
Chelsea L. McGrath
Choosing A Trustee - Harder Than It
Sounds? Considerations for Naming a
Fiduciary when a Trust will Hold
Closely-Held Business Assets
Gerald V. Thomas II
Cancelling and Modifying Mortgage,
PPP and Business Debt in a COVID
World
Brian M. Balduzzi
Are Powers of Attorney Powerless in
Employee Benefit Plans?
Vanessa Sharpe
Updated ALTA Forms: What's New
Ramsay H. Slugg
Bank of America Fort Worth, Texas What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Hannah Dowd McPhelin
Estoppels and SNDAs - Understanding
and Negotiating the Landlord’s
Lender's Lease Documents
Preston C. Demouchet
Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
Joy Barrist
The ABCs of SPEs
Alex S. Tanouye
Choosing A Trustee - Harder Than It
Sounds? Considerations for Naming a
Fiduciary when a Trust will Hold
Closely-Held Business Assets
F. Christopher Wootten
Home is Where the Work Is:
Regulating and Incentivizing Work
Force Housing
Ruth M. Madrigal
Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
Sarah Adams-Schoen
Home is Where the Work Is:
Regulating and Incentivizing Work
Force Housing
Leila L. Zakhem
Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
George P. Bernhardt
Impact of the Pandemic on
Commercial Leasing
M. John Way
Planning When Medicaid Eligibility Is
An Issue
Sarah D. Cline
The Future of Real Estate: Which
Trends are Here to Stay
T. Sandra Fung
Can Flexible Drafting Go Too Far?
And Your Annual Non-Tax Hot Topics
Andrea J. Boyack
Law Professors' Update
About
33rd Annual RPTE Virtual National CLE Conference “Building Bridges Together in the Practice of Law” will be held from April 21-23, 2021. We will bring people together for networking, education, and discussion of national topics in Real Estate and Trust and Estate Law.
Letter from the Section Chair

I am pleased to announce the programs and activities planned for the 33rd Annual RPTE National CLE Conference, taking place virtually April 21-23.
I hope that you will make plans to join us as we share knowledge and build relationships with other practitioners in our very special and specialized areas of the law. To that end, this brochure outlines our broad range of programs focusing on the most cutting-edge areas of real property and trust and estate law and also lists our outstanding presenters, who are many of the industries’ leading practitioners.
In spring 2020, RPTE was among the first organizations to take a planned in-person meeting and transform it into a virtual conference. At the time, we certainly did not expect that a year later we would still be conducting meetings electronically. But the success of our first effort, along with the extraordinarily high-caliber of the programs and faculty we’ve confirmed for this year, inspire my confidence that the 33rd Annual RPTE National CLE Conference will be our best meeting ever – virtual or in-person! And we want you to be a part of it.
I am especially hopeful that the virtual setting will allow those who have not had the opportunity to participate in previous Section meetings to be able to do so now. Our Section aims to represent all RPTE practitioners, and we want your voice to be a part of the conversation.
Between now and late April, visit this website for updated program information, and please register to join us. I look forward to seeing you virtually in April and, hopefully, in-person very soon after that.
Stephanie Loomis-Price
2020-2021 Chair
ABA Section of Real Property, Trust and Estate Law
Winstead PC
Houston, Texas
Programs At-A-Glance
Real Property
Real Property focus on property use, ownership, development, transfer, regulation, financing, taxation and disposal.
Trust & Estate
Trust and Estate focus on trusts, estate planning, employee benefits, insurance, and probate and trust litigation.
Joint
Joint combines multi-practice issues, which can enhance the effectiveness of lawyers.
Our Sponsors
Visit our virtual conference expo to learn more about the companies that sponsor the National CLE Conference and the services they provide to assist our registrants in their practice area. Their support is very valuable to us and we encourage you to take advantage of their services through the virtual expo.
Gold Sponsor
Silver Sponsor
Bronze Sponsor
Law Firm Sponsors
Archer & Greiner, P.C.
Barron, Adler, Clough & Oddo, LLP
Carlton Fields
Fishman Haygood
Gordon, Fournaris & Mammarella, P.A.
Holland & Knight
Levin Schreder Carey
McCollom D’Emilio Smith Uebler LLC
Prather Ebner LLP
Sher Garner Cahill Richter Klein & Hilbert, L.L.C.
Stone Pigman Walther Wittmann
Winstead PC
Withers Bergman LLP
Young Conaway