Agenda-at-a-Glance

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Real Property

Real Property focus on property use, ownership, development, transfer, regulation, financing, taxation and disposal.

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Trust & Estate

Trust and Estate focus on trusts, estate planning, employee benefits, insurance, and probate and trust litigation.

View TE Schedule

Joint

The Joint Committees concentrate on addressing cross-disciplinary issues to improve the overall efficacy of attorneys across various legal practice domains.

Real Property

Real Property focus on property use, ownership, development, transfer, regulation, financing, taxation and disposal.

Learn More

Trust & Estate

Trust and Estate focus on trusts, estate planning, employee benefits, insurance, and probate and trust litigation.

Learn More

Joint

The Joint committees focus on multi-practice issues that enhance the effectiveness of lawyers in all legal practice areas.

Learn More

Real Property

Real Estate Programs

Real Property focus on property use, ownership, development, transfer, regulation, financing, taxation and disposal.

Trust & Estate

Trust and Estate Programs

Trust and Estate focus on trusts, estate planning, employee benefits, insurance, and probate and trust litigation.

Joint

Joint Programming
The Joint committees focus on multi-practice issues that enhance the effectiveness of lawyers in all legal practice areas.

Agenda

Tuesday, April 29

5:30-6:30 PM PT

Welcome Reception

7:00-9:30 PM PT

Invite Only (Past & Current RPTE Fellows)
Fellows Reception

7:00-10:00 PM PT

Invite Only
Executive Committee Dinner

Wednesday, April 30
7:00  – 8:00 Am PT

Breakfast & Networking

8:30 AM- 12:45 PM PT

Programming

12:45- 2:00 PM PT

Lunch
Group & Committee Breakouts

2:15-5:00PM PT

Programming

7:00-10:00 PM PT

Conference Reception

Thursday, May 1
7:00- 8:00 AM PT

Breakfast & Networking

8:00-11:30 AM PT

Programming

11:45AM-1:15 PM PT

Lunch & Program

1:30-3:45PM PT

Programming

continuing Legal Education

The ABA will seek 12.25 hours of CLE credit in 60-minute states, and 14.7 hours of CLE credit for this program in 50-minute states, including 1 hours of Elimination of Bias CLE, and 2.25 hours of Ethics CLE credit in 60-minute states and 1.2 hours of Elimination of Bias CLE, and 2.70 hours of Ethics CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. Please visit the program website at https://rptecleconference.com for program CLE details or visit www.americanbar.org/mcle for general information on CLE at the ABA.

Thursday, May 11, 2023

Real Property

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8:00 am – 9:15 am
More than “Knowing Your Customer”: A Primer on Due Diligence in Mortgage Lending Transactions
Law Professors’ Update
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9:30 am – 10:45 am
When the Plan Goes Awry: Making the Best of Mortgage Modifications
Leases and REAs, COREAs and Operating Easements: Considerations for Drafting and Negotiating
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11:00 am – 12:15 pm
The Great Value Storage Bankruptcy Case
Brownfields Redevelopment and Remediation in Underprivileged Communities – Coalescing Developer Goals, Development Incentives, and Community Benefits
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1:45 pm – 3:00 pm
To Defer or Not to Defer, That is the Question
Commercial Title Endorsements: What Do You Really Need?
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3:15 pm – 4:30 pm
Development and Planning for, Funding of, and Build Out of Resiliency Infrastructure
Greening Your Practice – Developments and Opportunities in Sustainable Real Estate

Friday, May 12, 2023

Real Property

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8:00 am – 9:00 am
Federal Regulation of International Investment in Real Estate—A Primer for Real Estate Lawyers
Recent Legal Trends and Developments In the Hospitality Industry
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9:15 am – 10:15 pm
Arbitration: A True Alternative for Dispute Resolution? Practical Guidance for Real Estate Practitioners
Going Green without Hulking Out: Green Energy Commercial Leases Benefits and Practical Tips
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10:30 am – 11:30 am
Wall Street, Bit Coin and Fraud; Current Issues Related to Single Family Real Estate Market and Transactions
All Suited-Up: Practical Approaches to Drafting and Negotiating Build-to-Suit Leases
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11:45 am – 1:15 pm

Friday RP Division Lunch

The Amazon Effect: Amazon HQ2’s Effect on Affordable Housing

$75 additional fee.
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1:30 pm – 2:30 pm
Ensuring Equity in Remote Work
Identifying Beneficial Owners under the Corporate Transparency Act
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2:45 pm – 3:45 pm
Anti-Money Laundering and the Modern Lawyer
Mentoring – Helping Good Get to Great

Thursday, May 11, 2023

Trust and Estate

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8:00 am – 9:15 am
Update on Fiduciary Litigation Regarding Retirement Plan Investments

Tax-Aware Borrowing: Estate, Gift and Income Tax Considerations

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9:30 am – 10:45 am
Arbitration of Trust and Estate Disputes: Should It Be in Your Toolbox?
Planning for Family-Owned Real Property: Implementing a Successful Generational Transition for Farms, Ranches, and Other Legacy Family Properties
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11:00 am – 12:15 pm
All in the Family? Self-Dealing in Private Foundations
The Danger of Word Jumbles in Discretionary Trusts and Annual Review of Hot Topics
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1:45 pm – 3:00 pm
The Uniform Conflict of Laws in Trusts and Estates Act: What Every Trust and Estate Lawyer Should Know
Income and Transfer Tax Highlights, Updates, and Trends
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3:15 pm – 4:30 pm
Digital Assets Killed the Paper Trail: A Primer on Digital Asset Administration
Representing Clients with Diminished Capacity

Friday, May 12, 2023

Trust and Estate

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8:00 am – 9:00 am
Black Tie Optional: The Eroding Formalities to Creating a Valid Will
Recent Developments Facing the Legal and Banking Communities
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9:15 am – 10:15 am
Planning for Real Estate Investors
The Generation-Skipping Transfer Tax: Back to Basics
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10:30 am – 11:30 am
Ending on Good Terms: Practical Guidance for Trustees on Termination of Trusts
Annual Exclusion Planning with Grandchildren
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11:45 am – 1:15 pm

Friday TE Division Lunch

Treasury and the IRS Are Here to Help: How Does That Happen?
Join Cathy Hughes with the Department of Treasury and others for a robust discussion about recent guidance, the IRS business plan, and comments received pursuant to Notice of Proposed Rulemaking (NPRM). The panelists also will walk through the process of how tax guidance becomes “official guidance.”

$75 additional fee.
}
1:30 pm – 2:30 pm
Ensuring Equity in Remote Work
Identifying Beneficial Owners under the Corporate Transparency Act
}
2:45 pm – 3:45 pm
Anti-Money Laundering and the Modern Lawyer
Mentoring – Helping Good Get To Great

Friday, May 12, 2023

Joint

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1:30 pm – 2:30 pm
Ensuring Equity in Remote Work
Identifying Beneficial Owners under the Corporate Transparency Act
}
2:45 pm – 3:45 pm
Anti-Money Laundering and the Modern Lawyer
Mentoring – Helping Good Get To Great

Thursday, May 11, 2023

Conference Events

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12:15 pm – 1:30 pm

Group and Committee Box Lunch

Attendees are encouraged to grab a box lunch and participate in RPTE group and committee discussions. This is an excellent opportunity to gather with a smaller group of attendees with common practice interests. All interested attendees are welcome to join in these topic-based discussions.

$50 additional fee.

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4:30 pm – 5:30 pm

Sponsor Reception

Network with our RPTE CLE Conference sponsors and fellow conference attendees

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7:00 pm – 10:00 pm

35th Annual RPTE Conference Reception

Join us at the National Museum of African American History and Culture on Thursday, May 11, 2023 from 7:00 – 10:00pm for a very special celebration while you network, connect and reconnect with colleagues from around the country. Attendees will have exclusive access to the only national museum devoted exclusively to the documentation of African American life, history and culture, with over 40,000 artifacts. Delicious food and drinks will be available throughout the evening. Buses will load from the L Street entrance beginning at 6:30 pm and run on a continuous loop until 10:00 pm. Be sure to bring your Conference badge, which is your ticket to attend. ($175 additional fee)

Friday, May 12, 2023

Division Lunch

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11:45 am – 1:15 pm

Friday TE Division Lunch

Treasury and the IRS Are Here to Help: How Does That Happen?
Join Cathy Hughes with the Department of Treasury and others for a robust discussion about recent guidance, the IRS business plan, and comments received pursuant to Notice of Proposed Rulemaking (NPRM). The panelists also will walk through the process of how tax guidance becomes “official guidance.”

Friday RP Division Lunch

The Amazon Effect: Amazon HQ2’s Effect on Affordable Housing

$75 additional fee.
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