Speakers
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
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
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
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 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
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
Washburn University School of Law,
Topeka, Kansas
Law Professors’ Update
Friday, April 23, 2021, 10:30 – 11:30 AM
Real Property
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Stewart Title
Houston, Texas
Updated ALTA Forms: What’s New
Wednesday, April 21, 2021, 1:30 – 2:45 PM
Real Property
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
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
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
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
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
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
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. 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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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, 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
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
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
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
The Defined Value Clause – No Longer Exotic
Wednesday, April 21, 2021, 1:30 – 2:45 PM
Trust and Estate
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
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
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
Nashiwa Law LLC
Lake Oswego, Oregon
Beyond the Checklist: Leasing Due Diligence
Wednesday, April 21, 2021, 1:30 – 2:45 PM
Real Property
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
Potter Anderson & Corroon LLP
Wilmington, Delaware
The ABCs of SPEs
Wednesday, April 21, 2021, 11:30 AM – 12:45 PM
Real Property
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Attorney at Law
Chicago, Illinois
The Descendants – The Movie: Lessons for Estate Planners
Friday, April 23, 2021, 2:45 – 3:45 PM
Joint Program
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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