in most instances
                                                                   due to cost and other factors.
                                                                   Video web-casting from a live
                                                                   meeting is VERY expensive
                                                                   and results in poor quality for
                                                                   the remote viewers. The
                                                                   preferred method for video
                                                                   casting is to deliver the
                                                                   program live from a studio
                                                                   (ABA-CLE has studios in
                                                                   Chicago and DC). We have
                                                                   discussed this delivery method
                                                                   and it would be great for a
                                                                   program that benefits from
                                                                   visual aids and that will have a
                                                                   very high attendance (over
                                                                   1000 participants)

1H           Continue to increase                 Probate and      On-going effort; have done
             credibility and experience           Trust Division   several blanket authority
             with IRS, Treasury personnel,        Groups           submissions
             and regulatory agencies              Gatekeeper
                                                  Task Force
1I           Continue to develop and              Community        On-going effort
             expand general training              Outreach
             opportunities for minority           Committee
             lawyers                              CLE Committee



108071.doc                                    2
     Ref.                Task                  Responsibility to    Implementation Schedule and
                                                Monitor and                   Notes
                                                   Report

1.             Improve Service to Profession and Public, cont.

1J           Develop ways to increase               Planning        On-going effort; include down-
             attendance and revenues for            Committee       loadable forms in program
             CLE programs                           CLE             materials
                                                    Communication
1K           Develop ways to use                    Planning        On-going effort
             meetings and other venues to           Committee
             locate and nurture new                 Committee on
             leadership and to create sense         Groups and
             of connection                          Committees
1L           Explore benefits of liaisons           Planning
             with parallel sections of state        Committee
             and local bar associations             Standing
                 Review other Sections              Committees
                 local bar initiatives
                 Analyze benefit of
                 sharing/providing CLE
                 programs and speakers
                 with local bar associations
                 Analyze coordination
                 opportunities with
                 NCCUSL/Uniform Acts
                 Develop a target contact
                 list
                 Develop a specific
                 message to use in the
                 approach
                 Assign oversight for these
                 projects to an existing
                 committee/task force or to
                 a newly created one if
                 needed




108071.doc                                      3
     Ref.                 Task                  Responsibility to   Implementation Schedule and
                                               Monitor and Report             Notes

2.               Improve Communications Within the Section and Outside the Section.

2A           Improve the marketing               CLE Committee      On-going effort; but brochure
             perspective for the Section,        Communication      development is extremely time
             including the marketing of          Committee          consuming for the CLE
             CLE meetings, and have              Planning           volunteers
             someone responsible for             Committee
             overall marketing                   Section Office

2B           Continue to develop strong          Division Vice      On-going effort; we need to
             communications between              Chairs             better communicate to Group
             Group Chairs and Vice-Chairs,       Group Chairs and   Chairs at the time of their
             SCMs and CLE Committee              Vice-Chairs        appointment their obligation to
                                                 SCMs               create CLE
                                                 CLE Committee

2C           Improve and institutionalize        Planning           On-going effort
             the information flow through        Committee
             the Section with the new E-         Publication
             publication, consolidating the      Committee
             current Bulletin, E-Dirt and E-     Communication
             State                               Committee

2D           Reduce redundancy of                Officers           On-going effort
             information presented at            Chairs of
             Section meetings                    Standing
                                                 Committees

2E           Provide high quality                Publications       On-going effort; need to
             information to all members,         Committee          enhance committee and group
             including non-active members        CLE Committee      websites
                                                 Group Chairs
                                                 (web pages for
                                                 committees
                                                 within each
                                                 Group)

2F           Keep "FAQs" sections of             Technology
             website fresh (high level of        Committee
             public visits)




108071.doc                                        4
     Ref.                 Task                  Responsibility to   Implementation Schedule and
                                               Monitor and Report             Notes

2.               Improve Communications Within the Section and Outside the Section, cont.

2G           Continue to develop formal          Council members    On-going effort
             coordination and                    who are not
             communication among                 SCMs. Need to      Quarterly conference calls of all
             Standing Committees                 identify non-SCM   standing committees are an
                                                 Council members    example of current
                                                 who would be       communication efforts
                                                 interested in
                                                 assuming this
                                                 responsibility
2H           Continue outreach to ACREL,         Officers           On-going effort
             ACTEC, ACMA, ICSC and               Planning
             other relevant professional         Committee          IP/EP (Patenting Tax Planning)
             groups                              Communication      Task Force is the most current
                                                 Committee          example of this type of
                                                                    collaboration on a specific
                                                                    project. Also, the two
                                                                    Divisions are each involved in a
                                                                    Synergy Summit with other
                                                                    related professional groups.
                                                                    Gatekeeper Initiative is an
                                                                    example of how these groups
                                                                    can interact (but not necessarily
                                                                    agree) on pressing current
                                                                    issues that transcend such
                                                                    groups

2I           Continue to assist and reach        Section Chair,     On-going effort
             out to the press on appropriate     Chair-Elect and
             topics                              Division Vice-
                  a. consider training for       Chairs
             communications with press           Communication
                                                 Committee
                                                 CLE Committee

2J           Target market directly to           Communication      On-going effort; implementing
             young lawyers                       Committee          Young Lawyers Institute at
                                                                    2007 Spring Meeting; eCLE
                                                                    also accomplishes this goal; pod
                                                                    casting will enhance efforts;
                                                                    consider developing our CLE
                                                                    product for use by large law
                                                                    firms in in-house training
                                                                    programs



108071.doc                                        5
     Ref.                Task                  Responsibility to        Implementation Schedule
                                                Monitor and
                                                   Report

3.              Improve Section Operations

3A           Monitor Communication               Planning             On-going effort
             Committee's activities in           Committee
             marketing, media and general
             communications

3B           Develop continuity by               Section Chairs       Review at Planning Committee
             implementing the strategic          Planning             meetings in Fall, Spring and
             plan                                Committee            August

3C           Strengthen Section ties with        Section officers     On-going effort; have worked
             Tax Law Section and Law                                  with Tax Section on Fall CLE
             Practice Management Section                              meeting IP/EP task force and
                                                                      several other projects; have
                                                                      worked with LPM on various
                                                                      initiatives

3D           Encourage an annual              May take various        On-going effort; may need to
             committee work product           forms, such as CLE,     reinstate some form of
                                              forms for website,      committee reporting
                                              and articles for
                                              Section publications.
                                              Group chairs should
                                              logically have this
                                              role.

3E           Examine options and                 Planning             On-going effort
             alternatives for in-person CLE      Committee
             meetings for each Division          CLE Committee
             and the best formats and
             forums to increase attendance
             and revenues from CLE
             activities
3F           Conduct and evaluate                Group Chairs         On-going effort; has been
             programs at Group level with        SCMs                 implemented since Spring 2005
             all substantive committee           CLE Committee        meeting
             involved                            Planning
                                                 Committee
3G           Train Group Chairs in CLE           CLE Committee        On-going effort at Fall
             and group management                Committee on         Leadership meeting
                                                 Groups and
                                                 Committees



108071.doc                                       6
     Ref.                Task                Responsibility to     Implementation Schedule
                                              Monitor and
                                                 Report

3.              Improve Section Operations, cont.

3H           Develop Master Calendars for     Committee on       On-going effort
             Standing Committees and          Groups and
             Leaderships                      Committees

3I           Draw on the talents of past      Officers           On-going effort
             leadership to achieve Section    Planning
             objectives                       Committee




108071.doc                                    7
     Ref.                 Task                  Responsibility to      Implementation Schedule
                                               Monitor and Report

4.               Increase Quantity and Diversity of Section Membership

4A           Analyze means to increase          Planning
             involvement on in-house            Committee
             counsel in Section and benefits    Membership
             of developing in-house counsel     Committee
             group
4B           Develop an outreach program     Planning and            On-going effort; tried but not
             to major law firms [DELETE?] Membership                 successful; Membership
                                             Committees              Committee says most active
                                                Develop a tarte      persons come from small firms;
                                                list of firms        consider other means to
                                                Develop a list of    implement this task
                                                Section leaders to   [DELETE?]
                                                make contact
                                                Develop a
                                                specific message
4C           Provide more opportunities for     Planning             On-going identification of ABA
             involvement by "official           Committee            task forces (e.g. IP/EP Task
             facility" members                  Section Officers     Force; Attorney-Client
                                                                     Privilege Task Force)
4D           Determine what young lawyers        YLN Network         On-going effort; ABA studies
             want from the Section either        Membership          on this topic have been shared
             through focus groups or other       Committee           with Membership Committee.
             methods                             Fellows             YLN has instituted programs at
                                                                     live meetings to try to get
                                                                     young lawyers involved

4E           Increase diversity in the           Council             On-going effort; focus on
             leadership and the Section as a     Officers to place   diversity during each
             whole                               increased focus     appointment cycle
                                                 on this issue in
                                                 appointing task
                                                 forces and
                                                 working groups
                                                 and in making
                                                 standing
                                                 committee
                                                 appointments
                                                 Diversity
                                                 Committee
                                                 Nominating
                                                 Committee



108071.doc                                        8
     Ref.                 Task                  Responsibility to     Implementation Schedule
                                               Monitor and Report

4.               Increase Quantity and Diversity of Section Membership, cont.

4F           Increase opportunities to new       Groups             On-going effort; will utilize
             young lawyers to speak and          Committee on       young lawyers as moderators at
             teach                               Groups and         Spring 2007 Young Lawyer
                                                 Committees         Institute; Membership
                                                 CLE Committee      Committee can't make this
                                                                    work; Committee on Groups
                                                                    and Committees should direct
                                                                    groups and committees to
                                                                    implement. Put a new young
                                                                    lawyer on each Roundtable and
                                                                    make him/her responsible for
                                                                    keeping the discussion moving

4G           Encourage every active              All leadership     On-going effort
             Section member to bring one
             new person to next meeting
             (whether from his/her own
             firm or another organization)

4H           Develop opportunities to            Membership         On-going effort; focus on
             attract more diverse lawyers to     Committee          options for next year’s spring
             existing meetings                   CLE Committee      meeting




108071.doc                                        9
     Ref.                Task                 Responsibility to   Implementation Schedule
                                             Monitor and Report

5.               Prior Initiatives Deemed Completed

5A           Encourage more uniform
             quality in CLE



5B           Develop Mission Statement for
             each Division




108071.doc                                     10
TAB 1 - B1
Draft 10.24.06
                        STUDY GROUP ON FUTURE OF JOINT FALL CLE MEETING

        The Study Group will analyze whether the Joint Fall CLE meeting is achieving
  the goals and programmatic needs of the Section and its membership. This analysis
  will evaluate the costs of producing and participating in the Joint Fall CLE meeting, the
  staff and volunteer resources and time associated with producing such a meeting, the
  past costs and benefits of the Section’s participation in the meeting, and the possible
  costs and benefits of continuing with the meeting in its present format, changing the
  meeting format, or discontinuing the meeting (in whole or in part). The Study Group
  will consider the possibility of having separate Fall CLE meetings for the two
  Divisions, and the possibility of continuing the Section’s participation in the Fall CLE
  meeting with representation only by the Probate and Trust Division. The Study Group
  shall submit its report and accompanying recommendations by the Spring 2007 Council
  Meeting in Washington.

     1.          Members of Study Group
                 a. Co-Chairs: Edward Koren and Kevin L. Shepherd
                 b. Members: Robin Roy, Steve Akers, Roger Winston, Marc Bekerman,
                    Andrew Palmieri, Harvey Wallace, and Ira Waldman

     2.          Background
                 a. Historical perspective on genesis of joint program
                         i. Dissatisfaction with ABA annual meeting
                        ii. Cost of ABA annual meeting participation
                      iii. Low turnout
                 b. Current situation
                         i. Review number of joint programs
                        ii. Discuss commitment status with Taxation Section
                      iii. Review attendance figures for all joint meetings
                       iv. Direct and indirect costs of Joint meeting to Section

     3.          Alternatives
                 a. Stay the course—no changes
                         i. Scope of continuing commitment
                        ii. Possible modifications to make the meeting more successful for
                            the Section
                 b. Separate Probate and Trust Division/Taxation Division joint CLE meeting
                    in Fall (no Real Property Division programming)
                         i. Cost issues
                        ii. Taxation Section perspective
                       iii. Institutional concerns about having separate divisional CLE
                            meetings—represents the first time that the Section has embraced
                            two separate divisional CLE meetings during the same season
                 c. Separate Probate and Trust Division/Taxation Division joint CLE meeting
                    in Fall and separate Real Property Division CLE meeting in Fall
                         i. Hold RP Division CLE at annual meeting
       1. Benefits:
             a. Joint programming opportunities with other
                 transactional sections, such as Business Law, State
                 and Local Government, and Natural Resources
             b. Annual meeting would minimize conflicts with
                 school calendars for those attending with families,
                 with religious holidays, and with meetings of other
                 organizations
             c. Afford networking and recruitment opportunities
                 with Young Lawyers Division
             d. More attractive fee structure than in past years
       2. Disadvantages:
             a. Cost—separate brochures
             b. Potential confusion with membership about two
                 different Fall CLE meetings
             c. Possible continued low attendance—how can we
                 make the format more attractive?
             d. RP Division leadership would need to attend annual
                 meeting in person
             e. Consider impact on diversity luncheon—where
                 would it be held?
             f. Institutionalizes a formal separation of joint CLE
                 programming efforts—will membership like this
                 approach, particularly those who practice in both
                 areas? Will they be forced to attend two separate
                 meetings and pay two separate registration fees?
ii. Hold RP Division CLE meeting at Fall leadership meeting
       1. Advantages
             a. RP Division leadership will be in attendance
             b. Less overall cost—avoids potentially higher ABA
                 annual meeting costs
             c. Would avoid issues dealing with convening CLE
                 meetings on the Jewish Sabbath
       2. Disadvantages
             a. Would need to add extra 1-2 days to the leadership
                 meeting to accommodate the RP Division CLE
                 programming
             b. Resort destination may make it more expensive and
                 more difficult to attend
             c. Fall time period would create scheduling conflicts
                 for families that would like to attend, as well as
                 with religious holidays and meetings with other
                 organizations
             d. May create scheduling challenges in getting CLE
                 attendees out of the way once the leadership
                 meeting begins
     d. Eliminate Section participation in Fall joint CLE program?
             i. PT Division may prefer to continue with Fall joint CLE meeting—
                withdrawal would have negative impact on PT Division Groups
            ii. Alternatives for total withdrawal may not be attractive or practical
                to PT Division
           iii. Need to understand/confirm “success” of joint meeting format for
                PT Division—why doesn’t the RP Division enjoy the same
                success?
     e. Changes to Fall joint CLE meeting
             i. Notice to Taxation Section
                    1. Query: are both Divisions likely committed to Fall 2007
                       joint CLE meeting?
                    2. If decision is made to terminate RP Division’s participation
                       in the CLE program for Fall 2008, what affect will that
                       decision have on the Fall 2007 program? Will presenters
                       be less inclined to participate knowing that program will
                       end and will planning for Fall 2007 be adversely affected?
                    3. If decision is made to terminate RP Division’s participation
                       in the CLE program for Fall 2007, what affect will that
                       decision have on the PT Division’s participation in the Fall
                       2007 program?
                    4. How and when will partial termination decision be
                       communicated to the Taxation Section?
            ii. Alternatives? Address CLE programming needs of Section
                members
                    1. Impact of e-CLE programming
                    2. What is financial viability of in-person CLE programming
                       in the Fall?
     f. Focus on Spring CLE meeting (no Fall CLE in-person meeting)
             i. Marquee event for Section
            ii. Does one in-person CLE annual meeting address needs of
                membership?
           iii. Financial implications

4.   Recommendations
     a. Formulate recommendations for consideration by the Executive
        Committee, Planning Committee, CLE Committee, and Council at the
        April 2007 Spring meeting in Washington.
TAB 1 - B2
                                  American Bar Association
                       Section of Real Property, Probate and Trust Law
                         2006 Spring Symposia Registration Report

                                                      % of
                                           #         Subtotal        Cost                 Total
Registration Fees*
Early Bird                                     104        36%            $485         $     50,440
RPPT Member (after 4/9)                         39        13%            $525               20,475
ABA Member                                       5         2%            $575                2,875
General                                         16         5%            $625               10,000
1st Timer                                       21         7%            $350                7,350
Government/Acad/YL/Nonprofit                    38        13%            $300               11,400
Thursday only                                    7         2%            $315                2,205
Friday only                                      2         1%            $315                  630
Speaker**                                       60        21%            $350               21,000
                                               292       100%                              126,375

Speaker Waived**                               28         47%               $0                    0
Law Student                                    21         36%               $0                    0
Minority Bar Mbr                                3          5%               $0                    0
Other                                           7         12%               $0                    0
                                               59        100%                                     0

Total                                          351                                         126,375

Events
  Spouse/Guest                                  49                       $100                4,900
  Welcome Reception                            191                         $0                    0
  Thurs.RP Lunch                               104                        $40                4,160
  Thurs PT Lunch                                92                        $40                3,680
  Friday Lunch                                 184                        $20                3,680
  Materials Only                                11                       $150                1,650
                                                                                            18,070

                                                                                      $    144,445


*Of the 232 non-speaker registrants, 117 (50%) were Section leaders (listed in the Section Directory).
Of the total paid registrants, 61% were leaders or speakers.
**Not all speakers registered at the speaker rate. There were a total of 118 speakers; 26 requested waivers of
which 19 were granted. There were also 12 speakers who did not register. A total of 87 speakers were paid
registrants, 60 at the speaker rate.
TAB 1 - B3
2001 Annual Meeting
Section of Real Property, Probate and Trust Law
Program Attendees

                                  Real Property   Probate & Trust   Total
        Sunday Afternoon          128             99                227
        Monday Morning            76              89                165
        Monday Afternoon          84              62                146
TAB 1 - B4
                                         American Bar Association
                             Section of Real Property, Probate and Trust Law
                                     Annual Meeting Financial Report
                                            September 26, 2002

                                                 Washington              Chicago    Atlanta
                                                         2002               2001       1999
Section Governance/Leadership               (Est. Final Audit)              Final     Final
Expense
Printing
  Agenda Books                                         4,453               1,590     1,035
  Misc.                                                1,202               2,151     1,669
    Subtotal, Printing                                 5,655               3,741     2,703

Postage
 Shipping                                              4,993
 Misc                                                    124
     Subtotal, Postage                                 5,117               7,855     7,583

Group Functions
 Stdg Cmt Mtgs                                        10,344
 Council Mtg -- A/V                                    2,182
 Standing Cmts Speaker Phones                            714
 Exec. Cmt Dinner                                      4,474
 Leadership Dinner                                    13,479              14,915    10,861
 Section Reception/Gala                               17,492              23,164    19,593
 Diversity Luncheon                                    5,712
 Committee Breakfasts                                 16,344
 Internet Center                                           0               3,094
 Section/Division Delegates Rcpt.                        709
 Group Functions, unidentified                        10,393              40,455    45,692
 Registration                                          1,947
   Subtotal, Group Functions                          83,790              81,627    76,146

Miscellaneous
 Phones                                                  150               6,036     3,023
 Signs                                                   863               1,287     2,002
 Margaret Brent Lunch                                                      1,000
 Publication Inventory                                 1,348               1,398
 Staff Travel                                          1,774               3,191     8,915
 Future Site Visit                                       430                 140
 Temporaries                                                               2,229       835
 Misc. Office Supplies                                   613                 322     2,244
 Tote Bags                                                                           9,890
 Credit Card Service Fees                              1,029                 407       363
   Subtotal, Miscellaneous                             6,207              16,011    27,271
Total Expense Governance                               100,769                109,234                113,704

Event Revenue
 Group Functions                                                                3,632                      7,108
 Section Reception/Gala                                  6,095                 13,665                      7,275
 Diversity Luncheon                                      3,050
 Corporate Sponsorships                                  6,500                 12,500                  12,500
 Committee Breakfasts/Lunches                            1,285                  2,205                   6,795
    Subtotal, Events                                    16,930                 32,002                  33,678

Net Gain (loss) Governance                     $       (83,839)        $       (77,232)        $      (80,026)

CLE Programs
 Flyer -- Printing                             $         6,792         $            -          $               -
 Flyer -- Design                                         2,000                      0                          0
 Program Booklet -- Printing                             2,002                 21,173                      5,497
 Program Booklet -- Design                               3,550                                             1,901
 Flyer Postage                                           1,205
 Coffee Breaks                                           2,190
 ABA Processing Fees (see below)                         6,750
 Speaker Travel                                            954                   2,482                     1,042
 Member/Fellow Travel                                    1,804
 Course Books                                            7,165                 31,103                  54,665
 CD-ROM                                                      0                 16,750
 Audio/Visual                                           14,882                 30,058                  13,498

Total Expense, CLE                                      49,294                101,566                  76,602

 CLE Passports                                          20,750
 CLE Coupons                                             7,050
 Program Material                                        1,692
 ABA Registration Allocation                                 0                 17,843                  17,340

Total Revenue, CLE                                      29,492                 17,843                  17,340

Net Gain (Loss) CLE                            $       (19,802)        $       (83,723)        $      (59,262)

Net Gain (Loss) Meeting                        $      (103,641)        $     (160,955)         $    (139,288)

Publication Revenue*                                       992                   5,528                 26,290




*It appears that in some years the sales of Section books was credited to the meeting rather than to the
publication. Since expenses for books are credited to the publication, so should revenue and therefore
beginning in FY2002 it is being accounted for thusly.

Highlighted items not yet final.
TAB 1 - B5
                                   Joint Fall CLE Meeting
                                     Registration Report



Registration Summary
                      Chicago           Boston    San Francisco     Denver
                         2003             2004             2005      2006*
Tax:-                     824              836              775        832
RPPT:                      75              146              142        125
Tax & RPPT:               144              144              150        147
Neither Tax nor RPPT:     165              122              150          -
Total Registered:       1,208            1,277            1,217      1,104



Expense/Revenue Summary
Printing:
Brochure for RPPT only 11,721           17,083
Print                   1,084            1,617                162
RPPT Mini Brochure                                          6,860      13,395
RPPT “Insert”               0                0                  0      10,050
                       12,805           18,700              7,022      23,445
Postage/Mailing:
RPPT Mini Brochure                                          5,095      16,751
Other                       0              596                  0       1,485
                                         5,691                         18,236

Staff travel                  0          6,001              2,980       2,500

Member travel                 0          6,277              5,095       5,000

Leadership dinner             0         15,731           11,693        10,000
TOTAL EXPENSE            12,805         36,669           26,790        59,181

REVENUE**                 6,673         10,974           20,864        20,000

NET                    $ (6,132)      $(25,695)        $ (5,926)    $ (39,181)



*Preliminary

**Revenue = 30% of gross revenue for RPPT members.
TAB 1 - C1
TAB 1- C2
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                               Question 1:                                                                                                                                Question 3: If the you engaged, at
                               Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you            Question 6: How
                               the following                                                                                                             Were you in      preceding question duties, in the           describe generally the         would you identify the
                               which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do     area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                       professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/        activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                        that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                      All facets of real estate
                                                                                                                                                                                                                      development, land use,
                                                                                                                                                                                                                      and corporate transactional
62191292     7/18/2005 15:20                        X                                                                                                    Yes                          10-Jun          Yes             work.                                                       X



                                                                                                                                                                                                                      General Corporate work,
                                                                                                                                                                                                                      Contract review, litigation
62191420     7/18/2005 15:22                        X                                                                                                    Yes             more than 10                 Yes             Management.                                                 X               X
                                                                                                                                                                                                                      general counsel for a resort
62191443     7/18/2005 15:47                        X                                                                                                    Yes             more than 10                 Yes             company                                                     X
                                                                                                                                                                                                                      contracts, defamation,
                                                                                                                                                                                                                      administrative law issues,
62191454     7/18/2005 15:23                                                                                                 Lobbying Firm               No                                           Yes             copyright issues                                                                                          X              X
                                                                                                                                                                                                                      Oversee all legal risks.
                                                                                                                                                                                                                      Responsible for strategy on
                                                                                                                                                                                                                      major purchases and
                                                                                                                                                                                                                      divestments. Responsible
                                                                                                                                                                                                                      for all strategic
                                                                                                                                                                                                                      relationships. Oversee all
62191611     7/18/2005 15:23                        X                                                                                                    Yes                          10-Jun          Yes             outside counsel.                                            X               X
                                                                                                                                                                                                                      litigation support, contract
                                                                                                                                                                                                                      review, general legal
62191636     7/18/2005 15:23                        X                                                                                                    Yes                            5-Jan         Yes             advice                                                                      X              X              X                             X
                                                                                                                                                                                                                      contract drafting and
                                                                                                                                                                                                                      negotiation, employment
                                                                                                                                                                                                                      policy decisions, hiring and
                                                                                                                                                                                                                      supervision of outside
                                                                                                                                                                                                                      legal, lawsuit responses
                                                                                                                                                                                                                      and evidence production,
                                                                                                                                                                                                                      regulatory interpretation
                                                                                                                                                                                                                      and associated policy
62191738     7/18/2005 15:29                        X                                                                                                    No                                           Yes             decisions.                                                  X               X                             X
62191788     7/18/2005 15:25                        X                                                                                                    Yes                            5-Jan         Yes             real estate                                                 X

                                                                                                                                                                                                                      Affordable housing and real
62191793     7/18/2005 15:26                                      X                                                                                      Yes             more than 10                 Yes             estate transaction work                                     X
                                                                                                                                                                                                                      provide advice on real
                                                                                                                                                                                                                      estate financing                                                                                                                                I am the general
                                                                                                                                                                                                                      transactions, supervise                                                                                                                         counsel for the
62191797     7/18/2005 15:26                        X                                                                                                    Yes                            5-Jan         Yes             litigation                                                  X               X                                                                   corporation

                                                                                                                                                                                                                      title, escrow, insurance and
62191942     7/18/2005 15:27                                                    X                                                                        No                                           Yes             corporate                                                   X               X                             X              X              X
                                                                                                                                                                                                                      Corporate issues, tax, real
                                                                                                                                                                                                                      estate, partnership issues,
                                                                                                                                                                                                                      employment law, managing                                                                                                                        real estate and
62192036     7/18/2005 15:26                        X                                                                                                    Yes                          10-Jun          Yes             litigation                                                  X               X              X                                                    land use
                                                                                                                                                                                                                      review, draft and negotiate
                                                                                                                                                                                                                      contracts. provide legal
                                                                                                                                                                                                                      advice on structuring
                                                                                                                                                                                                                      transactions. Supervise                                                                                                                         litigation
62192127     7/18/2005 15:28                        X                                                                                                    Yes             more than 10                 Yes             outside counsel                                             X                                                                                   management
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                               Question 1:                                                                                                                                Question 3: If the you engaged, at
                               Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                               the following                                                                                                             Were you in      preceding question duties, in the           describe generally the          would you identify the
                               which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                      real estate, corporate,
                                                                                                                                                                                                                      contracts, construction and
62192306     7/18/2005 15:30                        X                                                                                                    Yes                          10-Jun          Yes             design law                                                   X               X                             X
                                                                                                                                                                                                                      real estate, intellectual
                                                                                                                                                                                                                      property, information
62192448     7/18/2005 15:31                        X                                                                                                    No                                           Yes             technology                                                   X
                                                                                                                                                                                                                      Corporate governance.
                                                                                                                                                                                                                      Financing transactions. HR
                                                                                                                                                                                                                      issues. Contracts and
62192465     7/18/2005 15:32                        X                                                                                                    Yes             more than 10                 Yes             operational issues.                                          X




                                                                                                                                                                                                                      Corporate areas of
                                                                                                                                                                                                                      practice: labor, real estate,
                                                                                                                                                                                                                      land use, construction,
                                                                                                                                                                                                                      transportation, contracts,
                                                                                                                                                                                                                      employment, litigation
62192522     7/18/2005 15:37                        X                                                                                                    No                                           Yes             management                                                   X               X                             X
62192656     7/18/2005 15:34                                      X                                                                                      Yes                            5-Jan         Yes             County Attorney                                                              X                             X              X
62192673     7/18/2005 15:34                        X                                                                                                    Yes                            5-Jan         Yes                                                                          X               X                                                           X
                                                                                                                                                                                                                      Civil Litigation, including
62192856     7/18/2005 15:36                        X                                                                                                    Yes                            5-Jan         Yes             real estate issues.                                                          X
                                                                                                                                                                                                                      Draft legal documents,
                                                                                                                                                                                                                      advise on legal matters,
                                                                                                                                                                                                                      oversee outside legal
                                                                                                                                                                                                                      services including litigation
                                                                                                                                                                                                                      matters provided to the
62192985     7/18/2005 15:44                        X                                                                                                    Yes             more than 10                 Yes             corporation                                                  X                                             X
                                                                                                                                                                                                                      review documents. draft
62193325     7/18/2005 15:40                                                                                        X                                    Yes                          10-Jun          Yes             releases.                                                                                   X                                            X
                                                                                                                                                                                                                      Employment; contract;
62193584     7/18/2005 15:44                        X                                                                                                    Yes                            5-Jan         Yes             property.                                                    X               X
                                                                                                                                                                                                                      Monitor all outside counsel
                                                                                                                                                                                                                      and handle some minor
62193637     7/18/2005 15:44                        X                                                                                                    Yes             more than 10                 Yes             matters internally                                           X
                                                                                                                                                                                                                      Corporate Regulatory
62194176     7/18/2005 15:53                                                                                        X                                    Yes                            5-Jan         Yes             Securities Banking                                           X                                             X
                                                                                                                                                                                                                      intellectual property tax
                                                                                                                                                                                                                      commercial transactions
62194558     7/18/2005 15:57                        X                                                                                                    Yes                            5-Jan         Yes             real estate                                                  X               X              X
                                                                                                                                                                                                                      Quiet title, declaratory
                                                                                                                                                                                                                      actions, proceedings
                                                                                                                                                                                                                      subsequent, judicial
62194716     7/18/2005 16:01                                                    X                                                                        Yes                          10-Jun          Yes             foreclosures.                                                X                                             X
                                                                                                                                                                                                                      corporate,
                                                                                                                                                                                                                      financial/commercial law.
62195012     7/18/2005 16:02                                                                      X                                                      Yes             more than 10                 Yes             Employment law.                                              X               X                             X
                                                                                                                                                                                                                      Contracts, leases,
                                                                                                                                                                                                                      promissory notes, property
                                                                                                                                                                                                                      tax assesment appeals, tax
62195061     7/18/2005 16:06                                                                                                 Private Foundation          Yes                          10-Jun          Yes             planning                                                     X                              X
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                               Question 1:                                                                                                                                Question 3: If the you engaged, at
                               Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you            Question 6: How
                               the following                                                                                                             Were you in      preceding question duties, in the           describe generally the         would you identify the
                               which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do     area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                       professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/        activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                        that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                      oversee nonprofit and
                                                                                                                                                                                                                      charitable trust
62197077     7/18/2005 16:25                                      X                                                                                      Yes                          10-Jun          Yes             organizations                                                               X                             X              X

                                                                                                                                                                                                                      Lease negotiations;
                                                                                                                                                                                                                      coordinate outside counsel
62197174     7/18/2005 16:25                        X                                                                                                    Yes                            5-Jan         Yes             in evicition actions                                        X
                                                                                                                                                                                                                      Counsel, advice and
                                                                                                                                                                                                                      documentation in
                                                                                                                                                                                                                      connection with real estate
62197184     7/18/2005 16:30                                                                      X                                                      Yes                            5-Jan         Yes             secured lending.                                            X                                             X
                                                                                                                                                                                                                      contract drafting, dispute
                                                                                                                                                                                                                      resolution, and all
                                                                                                                                                                                                                      corporate litigation as well
                                                                                                                                                                                                                      as certain administrative
62198279     7/18/2005 16:42                        X                                                                                                    No                                           Yes             functions                                                   X               X                             X              X
62198373     7/18/2005 17:45                                                                                                                             No                                           Yes             contacts, insurance                                         X               X
62198791     7/18/2005 16:46                        X                                                                                                    No                                           Yes                                                                         X                                             X              X

                                                                                                                                                                                                                      real estate, tax issues,
62199382     7/18/2005 16:59                                      X                                                                                      Yes                            5-Jan         Yes             security, operational issues                                X                              X              X                                     environmental
                                                                                                                                                                                                                      land acquisition and
62199556     7/18/2005 16:58                        X                                                                                                    No                                           Yes             finance                                                     X
                                                                                                                                                                                                                      All legal and regulatory
                                                                                                                                                                                                                      issues emanating from the
                                                                                                                                                                                                                      financial instiution's
                                                                                                                                                                                                                      Consumer Lending
62199778     7/18/2005 17:02                                                                      X                                                      No                                           Yes             Division.                                                   X                                             X
                                                                                                                                                                                                                      Banking law, consumer
                                                                                                                                                                                                                      credit/mortgage
                                                                                                                                                                                                                      loan/compliance, real
62199798     7/18/2005 17:02                                                                      X                                                      No                                           Yes             estate.                                                     X                                             X
62201282     7/18/2005 17:30                                                                      X                                                      Yes                          10-Jun          Yes                                                                         X               X                             X
                                                                                                                                                                                                                      Real property document
                                                                                                                                                                                                                      drafting and review for a
62201292     7/18/2005 17:26                        X                                                                                                    No                                           Yes             gas and electric utility.                                   X                                             X
                                                                                                                                                                                                                      Lititgation management,
                                                                                                                                                                                                                      supervision of outside
                                                                                                                                                                                                                      counsel, regulatory
                                                                                                                                                                                                                      compliance, underwriting
62204344     7/18/2005 18:08                                                    X                                                                        Yes             more than 10                 Yes             and claims.                                                 X               X                             X
                                                                                                                                                                                                                      corporate, real estate,
                                                                                                                                                                                                                      finance, employment --
                                                                                                                                                                                                                      general inhouse practice
                                                                                                                                                                                                                      for real estate operating
62204959     7/18/2005 18:19                        X                                                                                                    Yes             more than 10                 Yes             company.                                                    X               X              X              X              X                      employment


62205369     7/18/2005 18:25                        X                                                                                                    Yes                          10-Jun          Yes             real estate
                                                                                                                                                                                                                      public construction
                                                                                                                                                                                                                      contracts, public finance,
                                                                                                                                                                                                                      acquisiton and disposition
                                                                                                                                                                                                                      of real property for public
62206446     7/18/2005 18:47                        X             X                                                                                      Yes                          10-Jun          Yes             entities                                                    X               X              X              X
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                               Question 1:                                                                                                                                Question 3: If the you engaged, at
                               Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                               the following                                                                                                             Were you in      preceding question duties, in the           describe generally the          would you identify the
                               which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify

                                                                                                                                                                                                                      Drafting and reviewing
                                                                                                                                                                                                                      documents, tax advice,
                                                                                                                                                                                                                      issues relating to purchase
                                                                                                                                                                                                                      and sale of real property,
62206851     7/18/2005 18:51                        X                                                                                                    Yes                           5-Jan          Yes             some legal research.                                         X                              X
                                                                                                                                                                                                                      public works construction
                                                                                                                                                                                                                      contract issues; real estate
                                                                                                                                                                                                                      sales & leasing; purchasing
                                                                                                                                                                                                                      contracts; condemnation
62206943     7/18/2005 18:53                                      X                                                                                      Yes                           5-Jan          Yes             litigation;                                                  X               X                             X              X
                                                                                                                                                                                                                      Corporate, real estate,
                                                                                                                                                                                                                      labor & litigation
62208756     7/18/2005 19:24                        X                                                                                                    No                                           Yes             supervision                                                  X               X

                                                                                                                                                                                                                      drafting and negotiating
                                                                                                                                                                                                                      contracts, regulatory advice
                                                                                                                                                                                                                      and compliance, financial
                                                                                                                                                                                                                      product development,
                                                                                                                                                                                                                      support mortgage
                                                                                                                                                                                                                      acquisition program, review
                                                                                                                                                                                                                      disclosures, marketing
                                                                                                                                                                                                                      materials and public
62208890     7/18/2005 19:37                        X                                             X                                                      No                                           Yes             statements                                                   X                                             X              X
                                                                                                                                                                                                                      review and counsel clients
                                                                                                                                                                                                                      on a wide range of real and
                                                                                                                                                                                                                      personal property legal
                                                                                                                                                                                                                      issues and draft a variety of
                                                                                                                                                                                                                      real property legal
                                                                                                                                                                                                                      instruments, including
                                                                                                                                                                                                                      leases, easements,
                                                                                                                                                                                                                      licenses and permits, and
                                                                                                                                                                                                                      agreements for purchase
                                                                                                                                                                                                                      and sale of real property,
62224950     7/19/2005 4:51                                       X                                                                                      Yes                           5-Jan          Yes             land ex                                                      X               X                             X              X
                                                                                                                                                                                                                      Real Estae Commerical
62225047     7/19/2005 4:41                                                                       X                                                      Yes                           5-Jan          Yes             Leasing                                                      X                                             X

                                                                                                                                                                                                                      wealth transfer planning-
                                                                                                                                                                                                                      make suggestions to firm's
                                                                                                                                                                                                                      clients and create action
                                                                                                                                                                                                                      plan to work with their
62225429     7/19/2005 4:49                                                                       X                                                      No                                            No             attorneys and tax advisors.                                                                 X
                                                                                                                                                                                                                      Commercial real estate
62225935     7/19/2005 4:56                         X                                                                                                    No                                           Yes             investment                                                   X               X              X              X
                                                                                                                                                                                                                      contracts, insurance,
62226135     7/19/2005 5:07                         X                                                                                                    No                                           Yes             workers comp, tax                                            X
                                                                                                                                                                                                                      hotel development and
62226180     7/19/2005 5:03                         X                                                                                                    No                                           Yes             hotel operations                                             X               X                             X              X
                                                                                                                                                                                                                      Real Estate Transactions,
62226975     7/19/2005 5:08                         X                                                                                                    Yes                           5-Jan          Yes             employment, corporate                                        X                                                                           X
                                                                                                                                                                                            Question 4: In your
                                                                                                                                                                                            present position, are
                              Question 1:                                                                                                                                Question 3: If the you engaged, at
                              Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you            Question 6: How
                              the following                                                                                                             Were you in      preceding question duties, in the           describe generally the         would you identify the
                              which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do     area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                       professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/        activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                        that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                     Real estate transactions
                                                                                                                                                                                                                     (commercial and
                                                                                                                                                                                                                     residential); contract
                                                                                                                                                                                                                     review; research legal
                                                                                                                                                                                                                     issues; statutory
62227426     7/19/2005 5:15                                      X                                                                                      No                                           Yes             interpretation                                              X

                                                                                                                                                                                                                                                                                                                                                                     employee
                                                                                                                                                                                                                     Employee Benefits                                                                                                                               benefits and
                                                                                                                                                                                                                     worldwide and some                                                                                                                              employment
62227504     7/19/2005 5:19                        X                                                                                                    Yes             more than 10                 Yes             employment law.                                             X               X                             X                                     law.


                                                                                                                                                                                                                     I am general counsel, so I
                                                                                                                                                                                                                     am involved in a wide
                                                                                                                                                                                                                     range of corporate legal
                                                                                                                                                                                                                     issues (corporate
                                                                                                                                                                                                                     governance, contracts,
                                                                                                                                                                                                                     regulatory) as well as being
                                                                                                                                                                                                                     responsible for title
                                                                                                                                                                                                                     insurance underwriting,
                                                                                                                                                                                                                     claims and working with
                                                                                                                                                                                                                     lenders on a variety of real                                                                                                                    corporate
62227760     7/19/2005 5:39                        X                           X                                                                        Yes                            5-Jan         Yes             estate trans                                                X                                             X                                     governance
                                                                                                                                                                                                                     franchise, real estate,
                                                                                                                                                                                                                     corporate finance,
                                                                                                                                                                                                                     marketing/intellectual
62227926     7/19/2005 5:20                        X                                                                                                    Yes                          10-Jun          Yes             property                                                    X               X
62228168     7/19/2005 5:24                        X                                                                                                    Yes                          10-Jun          Yes             real estate and contracts                                   X


62228278     7/19/2005 5:27                        X                                                                                                    Yes             more than 10                 Yes             real estate and bankruptcy                                  X               X

                                                                                                                                                                                                                     Estate planning, estate
                                                                                                                                                                                                                     administration, trust law,
                                                                                                                                                                                                                     income tax law, regulatory
                                                                                                                                                                                                                     and compliance issues,
62228332     7/19/2005 5:26                                                                                        X                                    No                                           Yes             banking law                                                 X               X              X              X                             X

                                                                                                                                                                                                                     general corporate,
                                                                                                                                                                                                                     commercial; transactions,
62228652     7/19/2005 5:30                        X                                                                                                    Yes             more than 10                 Yes             leasing.                                                    X

                                                                                                                                                                                                                     Chief tax counsel for
                                                                                                                                                                                                                     insurance company;
                                                                                                                                                                                                                     responsible for providing
                                                                                                                                                                                                                     legal advice on taxation of
                                                                                                                                                                                                                     the company, its subs, its
62229054     7/19/2005 5:33                        X                                                                                                    Yes                            5-Jan         Yes             products and workforce                                      X               X              X              X              X



                                                                                                                                                                                                                     Corporate, Securities,
62229055     7/19/2005 5:32                        X                                                                                                    No                                           Yes             Governance                                                                                                X
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                              Question 1:                                                                                                                                 Question 3: If the you engaged, at
                              Check any of                                                                                                               Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                              the following                                                                                                              Were you in      preceding question duties, in the           describe generally the          would you identify the
                              which           Question 1:                                                                                                private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                                before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please    at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                      position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                      real estate, finance,
                                                                                                                                                                                                                      contracts, employment,
62229348     7/19/2005 5:35                        X                                                                                                     Yes             more than 10                 Yes             m&a, corporate, tax                                          X               X              X              X

                                                                                                                                                                                                                      corporate/real
                                                                                                                                                                                                                      estate/finance/affordable
62230569     7/19/2005 5:50                        X                                                                                                     Yes                            5-Jan         Yes             housing                                                      X                                                                                   corporate

                                                                                                                                                                                                                      Review, drafting,
                                                                                                                                                                                                                      negotiating business
                                                                                                                                                                                                                      contracts. Counseling staff
                                                                                                                                                                                                                      on various legal issues.
                                                                                                                                                                                                                      Antitrust issues/education.
                                                                                                                                                                                                                      Association law, 501(c)(6)
62230828     7/19/2005 6:02                                                                                                 trade association law dept   Yes                            5-Jan         Yes             issues.                                                      X

                                                                                                                                                                                                                      Assisting Associate
                                                                                                                                                                                                                      General Counsel in daily
                                                                                                                                                                                                                      legal affairs of the
                                                                                                                                                                                                                      Company, including
                                                                                                                                                                                                                      drafting and negotiating
                                                                                                                                                                                                                      land acquisition and
                                                                                                                                                                                                                      development agreements,
                                                                                                                                                                                                                      maintaining corporate
                                                                                                                                                                                                                      books, merging limited
                                                                                                                                                                                                                      liability companies, drafting
62231078     7/19/2005 5:56                                                                                                 residential home builder     No                                           Yes             third party sales agreeme                                    X
                                                                                                                                                                                                                      Acquisition of commercial
                                                                                                                                                                                                                      real estate for a national
62231234     7/19/2005 5:52                        X                                                                                                     No                                           Yes             retailer.                                                    X


                                                                                                                                                                                                                      Title Insurance underwriter.
                                                                                                                                                                                                                      I review title issues and
                                                                                                                                                                                                                      help our attorney agents
                                                                                                                                                                                                                      determine how best to deal
                                                                                                                                                                                                                      with them. I also provide
                                                                                                                                                                                                                      general legal advice to our
62231499     7/19/2005 6:02                                                    X                                                                         Yes                          10-Jun          Yes             state manager                                                X
                                                                                                                                                                                                                      real estate transactions;
                                                                                                                                                                                                                      real estate financing;
                                                                                                                                                                                                                      general corporate legal                                                                                                                          research and
62231608     7/19/2005 6:01                        X                                                                                                     Yes                            5-Jan         Yes             duties; collections                                          X                                                                                   counseling
62231887     7/19/2005 5:57                                                                                        X                                     No                                           Yes             trust and securities                                                                                       X                             X       securities
                                                                                                                                                                                                                      coordinate the closing
                                                                                                                                                                                                                      aspects of a large
                                                                                                                                                                                                                      commercial mortgage loan
62232577     7/19/2005 6:04                        X                                                                                                     Yes             more than 10                 Yes             program                                                      X                                             X
                                                                                                                                                                                                                      General corporate and real
62232635     7/19/2005 6:03                        X                                                                                                     Yes                            5-Jan         Yes             estate                                                       X               X              X                                            X
                                                                                                                                                                                            Question 4: In your
                                                                                                                                                                                            present position, are
                              Question 1:                                                                                                                                Question 3: If the you engaged, at
                              Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you            Question 6: How
                              the following                                                                                                             Were you in      preceding question duties, in the           describe generally the         would you identify the
                              which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do     area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                       professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/        activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                        that apply)            transactional   litigation    management)       regulatory   law            administration Specify




                                                                                                                                                                                                                     commercial lending,
                                                                                                                                                                                                                     investments, real estate
                                                                                                                                                                                                                     and managing outside
62232666     7/19/2005 6:08                        X                                                                                                    Yes                            5-Jan         Yes             counsel re: same                                            X               X


                                                                                                                                                                                                                     real estate transactions,
                                                                                                                                                                                                                     litigation, appeals,
                                                                                                                                                                                                                     government legislative,                                                                                                                         propose new or
                                                                                                                                                                                                                     regulatory and enforcement                                                                                                                      amended local
62232677     7/19/2005 6:19                        X                                                                                                    No                                           Yes             proceedings                                                 X               X                             X              X              X       ordinances
                                                                                                                                                                                                                     Landlord/tenant, retail
                                                                                                                            Real estate development                                                                  leases, condominium work,
62233145     7/19/2005 7:18                                                                                                 company                     Yes                          10-Jun          Yes             collections.                                                X               X

62233317     7/19/2005 6:09                                                    X                                                                        Yes                            5-Jan         Yes             title insurance underwriting                                X                                             X
                                                                                                                                                                                                                     Real estate law. Draft and
                                                                                                                                                                                                                     negotiate leases. Respond
                                                                                                                                                                                                                     to questions on landlord/
                                                                                                                                                                                                                     tenant issues. General
62233568     7/19/2005 6:13                        X                                                                                                    Yes                            5-Jan         Yes             corporate law.                                              X                                             X              X

                                                                                                                                                                                                                     (1) regulatory &
                                                                                                                                                                                                                     administrative law- deal
                                                                                                                                                                                                                     with FDIC, Fed and State
                                                                                                                                                                                                                     on legal issues,
                                                                                                                                                                                                                     applications,
                                                                                                                                                                                                                     interpretations. (2)
                                                                                                                                                                                                                     Employment law, personnel
                                                                                                                                                                                                                     issues. (3) contract review/
                                                                                                                                                                                                                     negotiation (4) risk
                                                                                                                                                                                                                     management, handle
                                                                                                                                                                                                                     insurance for bank and
62234078     7/19/2005 6:15                                                                      X                                                      No                                           Yes             coordinate use of                                                                                         X              X

                                                                                                                                                                                                                     agency counsel for national
62234241     7/19/2005 6:16                        X                                                                                                    Yes                          10-Jun          Yes             title insurance underwriter                                 X                                             X
                                                                                                                                                                                                                     bank regulatory matters,
                                                                                                                                                                                                                     compliance, real estate
                                                                                                                                                                                                                     owned by bank, general
                                                                                                                                                                                                                     corporate, clerk for Boards
62234460     7/19/2005 6:20                                                                      X                                                      Yes             more than 10                 Yes             of Directors, M&A                                           X               X                             X              X

                                                                                                                                                                                                                     real estate acquisition and
                                                                                                                                                                                                                     development,
                                                                                                                                                                                                                     litigation/adverse matter
                                                                                                                                                                                                                     monitoring, miscellaneous
62234557     7/19/2005 6:28                        X                                                                                                    Yes                          10-Jun          Yes             corporate matters                                           X               X
                                                                                                                                                                                            Question 4: In your
                                                                                                                                                                                            present position, are
                              Question 1:                                                                                                                                Question 3: If the you engaged, at
                              Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                              the following                                                                                                             Were you in      preceding question duties, in the           describe generally the          would you identify the
                              which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                     State underwriting counsel.
62234663     7/19/2005 6:19                                                    X                                                                        Yes             more than 10                 Yes             Claims review.                                               X                                             X                                     title insurance
                                                                                                                                                                                                                     All legal issues affecting
                                                                                                                                                                                                                     the business, including,
                                                                                                                                                                                                                     M&A, general corporate,
                                                                                                                                                                                                                     contracts, employment,
                                                                                                                                                                                                                     real estate, litigation,
                                                                                                                                                                                                                     antitrust and securities law
62234672     7/19/2005 6:19                        X                                                                                                    Yes                          10-Jun          Yes             matters.                                                     X               X                             X
                                                                                                                                                                                                                     Contracts, mortgage-
                                                                                                                                                                                                                     backed securities, general
62235559     7/19/2005 6:24                        X                                                                                                    No                                           Yes             marketing support                                            X                                             X
62235711     7/19/2005 6:25                        X                                                                                                    Yes             more than 10                 Yes             Limited Partnership                                          X

                                                                                                                                                                                                                     Advise trust officers, risk
                                                                                                                                                                                                                     management etc regarding
                                                                                                                                                                                                                     fiduciary legal issues.
                                                                                                                                                                                                                     Supervise outside cousel
                                                                                                                                                                                                                     on fiduciary litigation
62236460     7/19/2005 6:30                                                                      X                                                      Yes             more than 10                 Yes             matters.                                                                     X                                                           X
                                                                                                                                                                                                                     real estate related legal
                                                                                                                                                                                                                     work for commercial real
                                                                                                                                                                                                                     estate developer--e.g.
                                                                                                                                                                                                                     prepare leases, contracts
                                                                                                                                                                                                                     of sale, construction
                                                                                                                                                                                                                     contracts, plus negotiate
62236991     7/19/2005 6:32                        X                                                                                                    No                                           Yes             loans for projects                                           X
                                                                                                                                                                                                                     Legal and regulatory
                                                                                                                                                                                                                     compliance, general
62237748     7/19/2005 6:35                        X                           X                                                                        Yes                            5-Jan         Yes             corporate law                                                X                                             X

                                                                                                                                                                                                                     I audit state inheritance tax
                                                                                                                                                                                                                     returns to help insure
                                                                                                                                                                                                                     compliance with the
                                                                                                                                                                                                                     relevant tax laws. I provide
                                                                                                                                                                                                                     advice to attorneys who
                                                                                                                                                                                                                     call in with questions about
                                                                                                                                                                                                                     Indiana transfer taxes. I
                                                                                                                                                                                                                     also assist the AG when
62237756     7/19/2005 6:37                                      X                                                                                      No                                           Yes             court action is needed.                                      X               X              X              X
                                                                                                                                                                                                                     real estate and insurance
                                                                                                                                                                                                                     law underwriting,
                                                                                                                                                                                                                     reinsurance and legal
62238357     7/19/2005 6:41                                                    X                                                                        Yes                            5-Jan         Yes             compliance                                                                                                 X                                     see #5
                                                                                                                                                                                                                     document creation,
                                                                                                                                                                                                                     underwriting and claims
                                                                                                                                                                                                                     decisions based upon legal
62238987     7/19/2005 6:43                                                    X                                                                        Yes                            5-Jan         Yes             precedent                                                    X                                                                           X
                                                                                                                                                                                                                     land use, real estate,
62239012     7/19/2005 6:44                        X                                                                                                    Yes             more than 10                 Yes             water, entertainment                                         X               X                             X              X
                                                                                                                                                                                                Question 4: In your
                                                                                                                                                                                                present position, are
                              Question 1:                                                                                                                                    Question 3: If the you engaged, at
                              Check any of                                                                                                                  Question 2:      answer to the      least for part of your   Question 5: Can you            Question 6: How
                              the following                                                                                                                 Were you in      preceding question duties, in the           describe generally the         would you identify the
                              which           Question 1:                                                                                                   private practice was "yes", how     practice of law          kinds of legal work you do     area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                                   before working many years were and/or otherwise              for your                       professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please       at your present you in private      involved in dealing      government/corporation/        activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                         position?        practice?          with legal issues?       entity?                        that apply)            transactional   litigation    management)       regulatory   law            administration Specify

                                                                                                                                                                                                                         Insurance regulatory
                                                                                                                                                                                                                         matters; general corporate
                                                                                                                                                                                                                         matters; real estate matters
                                                                                                                            Property-Casualty Insurance                                                                  (commercial leases and r.
62239633     7/19/2005 6:49                                                                                                 Administration                  Yes             more than 10                 Yes             e. investment)                                              X               X                             X              X

                                                                                                                                                                                                                         trust/estate
62240489     7/19/2005 6:53                                                                      X                                                          No                                           Yes             planning/financial/banking                                                                                                              X
                                                                                                                                                                                                                         land use, real estate,
62241067     7/19/2005 6:56                        X                                                                                                        Yes                          10-Jun          Yes             general practice                                            X                                             X              X
                                                                                                                                                                                                                         Comprehensive legal
                                                                                                                                                                                                                         services for a local
62241956     7/19/2005 7:00                                      X                                                                                          Yes                            5-Jan         Yes             government.                                                 X               X                             X              X
                                                                                                                                                                                                                         As regional counsel in a
                                                                                                                                                                                                                         REIT, I am responsible for
                                                                                                                                                                                                                         the documentation and
                                                                                                                                                                                                                         negotiation of commercial
                                                                                                                                                                                                                         real estate documents
                                                                                                                                                                                                                         (primarily leases) and the
                                                                                                                                                                                                                         general oversight of
62242035     7/19/2005 7:01                        X                                                                                                        No                                           Yes             building operations.                                        X               X              X              X
                                                                                                                                                                                                                         Real estate finance in
                                                                                                                                                                                                                         connection with the
                                                                                                                                                                                                                         purchase of commercial
                                                                                                                                                                                                                         mortgages in the                                                                                                                                real
                                                                                                                                                                                                                         secondary mortgage                                                                                                                              estate/property
62242330     7/19/2005 7:04                                                                      X                                                          Yes                          10-Jun          Yes             market                                                      X                                                            X                      law

                                                                                                                                                                                                                         Gen Counsel for a real
                                                                                                                                                                                                                         estate company. Contracts,
                                                                                                                                                                                                                         leases,financing,HR, man.
62242841     7/19/2005 7:07                        X                                                                                                        No                                           Yes             outside attys.                                              X                              X                                            X
                                                                                                                                                                                                                         acquisitions and
                                                                                                                                                                                                                         divestitures; employment;
                                                                                                                                                                                                                         contracts; corporate
62243562     7/19/2005 7:14                        X                                                                                                        Yes                          10-Jun          Yes             goverance                                                   X               X                             X
                                                                                                                                                                                                                         contracts, acquisitions,
                                                                                                                                                                                                                         consumer issues,                                                                                                                                employment,
62243705     7/19/2005 7:14                                                                                                 Automotive dealer group, solo   No                                           Yes             employment issues                                           X               X                                            X                      consumer
                                                                                                                                                                                                                         Contracts (sales, purchase,
                                                                                                                                                                                                                         leases, etc.), IP,
                                                                                                                                                                                                                         employment, internal
                                                                                                                                                                                                                         policies and procedures,
62244262     7/19/2005 7:15                        X                                                                                                        No                                           Yes             collections, etc.                                           X

                                                                                                                                                                                                                         real estate transactions
                                                                                                                                                                                                                         and general comliance;
                                                                                                                                                                                                                         shopping center
                                                                                                                                                                                                                         development, construction,
62244785     7/19/2005 7:21                        X                                                                                                        No                                           Yes             department store matters.                                   X               X
                                                                                                                                                                                            Question 4: In your
                                                                                                                                                                                            present position, are
                              Question 1:                                                                                                                                Question 3: If the you engaged, at
                              Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                              the following                                                                                                             Were you in      preceding question duties, in the           describe generally the          would you identify the
                              which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                              correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                              to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time     work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify

                                                                                                                                                                                                                     assist company's agents in
                                                                                                                                                                                                                     analyzing clients' situations
                                                                                                                            Life insurance company                                                                   and determining solutions
62246811     7/19/2005 7:32                                                                                                 advanced planning department Yes                         10-Jun          Yes             to clients' needs                                                                           X
62248714     7/19/2005 7:42                                                    X                                                                         No                                          Yes                                                                          X                                             X
                                                                                                                                                                                                                     Real estate, commercial
                                                                                                                                                                                                                     contracts, securities and
62249106     7/19/2005 7:46                        X                                                                                                    Yes                          10-Jun          Yes             corporate work                                               X                              X                                            X


                                                                                                                                                                                                                     Draft contracts, oversee
62250667     7/19/2005 7:58                        X                                                                                                    No                                           Yes             outside counsel                                              X                                             X
                                                                                                                                                                                                                     Insurance/Corporate Legal
                                                                                                                                                                                                                     Work/Government
                                                                                                                                                                                                                     Relations/Product
                                                                                                                                                                                                                     Development/Contracts/Liti
                                                                                                                                                                                                                     gation/Compliance/State
                                                                                                                                                                                                                     Regulatory Work/Real
62253509     7/19/2005 8:12                        X                                                                        Insurance Company           No                                           Yes             Estate                                                       X               X                             X
                                                                                                                                                                                                                     Ensure that the tax and
                                                                                                                                                                                                                     compliance regulations are
                                                                                                                                                                                                                     met for estate planning,
                                                                                                                                                                                                                     business planning, and
                                                                                                                                                                                                                     charitable planning while
                                                                                                                                                                                                                     advising our agents on the
62255012     7/19/2005 8:21                                                                      X                                                      No                                           Yes             law.                                                                                        X
62255856     7/19/2005 8:25                                                    X                                                                        No                                           Yes             title clearance issues                                       X               X
                                                                                                                                                                                                                     real estate transactional,
                                                                                                                                                                                                                     employment, corporate,
                                                                                                                                                                                                                     administrative, litigation
62258541     7/19/2005 8:40                        X                                                                                                    No                                           Yes             management                                                   X                                                            X

                                                                                                                                                                                                                     In-house representation of
                                                                                                                                                                                                                     real estate brokers and
                                                                                                                                                                                                                     mortgage professionals;
                                                                                                                                                                                                                     claims resolution; litigation
                                                                                                                                                                                                                     management; contract
                                                                                                                                                                                                                     negotiations; employment
                                                                                                                                                                                                                     issues; general commercial
                                                                                                                                                                                                                     transactional dispute
                                                                                                                                                                                                                     resolution; regulatory                                                                                                                           employment/
62259021     7/19/2005 8:50                        X                                                                                                    No                                           Yes             compliance work; training                                    X               X                             X              X              X       personnel law
                                                                                                                                                                                                                     I have to apply the law to
                                                                                                                                                                                                                     title issues to determine the
                                                                                                                                                                                                                     degree of risk and whether
                                                                                                                                                                                                                     or not the defect can be
62260910     7/19/2005 8:54                                                    X                                                                        Yes             more than 10                 Yes             insured.                                                     X
                                                                                                                                                                                                                     Contract review,
                                                                                                                                                                                                                     Employment issues, Tax
                                                                                                                                                                                                                     Work, Regulatory &
62262578     7/19/2005 9:03                                                                                                 Big 4 Accounting Firm       No                                           Yes             Compliance issues                                            X                              X              X
                                                                                                                                                                                                 Question 4: In your
                                                                                                                                                                                                 present position, are
                               Question 1:                                                                                                                                    Question 3: If the you engaged, at
                               Check any of                                                                                                                  Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                               the following                                                                                                                 Were you in      preceding question duties, in the           describe generally the          would you identify the
                               which           Question 1:                                                                                                   private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                                   before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please       at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                         position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify


62263942     7/19/2005 9:09                                       X                                                                                          Yes             more than 10                 Yes             all manner of real estate                                    X                                             X              X
                                                                                                                                                                                                                          Real Estate, Corporate,
62270571     7/19/2005 9:50                         X                                                                                                        Yes             more than 10                 Yes             Banking                                                      X               X                             X



                                                                                                                                                                                                                          Contracts, compliance,
                                                                                                                                                                                                                          negotiations, coordinating
                                                                                                                                                                                                                          with outside counsel,
62271023     7/19/2005 10:10                        X                                                                                                        No                                           Yes             licensing,                                                   X               X


                                                                                                                                                                                                                          Real Property -
62271226      7/19/2005 9:57                                      X                                                                                          Yes             more than 10                 Yes             transactional and litigation                                 X               X                                            X
62276461     7/19/2005 10:30                                                                                                 placement agency                No                                           No

                                                                                                                                                                                                                          Drafting and reviewing a
                                                                                                                                                                                                                          variety of commercial
                                                                                                                                                                                                                          contracts. Advising clients
                                                                                                                                                                                                                          regarding legal necessities
                                                                                                                                                                                                                          to comply with complex
                                                                                                                                                                                                                          federal aviation regulations,
                                                                                                                                                                                                                          reviewing and revising real
                                                                                                                                                                                                                          estate purchase, sale and
                                                                                                                                                                                                                          exchange agreements,
62276939     7/19/2005 10:40                                      X                                                                                          Yes             more than 10                 Yes             advising clients regardi                                     X               X                             X              X
                                                                                                                                                                                                                          Real Estate Title Review;
62277469     7/19/2005 10:38                        X                           X                                                                            Yes             more than 10                 Yes             Title claims                                                 X               X
                                                                                                                             Private foundation and family                                                                general corporate and
62279628     7/19/2005 10:52                                                                                                 office                          Yes             more than 10                 Yes             private foundation tax law                                   X                              X                                            X

                                                                                                                                                                                                                          title insurance underwriting
                                                                                                                                                                                                                          issues, escrow and claim
62280431     7/19/2005 11:00                        X                           X                                                                            Yes             more than 10                 Yes             issues, regulatory                                           X               X                             X
                                                                                                                                                                                                                          risk analysis,
                                                                                                                                                                                                                          underwriting/policy
                                                                                                                                                                                                                          approvals, claims analysis
                                                                                                                                                                                                                          and resolution, regulatory
62281866     7/19/2005 11:09                        X                                                                                                        Yes                          10-Jun          Yes             matters                                                      X                                             X              X                      title insurance
62282462     7/19/2005 11:11                        X                                                                                                        Yes                          10-Jun          Yes             Corporate Real Estate                                        X

                                                                                                                                                                                                                          Handle acquisitions of
                                                                                                                                                                                                                          commercial real estate,
                                                                                                                                                                                                                          sales of commercial real
                                                                                                                                                                                                                          estate, leasing, loans and
62290048     7/19/2005 12:05                        X                                                                                                        Yes                            5-Jan         Yes             general corporate matters.                                   X
                                                                                                                                                                                               Question 4: In your
                                                                                                                                                                                               present position, are
                               Question 1:                                                                                                                                  Question 3: If the you engaged, at
                               Check any of                                                                                                                Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                               the following                                                                                                               Were you in      preceding question duties, in the           describe generally the          would you identify the
                               which           Question 1:                                                                                                 private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                                 before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please     at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                       position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                        Counsel to agency's
                                                                                                                                                                                                                        managers and staff;
                                                                                                                                                                                                                        Coordination of litigation
                                                                                                                                                                                                                        with Attorney General;
                                                                                                                                                                                                                        Review agricultural
                                                                                                                                                                                                                        conservation easements
                                                                                                                                                                                                                        and related grants, title
62290697     7/19/2005 12:54                                      X                                                                                        No                                           Yes             documentation                                                X               X                             X              X
                                                                                                                                                                                                                        regulatory compliance,
                                                                                                                                                                                                                        mergers and acquisitions,
                                                                                                                                                                                                                        legislation, some litigation
62292872     7/19/2005 12:25                        X                                             X                                                        Yes                           5-Jan          Yes             management                                                   X               X                             X              X




                                                                                                                                                                                                                        condemnation appeals,
                                                                                                                                                                                                                        Right of way, zoning board
62297704     7/19/2005 12:57                                      X                                                                                        Yes                           5-Jan          Yes             of adjustment appeals, etc.                                  X               X                                            X

62301600     7/19/2005 13:15                                                    X                                                                          No                                           Yes             Real estate and insurance.                                   X               X              X              X              X              X

                                                                                                                                                                                                                        Negotiate and draft
                                                                                                                                                                                                                        agreements; monitor legal
                                                                                                                                                                                                                        disputes handled by
                                                                                                                             Real Estate Brokerage/Property                                                             outside counsel; keep and
62313283     7/19/2005 14:44                                                                                                 Management Firm                Yes                          5-Jan          Yes             draft corporate documents                                    X
                                                                                                                                                                                                                        Corporate, Securities,
                                                                                                                                                                                                                        Secured Transactions,
62315451     7/19/2005 15:06                        X                                                                                                      No                                           Yes             Contract                                                     X               X                             X
                                                                                                                                                                                                                        transactional and litigation,
                                                                                                                                                                                                                        both directly and as
                                                                                                                                                                                                                        manager of others (inside
62326148     7/19/2005 17:02                        X                                                                                                      Yes                           5-Jan          Yes             and outside)                                                 X               X              X              X              X
                                                                                                                                                                                                                        construction/transactional/e                                                                                                                     environmental/
62333446     7/19/2005 19:02                                      X                                                                                        Yes                          10-Jun          Yes             nvironmental                                                 X               X                                            X                      water
                                                                                                                             A development company (large                                                               draft contracts and dispute
62354609     7/20/2005 5:31                         X                                                                        scale home builder)          Yes                            5-Jan          Yes             resolution                                                   X

                                                                                                                                                                                                                        legal work in connection
                                                                                                                                                                                                                        with programs of the Farm
                                                                                                                                                                                                                        Service Agency, Rural
                                                                                                                                                                                                                        Development, Natural
                                                                                                                                                                                                                        Resources Conservation
                                                                                                                                                                                                                        Service, and other
62379427     7/20/2005 11:09                                      X                                                                                        Yes                           5-Jan          Yes             agencies within the USDA                                     X               X                             X              X
                                                                                                                                                                                             Question 4: In your
                                                                                                                                                                                             present position, are
                               Question 1:                                                                                                                                Question 3: If the you engaged, at
                               Check any of                                                                                                              Question 2:      answer to the      least for part of your   Question 5: Can you             Question 6: How
                               the following                                                                                                             Were you in      preceding question duties, in the           describe generally the          would you identify the
                               which           Question 1:                                                                                               private practice was "yes", how     practice of law          kinds of legal work you do      area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                               before working many years were and/or otherwise              for your                        professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please   at your present you in private      involved in dealing      government/corporation/         activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                     position?        practice?          with legal issues?       entity?                         that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                      airport lease and finance
                                                                                                                                                                                                                      airport services contracts
                                                                                                                                                                                                                      airport regulatory work
                                                                                                                                                                                                                      litigation oversight for
                                                                                                                                                                                                                      claims related to the types
                                                                                                                                                                                                                      of transactional work that I
62379437     7/20/2005 8:44                         X                                                                                                    Yes                          10-Jun          Yes             do                                                           X               X                             X

                                                                                                                                                                                                                      I handle claims on title
62392870     7/20/2005 10:25                                                    X                                                                        No                                           Yes             insurance policies.                                          X               X
                                                                                                                                                                                                                      Retail Lease negotiation,
                                                                                                                                                                                                                      Real Property development
62478354     7/21/2005 7:01                         X                                                                                                    No                                           Yes             deals                                                        X

                                                                                                                                                                                                                      Review of trust documents,
                                                                                                                                                                                                                      general advisement for
                                                                                                                                                                                                                      legal issues that arise
                                                                                                                                                                                                                      during administration and
                                                                                                                                                                                                                      general corporate counsel
62485436     7/21/2005 7:55                         X                                             X                 X                                    Yes                            5-Jan         Yes             advisement.                                                  X               X              X                                            X

                                                                                                                                                                                                                      Real estate transactional
                                                                                                                                                                                                                      work (leasing, acquisitions,
                                                                                                                                                                                                                      financing); employment
                                                                                                                                                                                                                      law; corporation; collection;
62523207     7/21/2005 12:23                        X                                                                                                    Yes                          10-Jun          Yes             risk management                                              X               X
                                                                                                                                                                                                                      transactional real estate
                                                                                                                                                                                                                      and commercial work, and
                                                                                                                                                                                                                      management of outside
62526245     7/21/2005 12:37                        X                                                                                                    Yes             more than 10                 Yes             litigation counsel.                                          X               X


                                                                                                                                                                                                                      I'm an associate counsel in
                                                                                                                                                                                                                      the legal dept. of a large
                                                                                                                                                                                                                      mutual fund company and I
                                                                                                                                                                                                                      primarily support one of our
                                                                                                                                                                                                                      affiliated companies, a
                                                                                                                                                                                                                      limited-purpose trust
                                                                                                                                                                                                                      company chartered by the
                                                                                                                                                                                                                      OCC. In that role, I focus
                                                                                                                                                                                                                      on banking, fiduciary,
62533904     7/21/2005 13:49                        X                                                               X                                    No                                           Yes             estate & trust, tax and                                      X                              X              X                             X
                                                                                                                                                                                                                      Creditor bankruptcy; loan
                                                                                                                                                                                                                      workouts; review notes,
                                                                                                                                                                                                                      mortgages, and other
                                                                                                                                                                                                                      security documents; and
                                                                                                                                                                                                                      field other general legal
62535283     7/21/2005 13:48                                                                      X                                                      Yes                            5-Jan         Yes             questions.                                                   X                                             X                             X
                                                                                                                                                                                                                      Provide counsel on matters
                                                                                                                                                                                                                      affecting trust
62538760     7/21/2005 14:12                                                                                        X                                    Yes             more than 10                 Yes             administration.                                              X                              X              X                             X
                                                                                                                                                                                                Question 4: In your
                                                                                                                                                                                                present position, are
                               Question 1:                                                                                                                                   Question 3: If the you engaged, at
                               Check any of                                                                                                                 Question 2:      answer to the      least for part of your   Question 5: Can you          Question 6: How
                               the following                                                                                                                Were you in      preceding question duties, in the           describe generally the       would you identify the
                               which           Question 1:                                                                                                  private practice was "yes", how     practice of law          kinds of legal work you do   area(s) of your                                      Question 6: tax                               Question 6:
                               correspond      corporate                   Question 1:   Question 1:           Question 1:                                  before working many years were and/or otherwise              for your                     professional legal                                   (including estate              Question 6:    trust and/or   Question 6:
                               to where you    law           Question 1:   title         financial institution trust         Question 1: Other, Please      at your present you in private      involved in dealing      government/corporation/      activities (check all  Question 6:     Question 6:   planning/wealth Question 6:    administrative estate         Other, Please
Session ID    Submit Time      work:           department    government    insurance     (bank/thrift/other) company         Specify                        position?        practice?          with legal issues?       entity?                      that apply)            transactional   litigation    management)       regulatory   law            administration Specify
                                                                                                                                                                                                                         work with regulatory
                                                                                                                                                                                                                         agency compliance,
                                                                                                                                                                                                                         consumer issues, internal
                                                                                                                                                                                                                         systems, property
62706314     7/24/2005 13:46                        X                                                                                                       Yes             more than 10                 Yes             acquisition                                               X               X                             X              X
                                                                                                                                                                                                                                                                                                                                                                       corporate
                                                                                                                                                                                                                         transactional; compliance;                                                                                                                    goverance and
62861807     7/26/2005 8:09                                                                       X                                                         Yes                          10-Jun          Yes             general entity work                                       X               X                             X                                     compliance;


62892455     7/26/2005 11:54                                                                                                 corporate government affairs   No                                           Yes             I am a state lobbyist.                                                                                  X                                     legislative

                                                                                                                                                                                                                         General Counsel -
                                                                                                                                                                                                                         corporate/securities,
                                                                                                                                                                                                                         franchise, contracts,
                                                                                                                                                                                                                         employment law, insurance
                                                                                                                                                                                                                         law, IP (trademarks), real
62925866     7/26/2005 16:06                        X                                                                                                       Yes             more than 10                 Yes             property                                                  X               X                             X
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive



62191292     7/18/2005 15:20              No                                                                                                                                                                                                                                                        No
                                                                                                                                                                                                                                                                                ABA
                                                                                                                                                                                                                                                                                requires
                                                                                                                                                                                                                                                                                section
                                                                                                                                                                                                                                                                                membership
                                                                                                                                                                                                                                                                                in order to
62191420     7/18/2005 15:22              No                                                                                                          X                                                                                                                         belong              No

62191443     7/18/2005 15:47              No                                                                                                                                                                                                                                                        No


62191454     7/18/2005 15:23              No                                                                                                                                                                                                             X                                          No                                                               3




62191611     7/18/2005 15:23              No                                                                                                                                                                  X             X                            X                                          No                                                               4


62191636     7/18/2005 15:23             Yes                                                                                          X                                                                       X                                          X                                          No




62191738     7/18/2005 15:29              No                                                                                                                                                                                                                                                        No                                                               4
62191788     7/18/2005 15:25              No                                                                                                                                                                                                                                                        No


62191793     7/18/2005 15:26              No                                                                                                                                                                                                             X                                          No



62191797     7/18/2005 15:26              No                                                                                                                                                                                               X             X                                          No


62191942     7/18/2005 15:27             Yes                                                                                          X                                                                                                                  X



62192036     7/18/2005 15:26              No                                                                                                                                                                  X                                          X                                          No




62192127     7/18/2005 15:28              No                                                                                                                                                                                               X             X                                          No                                                               3
                                                                                                                                                                                                                                                                                                                                              Question 12: If you
                                                                                                                                                                                                                                                                                                                                              do not currently
                                                                                                                                                                                                                                                                                                                                              participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                                  because of any of
                                                                                                                                                                                                                                                                                            there services                                    the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your         reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding      that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and       them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the           importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of      to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please             most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services        and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.       important)          too expensive


62192306     7/18/2005 15:30             Yes                                                                          X               X                                                                                                    X             X                                          No


62192448     7/18/2005 15:31              No                                                                                                                                                                                                                                                        No



62192465     7/18/2005 15:32             Yes                                                                                          X               X                                                                                                  X                                          No

                                                                                                                                                                                                                                                                                                                 ABA's general emphasis
                                                                                                                                                                                                                                                                                                                 appears to be on the
                                                                                                                                                                                                                                                                                                                 plaintiff's bar. While
                                                                                                                                                                                                                                                                                                                 some of the sections do
                                                                                                                                                                                                                                                                                                                 provide relevant material,
                                                                                                                                                                                                                                                                                                                 a more encompassing
                                                                                                                                                                                                                                                                                                                 view of the legal
                                                                                                                                                                                                                                                                                                                 profession would be
62192522     7/18/2005 15:37              No                                                                                                                                                                                                             X                                          Yes          welcome.                                               3
62192656     7/18/2005 15:34              No                                                                                                                                                                                                             X                                          No                                                                  1
62192673     7/18/2005 15:34              No                                                                                                                                                                                                             X

62192856     7/18/2005 15:36              No                                                                                                                                                                                                                                                        No




62192985     7/18/2005 15:44              No                                                                                                                                                                                                                                                        No                                                                  2

62193325     7/18/2005 15:40             Yes                                            X             X                                               X                                                                                    X                                                        No

62193584     7/18/2005 15:44              No                                                                                                                                                                                                             X                                          No                                                                  3


62193637     7/18/2005 15:44             Yes                                            X                                                             X                                                       X                                                                                     No

62194176     7/18/2005 15:53              No                                                                                                                                                                                                             X              X                           No


62194558     7/18/2005 15:57             Yes                                                                                                          X                                                                                                  X              X                           Yes          free aba connection



62194716     7/18/2005 16:01              No                                                                                                                                                                                               X             X                                          No                                                                  1


62195012     7/18/2005 16:02              No                                                                                                                                                                                                             X              X                           No



62195061     7/18/2005 16:06              No                                                                                                                                                                                                                                                        Yes
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive


62197077     7/18/2005 16:25              No                                                                                                                                                                                                             X                                          No                                                               1



62197174     7/18/2005 16:25              No                                                                                          X                                                                                                                                                             No                                                               3



62197184     7/18/2005 16:30             Yes                                                                                          X               X                                                                                                  X              X                           No                                                               1




62198279     7/18/2005 16:42             No                                                                                                                                                                                                              X                                          No                                                               3
62198373     7/18/2005 17:45             No                                                                                                                                                                                                              X                                          No
62198791     7/18/2005 16:46             Yes                                                          X                               X               X                                                                                                  X                                          No


62199382     7/18/2005 16:59              No                                                                                                                                                                                                             X                                                                                                           3

62199556     7/18/2005 16:58              No                                                                                                                                                                                                                                                        No                                                               2




62199778     7/18/2005 17:02              No                                                                                                                                                                                               X             X                                          No                                                               2



62199798     7/18/2005 17:02              No                                                                                                                                                                                                                                                        No
62201282     7/18/2005 17:30              No                                                                                                                                                                                               X             X                                          No                                                               5


62201292     7/18/2005 17:26              No                                                                                                                                                                                               X             X                                          No                                                               2




62204344     7/18/2005 18:08              No                                                                                                                                                                                                                                                        No


                                                                                                                                                                                                                                                                                Connections
                                                                                                                                                                                                                                                                                with other
62204959     7/18/2005 18:19              No                                                                                                                                                                  X                            X             X              X       attorneys           No


62205369     7/18/2005 18:25              No                                                                                                                                                                                                                                                        No                                                               5




62206446     7/18/2005 18:47              No                                                                                                                                                                                                             X                                          No                                                               3
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive




62206851     7/18/2005 18:51              No                                                                                          X                                                                                                                  X                                          No




62206943     7/18/2005 18:53              No                                                                                                                                                                                                                                                        No                                                               2


62208756     7/18/2005 19:24              No                                                                                                                                                                                               X                                                        No




62208890     7/18/2005 19:37              No                                                                                                                                                                                                             X              X




62224950     7/19/2005 4:51              Yes                                                                                                          X                                                                                    X             X              X                           No

62225047     7/19/2005 4:41               No                                                                                                                                                                                                             X                                          No




62225429     7/19/2005 4:49              Yes                                                                                                          X                                                                                                  X              X                           No

62225935     7/19/2005 4:56               No                                                                                                                                                                                               X             X                                          No

62226135     7/19/2005 5:07               No                                                                                                                                                                                                                                                        No                                                               3

62226180     7/19/2005 5:03               No                                                                                                                                                                                                                                                        No                                                               1

62226975     7/19/2005 5:08               No                                                                                                                                                                                                                                                        No
                                                                                                                                                                                                                                                                                                                                            Question 12: If you
                                                                                                                                                                                                                                                                                                                                            do not currently
                                                                                                                                                                                                                                                                                                                                            participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                                 because of any of
                                                                                                                                                                                                                                                                                           there services                                   the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your        reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding     that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and      them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the          importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of     to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please            most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services       and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.      important)          too expensive




62227426     7/19/2005 5:15              No                                                                                                          X                                                                                                                 X                           No                                                                 2

                                                                                                                                                             Joint
                                                                                                                                                             Committee on                                                                                                      Employee
                                                                                                                                                             Employee                                                                                                          Benefits
62227504     7/19/2005 5:19             Yes                                                          X                                               X       Benefits                                                                                                          activities          No

                                                                                                                                                                                                                                                                                                                Committee meetings in
                                                                                                                                                                                                                                                                                                                particular have been
                                                                                                                                                                                                                                                                                                                downplayed in the past
                                                                                                                                                                                                                                                                                                                few years. These
                                                                                                                                                                                                                                                                                                                provided good
                                                                                                                                                                                                                                                                                                                networking opportunities
                                                                                                                                                                                                                                                                                                                in a small group setting
                                                                                                                                                                                                                                                                                                                that I found valuable. In
                                                                                                                                                                                                                                                                                                                addition, the more recent
                                                                                                                                                                                                                                                                                                                CLE offerings in the real
                                                                                                                                                                                                                                                                                                                estate are appear to be
62227760     7/19/2005 5:39             Yes                                            X                             X               X               X                                                       X                                                         X                           Yes          more



62227926     7/19/2005 5:20             No                                                                                                                                                                                                                                                         No
62228168     7/19/2005 5:24             Yes                                                                                                          X                                                                                                  X                                          No
                                                                                                                                                                                                                                                                                                                Real Property Section
                                                                                                                                                                                                                                                                                                                should participate in the
62228278     7/19/2005 5:27             Yes                                                                                          X               X                                                                                                  X              X                           Yes          ABA annual meeting.




62228332     7/19/2005 5:26              No                                                                                                                                                                                                             X                                          No



62228652     7/19/2005 5:30              No                                                                                                                                                                                                             X              X                           No                                                                 1




62229054     7/19/2005 5:33              No                                                                                                                                                                                               X             X                                          No                                                                 5




62229055     7/19/2005 5:32              No
                                                                                                                                                                                                                                                                                                                                          Question 12: If you
                                                                                                                                                                                                                                                                                                                                          do not currently
                                                                                                                                                                                                                                                                                                                                          participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                           there services                                 the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your      reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive


62229348     7/19/2005 5:35             Yes                                                                                          X               X                                                                                                  X              X                           No



62230569     7/19/2005 5:50             Yes                                            X             X                                               X                                                       X                                          X              X                           No




                                                                                                                                                                                                                                                                               to keep up in
                                                                                                                                                                                                                                                                               area of law
                                                                                                                                                                                                                                                                               of personal
62230828     7/19/2005 6:02              No                                                                                                                                                                                                             X                      interest            No                                                               4




62231078     7/19/2005 5:56              No                                                                                                                                                                                                                                                        No                                                               5


62231234     7/19/2005 5:52              No                                                                                                                                                                                               X             X                                          No                                                               5




62231499     7/19/2005 6:02              No                                                                                                                                                                                                                                                        No                                                               2



62231608     7/19/2005 6:01             No                                                                                                                                                                                                              X                                          No
62231887     7/19/2005 5:57             Yes                                                          X               X               X                                                                                     X                            X                                          No



62232577     7/19/2005 6:04              No                                                                                                                                                                                                             X              X                           No

62232635     7/19/2005 6:03             Yes                                                                                          X               X                                                                                                  X              X                           No
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                                because of any of
                                                                                                                                                                                                                                                                                           there services                                  the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your       reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding    that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and     them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the         importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of    to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please           most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services      and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.     important)          too expensive




62232666     7/19/2005 6:08             Yes                                                                                                          X                                                                                    X             X              X                           No                                                                2



                                                                                                                                                                                                                                                                                                                I believe that after a
                                                                                                                                                                                                                                                                                                                certain long period of
                                                                                                                                                                                                                                                                               reading                          membership, maybe 25
62232677     7/19/2005 6:19             Yes                                                                                                          X                                                                                                                 X       publications        Yes          years, dues were waived.                             2


62233145     7/19/2005 7:18              No                                                                                                                                                                                                                                                        No                                                                4

62233317     7/19/2005 6:09             Yes                                            X             X               X                               X                                                       X                                                                                     No




62233568     7/19/2005 6:13              No                                                                                                                                                                                                                                                        No                                                                4




62234078     7/19/2005 6:15              No                                                                                                                                                                                                                                                        No


62234241     7/19/2005 6:16             Yes                                                                                          X               X                                                       X                                                                                     No                                                                6




62234460     7/19/2005 6:20              No                                                                                                                                                                                               X             X                                          No




62234557     7/19/2005 6:28             Yes                                                                                          X                                                                                                                  X                                          No
                                                                                                                                                                                                                                                                                                                                          Question 12: If you
                                                                                                                                                                                                                                                                                                                                          do not currently
                                                                                                                                                                                                                                                                                                                                          participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                           there services                                 the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your      reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive

62234663     7/19/2005 6:19              No                                                                                                                                                                                               X             X                                          No




62234672     7/19/2005 6:19              No                                                                                                                                                                                               X             X                                          No                                                               3


62235559     7/19/2005 6:24             No                                                                                                                                                                                                              X              X                           No                                                               2
62235711     7/19/2005 6:25             Yes                                                                          X                                                                                                     X                                           X                           No                                                               3




62236460     7/19/2005 6:30              No                                                                                                                                                                                                                                                        No                                                               2




62236991     7/19/2005 6:32             Yes                                                                                          X               X                                                                                                  X              X                           No


62237748     7/19/2005 6:35              No                                                                                                                                                                                                                                                        No




62237756     7/19/2005 6:37              No                                                                                                                                                                                                                                                                                                                         1



62238357     7/19/2005 6:41              No                                                                                                                                                                                                                                                        No



62238987     7/19/2005 6:43              No                                                                                                                                                                                                                                                        No                                                               6

62239012     7/19/2005 6:44              No                                                                                                                                                                                                             X                                          No                                                               3
                                                                                                                                                                                                                                                                                                                                          Question 12: If you
                                                                                                                                                                                                                                                                                                                                          do not currently
                                                                                                                                                                                                                                                                                                                                          participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                           there services                                 the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your      reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive




62239633     7/19/2005 6:49              No                                                                                                                                                                                                             X                                          No


62240489     7/19/2005 6:53              No                                                                                                                                                                                               X             X              X                           No

62241067     7/19/2005 6:56              No                                                                                          X                                                                                                                  X                                          No


62241956     7/19/2005 7:00              No




62242035     7/19/2005 7:01             Yes                                                                                          X               X                                                                                                  X                                          No




62242330     7/19/2005 7:04              No                                                                                                                                                                                                             X                                          No                                                               5




62242841     7/19/2005 7:07              No                                                                                                                                                                                                                                                        No



62243562     7/19/2005 7:14              No                                                                                                                                                                                                             X                                          No                                                               3


62243705     7/19/2005 7:14              No                                                                                          X                                                                                                                  X                                          No                                                               4




62244262     7/19/2005 7:15              No                                                                                                                                                                                                                                                        No                                                               5




62244785     7/19/2005 7:21              No                                                                                                                                                                                X              X             X                                          No                                                               6
                                                                                                                                                                                                                                                                                                                                          Question 12: If you
                                                                                                                                                                                                                                                                                                                                          do not currently
                                                                                                                                                                                                                                                                                                                                          participate, is it
                                                                                                                                                                                                                                                                                           Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                           there services                                 the following
                                                                                                                                                                                                                                                                                           which the ABA        Question 11: If your      reasons (check all
                              Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                              currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                              any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                              (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                              meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                              committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time     involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive




62246811     7/19/2005 7:32             Yes                                                          X                                                                                                       X                            X             X                                          No
62248714     7/19/2005 7:42             No                                                                                                                                                                                                                                                                                                                          3


62249106     7/19/2005 7:46              No                                                                                                                                                                                                                                                        No                                                               5



62250667     7/19/2005 7:58              No                                                                                                                                                                                                             X                                          No                                                               3




62253509     7/19/2005 8:12              No                                                                                                                                                                                                             X                                          No




62255012     7/19/2005 8:21             Yes                                            X                                                                                                                                                  X             X                                          No
62255856     7/19/2005 8:25             No                                                                                                                                                                                                                                                         No



62258541     7/19/2005 8:40              No                                                                                                                                                                                                                                                        No



                                                                                                                                                                                                                                                                                                                webcasts and on-line
                                                                                                                                                                                                                                                                                                                conferences for lawyers
                                                                                                                                                                                                                                                                                                                who cannot attend
                                                                                                                                                                                                                                                                                                                various CLE meetings,
                                                                                                                                                                                                                                                                                                                section meetings, and
                                                                                                                                                                                                                                                                                                                standing committee
                                                                                                                                                                                                                                                                                                                meetings due to their
62259021     7/19/2005 8:50              No                                                                                                                                                                                               X             X                                          Yes          location in the U.S.                                3




62260910     7/19/2005 8:54              No                                                                                                                                                                                                             X                                          No                                                               5



62262578     7/19/2005 9:03              No                                                                                                                                                                                                             X              X                           No
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive


62263942     7/19/2005 9:09               No                                                                                                                                                                                                             X                                          No                                                               2

62270571     7/19/2005 9:50               No                                                                          X               X               X                                                                                    X             X              X                           No


                                                                                                                                                                                                                                                                                networking
                                                                                                                                                                                                                                                                                with other
                                                                                                                                                                                                                                                                                corporate
                                                                                                                                                                                                                                                                                counsel,
62271023     7/19/2005 10:10              No                                                                                                                                                                                                             X                      resources           No
                                                                                                                                                                                                                                                                                Hope to
                                                                                                                                                                                                                                                                                learn
                                                                                                                                                                                                                                                                                something of
62271226      7/19/2005 9:57              No                                                                                          X                                                                                                                                         value               No                                                               1
62276461     7/19/2005 10:30              No                                                                                                                                                                                               X             X              X                           No




62276939     7/19/2005 10:40             Yes                                                                                                          X                                                                                                                 X                           No

62277469     7/19/2005 10:38             Yes                                                                          X               X               X                                                                                                  X                                          No                                                               2

62279628     7/19/2005 10:52             Yes                                                          X                                                                                                                     X                            X                                          No



62280431     7/19/2005 11:00              No                                                                                                                                                                                                                                                        No




62281866     7/19/2005 11:09              No                                                                                                                                                                                                                                                        No
62282462     7/19/2005 11:11              No                                                                                                                                                                                               X             X              X                           No                                                               2




62290048     7/19/2005 12:05              No                                                                                                                                                                                               X             X                                          No                                                               3
                                                                                                                                                                                                                                                                                                                                              Question 12: If you
                                                                                                                                                                                                                                                                                                                                              do not currently
                                                                                                                                                                                                                                                                                                                                              participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                                  because of any of
                                                                                                                                                                                                                                                                                            there services                                    the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your         reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding      that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and       them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the           importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of      to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please             most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services        and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.       important)          too expensive




62290697     7/19/2005 12:54              No                                                                                                                                                                                                                                                        No                                                                  2



62292872     7/19/2005 12:25              No                                                                                                                                                                                                                                                        No
                                                                                                                                                                                                                                                                                                                 Programming at annual
                                                                                                                                                                                                                                                                                                                 meeting is more
                                                                                                                                                                                                                                                                                                                 truncated and less time
                                                                                                                                                                                                                                                                                                                 to interact among
                                                                                                                                                                                                                                                                                                                 sections - don't like
                                                                                                                                                                                                                                                                                                                 "Section Annual
                                                                                                                                                                                                                                                                                                                 Meetings" approach
                                                                                                                                                                                                                                                                                                                 since the time/$ is
                                                                                                                                                                                                                                                                                health care                      greater and need for
                                                                                                                                                              programs on                                                                                                       initiative -                     making choice means
                                                                                                                                                              behalf of Sec                                                                                                     excellent                        exclusion of other section
62297704     7/19/2005 12:57                                                                                                                                  of Lit                                                                                                            work                Yes          activities

62301600     7/19/2005 13:15              No                                                                                                                                                                                                             X                                          No                                                                  2




62313283     7/19/2005 14:44              No                                                                                                                                                                                                             X                                          No


62315451     7/19/2005 15:06              No                                                                                                                                                                                                                                                        No                                                                  6



62326148     7/19/2005 17:02             Yes                                                                                                          X                                                                                                  X              X                           No

62333446     7/19/2005 19:02              No

62354609     7/20/2005 5:31              Yes                                                                                          X               X                                                                                                  X              X                           No




62379427     7/20/2005 11:09              No                                                                                                                                                                                                                                                        No                                                                  1
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive




62379437     7/20/2005 8:44               No                                                                                                          X                                                                                                  X              X                           No

                                                                                                                                                                                                                                                                                                                 I attended CLE seminars
62392870     7/20/2005 10:25              No                                                                                                                                                                                               X             X                                          Yes          at the Annual meeting.


62478354     7/21/2005 7:01               No                                                                                                                                                                                                             X              X                           No                                                               1




62485436     7/21/2005 7:55               No                                                                                                                                                                                                                                                        No




62523207     7/21/2005 12:23              No                                                                                                                                                                                               X             X                                          No                                                               6



62526245     7/21/2005 12:37              No                                                                                                                                                                                                             X                                          No




62533904     7/21/2005 13:49              No                                                                                                                                                                                                                                                                                                                         4




62535283     7/21/2005 13:48              No                                                                                                                                                                                                                                                        No


62538760     7/21/2005 14:12              No                                                                                                                                                                                               X                            X                           No                                                               1
                                                                                                                                                                                                                                                                                                                                           Question 12: If you
                                                                                                                                                                                                                                                                                                                                           do not currently
                                                                                                                                                                                                                                                                                                                                           participate, is it
                                                                                                                                                                                                                                                                                            Question 10: Are                               because of any of
                                                                                                                                                                                                                                                                                            there services                                 the following
                                                                                                                                                                                                                                                                                            which the ABA        Question 11: If your      reasons (check all
                               Question 7: Do you                                                                                                                             Question 9: Which of                                                 Question 9:                              offered when you     answer to the preceding   that apply but rank
                               currently participate in                                                                       Question 8:                                     the activities described                                             publications                             originally joined    question is "Yes", and    them in order of
                               any Section activities     Question 8: If you do                                               publications                                    in the preceding                                                     (Journal,                                which you thought    you would like the        importance from 1
                               (attending Section         participate, in what                                                (Journal, Probate                               question were your                                                   Probate &                    Question 9: were of value to     section to offer any of   to 6, with 1 being
                               meetings and/or active     activities are you      Question 8:    Question 8:                  & Property or     Question 8:   Question 8:     reason(s) for initially    Question 9:  Question 9: Question 9:      Property or    Question 9:   Other,      you, but which are   them now, please          most important
                               committee                  engaged (check all      substantive    standing     Question 8: CLE electronic        attendance at Other, Please   joining the Section        substantive  standing     CLE             electronic     attendance at Please      no longer            describe the services     and 6 being least Question 12:
Session ID    Submit Time      involvement)?              that apply):            committee(s)   committee(s) presentation(s) newsletter)       CLE meetings Specify          (check all that apply):    committee(s) committee(s) presentation(s) newsletter)    CLE meetings Specify      available?           and activities for us.    important)          too expensive




62706314     7/24/2005 13:46              No                                                                          X               X                                                                                                                  X              X                           No
                                                                                                                                                                                                                                                                                access to
                                                                                                                                                                                                                                                                                informational
62861807     7/26/2005 8:09               No                                                                                                                                                                                                             X                      sites               No                                                               2
                                                                                                                                                                                                                                                                                                                 Section doesn't really
                                                                                                                                                                                                                                                                                                                 focus on my area of
62892455     7/26/2005 11:54              No                                                                                                                                                                                                             X                                          Yes          responsibility.




62925866     7/26/2005 16:06             Yes                                                                                          X               X                                                                                                  X              X                           No
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.

                                                                                                                                                                                                                                                                                Paul Roman
                                                                                                                                                                                                                                                                                proman@empirecos.com 909-484-
62191292     7/18/2005 15:20          2                 6                                  3                                Yes                                                                         X                                                                       1220




62191420     7/18/2005 15:22          1                                    5               2                                No                                        X

62191443     7/18/2005 15:47          2                                    5               3                                Yes                                                       X


62191454     7/18/2005 15:23          1                                    6               4                                Yes                                                       X




62191611     7/18/2005 15:23          3                 2                  5               1               6                Yes                                       X               X                 X
                                                                                                                                                                                                                                                                                Dan Wentworth
                                                                                                                                                                                                                                                                                daniel.a.wentworth@fmr.com 617-
62191636     7/18/2005 15:23                                                                                                                                                                                                                                                    563-8783




                                                                                                                                                                                                                                                                                Leonard M. Grandsart Vice
                                                                                                                                                                                                                                                                                President Financial Services
                                                                                                                                                                                                                                                                                Realty & Mortgage Co. 773-989-
62191738     7/18/2005 15:29          1                 2                  3               5                                Yes                                                       X                                                                                         8000 leonardg@realtymort.com
62191788     7/18/2005 15:25          2                 5                                  3               6                No


62191793     7/18/2005 15:26                                                                                                Yes


                                                                                                                                                                                                                                                                                Maria Corpora 215-328-3695
62191797     7/18/2005 15:26          1                                                    3                                Yes                                                                                                                                                 maria_corpora@gmaccm.com
                                                                                                                                                                                                                                                                                john lotardo
                                                                                                                                                                                                                                                                                titleman@askthetitleman.com 602
62191942     7/18/2005 15:27                            2                                  4               3                Yes                                                       X                                                                                         248 8444



62192036     7/18/2005 15:26          1                 3                                  6                                Yes




62192127     7/18/2005 15:28          5                                                                    1                Yes
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.


62192306     7/18/2005 15:30


62192448     7/18/2005 15:31          1                                                    6                                No



62192465     7/18/2005 15:32                                                                                                Yes                                                       X                 X




                                                                                                                                                                                                                                                                                Tim Jagielski 4920 Forest Hills
                                                                                                                                                                                                                                                                                Road Loves Park, Illinois 61111
                                                                                                                                                                                                                                                                                tjagielski@williamcharles.com
62192522     7/18/2005 15:37          1                 2                                                                   Yes                                       X               X                                          See above comments                             815.654.5257
62192656     7/18/2005 15:34          2                 4                  6               5               3                Yes
62192673     7/18/2005 15:34                                                                                                Yes

62192856     7/18/2005 15:36          2                                                                                     Yes




62192985     7/18/2005 15:44          1                 6                  5               3               4                No                                        X               X

62193325     7/18/2005 15:40                                                                                                Yes

62193584     7/18/2005 15:44          1                                    4               5                                No


62193637     7/18/2005 15:44          6                 5                  3               1                                No                                                        X

62194176     7/18/2005 15:53          1                                    6               2                                Yes
                                                                                                                                                                                                                                                                                Jose L. Sanchez
                                                                                                                                                                                                                                                                                joe@vectrafitness.com (425) 291-
62194558     7/18/2005 15:57                                                                                                                                                                                                                                                    9550 x 260


                                                                                                                                                                                                                                 Advanced title insurance problems and
62194716     7/18/2005 16:01          2                 3                  6               5               4                Yes                                                                                                  resolutions

                                                                                                                                                                                                                                                                                Stephan R. Silen
62195012     7/18/2005 16:02          1                                    6               3                                Yes                                                                                                  corporate governance issues                    ssilen@agloan.com 707-545-1200



62195061     7/18/2005 16:06                            1                                                                   Yes                                                       X                 X
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.


62197077     7/18/2005 16:25                            2                                                                   Yes                                                       X                 X                                                                       Kristie Chang kkcdac@yahoo.com



62197174     7/18/2005 16:25          5                 1                  2                                                Yes



62197184     7/18/2005 16:30          2                 3                  6               5                                Yes




62198279     7/18/2005 16:42          1                 5                  6                                                Yes
62198373     7/18/2005 17:45          1                                                                                     Yes
62198791     7/18/2005 16:46                                                                                                No


62199382     7/18/2005 16:59          2                 4                  6                                                Yes

62199556     7/18/2005 16:58          1                 4                  5               3                                Yes                                                       X




62199778     7/18/2005 17:02          3                 1                                  6                                Yes                                                       X

                                                                                                                                                                                                                                                                                Vernon Hirata
                                                                                                                                                                                                                                                                                Vernon.Hirata@territorialsavings.n
62199798     7/18/2005 17:02          2                 5                  6               4                                Yes                                                                                                                                                 et (808)951-1264
62201282     7/18/2005 17:30          1                 3                  6               4                                No                                                        X

                                                                                                                                                                                                                                 Real property programs that are not sales
62201292     7/18/2005 17:26          3                 1                  5               4                                Yes                                                       X                                          or lease-related.



                                                                                                                                                                                                                                                                                Ronald Kymn Walter
62204344     7/18/2005 18:08                            1                                                                                                             X                                                                                                         kwalter@atgf.net 303 292-3055




62204959     7/18/2005 18:19          1                 5                                                                   Yes
                                                                                                                                                                                                                                                                                David Badain
                                                                                                                                                                                                                                                                                david_badain@loewscpx.com 646-
62205369     7/18/2005 18:25          6                 3                  1                                                Yes                                       X               X                                                                                         521-6674




62206446     7/18/2005 18:47          1                 5                  6
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                        Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                       Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                   or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                       your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:      offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please      free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify           services you identified in question 11.        phone number.




62206851     7/18/2005 18:51          1                                                    2                                No


                                                                                                                                                                                                                                    condemnation cle that is not oriented to
                                                                                                                                                                                                                                    property owners viewpoint; purchasing
62206943     7/18/2005 18:53          1                 5                  6                                                Yes                                       X               X                                             contract issues.


62208756     7/18/2005 19:24          2                 5                  6               3                                Yes                                                       X




                                                                                                                                                                                                                 more residential
                                                                                                                                                                                                                 real estate
62208890     7/18/2005 19:37          1                 2                                  3                                Yes                                                                                  programs




                                                                                                                                                                                                                 add
                                                                                                                                                                                                                 "government" to
                                                                                                                                                                                                                 the 2nd and 3rd
62224950     7/19/2005 4:51           3                                                    4               6                No                                        X               X                 X        categories

62225047     7/19/2005 4:41           1                                    3                                                Yes




62225429     7/19/2005 4:49           1                                                                    6                No

62225935     7/19/2005 4:56           2                                    6               4                                Yes

62226135     7/19/2005 5:07           1                 5                  6               4               2                Yes

62226180     7/19/2005 5:03                                                                                3                Yes                                       X               X                                             Hotel related

62226975     7/19/2005 5:08           1                                    6               3                                Yes                                                       X
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                       Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                      Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                  or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                      your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:     offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please     free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify          services you identified in question 11.        phone number.




62227426     7/19/2005 5:15                            4                                                                   Yes                                                       X                                            title review and insurance; surveys
                                                                                                                                                                                                                ABA ee
                                                                                                                                                                                                                benefits
                                                                                                                                                                                                                activities need   Do more joint employee benefit programs.
                                                                                                                                                                                                                to be             Having them spread over a number of
62227504     7/19/2005 5:19                                                                                                Yes                                                                                  consolidated      sections is a real problem.




                                                                                                                                                                                                                                                                                 I was not aware of this initiative
                                                                                                                                                                                                                                                                                 but I would like to know more
                                                                                                                                                                                                                                                                                 about it. As an in-house counsel, I
                                                                                                                                                                                                                                                                                 may be able to help out. Ed
                                                                                                                                                                                                                                                                                 Browne edbrowne@catic-e.com
62227760     7/19/2005 5:39                                                                                                Yes                                                       X                 X                                                                         860-513-3105



62227926     7/19/2005 5:20          1                 2                                  3                                No                                                                          X
62228168     7/19/2005 5:24          5                                                    6               4                Yes                                                       X


62228278     7/19/2005 5:27                            1                  6               5                                Yes




62228332     7/19/2005 5:26                            4                  2               6                                Yes
                                                                                                                                                                                                                                                                                 William E. Myers Vice President
                                                                                                                                                                                                                                                                                 and Associate General Counsel
                                                                                                                                                                                                                                                                                 wmyers@carrols.com
62228652     7/19/2005 5:30          5                 2                  6               3                                Yes                                                                                                                                                   315.424.0513 ext 222




62229054     7/19/2005 5:33          2                                                    4                                Yes                                                       X
                                                                                                                                                                                                                                  The cle programs offered are too
                                                                                                                                                                                                                                  expensive. I can access free
                                                                                                                                                                                                                                  teleconferences and web programs at no
                                                                                                                                                                                                                                  cost through my association memberships
62229055     7/19/2005 5:32                                                                                                Yes                                       X                                                            in other organizations.
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.


62229348     7/19/2005 5:35          3                                                                                     No

                                                                                                                                                                                                                                                                               Susan Robbins, General Counsel,
                                                                                                                                                                                                                                Corporate Governance Issues at Real            CDT, 1350 Broadway, Suite 700,
62230569     7/19/2005 5:50                                                                                                Yes                                                       X                 X                        Estate Companies                               New York, New York 10018




                                                                                                                                                                                                                                This section is outside my current practice
                                                                                                                                                                                                                                area, but it remains of interest. A section
                                                                                                                                                                                                                                focused on trade association law, would
62230828     7/19/2005 6:02          5                 6                                  3                                Yes                                                                                                  be directly related to my work.




62231078     7/19/2005 5:56          1                 2                  6               3                                No                                        X               X                 X


62231234     7/19/2005 5:52          2                                    6               3                                Yes                                       X               X




62231499     7/19/2005 6:02          1                 5                  6               3               4                Yes                                       X                                                          Title Insurance



62231608     7/19/2005 6:01          1
62231887     7/19/2005 5:57



62232577     7/19/2005 6:04          2                 5                                  3                                Yes

62232635     7/19/2005 6:03                                                                                                Yes
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.

                                                                                                                                                                                                                                                                               Chadwick W. Russell, FLMI, AIRC
                                                                                                                                                                                                                                                                               Assistant Counsel Southern Farm
                                                                                                                                                                                                                                                                               Bureau Life Insurance Company
                                                                                                                                                                                                                                                                               P.O. Box 78 (39205) 1401
                                                                                                                                                                                                                                One thing, and this may already be             Livingston Lane Jackson,
                                                                                                                                                                                                                                offered, is how in house attorneys can         Mississippi 39213 Direct Dial:
                                                                                                                                                                                                                                manage their time and better themselves        (601) 981-5332 ext. 1834 Direct
62232666     7/19/2005 6:08          1                 6                  5               3                                Yes                                                       X                                          as managers of outside counsel.                Fax: (601) 321-2941
                                                                                                                                                                                                                                Sometimes the perspective of some
                                                                                                                                                                                                                                programs or activities appear to be
                                                                                                                                                                                                                                oriented to law firms. This may be a
                                                                                                                                                                                                                                byproduct of the law firm lawyers being
                                                                                                                                                                                                                                more familiar with other law firm lawyers.
                                                                                                                                                                                                                                The worst programs are those that are so
62232677     7/19/2005 6:19          1                                                    6                                Yes                                                                                                  topically narrow that


62233145     7/19/2005 7:18          3                 5                  6                                                Yes

62233317     7/19/2005 6:09




62233568     7/19/2005 6:13          2                 3                  6               5                                No                                                        X




62234078     7/19/2005 6:15          2                 3                  6               5                                Yes


62234241     7/19/2005 6:16                                                                                                Yes                                                       X                 X




62234460     7/19/2005 6:20          1                                                                                     Yes


                                                                                                                                                                                                                                                                               Amy Guzzy, amyg@loves.com,
                                                                                                                                                                                                                                                                               405.302.6576; Director of Legal
                                                                                                                                                                                                                                                                               Services, Love's Travel Stops &
62234557     7/19/2005 6:28          3                 1                                  2                                Yes                                       X               X                 X        remote access                                                  Country Stores, Inc.
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.

62234663     7/19/2005 6:19          1                                    5                                                Yes




62234672     7/19/2005 6:19          2                                    6               4                                Yes                                                       X                 X


62235559     7/19/2005 6:24          1                 5                  6               4                                Yes                                       X               X                 X
62235711     7/19/2005 6:25                                                                                                Yes                                                       X




                                                                                                                                                                                                                                Fiduciary litigation. Fiduciary Risk
62236460     7/19/2005 6:30                                               6               3                                Yes                                                                                                  management.




62236991     7/19/2005 6:32          1                                    6               3                                Yes                                       X               X


62237748     7/19/2005 6:35          1                                                    2                                No




62237756     7/19/2005 6:37          5                 4                  2               3               6                Yes                                                       X

                                                                                                                                                                                                                                                                               Jack R. Zachow
                                                                                                                                                                                                                                                                               jzachow@oldrepnatl.com 800-328-
62238357     7/19/2005 6:41                                                                               3                Yes                                                                                                                                                 4441 ext 1174



62238987     7/19/2005 6:43          1                 3                  4               2               5                No                                        X

62239012     7/19/2005 6:44          6                                                    1                                Yes
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.




62239633     7/19/2005 6:49          1                 2                  6               3                                Yes                                                       X
                                                                                                                                                                                                                                I would like to see a return to major CLE
                                                                                                                                                                                                                                being offered at the ABA annual meeting
62240489     7/19/2005 6:53          6                                                                                     No                                                                                                   like we used to do.

62241067     7/19/2005 6:56                            3                  6               1                                Yes


62241956     7/19/2005 7:00          1                 5                                                                   Yes                                       X




                                                                                                                                                                                                                                                                               Simon Carney
                                                                                                                                                                                                                                                                               simon.carney@trz.com
62242035     7/19/2005 7:01                                                                                                                                                                                                                                                    202.364.6277



                                                                                                                                                                                                                                More real estate finance, mortgage law,
                                                                                                                                                                                                                                affordable housing related CLEs would be
62242330     7/19/2005 7:04          1                 3                  6               2                                No                                        X               X                                          nice




62242841     7/19/2005 7:07          1                 4                  6               5                                Yes



62243562     7/19/2005 7:14          1                 6                                  2               4                Yes                                                       X                 X
                                                                                                                                                                                                                                                                               Kathy Wallis;
                                                                                                                                                                                                                                                                               kwallis@bobhowardauto.com; 405-
62243705     7/19/2005 7:14          6                 5                  1               3               2                Yes                                       X               X                 X                                                                       936-8888



                                                                                                                                                                                                                                More practical "hands on" learning and
62244262     7/19/2005 7:15                                               3               4               2                Yes                                       X               X                 X                        less theoretical




62244785     7/19/2005 7:21          3                 2                  5               1               4                Yes                                                       X                 X
                                                                                                                                         Question 14: If you
                                                                                                                                         do not participate
                                                                                                                   Question 13:          because the
                                                                                                                   Would you             Section offerings                    Question 14:                                                                                      Question 16: If you would be
                                              Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                     Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                              Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                 or other activities (geared toward you and     from the Section's committee
                              Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                     your practice) would you like the Section to   working on its' "in-house/corporate
                              do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:    offer which it is not providing now? Feel      counsel" initiative, please provide
                              sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please    free to identify any of the programs or        your name, email address and
Session ID    Submit Time     available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify         services you identified in question 11.        phone number.

                                                                                                                                                                                                                                 The section currently does a good job of
                                                                                                                                                                                                                                 meeting my needs. Time and budget
                                                                                                                                                                                                                                 constraints prevent me from participating
62246811     7/19/2005 7:32                                                                                                Yes                                                                                                   in as many activities as I would like.
62248714     7/19/2005 7:42                            2                                  5                                Yes


62249106     7/19/2005 7:46                                               6               2                                Yes                                                       X                 X
                                                                                                                                                                                                                employer
                                                                                                                                                                                                                unwilling to
                                                                                                                                                                                                                send out of
62250667     7/19/2005 7:58          2                 6                                                  5                No                                                                                   town for conf.




62253509     7/19/2005 8:12                                                                                                No




                                                                                                                                                                                                                                                                                Elizabeth Ochoa
                                                                                                                                                                                                                                                                                elizabeth.ochoa@axa-
62255012     7/19/2005 8:21                                                                                                Yes                                                                                                                                                  financial.com 303-539-2360
62255856     7/19/2005 8:25          1                 3                  5               4                                No                                                        X



62258541     7/19/2005 8:40                            2                                  3                                Yes                                       X               X                 X                         real estate brokerage, RESPA



                                                                                                                                                                                                                                 Here are 3 suggestions: (1) CLE
                                                                                                                                                                                                                                 programs for attorneys who represent
                                                                                                                                                                                                                                 realtors, brokers, and brokerage
                                                                                                                                                                                                                                 companies; (2) CLE programs regarding
                                                                                                                                                                                                                                 employment law topics relevant to
                                                                                                                                                                                                                                 corporate counsel (e.g. independent            Jerolyn Webb Ferrari
                                                                                                                                                                                                                                 contractor vs. employee issues); and           Jerolyn.Ferrari@ColdwellBankerAtl
62259021     7/19/2005 8:50          2                 5                  6               1               4                Yes                                       X               X                 X                         (3)CLE                                         anta.com (404) 705-1542


                                                                                                                                                                                                                                                                                 Stephen C. Gregory
                                                                                                                                                                                                                                 There needs to be a blend of the law and sgregory@stewart.com 304-342-
62260910     7/19/2005 8:54          1                 3                                  6               2                Yes                                       X                                                           the practice as it pertains to title insurance. 0004



62262578     7/19/2005 9:03          2                 3                                                  5                Yes                                                                         X
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.
                                                                                                                                                                                                                                                                                Bruce Goldman
                                                                                                                                                                                                                                                                                goldb@law.ci.detroit.mi.us (313)
62263942     7/19/2005 9:09                                                3               6                                Yes                                       X               X                                                                                         237-5087

62270571     7/19/2005 9:50           1                                                                                     No                                                                                                   Mortgage REITS CMBS Property Funds
                                                                                                                                                                                                                                 More programs geared to CURRENT
                                                                                                                                                                                                                                 corporate transactional issues. Effect of
                                                                                                                                                                                                                                 Do Not Call legislation and how it effects
                                                                                                                                                                                                                                 marketing prior to the time it is effected,
                                                                                                                                                                                                                                 FACT Act changes and how it affects most
                                                                                                                                                                                                                                 corporations - PRIOR to it being effective,
62271023     7/19/2005 10:10          2                                    3               5                                No                                        X               X                 X                        many cor

                                                                                                                                                                                                                                                                                Andrew J. Nocas,
                                                                                                                                                                                                                                                                                anocas@atty.lacity.org, 213-978-
62271226      7/19/2005 9:57                                                                                                Yes                                                                                                                                                 8237
62276461     7/19/2005 10:30                            2                                                                   No                                                                          X




                                                                                                                                                                                                                                                                                James P. Fitzgerald,
62276939     7/19/2005 10:40                                                                                                Yes                                                                                                                                                 jfitzgerald@cabq.gov

62277469     7/19/2005 10:38          1                 3                  5               4                                Yes                                                       X

62279628     7/19/2005 10:52


                                                                                                                                                                                                                                 Perhaps regulatory issues - otherwise
62280431     7/19/2005 11:00                                                               6               3                No                                                                                                   current CLE programs are adequate              Peter Griffiths pgriffiths@ltgc.com




62281866     7/19/2005 11:09          1                                                    6                                No
62282462     7/19/2005 11:11                                               5               3                                Yes                                                       X                 X




62290048     7/19/2005 12:05          1                 2                  5               4               6                                                          X               X
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.




                                                                                                                                                                                                                                 Conservation easements; title practice
                                                                                                                                                                                                                                 easement issues; legal issues in state        Stephen Oliva
                                                                                                                                                                                                                                 regulation of land use for resource           stephen.oliva@conservation.ca.go
62290697     7/19/2005 12:54          1                 3                                                                   Yes                                       X               X                 X                        conservation                                  v 916-323-6733
                                                                                                                                                                                                                                 Too focused on litigation, while it drives
                                                                                                                                                                                                                                 much of our legal industry, it is only one on
                                                                                                                                                                                                                                 a multitude of things to be considered in
62292872     7/19/2005 12:25          5                 2                                                                   No                                        X               X                                          my day to day work life.




62297704     7/19/2005 12:57                                                               2                                No

62301600     7/19/2005 13:15          3                                    4                                                Yes                                                       X                 X



                                                                                                                                                                                                                                                                                Sarah Lee Morihara
                                                                                                                                                                                                                                                                                sarahm@colliershawaii.com (808)
62313283     7/19/2005 14:44                                                                                                Yes                                       X               X                 X                                                                       523-9706

                                                                                                                                                                                                                                                                                Rhonda Mears rmears@pebo.com
62315451     7/19/2005 15:06          2                 3                  5               1                                Yes                                                       X                 X                                                                       740-373-7723



62326148     7/19/2005 17:02                                                               6               1                Yes

62333446     7/19/2005 19:02          3                                                                    2                Yes

62354609     7/20/2005 5:31                                                                                                 Yes




62379427     7/20/2005 11:09          2                 6                  5               4                                No
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.




62379437     7/20/2005 8:44           2                 3                                  4                                No                                        X               X                 X

                                                                                                                                                                                                                                  Title insurance claims and real estate        Connie Clark cclark@thefund.com
62392870     7/20/2005 10:25                                                                               1                No                                                        X                 X                        litigation.                                    407 240 3863


62478354     7/21/2005 7:01           2                 6                  5               3                                Yes




62485436     7/21/2005 7:55           1                 3                  6               5                                No




                                                                                                                                                                                                                                                                                Randall F Clark
62523207     7/21/2005 12:23          2                                                                                     Yes                                                                                                                                                 rclark@mmart.com 312-527-7850



62526245     7/21/2005 12:37                                                                               1                No                                                                                                   Programs in the Detroit, Michigan area.




                                                                                                                                                                                                                                 Its hard to say. For example, our legal
                                                                                                                                                                                                                                 department has about 30 in-house
                                                                                                                                                                                                                                 attorneys but we all do very different
                                                                                                                                                                                                                                 functions and of the 30, only 2 of us have
                                                                                                                                                                                                                                 issues relating to this Section. I don't       Deb McCracken, 610.503.7231
                                                                                                                                                                                                                                 participate in section activities because      Deborah_McCracken@Vanguard.c
62533904     7/21/2005 13:49          3                 1                                                  2                Yes                                       X               X                                          meetings, etc. do                              om



                                                                                                                                                                                                                                 Programs related to day-to-day legal and
                                                                                                                                                                                                                                 operational workings of a bank.                Robert Fouberg 605.394.8117
62535283     7/21/2005 13:48          2                 3                                                  1                Yes                                       X               X                                          Specifically, mortages.                        robert.fouberg@dacotahbank.com


62538760     7/21/2005 14:12          4                 3                  2               5
                                                                                                                                          Question 14: If you
                                                                                                                                          do not participate
                                                                                                                    Question 13:          because the
                                                                                                                    Would you             Section offerings                    Question 14:                                                                                     Question 16: If you would be
                                               Question 12:                         Question 12:                    participate if you    are not relevant to   Question 14:   programs          Question 14:                    Question 15: What kinds of CLE programs        willing to talk briefly with someone
                                               Section activities    Question 12:   networking                      could do so by        you, what can the     committee(s)   (including CLE)   opportunities to                or other activities (geared toward you and     from the Section's committee
                               Question 12: not                      the Section    opportunities                   remote access         Section               geared more    primarily         network with                    your practice) would you like the Section to   working on its' "in-house/corporate
                               do not have     relevant/helpful to   does/did not   are not relevant                (phone                offer/provide which   towards my     focused on in-    other in-        Question 14:   offer which it is not providing now? Feel      counsel" initiative, please provide
                               sufficient time my area(s) of         make me feel   to my            Question 12:   conferences,          would make you        areas(s) of    house/corporat    house/corporate Other, Please   free to identify any of the programs or        your name, email address and
Session ID    Submit Time      available       practice              welcome        work/company other              internet or other)?   participate?          practice       e attorneys       attorneys        Specify        services you identified in question 11.        phone number.

                                                                                                                                                                                                                 I am remote
                                                                                                                                                                                                                 geographically.
                                                                                                                                                                                                                 Ph.access very                                                 I have just returned to private
62706314     7/24/2005 13:46          3                 5                  6                               1                Yes                                                                                  imprtnt         More telephone access                          practice.


62861807     7/26/2005 8:09           1                                    4               3                                Yes                                       X               X                 X
                                                                                                                                                                                                                                                                                Tramaine Chargois
                                                                                                                                                                                                                                 Legislative drafting other lobbying            TLChargois@marathonoil.com 713-
62892455     7/26/2005 11:54                            1                  6               3                                Yes                                                                                                  resources.                                     296-3908




62925866     7/26/2005 16:06                                                                                                                                                          X
TAB 1 - C3
From: Michael D. Goler [mailto:goler@goodmanweissmiller.com]
Sent: Wednesday, May 03, 2006 8:18 AM
To: 'Christine Albright Esq.'
Cc: 'Shepherd, Kevin L.'; 'Winston, Roger D. - RDW'; Alan M. Di Sciullo Esq.
(alan.m.disciullo@citigroup.com); Kathleen MARTIN (KMM@mgmllp.com); Robert Hayn Esq.
(rhayn@tiaa-cref.org); Steve Akers Esq. (akers@bessemer.com); Susan Porter
(sporter@ustrust.com); Tina Hestrom Portuondo (tportuon@law.miami.edu)
Subject: Planning Committee - in-house counsel initiative

While I did not have a chance to get our working group's proposals out to the group for prior
review in writing, we did have several phone conversations about the issues and one recently w/r
recommendations. I would like to raise those recommendations for discussion at the mtg today.
Those recommendations are:

1. That the Section pursue further engagement of in-house counsel in the active affairs of the
Section, primarily through committee work and CLE programming;

2. that the Section authorize a substantially reduced (or waived) registration fee for "first" or
"second" time attendees from this target group (the terms and parameters of this reduction/waiver
to be determined ahead of time, and probably not to include those individuals who are already
actively involved and attending section meetings);

3. that the CLE Standing Committee and the division CLE committees encourage committees to
create programming which is more actively geared or focused on issues addressed by in-house
counsel (see last year's zoomerang survey);

4. that the publications (particularly Probate & Property and the electronic publications) be
encouraged to create issues each year where articles focus on and/or are written by in-house
counsel; and

5. that the Section create a section-wide (rather than in each division) committee to focus on
these issues and to work with the CLE and other committees of the Section to create
opportunities for in-house counsel participation

I think the above action steps address the issues raised by the target audience (again, I refer you
and the Planning Committee to the Zoomerang survey of last year - I think it's available on the
agenda from a prior meeting, and if not, Rob King can add it to the on-line agenda for this
meeting later), and I look forward to an interesting and constructive discussion, either today or
whenever these issues can be further addressed.

Thanx.
TAB 1 – C4
10-16-06

Telephone conference commenced at 3:37 p.m. In attendance were Orlando Lucero, Jo Ann
Engelhardt, Robin Roy, Liz Ochoa, Michael Goler, Tina Portuondo and Susan Talley,

Everyone had read and was familiar with the results and content of the in-house counsel
Zoomerang survey, and no one had disagreed with the general thrust of the recommendations of
the ad hoc committee made to the Planning Committee.

The group had a brief discussion of the “reduced fees” issue and agreed both that it was probably
not a critical issue and that we did not need or wish to re-open at this time the CLE Committee’s
earlier discussion and recommendations as to symposium fee structure revisions.

The consensus was that the more important issue is how do we make the content of CLE
programs sufficiently appealing to attract this audience. Many survey respondents found the
publications the most useful member benefit. Thus, regular articles in the magazine focused on
the interests of this group might be a useful “draw”./ It was also suggested that the Section could
focus on e-cle topics geared to in-house participants, rather than live programming. This might
be more effective given the disparity of funding by businesses for in-house counsel for meetings
such as our Section holds (some companies pay all or most of their employee lawyers’ out-of-
pocket costs while some are reimbursed only in part or not at all), and it would also avoid a
concern about limited program slots at the live CLE meetings, many of which would need to be
focused on in-house issues (perhaps a whole track for a day), which could detract from other
programming, even if such focused tracks only occurred every few years.

The question was raised as to what was the purpose of this effort? The answer some gave was to
increase membership, as well as widen the perspective and direction of the Section, as well as to
increase the number of “active” members.

Several call participants suggested that we talk with section members who have participated in
the Synergy summits. It was also recommended that we seek coordination and input from the
division CLE committees & the management of Probate & Property before we go forward.
Michael Goler offered to seek preliminary input from Ed Brading regarding the possibility of an
“in-house” theme for one issue of Probate & Property each year or so.

The final consensus of the call was that we recommend the Section create a “Section” committee
(rather than a division committees) to provide oversight and guidance for whatever efforts are
made in this effort. It was also determined that we would plan to meet by telephone every third
Monday of the month at this time (3:30 pm EST) to further develop our recommendations.

The call ended at 4:20 pm.