33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association

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33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
BUILDING
            BRIDGES
            TOGETHER
              IN THE
            PRACTICE
            OF LAW

33RD ANNUAL RPTE VIRTUAL
NATIONAL CLE CONFERENCE
      April 21-23, 2021

      rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
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 assembled 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 the Conference website at rptecleconference.com 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 of the ABA Section
                                   of Real Property, Trust and Estate Law
                                   Winstead PC
                                   Houston, Texas

33rd RPTE Virtual CLE Conference                                1                         rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
SPONSORS

           The Section acknowledges the generous support of the following sponsors
                 for their involvement in this year’s National CLE Conference:

                                           GOLD

                                          SILVER

                                         BRONZE

                                        LAW FIRMS

          •   YOUNG CONAWAY                                •       SHER GARNER CAHILL RICHTER
          •   LEVIN SCHREDER CAREY                                 KLEIN & HILBERT, L.L.C.
          •   CARLTON FIELDS                               •       MCCOLLOM D’EMILIO SMITH
          •   WITHERS BERGMAN LLP                                  UEBLER LLC
          •   BARRON, ADLER, CLOUGH &                      •       GORDON, FOURNARIS &
              ODDO, LLP                                            MAMMARELLA, P.A.
          •   FISHMAN HAYGOOD                              •       WINSTEAD PC
          •   STONE PIGMAN WALTHER                         •       FREDRIKSON & BYRON, P.A.
              WITTMANN                                     •       ARCHER & GREINER, P.C.
          •   PRATHER EBNER LLP                            •       HOLLAND & KNIGHT

                                    IN-KIND SPONSOR

                                       ModioLegal
                                            Time is scarce. Information is critical.
                                                                                       ®

33rd RPTE Virtual CLE Conference               2                                           rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
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33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
RPTE PUBLICATIONS
                           All RPTE publications can be purchased on the ABA Web Store,
                           ShopABA.org, or by calling the Service Center, 800-285-2221.

                                       STRAIGHT FORWARD
                                       GUIDE TO ALL STEPS
                                       IN A REAL ESTATE
                                       TRANSACTION
                                       From Handshake to Closing
                                       The Role of the Commercial
                                       Real Estate Lawyer
                                       Third Edition
                                       By Sidney G. Saltz

                                       Explaining the lawyer’s critical role in documenting, reviewing,
                                       and negotiating the real estate transaction, this useful
                                       mentoring guide includes valuable sample language, examples
                                       taken from practice, and insightful tips and techniques for how
  2019, 158 pages                      to assist that client to make and close the deal.
  Paperback/eBook
  Product Code 5431099                 Author Sidney G. Saltz, a veteran real estate lawyer, draws
  $59.95 List Price                    upon his years of practice of law, to describe the typical
  $44.95 RPTE Member Price             situations and stages of a deal and how to get it closed,
                                       including:
                                         • The role of the real estate broker and how to
                                           build a good lawyer-broker relationship
                                         • Pre-documentation documents: the term sheets,
                                           letters of intent, or loan commitment
                                         • Documenting the transaction and creating the
                                           “law” of the deal
                                         • Reviewing and analyzing documents
                                         • Due diligence
                                         • Preparing for and handling the closing
                                         • Avoiding the pitfalls that can kill a deal

33rd RPTE Virtual CLE Conference                           4                                         rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
REAL PROPERTY PROGRAMS AT-A-GLANCE
WEDNESDAY, APRIL 21

                      10:00 – 11:00 am      Does Your Lease Really Protect      Not all Lenders Are the Same: What

                                                                                                                            All times are Central Standard time
                                            Your Clients? Risk Managers         is a Nonbank Lender and What
                                            Evaluate Liability Insurance,       Difference Does It Make Anyway?
                                            Indemnity, and Waiver Clauses in
                                            Leases

                      11:30 am – 12:45 pm   The ABCs of SPEs                    Home is Where the Work Is:
                                                                                Regulating and Incentivizing
                                                                                Work Force Housing

                      1:30 – 2:45 pm        Beyond the Checklist: Leasing Due   Updated ALTA Forms: What’s New
                                            Diligence

     33rd RPTE Virtual CLE Conference                                5                                     rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
REAL PROPERTY PROGRAMS AT-A-GLANCE
THURSDAY, APRIL 22

                     10:00 am – 11:00 am   COVID-19 Infects Real Property:     Cancelling and Modifying

                                                                                                                           All times are Central Standard time
                                           The Impact on the Real Estate       Mortgage, PPP and Business Debt
                                           Market and its Implications for     in a COVID World
                                           the Real Estate Attorney - A
                                           Collaborative Program with The
                                           Appraisal Institute

                     11:30 am – 12:30 pm   The Ethics of RON (Remote Online    The Impact of COVID on Senior
                                           Notary) Practice                    Housing Financing, M&A and
                                                                               Operations

                     1:00 – 2:00 pm        The Future of Real Estate:          Keep it Clean, Keep it Safe, Keep
                                           Which Trends Are Here to Stay?      the Heads in Beds: Guest Safety
                                                                               Issues Arising from COVID-19

                     2:30 – 3:45 pm        Trouble at the Park Hotel: The      Impact of the Pandemic on
                                           Fictional Challenges of a Luxury    Commercial Leasing
                                           Hotel Struggling to Stay Afloat
                                           and Avoid Foreclosure During a
                                           Global Pandemic
FRIDAY, APRIL 23

                     10:30 – 11:30 am      Law Professors’ Update              Estoppels and SNDAs -

                                                                                                                           All times are Central Standard time
                                                                               Understanding and Negotiating
                                                                               the Landlord’s Lender’s Lease
                                                                               Documents

                     11:45 am – 1:00 pm    No Property Left Behind: Does All
                                           Real Estate Return to Normal
                                           Post-COVID?

                     1:15 – 2:15 pm        JOINT PROGRAM                       JOINT PROGRAM

                                           The Forgotten 40 Acres: How         Must-Have Engagement Letter
                                           Real Property & Probate Laws        Clauses: Avoiding Practice Pitfalls
                                           Contributed to the Racial Wealth
                                           Gap and How Tax Policy Could
                                           Repair It

                     2:45 – 3:45 pm        JOINT PROGRAM                       JOINT PROGRAM

                                           The Descendants – The Movie:        The Value of Mentors in a World
                                           Lessons for Estate Planners         Gone Crazy

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33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
RPTE PUBLICATIONS
                    All RPTE publications can be purchased on the ABA Web Store,
                     ShopABA.org, or by calling the Service Center, 800-285-2221.

    ANNOUNCING AN
                                   “As financial abuse reaches epic proportions, Undue Influence
                                   and Vulnerable Adults is required reading for every attorney:
       IMPORTANT                   From practical advice about protecting vulnerable clients to
     NEW RESOURCE                  valuable tips to safeguard your practice, this book is a must-
                                   read from top practitioners whose prowess I have had the
                                   privilege of witnessing first-hand.”

                                       — Sharon L. Klein, Wilmington Trust, N.A.

                                   Undue Influence and
                                   Vulnerable Adults
                                   By Sandra D. Glazier, Thomas M. Dixon and
                                   Thomas F. Sweeney
                                   Age-related issues, including diminished capacity, often
                                   indicate the potential vulnerability of a client to undue
                                   influence. Looking at the topic from a legal perspective,
                                   this new book by practitioners with extensive experience
                                   in the area explains the relevant considerations in
                                   representing vulnerable adults and provides strategies
  2020, 207 pages, 6 x 9,
                                   when litigation is required. Their practical and legal advice
  Paperback/eBook
                                   helps planners identify issues and create effective plans
  Product Code 5431119
                                   for these clients that may better withstand attack. Topics
  $129.95 List Price
                                   look at these issues and more:
  $99.95 RPTE Members                • Understanding capacity, defining undue influence,
                                       and the ethical considerations in representing
                                       vulnerable adults
                                     • How fraud and duress are different from undue
                                       influence
                                     • Presuming undue influence and rebutting the
                                       presumption
                                     • No-contest clauses and probable cause
                                     • Litigating undue influence cases
                                     • Using experts and understanding medical evidence
                                     • Attorney-client privilege
                                     • Video recording, electronic wills, and remote
                                       witnessing and notarization

33rd RPTE Virtual CLE Conference                     7                                        rptecleconference.com
33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
BE F ORE YOU SEL EC T A
     W E A LT H M A N AGEMEN T F IRM,
         GI V E T HEM T HIS T E S T.

   Q . Is the firm privately or publicly held ?

   Q . What percentage of the firm’s revenue is generated by its wealth management business ?

   Q . Do the owners and employees invest their own wealth alongside that of clients ?

   Q . Are client relationship managers paid for sales or service ?

   Q . Are portfolio managers paid based on assets under management or on long-term performance ?

   Our answers are clear and concise: we are privately owned and independent; we only focus on private wealth management;
   our interests are aligned because our clients, owners, and employees invest side-by-side; our relationship managers are rewarded
   for their client service, not sales; and our portfolio managers are measured on long-term performance, not assets under
   management. These key principles have guided our firm since its founding. Bessemer Trust is a multifamily o∞ce that has served
   individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management,
   wealth planning, and family o∞ce services, we help clients achieve peace of mind for generations.

   Please call our President, George Wilcox, at 212-603-3222 or visit us at www.bessemer.com.

                              ATLANTA BOSTON CHICAGO DALLAS DENVER GRAND CAYMAN GREENWICH HOUSTON LOS ANGELES MIAMI
                            NAPLES NEW YORK PALM BEACH SAN FRANCISCO SEATTLE STUART WASHINGTON, D.C. WILMINGTON WOODBRIDGE

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33RD ANNUAL RPTE VIRTUAL NATIONAL CLE CONFERENCE - April 21-23, 2021 OF LAW - American Bar Association
TRUST AND ESTATE PROGRAMS AT-A-GLANCE
 WEDNESDAY, APRIL 21

                       10:00 – 11:00 am      What To Do With All This Stuff:        The Basics of Life Insurance in a

                                                                                                                               All times are Central Standard time
                                             Administering an Estate with Art       Changing World
                                             and Collectibles

                       11:30 am – 12:45 pm   Can Flexible Drafting Go Too Far?      Charitable Giving Beyond the
                                             And Your Annual Non-Tax Hot            501(c)(3): New, Holistic Models to
                                             Topics                                 Achieve Higher Impact for Clients

                       1:30 – 2:45 pm        Fiduciary-ing During Dislocations:     The Defined Value Clause- No
                                             Best Practices for Volatile Markets,   Longer Exotic
                                             Family Upheavals, Pandemics and
                                             More

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TRUST AND ESTATE PROGRAMS AT-A-GLANCE
THURSDAY, APRIL 22

                     10:00 – 11:00 am      Planning When Medicaid Eligibility   Successor Trustees and 672(c):

                                                                                                                              All times are Central Standard time
                                           Is an Issue                          A Prison of Our Own Making?

                     11:30 am – 12:30 pm   Do’s and Don’ts of Donor Intent:     Choosing A Trustee - Harder Than
                                           Managing Disputes over Restricted    It Sounds? Considerations for
                                           Charitable Gifts, Donor Intent and   Naming a Fiduciary when a Trust
                                           Changed Circumstances                will hold Closely-Held Business
                                                                                Assets
                     1:00 – 2:00 pm        Grantor Trust Reimbursement Stat-    BDITs, BDOTs and Will They
                                           utes: A Magic Wand to Allay the      Remain BDON’Ts
                                           Woes of Grumpy Trustors

                     2:30 – 3:45 pm        Undue Influence and Elder Abuse      Potential Partnership Tax
                                           Allegations against Spouses,         Pitfalls for Planners
                                           Family Members, and Caregivers
FRIDAY, APRIL 23

                     10:30 – 11:30 am      Are Powers of Attorney Powerless     QSBS: Quest for Quantum

                                                                                                                              All times are Central Standard time
                                           in Employee Benefit Plans?           Exclusions (Queries, Qualms, and
                                                                                Qualifications)

                     11:45 am – 1:00 pm    Report from the Trenches:
                                           An Inside Look into the Joint
                                           Meetings of the American Bar
                                           Association and the American
                                           Bankers Association

                     1:15 – 2:15 pm        JOINT PROGRAM                        JOINT PROGRAM

                                           The Forgotten 40 Acres: How          Must-Have Engagement Letter
                                           Real Property & Probate Laws         Clauses: Avoiding Practice Pitfalls
                                           Contributed to the Racial Wealth
                                           Gap and How Tax Policy Could
                                           Repair It

                     2:45 – 3:45 pm        JOINT PROGRAM                        JOINT PROGRAM

                                           The Descendants – The Movie:         The Value of Mentors in a World
                                           Lessons for Estate Planners          Gone Crazy

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KNOW A GREAT WEALTH MANAGER?

              WHAT DO YOU NEED?

                                                                                                                                                             A FIDUCIARY.

                           AND?

                                                                                                                                                                         TRUST.

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 A successful wealth management relationship begins with trust.
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 some of the industry’s most knowledgeable, forward-thinking
 professionals whose decisions always align with your client’s best
 interests. To learn more about our highly-personalized solutions,                                                                                                      fiduciarytrust.com
 please call (877) 384-1111 or visit fiduciarytrust.com.

 © 2021 Fiduciary Trust Company International, headquartered in New York, (and subsidiaries doing business as Fiduciary Trust International) and FTCI (Cayman) Ltd. are part of the Franklin Templeton family of
 companies. All rights reserved.

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Real Property
                                     Programs

33rd RPTE Virtual CLE Conference         12        rptecleconference.com
REAL PROPERTY PROGRAMS
                                            WEDNESDAY, APRIL 21
                                         ALL TIMES ARE CENTRAL STANDARD TIME
          10:00 – 11:00 AM         Does Your Lease Really Protect Your                          Program Chair:
                                                                                                Marie A. Moore
                                   Clients? Risk Managers Evaluate                              Sher Garner Cahill Richter Klein
                                   Liability Insurance, Indemnity, and                          & Hilbert, L.L.C.
                                   Waiver Clauses in Leases                                     New Orleans, Louisiana

                                   Risk management experts will evaluate typical lease          Speakers:
                                   indemnity and liability insurance requirements and           Charles E. Comiskey
                                   provide substantive and practical drafting guidance for      Brady, Chapman, Holland &
                                   practitioners. Topics addressed will include:                Associates, Inc.
                                                                                                Houston Texas
                                     § The division of liability risks between landlord
                                       and tenant                                               Lennie Morgan
                                     § The liability insurance that the landlord should         The Corporate Protection
                                       require from the tenant                                  Group
                                     § Gaps in today’s additional insured coverage, and         Plymouth, Michigan
                                       why they’re bad for both parties
                                     § How indemnity provisions can cover insurance
                                       gaps
                                     § Waivers and their value (or lack thereof)

          10:00 – 11:00 AM         Not all Lenders Are the Same:                                Program Chair and
                                                                                                Moderator:
                                   What is a Nonbank Lender and What
                                                                                                Kari L. Larson
                                   Difference Does It Make Anyway?                              K&L Gates LLP
                                                                                                Seattle, Washington
                                   Nonbank lenders are financial institutions that offer
                                   loans but do not have a banking license. They raise
                                                                                                Speakers:
                                   funds from sources other than traditional demand
                                                                                                Brett Forman
                                   deposit accounts from the public and are typically not       Trez Capital
                                   subject to traditional bank regulatory oversight.            Palm Beach, Florida
                                   Nonbank lending has increased dramatically in the last
                                   decade and is now in the mainstream of the                   Heather A. Horowitz
                                   commercial and residential real estate lending market.       K&L Gates LLP
                                   It is important that practitioners involved in real estate   New York, New York
                                   financing understand who these nonbank lenders are,
                                   how their funding and investment strategy might              Jennifer Portnoff
                                   differ from those of bank lenders and how that might         Pacific Life Insurance Company
                                                                                                Newport Beach, California
                                   impact loan documentation and discussions with

33rd RPTE Virtual CLE Conference                                 13                                                   rptecleconference.com
borrowers in distressed situations. Given the breadth
                                   of nonbank lending, we will start with a broad
                                   overview of the nonbank lending and then turn our
                                   focus to life insurance companies, debt funds and non-
                                   US lenders active in commercial real estate lending in
                                   the US. The panel is comprised of practitioners who
                                   represent nonbank lenders and in-house counsel and
                                   business leaders who work at such nonbanks.

          11:30 A M– 12:45 PM      The ABCs of SPEs                                          Program Chair and
                                                                                             Moderator:
                                   Bankruptcy remote/structured finance requirements         Michael Maxwell
                                   are no longer limited to CMBS deals. They are seen in     Potter Anderson & Corroon LLP
                                   TIC financings, GSE financings, insurance company         Wilmington, Delaware
                                   financings, co-lending transactions and other
                                   transactions. Requirements may be driven by ratings       Speakers:
                                   agency considerations but not always. Requirements        Siobhan M. O’Donnell
                                   may be quite extensive or watered down depending          Ballard Spahr LLP
                                                                                             Los Angeles, California
                                   on the nature and size of the deal. Given the evolution
                                   of DE entity law, most lenders prefer to see a brand
                                                                                             Matthew J. O’Toole
                                   new DE entity as the borrower, with the ownership of
                                                                                             Potter Anderson & Corroon LLP
                                   the borrower being a DE entity. Springing members         Wilmington, Delaware
                                   structures and independent decision makers are
                                   features DE law supports. This panel will include a       Amanda R. Steele
                                   discussion of the types of SPEs, separateness             Richards, Layton & Finger, P.A.
                                   covenants, organizational agreement requirements          Wilmington, Delaware
                                   and various opinions related thereto, including non-
                                   consolidation opinions, the “no authority to file”
                                   opinion and dissolution/springing member concerns.

          11:30 AM – 12:45 PM      Home is Where the Work Is:                                Program Chair and
                                                                                             Moderator:
                                   Regulating and Incentivizing Work
                                                                                             Karla L. Chaffee
                                   Force Housing                                             Robinson+Cole LLP
                                                                                             Boston, Massachusetts
                                   What is the “missing middle” and what are
                                   governments doing to find it? “Ban” single family-only
                                                                                             Program Chair and
                                   zoning? Incentivize work force housing? It’s been 10
                                                                                             Speaker:
                                   years since Daniel Parolek’s description of “Missing
                                                                                             F. Christopher Wootten
                                   Middle Housing” gained traction in new urbanist           Coats Rose PC
                                   circles. This program will explore the strategies         New Orleans, Louisiana
                                   currently used to develop adequate housing choice for
                                   middle income individuals. It will also:

33rd RPTE Virtual CLE Conference                               14                                                      rptecleconference.com
§ Explore how local and state-wide legislation can       Speakers:
                                       address decades of discriminatory land use             Regina LaMacchia
                                       policies that have promoted or perpetuated             Green Coast Enterprises
                                       racially and economically segregated                   New Orleans, Louisiana

                                       neighborhoods
                                     § Discuss Oregon’s 2019 law that requires                Faith Pettis
                                                                                              Pacifica Law Group LLP
                                       communities meeting certain population
                                                                                              Seattle, Washington
                                       thresholds to permit two-family and in some
                                       cases three-family housing in areas zoned single
                                       family
                                     § Address how zoning and land use laws can be
                                       amended in an attempt to counteract decades
                                       of racially discriminatory policies and practices
                                     § Provide an overview of how State housing
                                       authorities incentivize and prioritize work force
                                       housing in “Qualified Allocation Plans” for low-
                                       income housing tax credit deployment
                                     § Include a developer perspective on the
                                       challenge of financing housing for the “missing
                                       middle” through discussion of the Bourgoune
                                       Bywater development

          1:30 – 2:45 PM           Beyond the Checklist:                                      Program Chair and
                                                                                              Moderator:
                                   Leasing Due Diligence
                                                                                              Karen M. T. Nashiwa
                                   This program will explore the fundamentals of leasing      Nashiwa Law LLC
                                                                                              Lake Oswego, Oregon
                                   due diligence for parties entering into a new lease,
                                   covering both the key checklist items and more
                                                                                              Speakers:
                                   esoteric issues that arise in different types of leases.
                                                                                              Felicia B. Canfield
                                   Both new and experienced practitioners will find
                                                                                              First American Title Insurance
                                   valuable content in this program, including:
                                                                                              Company
                                                                                              Portland, Oregon
                                     § A leasing due diligence checklist
                                     § Pitfalls to avoid
                                                                                              Imran Naeemullah
                                     § Real-life examples of issues that were avoided
                                                                                              Cades Schutte LLP
                                       through due diligence                                  Honolulu, Hawaii
                                     § Key lease provisions to consider during due
                                       diligence                                              Amy L. Lawrenson
                                                                                              Baird Holm LLP
                                                                                              Omaha, Nebraska

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1:30 – 2:45 PM           Updated ALTA Forms: What's New                          Program Chair and
                                                                                           Moderator:
                                   We will go through the new ALTA forms for               Ryan T. Christiansen
                                   Commitment, Loan Policy and Owner's Policy              Liskow & Lewis
                                   which are currently scheduled to be effective July 1,   New Orleans, Louisiana
                                   2021. We will discuss what has changed, the reason
                                   for the changes, and what remains the same.             Speakers:
                                                                                           Chelsea P. Fitzgerald
                                                                                           Liskow & Lewis
                                                                                           New Orleans, Louisiana

                                                                                           James Gosdin
                                                                                           Stewart Title
                                                                                           Houston, Texas

                                                                                           Vanessa Sharpe
                                                                                           First American Title
                                                                                           New Orleans, Louisiana

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REAL PROPERTY PROGRAMS
                                              THURSDAY, APRIL 22
                                         ALL TIMES ARE CENTRAL STANDARD TIME

          10:00 – 11:00 AM         COVID-19 Infects Real Property: The                        Program Chair and
                                                                                              Speaker:
                                   Impact on the Real Estate Market and
                                                                                              C. Scott Schwefel
                                   its Implications for the Real Estate                       Shipman, Shaiken &
                                   Attorney - A Collaborative Program                         Schwefel LLC
                                                                                              West Hartford, Connecticut
                                   with The Appraisal Institute
                                   The coronavirus pandemic has impacted many sectors         Moderator and Speaker:
                                   of the global economy, and real estate is no exception.    R. Marshall Grodner
                                   With widespread unemployment and business                  McGlinchey Stafford PLLC
                                                                                              Baton Rouge, Louisiana
                                   failures, COVID-19 has hurt nearly every corner of the
                                   housing, commercial, industrial, and retail real estate
                                                                                              Speaker:
                                   markets. This program explores the intersection of the
                                                                                              Paula K. Konikoff
                                   coronavirus pandemic and the real estate market
                                                                                              Paula Konikoff, JD, MAI,
                                   including short and long-term effects on real estate
                                                                                              AI-GRS
                                   values and implications for real estate practitioners.     Los Angeles, California

          10:00 – 11:00 AM         Cancelling and Modifying Mortgage,                         Program Chair, Moderator
                                                                                              and Speaker:
                                   PPP and Business Debt in a COVID
                                                                                              Philip R. Hirshfeld
                                   World                                                      Cole Schotz P.C.
                                                                                              New York, New York
                                   Federal, state and local pandemic relief, PPP and other
                                   legislation to prevent or forestall mortgage and debt
                                                                                              Speakers:
                                   foreclosure and provide rent relief will be discussed
                                                                                              Joseph A. Dane
                                   along with other legal and practical planning strategies   Goodsill Anderson Quinn
                                   to lessen the foreclosure risk. Eliminating or deferring   & Stifel
                                   recognition of cancelled debt income and adverse tax       Honolulu, Hawaii
                                   effects from modifying debt will be addressed
                                   including the unique traps and opportunities faced by      Teresa A. Maloney
                                   partnerships and LLCs.                                     Jones Day
                                                                                              San Francisco, California

                                                                                              Gerald V. Thomas II
                                                                                              McGuireWoods LLP
                                                                                              Atlanta, Georgia

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11:30 AM – 12:30 PM      The Ethics of RON (Remote Online                          Program Chair:
                                                                                             Manuel Farach
                                   Notary) Practice
                                                                                             Mrachek, Fitzgerald, Rose, Konopka,
                                   Many of us are now working from home since COVID-         Thomas & Weiss, P.A.
                                   19 and now need to know and understand how RON            West Palm Beach, Florida

                                   works. Join two distinguished panelists who have
                                   been extraordinarily involved with RON to discuss the     Moderator:
                                   ethics of remote online notary practice.                  R. Marshall Grodner
                                                                                             McGlinchey Stafford PLLC
                                                                                             Baton Rouge, Louisiana

                                                                                             Speakers:
                                                                                             Orlando Lucero
                                                                                             Fidelity National Title Insurance Group
                                                                                             Albuquerque, New Mexico

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

          11:30 AM – 12:30 PM      The Impact of COVID on Senior                             Program Chair:
                                                                                             Michael A. Okaty
                                   Housing Financing, M&A and                                Foley & Lardner LLP
                                   Operations                                                Orlando, Florida

                                   A panel of industry experts will discuss the impact of
                                                                                             Moderator:
                                   COVID on senior housing financing, M&A and
                                                                                             George Weidenfeller
                                   operations. Attorneys and industry leaders will
                                                                                             Telesis Corporation
                                   address what COVID means to management of
                                                                                             Washington, DC
                                   existing senior housing as well as the impact on
                                   potential for future development. Consideration will
                                                                                             Speakers:
                                   be given to resources available to address the needs of
                                                                                             Tracey Bracco
                                   residents, developers and owners. Discussion will         CNL FInancial Group
                                   include challenges and opportunities for affordable       Orlando, Florida
                                   assisted living facilities.
                                                                                             Kathryn Burton-Gray
                                                                                             Seniors Capital, LLC
                                                                                             Paradise Vallley, Arizona

                                                                                             Ashleigh Dane
                                                                                             Equus Development Partners
                                                                                             Charleston, South Carolina

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Sarabeth Hanson
                                                                                               Harbor Retirement Associates
                                                                                               Vero Beach, Florida

                                                                                               Christine L. Hayes
                                                                                               Confluent
                                                                                               Denver, Colorado

          1:00 – 2:00 PM           The Future of Real Estate: Which                            Program Chair, Moderator
                                                                                               and Speaker:
                                   Trends are Here to Stay
                                                                                               Sarah D. Cline
                                   In the past decade, as millennials have become an           Shulman Rogers
                                                                                               Potomac, Maryland
                                   important demographic as consumers, entrepreneurs,
                                   and employees, they have brought new perspectives
                                                                                               Speakers:
                                   and priorities to the places they work and live. This has
                                                                                               Imran Naeemullah
                                   spurred changes throughout the real estate industry,
                                                                                               Cades Schutte LLP
                                   including the real estate market, real estate
                                                                                               Honolulu, Hawaii
                                   transactions, and real estate development. Some of
                                   those changes, which will be discussed in this program      Spencer Levy
                                   include:                                                    CBRE
                                                                                               Baltimore, Maryland
                                     § How they've revolutionized the home buying
                                       process, i.e., the level of involvement they
                                       demand in the process, the online research they
                                       are doing, and the technology they are
                                       demanding (including electronic signature,
                                       electronic notarization, secure electronic
                                       delivery of EMDs, and secure electronic delivery
                                       of title and closing services and updates
                                     § Statistics on when millennials are buying and
                                       what they are buying
                                     § Adjustments developers are having to make to
                                       new mixed-use projects, including rideshare
                                       staging, development walkability, on-site
                                       amenities (yoga studios, dogwash facilities, etc.)
                                     § How millennial demand for more flexibility in
                                       the workplace (such as remote work) has
                                       changed the commercial leasing environment
                                       and how COVID-19 has amplified those
                                       demands

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1:00 – 2:00 PM           Keep it Clean, Keep it Safe, Keep the                   Program Chair and
                                                                                           Speaker:
                                   Heads in Beds: Guest Safety Issues
                                                                                           Tara K. Gorman
                                   Arising from COVID-19                                   Loeb & Loeb LLP
                                                                                           Washington, DC
                                   This program will examine the legal issues facing the
                                   hospitality in the current and post
                                                                                           Moderator and Speaker:
                                   COVID environment. We will:
                                                                                           Steven H. Mezer
                                                                                           Becker & Poliakoff
                                     § Examine guest safety issues and their impact on
                                                                                           Tampa, Florida
                                       a hotel’s liability and profitability, in an
                                       environment requiring quick response rapidly
                                                                                           Speakers:
                                       developing safety standards
                                                                                           Jonathan Falik
                                     § Show how technology and artificial intelligence     JF Capital Advisors
                                       (AI) will continue to impact the hospitality        Tampa, Florida
                                       industry and contribute to guest safety
                                       measures                                            Charles P. Paret
                                     § Consider when and how to modify brand               Coloma River Hospitality
                                       standards to implement the increased laser          Washington, DC
                                       focus on operations and daily cleaning in the
                                       current COVID-19 environment and into the
                                       future

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2:30 – 3:45 PM           Trouble at the Park Hotel: The                              Program Chair and
                                                                                               Moderator:
                                   Fictional Challenges of a Luxury Hotel
                                                                                               Dennis D. Kiely
                                   Struggling to Stay Afloat and Avoid                         K&L Gates
                                   Foreclosure During a Global Pandemic                        New York, New York

                                   Hotels have faced unprecedented challenges staying          Speakers:
                                   afloat during the COVID-19 pandemic, particularly           Kevin Davis
                                   luxury hotels that rely on business travel and group        Jones Lang LaSalle
                                   business conferences. In this program, the moderator        Incorporated
                                   will walk along a timeline of COVID-19 distress             New York, New York
                                   experienced by a fictional luxury business hotel, with a
                                   focus on forbearance, workout, and rescue capital           Kari L. Larson
                                   negotiations with their lenders. Topics will include pre-   K&L Gates LLP
                                                                                               Seattle, Washington
                                   negotiation letters, intercreditor agreements and
                                   existing loan document considerations, forbearance
                                                                                               Heather A. Horowitz
                                   and workout agreements, rescue capital, note sales,
                                                                                               K&L Gates LLP
                                   borrower bankruptcy, foreclosure, and deeds or              New York, New York
                                   assignments in lieu of foreclosure. The speakers are all
                                   experienced practitioners who are currently working         Amy H. Ironmonger
                                   through multiple hotel workouts on behalf of hotel          K&L Gates LLP
                                   owners, lenders and hotel brands.                           New York, New York

          2:30 – 3:45 PM           Impact of the Pandemic on                                   Program Chair and
                                                                                               Speaker:
                                   Commercial Leasing
                                                                                               George P. Bernhardt
                                   The pandemic has completely upended the world of            Baker Hughes Company
                                                                                               Houston, Texas
                                   commercial leasing. The panelists will consider the
                                   application of force majeure and common law
                                                                                               Moderator:
                                   remedies to commercial leases as well as evolving
                                                                                               Helen M. Mittelman
                                   practices relating to the pandemic and emerging case
                                                                                               Helen M. Mittelman, P.A.
                                   law.
                                                                                               Miami Beach, Florida

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

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

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REAL PROPERTY PROGRAMS
                                                 FRIDAY, APRIL 23
                                         ALL TIMES ARE CENTRAL STANDARD TIME

          10:30 – 11:30 AM         Law Professors' Update                                      Program Chair and
                                                                                               Moderator:
                                   Law Professors will discuss how COVID-19 has                Shelby D. Green
                                   restructured various legal relations, including landlord-   Pace University Haub
                                   tenant, purchase and sale, and mortgages.                   School of Law
                                                                                               White Plains, New York

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

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

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

          10:30 – 11:30 AM         Estoppels and SNDAs - Understanding                         Program Chair and
                                                                                               Speaker:
                                   and Negotiating the Landlord’s
                                                                                               G. Andrew Gardner
                                   Lender's Lease Documents                                    Walter Haverfield LLP
                                                                                               Cleveland, Ohio
                                   This Program will review issues related to the two
                                   principal documents that landlords’ lenders require
                                                                                               Speakers:
                                   from tenants: Estoppel Certificates and Subordination,
                                                                                               Hannah Dowd McPhelin
                                   Non-Disturbance and Attornment Agreements. The              Troutman Pepper
                                   panel will discuss these documents from the                 Harrisburg, Pennsylvania
                                   perspectives of the landlord, tenant and lender,
                                   focusing on the issues that are most frequently "hot        Joseph M. Saponaro
                                   button" issues negotiated by these parties. The panel       Meyers, Roman, Friedberg
                                   will also discuss how these documents should be             & Lewis
                                   addressed in the underlying lease, and how an SNDA          Cleveland, Ohio
                                   can inadvertently amend the underlying lease and

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provide suggestions regarding best practices when
                                   coordinating delivery of these documents during both
                                   acquisition financing transactions and refinancing
                                   transactions.

          11:45 AM – 1:00 PM       No Property Left Behind: Does All Real                   Program Chair:
                                                                                            Robert S. Freedman
                                   Estate Return to Normal Post-COVID?                      Calrton Fields, P.A.
                                                                                            Tampa, Florida
                                   More than a year ago, commercial real estate
                                   professionals hoped and expected that the COVID
                                                                                            Moderator and Speaker:
                                   downturn would be sharp but short-lived. A year later,
                                                                                            Brian Olasov
                                   lenders, borrowers, property managers and
                                                                                            Carlton Fields, P.A.
                                   developers are asking the tougher questions: Can my
                                                                                            New York, New York
                                   property return to 2019 performance levels? Have the
                                   needs of space users changed permanently? If             Speakers:
                                   adaptive reuse is the right choice, how do I get from    Victor Calanog
                                   here to there? A team of national real estate industry   Moody’s Analytics
                                   experts leads a provocative discussion on what to        New York, New York
                                   expect across property types and geographies as we
                                   begin to see some light at the end of the pandemic       KC Conway
                                   tunnel.                                                  Red-Shoe Economics
                                                                                            Atlanta, Georgia
                                   Robert C. Paul, RPTE Section Chair-Elect and Robert S.
                                   Freedman, Real Property Division Vice Chair will         Lisa Pendergast
                                   deliver welcoming remarks.                               CRE Financial Council
                                                                                            New York, New York

                                                                                            Donald Sheets
                                                                                            Broadshore Capital Partners
                                                                                            New York, New York

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1:15 – 2:15 PM           JOINT PROGRAM                                              Program Chair and
                                                                                              Speaker:
                                   The Forgotten 40 Acres: How Real                           Sarah Moore Johnson
                                                                                              Birchstone Moore LLC
                                   Property and Probate Laws                                  Washington, DC
                                   Contributed to the Racial Wealth Gap
                                   and How Tax Policy Could Repair It                         Speakers:
                                                                                              Vanesa Browne
                                   This program will address the history behind the initial   Bessemer Trust
                                   success and ultimate failure of Sherman's Special Field    Washington, DC
                                   Order 15 promising freed slaves 40 acres (but not a
                                   mule), and the case for reparations today by covering      Raymond C. Odom
                                   the following:                                             The Northern Trust Company
                                                                                              Chicago, Illinois
                                     § Real property and probate laws contributing to
                                        the racial wealth gap, including sharecropping,
                                        redlining, and the failures of state intestacy laws
                                      § Past international examples of reparations paid
                                         to non-white South Africans after apartheid and
                                         Holocaust victims, as well as domestic
                                         examples of reparations paid to Japanese
                                         Americans interred during World War II and
                                         Native Americans
                                     § Various options for reparations in the United
                                        States, including redistribution of land, baby
                                        bonds, life insurance, and community-based
                                        investments, and what these measures might
                                        cost
                                     § Whether real property taxes and estate taxes
                                        are appropriate sources of funding for
                                        reparations
                                     § Developments across the U.S. from Asheville,
                                        NC; Providence, RI; California; and the
                                        increasing interest in Representative John
                                        Conyers’ H.R. 40

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1:15 – 2:15 PM           JOINT PROGRAM                                                Program Chair and
                                                                                                Speaker:
                                   Must-Have Engagement Letter                                  Laura J. Lattman
                                                                                                The Lattman Law Firm LLC
                                   Clauses: Avoiding Practice Pitfalls                          New York, New York

                                   The panel will recommend unconventional
                                   engagement letter clauses to simplify and safeguard          Speakers:
                                   your practice. Issues addressed include: identifying the     Soo Yeon Lee
                                                                                                Mauck & Baker, LLC
                                   correct client; preserving privilege; correctly engaging
                                                                                                Chicago, Illinois
                                   other professionals; defining/limiting the scope of
                                   engagement; defining client v. attorney roles and            Sahmra A. Stevenson
                                   limits of authority; properly ending the representation      S.A. Stevenson Law Offices, LLC
                                   (including best practices for firing the client); ensuring   Colombia, Maryland
                                   payment; and destroying/retaining files
                                   retention/destruction.

33rd RPTE Virtual CLE Conference                                 25                                                  rptecleconference.com
2:45 – 3:45 PM           JOINT PROGRAM                                               Program Chair:
                                                                                               Clifford Scott-Rudnick
                                   The Descendants – The Movie:                                Attorney at Law
                                                                                               Chicago, Illinois
                                   Lessons for Estate Planners
                                   Panelists will comment on the practical, legal, and         Speakers:
                                   ethical concerns raised by the scenes from the film         Daniel Kofman
                                                                                               Blake, Cassells & Graydon, LLP
                                   “The Descendants.” Attendees are encouraged to
                                                                                               Toronto, Ontario, Canada
                                   watch the entire movie before the program. Note:
                                   This program will not be available on-demand.
                                                                                               William P. LaPiana
                                   Participants will only be able to view the session at the   New York Law School
                                   time of the live presentation.                              New York, New York

                                                                                               Kelly Quam
                                                                                               First American Title Insurance
                                                                                               Company
                                                                                               Minneapolis, Minnesota

          2:45 – 3:45 PM           JOINT PROGRAM                                               Program Chair, Moderator
                                                                                               and Speaker:
                                   The Value of Mentors in a World Gone                        Jennifer E. Smith
                                                                                               McCollom D'Emilio Smith
                                   Crazy                                                       Uebler LLC
                                                                                               Wilmington, Delaware
                                   This presentation will inspire attendees to mentor
                                   young professionals in their organizations and
                                                                                               Speakers:
                                   networks in order to create a diverse and inclusive
                                                                                               George P. Bernhardt
                                   cadre of professionals to best serve 21st century
                                                                                               Baker Hughes Company
                                   clients. This panel will explore the benefits of
                                                                                               Houston, Texas
                                   mentoring, offer a variety of mentoring techniques,
                                   and highlight strategies for mentoring in a remote          Bobbie Nenno Larkin
                                   work environment.                                           Glenmede
                                                                                               Philadelphia, Pennsylvania

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

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

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Find Your Well-Being!

                 The RPTE Deliberate Well-Being campaign focuses on information you can use to
                 balance the demands of the profession. “Deliberate” recognizes what we, as lawyers,
                 do best: developing and implementing careful strategies aimed at achieving specific
                 objectives. The campaign addresses what we often do not do well, which is caring
                 for ourselves. A sustained commitment to activities that enhance our personal wel-
                 fare will benefit us both individually and professionally. Join us as we take an active
                 and intentional role toward a healthy life amidst a fulfilling legal career.
                 For more information regarding upcoming programs, please visit

                 ambar.org/rptewellness

33rd RPTE Virtual CLE Conference                           27                                       rptecleconference.com
Interested in
               Corporate
                Sponsorship?
          The ABA’s Real Property, Trust and Estate Law Section will again host its highly anticipated 33rd
          Annual RPTE Virtual CLE Conference. This year, we will have a brand-new platform that will offer
          sponsors greater visibility and networking opportunities!

          We are very fortunate to have the ability to host this event virtually and to offer attendees the
          opportunity to obtain CLE this spring with RPTE. We are also excited to provide our sponsors
          with NEW digital engagement options and exclusive visibility with this change in format.

          Our new format will allow for sponsor visibility and attendee engagement opportunities that will
          provide pre-event exposure, visibility, and networking/branding/chat functionality during the
          virtual experience and then post-show materials will be available for six months after the event!

          We have a limit to the number of sponsors that we can accept at each level, so if you have a
          need to reach Real Property or Trust and Estate attorneys - let me know ASAP so that we can
          schedule a call to discuss the options for sponsorship.

                                               Please contact:
                                              CHRIS MARTIN
                                           Vice President, Sales
                                           T: +1 (410) 316-9859
                                     E: chris.martin@mci-group.com

33rd RPTE Virtual CLE Conference                        28                                      rptecleconference.com
Trust and Estate
                                      Programs

33rd RPTE Virtual CLE Conference           29         rptecleconference.com
TRUST AND ESTATE PROGRAMS
                                            WEDNESDAY, APRIL 21
                                          ALL TIMES ARE CENTRAL STANDARD TIME
          10:00 – 11:00 AM         What To Do With All This Stuff:                            Program Chair and Speaker:
                                                                                              Ramsay H. Slugg
                                   Administering an Estate with Art and                       Bank of America
                                   Collectibles                                               Fort Worth, Texas

                                   Issues for estates with art and collectibles range from
                                                                                              Moderator:
                                   the practical to complex questions as to ownership.
                                                                                              Diana Wierbicki
                                   The panel will discuss:                                    Withers Bergman LLP
                                                                                              New York, New York
                                      § Locating and securing art and collectibles
                                      § Valuation issues and options
                                                                                              Speakers:
                                      § Establishing ownership
                                                                                              Tash Perrin
                                      § Insurance coverage throughout the process of          Christie’s
                                        estate administration                                 New York, New York
                                      § Disposition of art and collectibles: When to
                                        donate? What to sell?                                 Mary Pontillo
                                      § Funding trusts with art and collectibles              Dewitt Stern Fine Art
                                      § Fiduciary issues and management of                    New York, New York
                                        beneficiaries’ wishes
                                                                                              Elisa Shevlin Rizzo
                                                                                              The Northern Trust Company
                                                                                              New York, New York

          10:00 – 11:00 AM         The Basics of Life Insurance in a                          Program Chair and
                                                                                              Speaker:
                                   Changing World
                                                                                              Melisa Seyhun
                                   This fundamentals program will provide an overview         Schiff Hardin LLP
                                                                                              Chicago, Illinois
                                   of commonly used life insurance products and their
                                   basic structures and rules to give planners the tools to
                                                                                              Moderator:
                                   advise clients who own or are considering purchasing
                                                                                              Renee E. Salley
                                   a life insurance policy. In addition, the panel will
                                                                                              The Salley Firm, LLC
                                   discuss the updated transfer for value regulations and
                                                                                              Atlanta, Georgia
                                   how planners can implement strategies serving the
                                   business needs of estate planning clients. Highlights      Speakers:
                                   include:                                                   Gordon Hartman
                                                                                              Estate and Tax Planning
                                      § Types of life insurance policies and practical
                                                                                              Attorney
                                        uses                                                  Atlanta, Georgia
                                      § The risks associated with life insurance

33rd RPTE Virtual CLE Conference                                30                                                   rptecleconference.com
§ Helping clients understand the life insurance
                                        underwriting process
                                                                                              Bruce A. Tannahill
                                      § Assessing and minimizing pitfalls in light of
                                                                                              MassMutual
                                        transfer for value regulation changes and use         Wichita, Kansas
                                        with buy-sell agreements

          11:30 A M– 12:45 PM      Can Flexible Drafting Go Too Far?                          Program Chair:
                                                                                              Michael A. Sneeringer
                                   And Your Annual Non-Tax Hot Topics                         Porter Wright Morris &
                                                                                              Arthur LLP
                                   This program will provide an update of hot topics and      Naples, Florida
                                   will address flexible drafting techniques including:
                                                                                              Speakers:
                                      § HDAPTs. Hybrid Domestic Asset Protection
                                                                                              Cara M. Koss
                                        Trusts start as plain vanilla dynasty trusts, but a
                                                                                              Arnold & Porter Kaye Scholer
                                        non-fiduciary individual is given the authority to    Washington, DC
                                        add the settlor to the class of permissible
                                        beneficiaries. That effectively converts the trust    Alex S. Tanouye
                                        to a self-settled trust, thereby changing the         The Northern Trust Company
                                        trust’s function/purpose.                             Washington, DC
                                      § Elective Share. It may be possible to
                                        incorporate and elective share provision for a        Lee-ford Tritt
                                        spouse without naming the spouse (directly            University of Florida Levin
                                        anyway) as a beneficiary. This could mean that        College of Law
                                        what looks like a trust for descendants could –       Gainesville, Florida

                                        in part – convert to a marital trust.
                                                                                              T. Sandra Fung
                                      § Nonjudicial Settlements. Parties to a trust can
                                                                                              Withers Bergman LLP
                                        make many interesting changes to trusts               New York, New York
                                        without judicial involvement, and often without
                                        the settlor. Do laws establishing limits on
                                        nonjudicial settlements stand a chance against
                                        the machinations of wily estate planners?
                                      § Decanting. The ability to decant a trust is not
                                        new, but are there limits as to how flexible this
                                        power can be? When a fully discretionary trust
                                        is created for the benefit of a large class of
                                        beneficiaries, but a broad decanting power is
                                        incorporated, it may be possible to eliminate all
                                        but one or several beneficiaries, or perhaps
                                        create an entirely charitable trust

33rd RPTE Virtual CLE Conference                                31                                                   rptecleconference.com
11:30 AM – 12:45 PM      Charitable Giving Beyond the                              Program Chair and
                                                                                             Moderator:
                                   501(c)(3): New, Holistic Models to
                                                                                             Carly E. Doshi
                                   Achieve Higher Impact for Clients                         HSBC
                                                                                             New York, New York
                                   This session will focus on expanded definitions of
                                   impact through new structures such as donor-advised
                                                                                             Speakers:
                                   funds, 501(c)(4)s, and charitable LLCs; as well as
                                                                                             Preston C. Demouchet
                                   impact and environmental, social and governance           Carter Ledyard & Milburn LLP
                                   investing. In the wake of COVID-19 and the emergence      New York, New York
                                   of a new generation of philanthropists, estate
                                   planners are increasingly called upon to help clients     Andrew S. Katzenberg
                                   achieve their charitable ambitions. Hear from experts     DLA Piper
                                   on new models for giving beyond the 501(c)(3), and        New York, New York

                                   increase the tools in your toolbox for advising clients
                                   achieving philanthropic impact                            Ruth M. Madrigal
                                                                                             KPMG
                                                                                             Washington, DC

                                                                                             Leila L. Zakhem
                                                                                             Full Impact Advisory
                                                                                             London, England

          1:30 – 2:45 PM           Fiduciary-ing During Dislocations:                        Program Chair and
                                                                                             Moderator:
                                   Best Practices for Volatile Markets,
                                                                                             Laura T. Lattman
                                   Family Upheavals, Pandemics and                           McLaughlin & Stern, LLP
                                   More                                                      New York, New York

                                   The COVID-19 pandemic and the associated market           Speakers:
                                   volatility have shed new light on some familiar           Verley Brown
                                   fiduciary issues and also created some novel ones.        McLaughlin & Stern, LLP
                                   This program will address:                                New York, New York

                                      § Transitioning to an entirely web-based/remote        Preston C. Demouchet
                                        platform for carrying out fiduciary duties           Carter Ledyard & Milburn LLP
                                      § Limiting liability and managing risk during          New York, New York
                                        financial volatility
                                      § Exercising discretion to deal with novel or          Mark M. Parthemer
                                        unusual circumstances and requests by                Bessemer Trust
                                        beneficiaries                                        Palm Beach, Florida

                                      § Dealing effectively with emotional and
                                        psychological consequences of the dislocation
                                        vis-a-vis beneficiaries

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1:30 – 2:45 PM               The Defined Value Clause - No Longer                             Program Chair and
                                                                                                        Speaker:
                                       Exotic
                                                                                                        Stephen Liss
                                       Taxpayers have enjoyed a string of victories with                Schiff Hardin LLP
                                                                                                        New York, New York
                                       valuation clauses. The McCord, Christiansen, Petter,
                                       Hendrix and Wandry cases each provided a road map
                                                                                                        Moderator:
                                       for using these clauses in a way the tax court would
                                                                                                        Dana M. Foley
                                       respect. Nearly a decade after the Wandry decision,
                                                                                                        Arnold & Porter Kaye
                                       use of defined value clauses to mitigate tax risks
                                                                                                        Scholer LLP
                                       should now be considered standard, not exotic. With              Washington, DC
                                       lower estate tax exemptions, a larger number of
                                       clients will be able to benefit from the certainty that          Speakers:
                                       can be provided by well-crafted valuation clauses.               Keri D. Brown
                                                                                                        Baker Botts LLP
                                                                                                        Houston, Texas

                                                                                                        James I. Dougherty
                                                                                                        Withers Bergman LLP
                                                                                                        Greenwich, Connecticut

                                                                                                        Joanna G. Morrison
                                                                                                        Schiff Hardin LLP
                                                                                                        Chicago, Illinois

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33rd RPTE Virtual CLE Conference                                       33                                                    rptecleconference.com
TRUST AND ESTATE DIVISION PROGRAMS
                                              THURSDAY, APRIL 22
                                         ALL TIMES ARE CENTRAL STANDARD TIME

          10:00 – 11:00 AM         Planning When Medicaid Eligibility Is                     Program Chair and Speaker:
                                                                                             Heidi M. Brown
                                   An Issue                                                  Osterhout & McKinney, PA
                                                                                             Fort Myers, Florida
                                   This program will introduce planning concepts that
                                   may appear when a client who is not a Medicaid
                                                                                             Moderator:
                                   recipient has a spouse or child who is or may become
                                                                                             M. John Way
                                   eligible for Medicaid benefits. The panel will discuss:
                                                                                             Schwabe Williamson & Wyatt
                                                                                             Seattle, Washington
                                      § Changing an estate plan to a Medicaid plan
                                      § The use of a testamentary special needs trust in
                                                                                             Speakers:
                                        an estate plan to protect the interest of a
                                                                                             Mary Elizabeth “Beth”
                                        spouse in a nursing home
                                                                                             Anderson
                                      § The use of Sole Benefit Trusts for a disabled
                                                                                             Wyatt, Tarrant & Combs, LLP
                                        child
                                                                                             Louisville, Kentucky

                                                                                             Benjamin A. Rubin
                                                                                             Rubin Law
                                                                                             Chicago, Illinois

          10:00 – 11:00 AM         Successor Trustees and Section 672(c):                    Program Chair and Speaker:
                                                                                             Stephen Liss
                                   A Prison of Our Own Making?                               Schiff Hardin LLP
                                                                                             New York, New York
                                   Since 1995 it has been common to prohibit "related or
                                   subordinate" parties from serving as successor
                                                                                             Speakers:
                                   trustees. Overuse of this restriction may be limiting
                                                                                             Jessica Coutré
                                   options for clients. This panel will explore:
                                                                                             Freeborn & Peters, LLP
                                                                                             Chicago, Illinois
                                      § The origins of this limitation
                                      § The true limitations on successor trustees in
                                                                                             Amy K. Kanyuk
                                        various scenarios
                                                                                             McDonald & Kanyuk PLLC
                                      § The ways poor drafting often restricts trustee
                                                                                             Concord, New Hampshire
                                        choices
                                      § Options for drafting successor trustee
                                        provisions

33rd RPTE Virtual CLE Conference                                34                                                  rptecleconference.com
11:30 AM – 12:30 PM                    Do's and Don'ts of Donor Intent: Managing                               Program Chair,
                                                                                                                         Moderator and
                                                 Disputes over Restricted Charitable Gifts,
                                                                                                                         Speaker:
                                                 Donor Intent and Changed Circumstances                                  David E. Lieberman
                                                                                                                         Levin Schreder & Carey
                                                 This panel will discuss issues that arise in administering
                                                                                                                         Ltd.
                                                 restricted charitable gifts. The panel will offer guidance to           Chicago, Illinois
                                                 practitioners concerning the following topics:
                                                                                                                         Speakers:
                                                         •      What is the current state of the law governing
                                                                restricted gifts and charitable trusts when              Nancy Assaf
                                                                circumstances change?                                    McLaughlin
                                                         •      Lessons that can be learned from high profile            University of Utah
                                                                disputes involving donor-imposed restrictions on         Salt Lake City, Utah
                                                                charitable gifts.
                                                         •      The current state of the law governing restricted        Melissa Osorio
                                                                gifts and charitable trusts                              Dibble
                                                         •      The risks trustees and charitable organizations and      Archer
                                                                their board members face if they fail to comply with     Haddonfield, NJ
                                                         •      donor-imposed restrictions
                                                         •      Who has standing to seek to enforce or modify
                                                                restrictions on charitable gifts
                                                         •      The legal tools available to modify restrictions when
                                                                circumstances change
                                                         •      The role of the State Attorney General in enforcing
                                                                donor-imposed restrictions
                                                         •      Drafting gift agreements to address the possibility of
                                                                changed circumstances and reduce the chances of
                                                                future controversies

                   TURNING COMPLEXITIES
                   INTO OPPORTUNITIES
                   With over $80 billion in assets entrusted to our care, CIBC Private Wealth
                   works together with you to manage the complexities of wealth ownership
                   and help bring your clients peace of mind about their financial affairs.

                   Connect with an advisor today.

                  Kyle D. Edmonds, CFP®                Amanda B. Regnier
                  Managing Director                    Senior Vice President
                  kyle.edmonds@cibc.com                amanda.regnier@cibc.com
                  212-655-7076                         212-259-3809

                  Ryan C. Coulson                      Halsey O. Schreier
                  Managing Director                    Managing Director
                  ryan.coulson@cibc.com                halsey.schreier@cibc.com
                  415-434-6189                         212-655-7077                              wealth.cibc.us.com

                  This ad is not to be construed as an o�er to buy or sell any financial instruments.

33rd RPTE Virtual CLE Conference                                                                  35                                    rptecleconference.com
11:30 AM – 12:30 PM      Choosing A Trustee - Harder Than It                        Program Chair, Moderator
                                                                                              and Speaker:
                                   Sounds? Considerations for Naming a
                                                                                              Emily A. Plocki
                                   Fiduciary when a Trust will Hold                           Venable
                                   Closely-Held Business Assets                               Washington, DC

                                   This program will examine the considerations involved      Speakers:
                                   in choosing a trustee. The panel will discuss the pros     Nathan R. Brown
                                   and cons associated with various types of fiduciaries.     McDermott Will & Emery, LLP
                                   Topics to be discussed include:                            Chicago, Illinois

                                      § A broad conversation of the selection criteria        Chelsea L. McGrath
                                        for fiduciaries                                       Venable
                                      § Selection and consideration of a corporate            Washington, DC
                                        fiduciary
                                      § Review of inherent conflict and material              Alex S. Tanouye
                                        participation rules if a business officer serves as   The Northern Trust Company
                                        a trustee                                             Washington, DC

33rd RPTE Virtual CLE Conference                                36                                                rptecleconference.com
1:00 – 2:00 PM           Grantor Trust Reimbursement                                Program Chair, Moderator
                                                                                              and Speaker:
                                   Statutes: A Magic Wand to Allay the
                                                                                              Jennifer E. Smith
                                   Woes of Grumpy Trustors                                    McCollom D'Emilio Smith
                                                                                              Uebler LLC
                                   Creating a trust that qualifies for grantor trust status   Wilmington, Delaware
                                   means that the trustor will be responsible for the
                                   taxes associated with income of the trust during the       Speaker:
                                   trustor’s lifetime. The payment of taxes by the trustor    Kristen A. Curatolo
                                   (rather than from the assets of the trust) enhances the    Kirkland & Ellis LLP
                                   growth of trust assets and does not require any            New York, New York
                                   additional allocation of the trustor’s unified lifetime
                                   gift and estate tax exemption or generation skipping
                                   transfer tax exemption. Estate planners love this
                                   feature and so do trustors, until something happens
                                   and the trustor is no longer happy to pay the taxes
                                   associated with the trust. What’s an estate planner to
                                   do when her client has a serious case of buyer’s
                                   remorse? A handful of jurisdictions now offer a
                                   solution.

                                   This panel will:

                                      § Compare and contrast the reimbursement
                                        statutes for Colorado, Connecticut, Delaware,
                                        Florida, New Hampshire, and New York (with
                                        particular focus on Connecticut and Florida,
                                        which enacted legislation in 2020 and a 2021
                                        proposed amendment in Delaware)
                                      § Discuss how to migrate a trust to a jurisdiction
                                        that has a grantor reimbursement statute
                                      § Provide sample grantor reimbursement
                                        language and offer words of caution to avoid
                                        potential pitfalls

33rd RPTE Virtual CLE Conference                                37                                                   rptecleconference.com
1:00 – 2:00 PM           BDITs, BDOTs and Will They Remain                         Program Chair:
                                                                                             Michael A. Sneeringer
                                   BDON’Ts                                                   Porter, Wright, Morris & Arthur
                                                                                             Naples, Florida
                                   Beneficiary Defective Inheritors Trusts and Beneficiary
                                   Deemed Owner Trusts may appear appealing to clients       Moderator and Speaker:
                                   seeking to preserve family wealth, but these vehicles     Katarinna McBride
                                   may raise more issues than clients can handle. The        FOCUS Family Office Counsel
                                   panel will discuss:                                       Vail, Colorado

                                      § Administrative burdens and how they naturally
                                                                                             Speakers:
                                        lead to bad facts
                                                                                             Steven B. Gorin
                                      § Valuation and gift tax reporting - dotting your      Thompson Coburn LLP
                                        i's and crossing the t's of the BDIT                 St. Louis, Missouri
                                      § The IRS position and disposition
                                      § Finding the right BD trust - Updates and new         Edward Morrow III
                                        approaches                                           Huntington National Bank
                                                                                             Private Wealth Management
                                                                                             Cincinnati, Ohio

          2:30 – 3:45 PM           Undue Influence and Elder Abuse                           Program Chair and
                                                                                             Moderator:
                                   Allegations against Spouses, Family
                                                                                             M. John Way
                                   Members, and Caregivers                                   Schwabe, Williamson & Wyatt
                                                                                             Seattle, Washington
                                   Vulnerable clients can be prey to those upon whom
                                   they depend on for care. This program will explore the
                                                                                             Speakers:
                                   issues that may arise in this context, including the
                                                                                             Chasity Grice
                                   effect of the COVID-19 pandemic on prevention and         Peppel, Grice & Palazzolo, P.C.
                                   discovery. The program will review undue influence        Memphis, Tennessee
                                   cases and provide resources and guidance in the
                                   following areas:                                          Crystal Patterson
                                                                                             Gulfstream Commercial
                                      § Factors considered by various courts in              Services
                                        recognizing undue influence                          Owensboro, Kentucky
                                      § Recourse in situations involving property
                                        transfers and mismanagement of funds,                Julian Zebot
                                      § Various state laws regarding the ability of          Maslon, LLP
                                        financial institutions to assist family members      Minneapolis, Minnesota
                                        in the protection of vulnerable adults
                                      § Issues or defenses unique to the spousal
                                        relationship

33rd RPTE Virtual CLE Conference                               38                                                  rptecleconference.com
2:30 – 3:45 PM           Potential Partnership Tax Pitfalls for                     Program Chair, Moderator
                                                                                              and Speaker:
                                   Planners
                                                                                              Marissa Dungey
                                   This program offers a discussion of potential pitfalls     Withers Bergman LLP
                                                                                              Greenwich, Connecticut
                                   involving interests in partnership that can trip up gift
                                   and estate tax planning, including:
                                                                                              Speakers:
                                      § Section 1061 and the impact of the final              Thomas A. Cooper
                                        Treasury Regulations, and continuing unknowns         Moore & Van Allen PLLC
                                                                                              Charlotte, North Carolina
                                        for family offices
                                      § Business terms in partnership agreements or
                                                                                              Kelly M. Perez
                                        related buy-sell agreements at odds with
                                                                                              J.P. Morgan Private Bank
                                        Chapter 14
                                                                                              Dallas, Texas
                                      § Partnership audit rules and the potential to
                                        shift tax liability
                                                                                              Naomita Yadav
                                      § Section 754 elections in estate and trust             EY
                                        administration                                        San Francisco, California
                                      § Implications of negative basis on a transfer to a
                                        non-grantor trust
                                      § Material participation in the context of a trust
                                        and considerations for when it may be more tax
                                        efficient for a trust to not be a material
                                        participant
                                      § Considerations related to charitable giving with
                                        partnership assets and partnership interests
                                      § Benefits of partnerships relative to other entity
                                        options

33rd RPTE Virtual CLE Conference                                 39                                                  rptecleconference.com
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