Speakers

R. Marshall Grodner

McGlinchey Stafford PLLC
Baton Rouge, Louisiana

COVID-19 Infects Real Property: The Impact on the Real Estate Market and its Implications for the Real Estate Attorney – A Collaborative Program with The Appraisal Institute

Thursday, April 22, 2021, 10:00 – 11:00 AM

The Ethics of RON (Remote Online Notary) Practice

Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Gordon Hartman

Estate and Tax Planning Attorney
Atlanta, Georgia

The Basics of Life Insurance in a Changing World

Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

Christopher Odinet

University of Iowa School of Law
Iowa City, Iowa

Law Professors’ Update

Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

David E. Lieberman

Levin Schreder & Carey Ltd.
Chicago, Illinois

Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, Donor Intent and Changed Circumstances

Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Terry Abel
Bank of America
Charlotte, North Carolina

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM
Trust and Estate

Sarah Adams-Schoen

Sarah Adams-Schoen
University of Oregon School of Law
Eugene, Oregon

Home is Where the Work Is:
Regulating and Incentivizing Work
Force Housing
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Mary Elizabeth “Beth” Anderson

Mary Elizabeth “Beth” Anderson
Wyatt, Tarrant & Combs, LLP
Louisville, Kentucky

Planning When Medicaid Eligibility Is An Issue
Thursday, April 22, 2021, 10:00 – 11:00 AM
Trust and Estate

 

Brian M. Balduzzi

Brian M. Balduzzi
Davis & Gilbert LLP
New York, New York

Are Powers of Attorney Powerless in Employee Benefit Plans?
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

Joy Barrist

Joy A. Barrist
Potter Anderson & Corroon LLP
Wilmington, Delaware

The ABCs of SPEs
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

George P. Bernhardt

George P. Bernhardt
Baker Hughes Company
Houston, Texas

Impact of the Pandemic on Commercial Leasing
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

The Value of Mentors in a World Gone Crazy
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

Andrea J. Boyack

Andrea J. Boyack
Washburn University School of Law,
Topeka, Kansas

Law Professors’ Update
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Tracey Bracco

Tracey Bracco
CNL FInancial Group
Orlando, Florida

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Heidi M. Brown

Heidi M. Brown
Osterhout & McKinney, PA
Fort Myers, Florida

Planning When Medicaid Eligibility Is An Issue
Thursday, April 22, 2021, 10:00 – 11:00 AM

Trust and Estate

Keri D. Brown

Keri D. Brown
Baker Botts LLP
Houston, Texas

The Defined Value Clause – No Longer
Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Nathan R. Brown

Nathan R. Brown
McDermott Will & Emery, LLP
Chicago, Illinois

Choosing A Trustee – Harder Than It Sounds? Considerations for Naming a Fiduciary when a Trust will Hold Closely-Held Business Assets
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Verley Brown
McLaughlin & Stern, LLP
New York, New York

Fiduciary-ing During Dislocations: Best Practices for Volatile Markets, Family Upheavals, Pandemics and More
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Vanesa Browne

Vanesa Browne
Bessemer Trust
Washington, DC

The Forgotten 40 Acres: How Real Property and Probate Laws Contributed to the Racial Wealth Gap and How Tax Policy Could Repair It
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

33rd Annual RPTE Virtual National CLE Conference

Kathryn Burton-Gray
Seniors Capital, LLC
Paradise Vallley, Arizona

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

33rd Annual RPTE Virtual National CLE Conference

Victor Calanog
Moody’s Analytics
New York, New York

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

Felicia B. Canfield

Felicia B. Canfield
First American Title Insurance Company
Portland, Oregon

Beyond the Checklist: Leasing Due Diligence
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Karla L. Chaffee

Karla L. Chaffee
Robinson+Cole LLP
Boston, Massachusetts

Home is Where the Work Is: Regulating and Incentivizing Work Force Housing
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Ryan T. Christiansen,

Ryan T. Christiansen
Liskow & Lewis
New Orleans, Louisiana

Updated ALTA Forms: What’s New
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Sarah D. Cline

Sarah D. Cline
Shulman Rogers
Potomac, Maryland

The Future of Real Estate: Which Trends are Here to Stay
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

Charles E. Comiskey

Charles E. Comiskey
Brady, Chapman, Holland & Associates, Inc.
Houston Texas

 

Does Your Lease Really Protect Your Clients? Risk Managers Evaluate Liability Insurance, Indemnity, and Waiver Clauses in Leases
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Real Property

KC Conway

KC Conway
Red-Shoe Economics
Atlanta, Georgia

 

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

Thomas A. Cooper

Thomas A. Cooper
Moore & Van Allen PLLC
Charlotte, North Carolina 

Potential Partnership Tax Pitfalls for Planners
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

Jessica Coutré

Jessica Coutré
Freeborn & Peters, LLP
Chicago, Illinois 

Successor Trustees and Section 672(c): A Prison of Our Own Making?
Thursday, April 22, 2021, 10:00 – 11:00 AM
Trust and Estate

 

Kristen A. Curatolo

Kristen A. Curatolo
Kirkland & Ellis LLP
New York, New York

Grantor Trust Reimbursement Statutes: A Magic Wand to Allay the Woes of Grumpy Trustors
Thursday, April 22, 2021, 1:00 – 2:00 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Ashleigh Dane
Equus Development Partners
Charleston, South Carolina

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Joseph A. Dane

Joseph A. Dane
Goodsill Anderson Quinn & Stifel
Honolulu, Hawaii

Cancelling and Modifying Mortgage, PPP and Business Debt in a COVID World
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Kevin Davis

Kevin Davis
Jones Lang LaSalle Incorporated
New York, New York

Trouble at the Park Hotel: The Fictional Challenges of a Luxury Hotel Struggling to Stay Afloat and Avoid Foreclosure During a Global Pandemic
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Preston C. Demouchet

Preston C. Demouchet
Carter Ledyard & Milburn LLP
New York, New York

Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Fiduciary-ing During Dislocations:
Best Practices for Volatile Markets,
Family Upheavals, Pandemics and
More
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Melissa Osorio Dibble

Melissa Osorio Dibble
Archer
Haddonfield, New Jersey

Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, Donor Intent and Changed Circumstances
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

Carly E. Doshi

Carly E. Doshi
HSBC
New York, New York

Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

James I. Dougherty

James I. Dougherty
Withers Bergman LLP
Greenwich, Connecticut

The Defined Value Clause – No Longer Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Marissa Dungey

Marissa Dungey
Withers Bergman LLP
Greenwich, Connecticut

 

Potential Partnership Tax Pitfalls for Planners
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

Jonathan Falik

Jonathan Falik
JF Capital Advisors
Tampa, Florida

Keep it Clean, Keep it Safe, Keep the Heads in Beds: Guest Safety Issues Arising from COVID-19
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

Jack Fersko

Jack Fersko
Greenbaum, Rowe, Smith & Davis LLP
Roseland, New Jersey

Impact of the Pandemic on Commercial Leasing
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Chelsea P. Fitzgerald

Chelsea P. Fitzgerald
Liskow & Lewis
New Orleans, Louisiana

Updated ALTA Forms: What’s New
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Dana M. Foley

Dana M. Foley
Arnold & Porter Kaye Scholer LLP
Washington, DC

The Defined Value Clause – No Longer Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM
Trust and Estate

 

Brett Forman

Brett Forman
Trez Capital
Palm Beach, Florida

Not all Lenders Are the Same: What is a Nonbank Lender and What Difference Does It Make Anyway?
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Real Property

Judith L. Fox

Judith L. Fox
University of Notre Dame Law School
Notre Dame, Indiana

Law Professors’ Update
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Robert S. Freedman

Robert S. Freedman
Calrton Fields, P.A.
Tampa, Florida

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

T. Sandra Fung

T. Sandra Fung
Withers Bergman LLP
New York, New York

Can Flexible Drafting Go Too Far?
And Your Annual Non-Tax Hot Topics
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

G. Andrew Gardner

G. Andrew Gardner
Walter Haverfield LLP
Cleveland, Ohio

Estoppels and SNDAs – Understanding and Negotiating the Landlord’s Lender’s Lease Documents
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Steven B. Gorin

Steven B. Gorin
Thompson Coburn LLP
St. Louis, Missouri

BDITs, BDOTs and Will They Remain BDON’Ts
Thursday, April 22, 2021, 1:00 – 2:00 PM

Trust and Estate

James Gosdin

James Gosdin
Stewart Title
Houston, Texas

Updated ALTA Forms: What’s New
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Tara K. Gorman

Tara K. Gorman
Loeb & Loeb LLP
Washington, DC

Keep it Clean, Keep it Safe, Keep the Heads in Beds: Guest Safety Issues Arising from COVID-19
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

Shelby D. Green

Shelby D. Green
Pace University Haub School of Law
White Plains, New York

Impact of the Pandemic on Commercial Leasing
Thursday, April 22, 2021, 2:30 – 3:45 PM

Law Professors’ Update
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Chasity Grice

Chasity Grice
Peppel, Grice & Palazzolo, P.C.
Memphis, Tennessee

Undue Influence and Elder Abuse Allegations against Spouses, Family Members, and Caregivers
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

R. Marshall Grodner

R. Marshall Grodner
McGlinchey Stafford PLLC
Baton Rouge, Louisiana

COVID-19 Infects Real Property: The Impact on the Real Estate Market and its Implications for the Real Estate Attorney – A Collaborative Program with The Appraisal Institute
Thursday, April 22, 2021, 10:00 – 11:00 AM

The Ethics of RON (Remote Online Notary) Practice
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

33rd Annual RPTE Virtual National CLE Conference

Sarabeth Hanson
Harbor Retirement Associates
Vero Beach, Florida

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Gordon Hartman

Gordon Hartman
Estate and Tax Planning Attorney
Atlanta, Georgia

The Basics of Life Insurance in a Changing World
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Christine L. Hayes
Confluent
Denver, Colorado

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Philip R. Hirshfeld

Philip R. Hirschfeld
Cole Schotz P.C.
New York, New York

Cancelling and Modifying Mortgage, PPP and Business Debt in a COVID World
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Heather A. Horowitz

Heather A. Horowitz
K&L Gates LLP
New York, New York

Not all Lenders Are the Same: What is a Nonbank Lender and What Difference Does It Make Anyway?
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trouble at the Park Hotel: The Fictional Challenges of a Luxury Hotel Struggling to Stay Afloat and Avoid Foreclosure During a Global Pandemic
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Amy H. Ironmonger

Amy H. Ironmonger
K&L Gates LLP
New York, New York

Trouble at the Park Hotel: The Fictional Challenges of a Luxury Hotel Struggling to Stay Afloat and Avoid Foreclosure During a Global Pandemic
Thursday, April 22, 2021, 2:30 – 3:45 PM
Real Property

Sarah Moore Johnson

Sarah Moore Johnson
Birchstone Moore LLC
Washington, DC

The Forgotten 40 Acres: How Real Property and Probate Laws Contributed to the Racial Wealth Gap and How Tax Policy Could Repair It
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

Amy K. Kanyuk

Amy K. Kanyuk
McDonald & Kanyuk PLLC
Concord, New Hampshire

Successor Trustees and Section 672(c):
A Prison of Our Own Making?
Thursday, April 22, 2021, 10:00 – 11:00 AM

Trust and Estate

Andrew S. Katzenberg

Andrew S. Katzenberg
DLA Piper
New York, New York

Charitable Giving Beyond the 501(c)(3): New, Holistic Models to Achieve Higher Impact for Clients
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

Dennis D. Kiely

Dennis D. Kiely
K&L Gates
New York, New York

Trouble at the Park Hotel: The Fictional Challenges of a Luxury Hotel Struggling to Stay Afloat and Avoid Foreclosure During a Global Pandemic
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Daniel Kofman

Daniel Kofman
Blake, Cassells & Graydon, LLP
Toronto, Ontario, Canada

The Descendants – The Movie: Lessons for Estate Planners
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

Paula K. Konikoff

Paula K. Konikoff
Paula Konikoff, JD, MAI, AI-GRS
Los Angeles, California

COVID-19 Infects Real Property: The Impact on the Real Estate Market and its Implications for the Real Estate Attorney – A Collaborative Program with The Appraisal Institute
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Cara M. Koss

Cara M. Koss
Arnold & Porter Kaye
Washington, DC

Can Flexible Drafting Go Too Far? And Your Annual Non-Tax Hot Topics
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

Regina LaMacchia

Regina LaMacchia
Green Coast Enterprises
New Orleans, Louisiana

Home is Where the Work Is: Regulating and Incentivizing Work Force Housing
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

William P. LaPiana

William P. LaPiana
New York Law School
New York, New York

The Descendants – The Movie: Lessons for Estate Planners
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

Anthony R. LaRatta

Anthony R. LaRatta
Archer
Haddonfield, New Jersey

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Trust and Estate

Bobbie Nenno Larkin

Bobbie Nenno Larkin
Glenmede
Philadelphia, Pennsylvania

The Value of Mentors in a World Gone Crazy
Friday, April 23, 2021, 2:45 – 3:45 PM
Joint Program

Kari L. Larson

Kari L. Larson
K&L Gates LLP
Seattle, Washington

Not all Lenders Are the Same: What is a Nonbank Lender and What Difference Does It Make Anyway?
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trouble at the Park Hotel: The Fictional Challenges of a Luxury Hotel Struggling to Stay Afloat and Avoid Foreclosure During a Global Pandemic
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Laura J. Lattman

Laura J. Lattman
The Lattman Law Firm LLC
New York, New York

Fiduciary-ing During Dislocations: Best Practices for Volatile Markets, Family Upheavals, Pandemics and More
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Must-Have Engagement Letter Clauses: Avoiding Practice Pitfalls
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

33rd Annual RPTE Virtual National CLE Conference

David Lauer
Wells Fargo & Company
San Francisco, California

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Trust and Estate

Karly Laughlin

Karly Laughlin
Belfint Lyons Shuman, P.A.
Wilmington, Delaware

The Value of Mentors in a World Gone Crazy
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

Amy L. Lawrenson

Amy L. Lawrenson
Baird Holm LLP
Omaha, Nebraska

Beyond the Checklist: Leasing Due Diligence
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Elizabeth C. Lee

Elizabeth C. Lee
Womble Bond Dickinson
Washington, D.C.

The Value of Mentors in a World Gone Crazy
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

33rd Annual RPTE Virtual National CLE Conference

Paul S. Lee
The Northern Trust Company
New York, New York

QSBS: Quest for Quantum Exclusions (Queries, Qualms, and Qualifications)
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

Soo Yeon Lee

Soo Yeon Lee
Mauck & Baker, LLC
Chicago, Illinois

Must-Have Engagement Letter Clauses: Avoiding Practice Pitfalls
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

Spencer Levy

Spencer Levy
CBRE
Baltimore, Maryland

The Future of Real Estate: Which Trends are Here to Stay
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

David E. Lieberman

David E. Lieberman
Levin Schreder & Carey Ltd.
Chicago, Illinois

Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, Donor Intent and Changed Circumstances
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

Stephen Liss

Stephen Liss
Schiff Hardin LLP
New York, New York

The Defined Value Clause – No Longer
Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Successor Trustees and Section 672(c):
A Prison of Our Own Making?
Thursday, April 22, 2021, 10:00 – 11:00 AM

Trust and Estate

Stephanie Loomis-Price

Stephanie Loomis-Price
Winstead PC
Houston, Texas

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Trust and Estate

Orlando Lucero

Orlando Lucero
Fidelity National Title Insurance Group
Albuquerque, New Mexico

The Ethics of RON (Remote Online Notary) Practice
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Ruth M. Madrigal

Ruth M. Madrigal
KPMG
Washington, DC

Charitable Giving Beyond the 501(c)(3): New, Holistic Models to Achieve Higher Impact for Clients
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

Teresa A. Maloney

Teresa A. Maloney
Jones Day
San Francisco, California

Cancelling and Modifying Mortgage, PPP and Business Debt in a COVID World
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Katarinna McBride

Katarinna McBride
FOCUS Family Office Counsel
Vail, Colorado

BDITs, BDOTs and Will They Remain BDON’Ts
Thursday, April 22, 2021, 1:00 – 2:00 PM

Trust and Estate

Chelsea L. McGrath

Chelsea L. McGrath
Venable
Washington, DC

Choosing A Trustee – Harder Than It Sounds? Considerations for Naming a Fiduciary when a Trust will Hold Closely-Held Business Assets
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

Nancy Assaf McLaughlin

Nancy Assaf McLaughlin
University of Utah
Salt Lake City, Utah

Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, Donor Intent and Changed Circumstances
Thursday, April 22, 2021, 11:30 AM – 12:30 PM
Trust and Estate

 

Hannah Dowd McPhelin

Hannah Dowd McPhelin
Troutman Pepper
Harrisburg, Pennsylvania

Estoppels and SNDAs – Understanding
and Negotiating the Landlord’s
Lender’s Lease Documents
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Steven H. Mezer

Steven H. Mezer
Becker & Poliakoff
Tampa, Florida

Keep it Clean, Keep it Safe, Keep the Heads in Beds: Guest Safety Issues Arising from COVID-19
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

Helen M. Mittelman

Helen M. Mittelman
Helen M. Mittelman, P.A.
Miami Beach, Florida

Impact of the Pandemic on Commercial Leasing
Thursday, April 22, 2021, 2:30 – 3:45 PM

Real Property

Marie A. Moore

Marie A. Moore
Sher Garner Cahill Richter Klein & Hilbert, L.L.C.
New Orleans, Louisiana

Does Your Lease Really Protect Your Clients? Risk Managers Evaluate Liability Insurance, Indemnity, and Waiver Clauses in Leases
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Real Property

René Morency

René Morency
Prudent Counsel, LLC
St. Louis, Missouri

QSBS: Quest for Quantum Exclusions (Queries, Qualms, and Qualifications)
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

Lennie Morgan

Lennie Morgan
The Corporate Protection Group
Plymouth, Michigan

Does Your Lease Really Protect Your Clients? Risk Managers Evaluate Liability Insurance, Indemnity, and Waiver Clauses in Leases
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Real Property

Joanna G. Morrison, Schiff Hardin LLP Chicago, Illinois

Joanna G. Morrison
Schiff Hardin LLP
Chicago, Illinois

The Defined Value Clause – No Longer Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Edward Morrow III
Huntington National Bank Private Wealth Management
Cincinnati, Ohio

BDITs, BDOTs and Will They Remain BDON’Ts
Thursday, April 22, 2021, 1:00 – 2:00 PM

Trust and Estate

Melissa Murphy

Melissa Murphy
The Fund Title Services, Inc.
Orlando, Florida

The Ethics of RON (Remote Online Notary) Practice
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Imran Naeemullah

Imran Naeemullah
Cades Schutte LLP
Honolulu, Hawaii

The Future of Real Estate: Which Trends are Here to Stay
Thursday, April 22, 2021, 1:00 – 2:00 PM

Beyond the Checklist: Leasing Due Diligence
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Karen M. T. Nashiwa

Karen M. T. Nashiwa
Nashiwa Law LLC
Lake Oswego, Oregon

Beyond the Checklist: Leasing Due Diligence
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

33rd Annual RPTE Virtual National CLE Conference

Siobhan M. O’Donnell
Ballard Spahr LLP
Los Angeles, California

The ABCs of SPEs
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Matthew J. O’Toole

Matthew J. O’Toole
Potter Anderson & Corroon LLP
Wilmington, Delaware

The ABCs of SPEs
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Christopher Odinet

Christopher Odinet
University of Iowa School of Law
Iowa City, Iowa

Law Professors’ Update
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

Raymond C. Odom

Raymond C. Odom
The Northern Trust Company
Chicago, Illinois

The Forgotten 40 Acres: How Real Property and Probate Laws Contributed to the Racial Wealth Gap and How Tax Policy Could Repair It
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

Michael A. Okaty

Michael A. Okaty
Foley & Lardner LLP
Orlando, Florida

The Impact of COVID on Senior Housing Financing, M&A and Operations
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Real Property

Brian Olasov

Brian Olasov
Carlton Fields, P.A.
New York, New York

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

Lori Oliphant

Lori Oliphant
Winstead PC
Dallas, Texas

Are Powers of Attorney Powerless in Employee Benefit Plans?
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Phoebe A. Papageorgiou
American Bankers Association
Washington, D.C.

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Charles P. Paret
Coloma River Hospitality
Washington, DC

Keep it Clean, Keep it Safe, Keep the Heads in Beds: Guest Safety Issues Arising from COVID-19
Thursday, April 22, 2021, 1:00 – 2:00 PM

Real Property

Benetta Y. Park

Benetta Y. Park
J.P. Morgan Private Bank
Chicago, Illinois

QSBS: Quest for Quantum Exclusions (Queries, Qualms, and Qualifications)
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

Mark M. Parthemer

Mark M. Parthemer
Bessemer Trust
Palm Beach, Florida

Fiduciary-ing During Dislocations: Best Practices for Volatile Markets, Family Upheavals, Pandemics and More
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Trust and Estate

Crystal Patterson

Crystal Patterson
Gulfstream Commercial Services
Owensboro, Kentucky

Undue Influence and Elder Abuse Allegations against Spouses, Family Members, and Caregivers
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Lisa Pendergast
CRE Financial Council
New York, New York

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

Kelly M. Perez

Kelly M. Perez
J.P. Morgan Private Bank
Dallas, Texas

Potential Partnership Tax Pitfalls for Planners
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

Tash Perrin

Tash Perrin
Christie’s
New York, New York

What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Faith Pettis
Pacifica Law Group LLP
Seattle, Washington

Home is Where the Work Is: Regulating and Incentivizing Work Force Housing
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Emily A. Plocki

Emily A. Plocki
Venable
Washington, DC

Choosing A Trustee – Harder Than It Sounds? Considerations for Naming a Fiduciary when a Trust will Hold Closely-Held Business Assets
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

Mary Pontillo

Mary Pontillo
Dewitt Stern Fine Art
New York, New York

What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Jennifer Portnoff
Pacific Life Insurance Company
Newport Beach, California

Not all Lenders Are the Same: What is a Nonbank Lender and What Difference Does It Make Anyway?
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Real Property

33rd Annual RPTE Virtual National CLE Conference

Kelly Quam
First American Title Insurance Company
Minneapolis, Minnesota

The Descendants – The Movie: Lessons for Estate Planners
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

Elisa Shevlin Rizzo

Elisa Shevlin Rizzo
The Northern Trust Company
New York, New York

What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

Benjamin A. Rubin

Benjamin A. Rubin
Rubin Law
Chicago, Illinois

Planning When Medicaid Eligibility Is An Issue
Thursday, April 22, 2021, 10:00 – 11:00 AM
Trust and Estate

 

Renee E. Salley

Renee E. Salley
The Salley Firm, LLC
Atlanta, Georgia

The Basics of Life Insurance in a Changing World
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

Joseph M. Saponaro

Joseph M. Saponaro
Meyers, Roman, Friedberg & Lewis
Cleveland, Ohio

Estoppels and SNDAs – Understanding and Negotiating the Landlord’s Lender’s Lease Documents
Friday, April 23, 2021, 10:30 – 11:30 AM

Real Property

C. Scott Schwefel

C. Scott Schwefel
Shipman, Shaiken & Schwefel LLC
West Hartford, Connecticut

COVID-19 Infects Real Property: The Impact on the Real Estate Market and its Implications for the Real Estate Attorney – A Collaborative Program with The Appraisal Institute
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Clifford Scott-Rudnick

Clifford Scott-Rudnick
Attorney at Law
Chicago, Illinois

The Descendants – The Movie: Lessons for Estate Planners
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

33rd Annual RPTE Virtual National CLE Conference

Melisa Seyhun
Schiff Hardin LLP
Chicago, Illinois

The Basics of Life Insurance in a Changing World
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

Vanessa Sharpe

Vanessa Sharpe
First American Title
New Orleans, Louisiana

Updated ALTA Forms: What’s New
Wednesday, April 21, 2021, 1:30 – 2:45 PM

Real Property

Donald Sheets

Donald Sheets
Broadshore Capital Partners
New York, New York

No Property Left Behind: Does All Real Estate Return to Normal Post-COVID?
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Real Property

Ramsay H. Slugg

Ramsay H. Slugg
Bank of America
Fort Worth, Texas

What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

33rd Annual RPTE Virtual National CLE Conference

Jennifer E. Smith
McCollom D’Emilio Smith Uebler LLC
Wilmington, Delaware

Grantor Trust Reimbursement Statutes: A Magic Wand to Allay the Woes of Grumpy Trustors
Thursday, April 22, 2021, 1:00 – 2:00 PM

Trust and Estate

The Value of Mentors in a World Gone Crazy
Friday, April 23, 2021, 2:45 – 3:45 PM

Joint Program

33rd Annual RPTE Virtual National CLE Conference

Michael A. Sneeringer
Porter, Wright, Morris & Arthur
Naples, Florida

Can Flexible Drafting Go Too Far? And Your Annual Non-Tax Hot Topics
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

BDITs, BDOTs and Will They Remain BDON’Ts
Thursday, April 22, 2021, 1:00 – 2:00 PM
Trust and Estate

 

Susan Snyder

Susan Snyder
Northern Trust Corporation
Chicago, Illinois

Report from the Trenches: An Inside Look into the Joint Meetings of the American Bar Association and the American Bankers Association
Friday, April 23, 2021, 11:45 AM – 1:00 PM

Trust and Estate

Amanda R. Steele

Amanda R. Steele
Pacific Life Insurance Company
Newport Beach, California

The ABCs of SPEs
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Sahmra A. Stevenson

Sahmra A. Stevenson
S.A. Stevenson Law Offices, LLC
Colombia, Maryland

Must-Have Engagement Letter Clauses: Avoiding Practice Pitfalls
Friday, April 23, 2021, 1:15 – 2:15 PM

Joint Program

Susan Snyder

Karen K. Suhre
Karen K. Suhre Attorney at Law
Kansas City, Missouri

Are Powers of Attorney Powerless in Employee Benefit Plans?
Friday, April 23, 2021, 10:30 – 11:30 AM

Trust and Estate

Bruce A. Tannahill

Bruce A. Tannahill
MassMutual
Wichita, Kansas

The Basics of Life Insurance in a Changing World
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

Alex S. Tanouye

Alex S. Tanouye
The Northern Trust Company
Washington, DC

Can Flexible Drafting Go Too Far? And Your Annual Non-Tax Hot Topics
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Choosing A Trustee – Harder Than It Sounds? Considerations for Naming a Fiduciary when a Trust will Hold Closely-Held Business Assets
Thursday, April 22, 2021, 11:30 AM – 12:30 PM

Trust and Estate

Gerald V. Thomas II

Gerald V. Thomas II
McGuireWoods LLP
Atlanta, Georgia

Cancelling and Modifying Mortgage, PPP and Business Debt in a COVID World
Thursday, April 22, 2021, 10:00 – 11:00 AM

Real Property

Lee-ford Tritt

Lee-ford Tritt
University of Florida Levin College of Law
Gainesville, Florida

Can Flexible Drafting Go Too Far?
And Your Annual Non-Tax Hot Topics
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate Program

M. John Way

M. John Way
Schwabe Williamson & Wyatt
Seattle, Washington

Planning When Medicaid Eligibility Is
An Issue
Thursday, April 22, 2021, 10:00 – 11:00 a.m.

Undue Influence and Elder Abuse Allegations against Spouses, Family
Members, and Caregivers
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

Diana Wierbicki

Diana Wierbicki
Withers Bergman LLP
New York, New York

What To Do With All This Stuff: Administering an Estate with Art and Collectibles
Wednesday, April 21, 2021, 10:00 – 11:00 AM

Trust and Estate

F. Christopher Wootten

F. Christopher Wootten
Coats Rose PC
New Orleans, Louisiana

Home is Where the Work Is:
Regulating and Incentivizing Work
Force Housing
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM

Real Property

Naomita Yadav

Naomita Yadav
EY
San Francisco, California

Potential Partnership Tax Pitfalls for Planners
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

Leila L. Zakhem

Leila L. Zakhem
Full Impact Advisory
London, England

Charitable Giving Beyond the
501(c)(3): New, Holistic Models to
Achieve Higher Impact for Clients
Wednesday, April 21, 2021, 11:30 A M– 12:45 PM

Trust and Estate

Julian Zebot

Julian Zebot
Maslon, LLP
Minneapolis, Minnesota

Undue Influence and Elder Abuse Allegations against Spouses, Family Members, and Caregivers
Thursday, April 22, 2021, 2:30 – 3:45 PM

Trust and Estate

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