ALPHABETICAL INDEX
Adams, Jeffrey C. (RP)
Arnall Golden Gregory LLP
Ste 2100
171 17th St NW
Atlanta, GA 30363-1031
Office: (404) 873-7014
Fax: (404) 873-7015
[email protected]
_________________
Vice-Chair, Affordable Housing
Akers, Steve R. (TE)
Bessemer Trust
Ste 800
300 Crescent Ct
Dallas, TX 75201-1800
Office: (214) 981-9407
Fax: (214) 981-9410
[email protected]
_________________
Member, Past Chairs--Honorary
Member, Intellectual Member,
Property/Patent Task Force
Member, Planning,
Member, Trust and Estate
Governmental Submissions
Adamson, Louise C. (RP)
K&L Gates LLP
STE 1200
4 Embarcadero Ctr
San Francisco, CA 941114195
Office: (415) 882-8200
Fax: (415) 882-8220
[email protected]
_________________
Chair, Green and Sustainable
Transactions Committee
Albright, Christine L. (TE)
Winston & Strawn LLP
Lbby 1
35 W Wacker Dr
Chicago, IL 60601-1735
Office: (312) 558-5585
Fax: (312) 558-5700
[email protected]
_________________
Member, Past Chairs--Honorary
Member, Chair, Intellectual
Property/Patent Task Force
Member, National Conference of
Lawyers and Corporate Fiduciaries
Adkisson, Jay D. (TE)
PO Box 7088
Laguna Niguel, CA 92607-7088
Office: (949) 200-7773
Fax: (877) 698-0678
[email protected]
_________________
Co-Vice-Chair, Insurance and Financial
Planning
43
ALPHABETICAL INDEX
Alexander, Cynthia (RP)
LA City Attorneys Office
1 World Way
Los Angeles, CA 900455803
Office: (424) 646-5196
[email protected]
_________________
Member, Fellows
Alterman, Dean N. (RP)
Ste 2750
805 SW Broadway
Portland, OR 97205-3306
Office: (503) 517-8200
Fax: (503) 517-8204
[email protected]
_________________
Member, Diversity
Chair, Purchase and Sale
Allen, Gwendolyn C.
(RP)
Ballard Spahr LLP
Ste 2300
1225 17th St
Denver, CO 80202-5535
Office: (303) 292-2400
Fax: (303) 296-3956
[email protected]
_________________
Vice-Chair, Spring Symposia,
Continuing Legal Education,
Co-Chair, Membership
Member, Planning
Member, Real Property Government
Submissions Task Force
Anand, Jasleen Kaur (RP)
Law Office of Jasleen K
Anand
PO BOX 476
Jericho, NY 11753-0476
Office: (516) 536-3350
Fax: (516) 536-3352
[email protected]
_________________
Liaison to, Commission on
Homelessness & Poverty
Chair, Affordable Housing
Andrews, William M. (TE)
Ste 204
420 Aviation Blvd
Santa Rosa, CA 95403-1039
Office: (707) 546-3183
Fax: (707) 546-3801
[email protected]
_________________
Co-Vice-Chair, Emotional and
Psychological Issues in Estate Planning
Allison, Grace G. (TE)
1505 Harvard Ct Ne
Albuquerque, NM 871063712
Office: (847) 767-1480
[email protected]
_________________
Vice-Chair, Legislative and Regulatory
Issues
44
ALPHABETICAL INDEX
Appleby, Nancy (RP)
Appleby Law PLLC
Ste 302
333 N Fairfax St
Alexandria, VA 22314-2632
Office: (703) 837-0001
Fax: (703) 997-4868
[email protected]
_________________
Member, Planning
Co-Chair, Real Property Government
Submissions Task Force
Ashner, Harold J. (TE)
Keightley & Ashner LLP
Ste 700
700 12th St NW
Washington, DC 200054052
Office: (202) 558-5150
Fax: (202) 330-5490
[email protected]
_________________
Chair, Plan Transactions and
Terminations
Arnell, Norman M. (RP)
8607 Mission Rd
Leawood, KS 66206-1448
Office: (913) 341-1623
[email protected]
_________________
Member, Diversity
Bachrach, Daniel (RP)
Foley & Lardner LLP
Ste 1800
111 N Orange Ave
Orlando, FL 32801-2386
Office: (407) 244-3261
Fax: (407) 648-1743
[email protected]
_________________
Vice-Chair, Timesharing and Interval
Use
Arntsen, Allen A. (RP)
Foley & Lardner LLP
150 E Gilman St
Madison, WI 53703
Office: (608) 258-4293
Fax: (608) 258-4258
[email protected]
_________________
Vice-Chair, Condemnation
Baker, William G. (RP)
Western New England Law
School
1215 Wilbraham Rd
Springfield, MA 01119-2684
Office: (413) 782-1423
[email protected]
_________________
Keeping Current Property Contributing
Editor, Probate and Property Magazine
Arpad, Alexander R.
Fennemore Craig
Ste 2600
3003 N Central Ave
Phoenix, AZ 85012-2930
Office: (602) 916-5000
Fax: (602) 916-5999
[email protected]
_________________
Assistant Editor, Real Property Trust
and Estate Journal
45
ALPHABETICAL INDEX
Bardwell, Marjorie R. (RP)
Fidelity National Title Group
Bldg 5 7th Floor
601 Riverside Ave
Jacksonville, FL 32204
Office: (904) 854-8105
[email protected]
_________________
Co-Vice-Chair, Membership
Barr, Katherine N. (TE)
Sirote & Permutt PC
PO Box 55727
Birmingham, AL 352555727
Office: (205) 930-5147
Fax: (205) 212-3856
[email protected]
_________________
Member, Council
Member, Community Outreach
Member, Groups and Substantive
Committees,
Council Representative, Elder Law
Disability Planning and Bioethics
Group
Barnes, Richard E. (TE)
BarnesLaw LLC
111 W Adair St
Valdosta, GA 31601-4509
Office: (229) 244-7774
Fax: (229) 244-7774
[email protected]
_________________
Vice-Chair, Business Investment
Entities, Partnerships, LLC's, and
Corporations
Basha, Leigh-Alexandra (TE)
Holland & Knight LLP
Ste 700
1600 Tysons Blvd
Mc Lean, VA 22102-4867
Office: (703) 720-8081
Fax: (703) 720-8610
[email protected]
_________________
Member, Task Force On USA Patriot
Act and Gatekeeper Regulation
Group Vice Chair, Income and Transfer
Tax Planning Group
Barnhill III, Robert E. (TE)
Robert Barnhill Attorney
PO Box 2583
Lubbock, TX 79408-2583
Office: (806) 794-1282
Fax: (806) 794-1283
[email protected]
_________________
Co-Vice-Chair, Individual and
Fiduciary Income Tax
Bass, Carole M. (TE)
SNR Denton
Ste C1C
1221 Avenue of The Americas
New York, NY 10020-1001
Office: (212) 768-6949
Fax: (212) 768-6800
[email protected]
_________________
Co-Chair, BioEthics
46
ALPHABETICAL INDEX
Bekerman, Marc S. (TE)
PO Box 365
Woodbury, NY 11797-0365
Office: (516) 932-0151
Fax: (800) 635-9834
[email protected]
_________________
Vice-Chair, Communications
Co-Chair, Community Outreach
Member, Continuing Legal Education
Bernard, Wogan (RP)
Chaffe McCall LLP
Ste 2300
1100 Poydras St
New Orleans, LA 70163-2301
Office: (504) 585-7000
[email protected]
_________________
Member, Corporate Sponsorship,
Vice-Chair, Young Lawyers Network
Vice-Chair, Mortgage Lending
Belcher, Dennis I. (TE)
McGuireWoods LLP
1 James Ctr
Richmond, VA 23219-4089
Office: (804) 775-4304
Fax: (804) 698-2012
[email protected]
_________________
Member, Past Chairs--Honorary
Members
Member, Trust and Estate
Governmental Submissions
Beyer, Gerry W. (TE)
Texas Tech Univ Schl of Law
1802 Hartford St
Lubbock, TX 79409
Office: (806) 742-3990
Fax: (978) 285-7941
[email protected]
_________________
Keeping Current Probate Editor,
Probate and Property Magazine
Bielawski, Adam
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5581
Fax: (312) 988-5262
[email protected]
_________________
Technology Specialist, RPTE Section
Staff
Bell, Sharon J. (TE)
Rogers and Bell Attorneys at
Law
320 S Boston Ste 801
PO BOX 3209
Tulsa, OK 74101-3209
Office: (918) 582-5201
Fax: (918) 582-1751
[email protected]
_________________
Co-Vice-Chair, Charitable Planning
47
ALPHABETICAL INDEX
Blackwell, Melinda D. (RP)
Brusniak Blackwell PC
Ste 300
17855 Dallas Pkwy
Dallas, TX 75287-6857
Office: (972) 250-6363
Fax: (972) 250-3599
[email protected]
_________________
Group Chair, Land Use and
Environmental Group
Bologna, Anthony (RP)
O'Reilly Rancilio PC
Ste 350
12900 Hall Rd
Sterling Heights, MI 48313-1174
Office: (586) 726-1000
[email protected]
_________________
Chair, Condemnation
Boring, James L. (TE)
Boring & Pilger PC
Ste D
307 Maple Ave W
Vienna, VA 22180-4307
Office: (703) 281-2161
Fax: (703) 281-9464
[email protected]
_________________
Associate Articles Editor for Trust &
Estate, Probate and Property Magazine
Blakeslee, Cynthia Boyer (RP)
Cynthia Boyer Blakeslee Atty at Law
231 W Main St
Leola, PA 17540-1753
Office: (717) 656-4126
Fax: (717) 656-0845
[email protected]
_________________
Books Editor, Real Property Editors
Vice-Chair, Governmental Incentives
Bowman, Scott A. (TE)
Proskauer Rose LLP
Ste 421 Atrium
2255 Glades Rd
Boca Raton, FL 33431-7390
Office: (561) 995-6141
Fax: (561) 241-7145
[email protected]
_________________
Member, Fellows
Blattmachr, Jonathan G.
(TE)
Eagle River Advisors LLC
Rm 13B
515 Madison Ave
New York, NY 10022-5499
Office: (212) 328-0312
Fax: (212) 822-5022
[email protected]
_________________
Member, Trust and Estate
Governmental Submissions
Co-Chair, Economics and Technology
of the Practice
48
ALPHABETICAL INDEX
Boxx, Karen E. (TE)
Keller Rohrback LLP
Ste 3200
1201 3rd Ave
Seattle, WA 98101-3052
Office: (206) 616-3856
Fax: (206) 543-5671
[email protected]
_________________
Member, Groups and Substantive
Committees
Brew, Gerard G. (TE)
McCarter & English LLP
100 Mulberry Street
100 Mulberry St
Newark, NJ 07102-4056
Office: (973) 639-6976
Fax: (973) 297-3956
[email protected]
_________________
Member, Corporate Sponsorship,
Member, Groups and Substantive
Committees
Brading, Edward T. (RP)
Herndon Coleman Brading & McKee
PO Box 1160
Johnson City, TN 37605-1160
Office: (423) 434-4741
Fax: (423) 434-4738
[email protected]
_________________
Member, Council
Editor, Probate and Property Magazine
Liaison to, ABA Journal
Liaison to, Standing Committee on
Publishing Oversight
Member, Publications
Bright, Rick
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-6083
Fax: (312) 988-6081
[email protected]
_________________
Managing Editor, Probate and Property
Magazine
Brown, Keri (RP)
Baker Botts LLP
One Shell Plaza
910 Louisiana St
Houston, TX 77002-4995
Office: (713) 229-1436
Fax: (713) 229-2736
[email protected]
_________________
Co-Vice-Chair, Tax Litigation and
Controversy Committee
Bray, Amy H. (RP)
Andersen Tate & Carr
Ste 4000
1960 Satellite Blvd
Duluth, GA 30097-4128
Office: (770) 822-0900
Fax: (770) 822-9680
[email protected]
_________________
Member, Communications
Chair, Easements, Restrictions and
Covenants
Liaison to, Study Committee on a
Relocation of Easements Act
49
ALPHABETICAL INDEX
Browne, Jr., Edmond R. (RP)
Connecticut Attorneys Title
Insurance
101 Corporate Place
Rocky Hill, CT 06067-1895
Office: (860) 513-3105
Fax: (860) 563-4833
[email protected]
_________________
Member, Special Committee on InHouse Counsel
Burruss, Timnetra (RP)
Cook County Board of Review
118 N. Clark Street
Room 601
Chicago, IL 60602
Office: (312) 603-6685
Fax: (773) 363-0460
[email protected]
_________________
Member, Fellows
Campbell, David L. (RP)
McElree Smith
Ste 1600
600 N Pearl St
Dallas, TX 75201-2890
Office: (214) 953-1321
Fax: (214) 953-0695
[email protected]
_________________
Member, Communications
Bruce, Jr., Jackson M. (TE)
Michael Best & Friedrich LLP
Ste 3300
100 E Wisconsin Ave
Milwaukee, WI 53202-4108
Office: (414) 225-4963
Fax: (414) 277-0656
[email protected]
_________________
Member, Past Chairs--Honorary
Members
Campisi, Dominic J. (TE)
Evans Latham Campisi
Ste 600
1 Post St
San Francisco, CA 941045281
Office: (415) 421-0288
Fax: (415) 421-0464
[email protected]
_________________
Member, Continuing Legal Education
Member, National Conference of
Lawyers and Corporate Fiduciaries
Burkhard, James R. (RP)
Univ South Carolina Schl of
Law
701 S Main St
Columbia, SC 29208-0001
Office: (803) 777-8178
Fax: (803) 777-2368
[email protected]
_________________
Ex-Officio, Ex-Officio
Editor, Real Property Trust and Estate
Journal
Member, Publications
50
ALPHABETICAL INDEX
Cantrell, Carol A. (TE)
Briggs & Veselka Co.
#700
6575 West Loop South
Bellaire, TX 77401
Office: (713) 253-9856
Fax: (713) 963-0079
[email protected]
_________________
Member, National Conference of
Lawyers and Corporate Fiduciaries,
Chair, Individual and Fiduciary Income
Tax
Char, Patricia H. (TE)
K&L Gates-Seattle
Ste 2900
925 4th Ave
Seattle, WA 98104-1158
Office: (206) 623-7580
Fax: (206) 370-6028
[email protected]
_________________
Co-Chair, Diversity
Member, National Conference of
Lawyers and Corporate Fiduciaries
Chair, Ethics and Malpractice
Carey, James R. (TE)
Levin & Schreder
Fl 38
120 N La Salle St
Chicago, IL 60602-2417
Office: (312) 332-6300
Fax: (312) 332-6393
[email protected]
_________________
Liaison to, Section of Dispute
Resolution
Chair, Probate & Fiduciary Litigation
Chayet, Marco D. (TE)
Chayet & Danzo LLC
Ste 710
650 S Cherry St
Denver, CO 80246-1804
Office: (303) 355-8500
Fax: (303) 355-8501
[email protected]
_________________
Co-Chair, Surrogate Decision Making
Chorney, Marc A. (TE)
Chorney & Millard LLP
Ste 2-715
2000 S Colorado Blvd
Denver, CO 80222-7936
Office: (303) 792-5048
Fax: (303) 792-5049
[email protected]
_________________
Associate Acquisitions Editor for Trust
& Estate, Real Property Trust and
Estate Journal
Casteel, Stephanie B. (TE)
Abrams Davis Wallace
Mason & Long
Ste 2800
1100 Peachtree St NE
Atlanta, GA 30309-4528
Office: (404) 974-2585
[email protected]
_________________
Assoc Articles Editor for Trust &
Estate, Probate and Property Magazine
Member, Communications
Chair, Charitable Planning
51
ALPHABETICAL INDEX
Christensen, Chris (RP)
Peirson Patterson LLP
4400 Alpha Rd
Dallas, TX 75244-4505
Office: (972) 720-3253
Fax: (972) 448-1556
[email protected]
_________________
Chair, Single Family Residential
Clarke, Kellye Curtis (RP)
Shreves Schudel De Vol et al
Ste 502B
515 King St
Alexandria, VA 22314-3157
Office: (703) 549-9800
Fax: (703) 519-9471
[email protected]
_________________
Member, Diversity
Member, Nominations
Member, Real Property Government
Submissions Task Force
Group Vice Chair, Residential, MultiFamily, and Special Use Group
Cisse-Green, Anta (TE)
Akin Gump Strauss Hauer &
Feld LLP
Ste 4418
1 Bryant Park
New York, NY 10036-6728
Office: (212) 872-7473
Fax: (212) 872-1002
[email protected]
_________________
Articles Editor for Trust and Estate,
eREPORT
Member, Membership
Co-Chair, Insurance and Financial
Planning
Clement, Jr., W. Rodney
(RP)
Bradley Arant Boult
Cummings LLP
Ste 450
188 E Capitol St
Jackson, MS 39201-2140
Office: (601) 592-9944
Fax: (601) 592-1444
[email protected]
_________________
Member, Real Property Government
Submissions Task Force
Clark, Hillary
American Bar Association
Section of Real Property
321 N. Clark St.
Chicago, IL 60654-7598
Office: (312) 988-5683
Fax: (312) 988-5262
[email protected]
_________________
Membership/ Marketing Associate,
RPTE Section Staff
Cohen, I. Mark (TE)
Cohen & Burnett PC
Ste 205
7601 Lewinsville Rd
Mc Lean, VA 22102-2815
Office: (703) 847-8900
Fax: (703) 847-8902
[email protected]
_________________
Co-Vice-Chair, Uniform Acts for Trust
and Estate Law
52
ALPHABETICAL INDEX
Condon, April (RP)
Robinson & Cole LLP
Fl 9
1055 Washington Blvd
Stamford, CT 06901-2215
Office: (203) 462-7500
Fax: 203 462-7599
[email protected]
_________________
Acquisitions Editor, Real Property
Editors
Corson, Samantha (RP)
Greenberg Traurig LLP
Ste 2700
2001 Market St
Philadelphia, PA 19103-7089
Office: (215) 988-7800
Fax: (215) 717-5249
[email protected]
_________________
Member, Real Property Government
Submissions Task Force
Chair, Environmental
Connery, Nancy A. (RP)
Schoeman Updike &
Kaufman LLP
60 E 42nd St
New York, NY 10165-0023
Office: (212) 661-5030
Fax: (212) 687-2123
[email protected]
_________________
Chair, Assignment and Subletting
Coscarelli, Dianne S. (RP)
Thompson Hine LLP
3900 Key Ctr
127 Public Sq
Cleveland, OH 44114-1217
Office: (216) 566-5769
Fax: (216) 566-5800
[email protected]
_________________
Assistant Secretary, Council
Liaison to, Financial Markets
Regulatory Reform
Member, Diversity
Group Vice Chair, Real Estate
Financing Group
Cornfeld, Dave L. (TE)
Husch Blackwell LLP
Ste 600
190 Carondelet Plz
Saint Louis, MO 63105-3433
Office: (314) 480-1616
Fax: (314) 480-1505
Cunningham, Candace M.
(RP)
Robinson & Cole LLP
280 Trumbull St
Hartford, CT 06103-3597
Office: (860) 275-8200
Fax: (860) 275-8299
[email protected]
_________________
Ex-Officio, Council
Editor, Media/Book Products
Member, Corporate Sponsorship
Member, Planning
Member, Publications
[email protected]
_________________
Keeping Curr Probate Contributing
Editrs, Probate and Property Magazine
Senior Associate Articles Editor,
Probate and Property Magazine
53
ALPHABETICAL INDEX
Daar, Judith Freedel (TE)
Whittier Law School
3333 Harbor Blvd
Costa Mesa, CA 92626
Office: (714) 444-4141 ext. 11
Fax: (714) 444-0855
[email protected]
_________________
Vice-Chair, BioEthics
DeVlieger, Tracy Blake
(TE)
Gadsden Schneider et al LLP
Ste. 100
201 King of Prussia Rd
Radnor, PA 19087-5147
Office: (484) 683-2617
Fax: (484) 687-4477
[email protected]
_________________
Co-Vice-Chair, Estate and Gift Tax
Datch, Demetrios M. (RP)
Linowes and Blocher LLP
Ste 800
7200 Wisconsin Ave
Bethesda, MD 20814-4842
Office: (301) 961-5164
Fax: (301) 654-2801
[email protected]
_________________
Chair, Partnerships and Limited
Liability Companies
Dibbs, Scott W. (RP)
Hill Ward Henderson
Ste 3700
101 E Kennedy Blvd
Tampa, FL 33602-5156
Office: (813) 221-3900
Fax: (813) 221-2900
[email protected]
_________________
Chair, Office Leasing
Davis II, Richard E. (TE)
Krugliak Wilkins Griffiths &
Dougherty Co LPA
4775 Munson NW
PO BOX 36963
Canton, OH 44735-6963
Office: (330) 244-2877
Fax: (330) 497-4020
[email protected]
_________________
Co-Chair, Long Term Care, Medicaid,
and Special Needs Trusts
Dickerman, Dorothea W.
(RP)
McGuireWoods LLP
Ste 1800
1750 Tysons Blvd
Mc Lean, VA 22102-4231
Office: (703) 712-5387
[email protected]
_________________
Vice-Chair, Retail Leasing
54
ALPHABETICAL INDEX
Dickmann, Cynthia
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5540
Fax: (312) 988-5262
[email protected]
_________________
Communications and Membership
Director, RPTE Section Staff
Douglass III, W. Birch (TE)
McGuireWoods LLP
1 James Ctr
Richmond, VA 23219-4089
Office: (804) 775-4315
Fax: (804) 698-2043
[email protected]
_________________
Chair, National Conference of Lawyers
and Corporate Fiduciaries
Acquisition Editor for Trust and Estate,
Real Property Trust and Estate Journal
Co-Chair, Publications
Dietrich, David J. (TE)
Dietrich & Associates
PO Box 7054
Billings, MT 59103-7054
Office: (406) 255-7150
Fax: (406) 255-7151
[email protected]
_________________
Secretary, Officers
Member, Corporate Sponsorship
Member, Groups and Substantive
Committees
Member, Planning
Drake, Hugh F. (TE)
Brown Hay & Stephens LLP
Ste 700
205 S 5th St
Springfield, IL 62701-2305
Office: (217) 544-8491
Fax: (217) 241-1333
[email protected]
_________________
Member, Groups and Substantive
Committees
Co-Chair, Membership
Member, Nominations
Member, Planning
Group Chair, Business Planning Group
Disciullo, Alan M. (RP)
Shearman & Sterling LLP
Rm E446
850 3rd Ave
New York, NY 10022-6222
Office: (212) 848-4137
Fax: (646) 848-4137
[email protected]
_________________
Member, Groups and Substantive
Committees
Dryburgh, Erik (TE)
Adler & Colvin
Ste 1220
235 Montgomery St
San Francisco, CA 94104-3103
Office: (415) 421-7555
Fax: (415) 421-0712
[email protected]
_________________
Co-Chair, Charitable Organizations
55
ALPHABETICAL INDEX
Durham, James G. (RP)
Univ of Dayton School of
Law
300 College Park Ave
Dayton, OH 45469-0001
Office: (937) 229-3228
Fax: (937) 229-2469
[email protected]
_________________
Liaison to, Standing Committee on
Ethics & Professional Responsibility
Member, Continuing Legal Education
Group Chair, Legal Education and
Uniform Laws Group
Elliott, Rebecca (RP)
1543 Leisure World
Mesa, AZ 85206-2311
Office: (480) 241-6046
[email protected]
_________________
Vice-Chair, Pro-Bono
Dynkowski, Darius W. (RP)
Ackerman Dynkowski & Ackerman
Ste 210
100 W Long Lake Rd
Bloomfield Hills, MI 48304-2774
Office: (248) 537-1155
Fax: (248) 594-4433
[email protected]
_________________
Member, Communications
Group Vice Chair, Land Use and
Environmental Group
Engelhardt, Jo Ann (TE)
Bessemer Trust
222 Royal Palm Way
Palm Beach, FL 33480-4394
Office: (561) 835-8300
Fax: (561) 655-4699
[email protected]
_________________
Finance and Corporate Sponsorship
Office, Officers
Liaison to, Commission on Racial and
Ethnic Diversity in the Profession
Representative to Trust and Estate
Synergy Summit
Co-Chair, Corporate Sponsorship
Member, Diversity
Member, Planning
Member, Special Committee on
In-House Counsel
Eagle, Steven J. (RP)
George Mason Univ Schl of
Law
School of Law Rm 317
3301 Fairfax Dr
Arlington, VA 22201-4426
Office: (703) 993-8054
Fax: (703) 993-8124
[email protected]
_________________
Member, Publications
Member, Real Property Government
Submissions Task Force
English, David M. (TE)
Univ Missouri Columbia Law School
203 Hulston Hall
Columbia, MO 65211-4300
Office: (573) 882-6854
Fax: (573) 882-4984
[email protected]
_________________
Section Delegates to House of
Delegates, Officers
Member, Planning
Member, Task Force On USA Patriot
Act and Gatekeeper Regulation
56
ALPHABETICAL INDEX
Ewan, David E. (RP)
NJ Title and Insurance Company
Ste 201
400 Lanidex Plz
Parsippany, NJ 07054-2722
Office: (973) 952-0110
Fax: (973) 952-9077
[email protected]
_________________
Vice-Chair, Uniform Laws
Featherston, Jr., Thomas M. (TE)
Baylor University School of
Law
1114 S University Parks Dr.
Waco, TX 76706-1223
Office: (254) 710-4391
Fax: (254) 710-2817
[email protected]
_________________
Articles Editor for Trust and Estate,
Probate and Property Magazine
Member, Planning
Member, Publications
Facey, Marcia E. (RP)
Northwestern Mutual Life Ins
720 E Wisconsin Ave
Milwaukee, WI 53202-4703
Office: (414) 665-6982
Fax: (414) 625-6982
[email protected]
_________________
Chair, Life Insurance Company
Investments
Fersko, Jack (RP)
Farer Fersko PA
600 South Ave
PO BOX 580
Westfield, NJ 07091-0580
Office: (908) 789-8550
Fax: (908) 789-8660
[email protected]
_________________
Member, Corporate Sponsorship
Member, Groups and Substantive
Committees
Member, Real Property Government
Submissions Task Force
Farnam, Thomas (TE)
Farnam Law FirmThe
703 Hawkins Way
Alexandria, VA 22314-6201
Office: (314) 241-5848
Fax: (866) 404-3089
[email protected]
_________________
Vice-Chair, Qualified Plans
Fisher, Paul (TE)
Fisher Mediation
Fl 9
11377 W Olympic Blvd
Los Angeles, CA 90064-1625
Office: (310) 444-9200
Fax: (310) 382-2473
[email protected]
_________________
Co-Chair, Emotional and Psychological
Issues in Estate Planning
57
ALPHABETICAL INDEX
Fitch, Charles E. (RP)
Law Offc of Charles Fitch PC
Ste 2820
11 Greenway Plz
Houston, TX 77046-1114
Office: (713) 961-1200
Fax: (713) 622-6107
[email protected]
_________________
Co-Vice-Chair, Title Insurance and
Surveys
Forsberg, William S. (TE)
Leonard Street and Deinard
Ste 2300
150 S 5th St
Minneapolis, MN 554024238
Office: (612) 335-1413
Fax: (612) 335-1657
[email protected]
_________________
Liaison to, National Conference of
Lawyers and Corporate Fiduciaries
Member, Groups and Substantive
Committees
Fitzsimons, Jr., Dana G. (TE)
McGuireWoods LLP
One James Center
901 E Cary St
Richmond, VA 23219-4030
Office: (804) 775-7622
Fax: (804) 225-5401
[email protected]
_________________
Liaison to, Standing Committee on
Ethics & Professional Responsibility
Member, Corporate Sponsorship
Co-Vice-Chair, Probate & Fiduciary
Litigation
Franklin, Richard S. (TE)
McArthur Franklin PLLC
Ste 820
1101 17th St NW
Washington, DC 200364731
Office: (202) 857-3434
Fax: (202) 463-3060
[email protected]
_________________
Co-Chair, Estate and Gift Tax
Fogel, Bradley (TE)
Saint Louis Univ School
of Law
School of Law
3700 Lindell Blvd
Saint Louis, MO 631083412
Office: (314) 977-2744
[email protected]
_________________
Co-Vice-Chair, Ethics and Malpractice
Franklin, Terrence M. (TE)
Sacks Glazier et al
Ste 3500
350 S Grand Ave
Los Angeles, CA 90071-3475
Office: (213) 617-7266
Fax: (213) 617-9350
[email protected]
_________________
Member, Council
Member, Diversity
Council Representative, Litigation,
Ethics and Malpractice Group
58
ALPHABETICAL INDEX
Frazier, Susan K. (RP)
Hill Ward & Henderson
Ste 3700
101 E Kennedy Blvd
Tampa, FL 33602-5156
Office: (813) 221-3900
Fax: (813) 221-2900
[email protected]
_________________
Vice-Chair, Land Trusts
Frolik, Lawrence A. (TE)
Univ of Pittsburgh School of Law
Rm 514
3900 Forbes Ave
Pittsburgh, PA 15260-6900
Office: (412) 648-1363
Fax: (412) 648-2649
[email protected]
_________________
Co-Chair, Surrogate Decision Making
Freedman, Robert S. (RP)
Carlton Fields PA
Ste. 1000
4221 W Boy Scout Blvd
Tampa, FL 33607-5765
Office: (813) 229-4149
Fax: (813) 229-4133
[email protected]
_________________
Member, Continuing Legal Education
Member, Groups and Substantive
Committees
Group Chair, Hospitality, Timesharing
and Common Interests Development
Group
Frome, Richard M. (RP)
Fl 15
880 3rd Ave
New York, NY 10022-4730
Office: (212) 751-1700
Fax: (212) 751-2235
[email protected]
_________________
Acquisitions Editor, Real Property
Editors
Gallanis, Jr., Thomas P. (TE)
University of Iowa
Boyd Law Building
Iowa City, IA 52242
Office: (319) 335-9018
[email protected]
_________________
Associate Articles Editor for Trust &
Estate, Probate and Property Magazine
Member, Publications
Co-Chair, Uniform Acts for Trust and
Estate Law
Freyermuth, R. Wilson (RP)
Univ Missouri Columbia Law Schl
203 Hulston Hall
Columbia, MO 65211-4300
Office: (573) 882-1105
Fax: (573) 882-4984
[email protected]
_________________
Chair, Legal Education
59
ALPHABETICAL INDEX
Gardner, G. Andrew (RP)
McDonald Hopkins LLC
Ste 2100
600 Superior Ave E
Cleveland, OH 44114-2653
Office: (216) 348-5716
Fax: (216) 348-5474
[email protected]
_________________
Vice-Chair, Emerging Issues and
Specialty Leases
Gershen, Jonathan S. (RP)
Moderate Income Management Co.
PO Box 3709
Princeton, NJ 08543-3709
Office: (609) 989-8500
Fax: (609) 802-0148
[email protected]
_________________
Vice-Chair, Senior Housing and
Assisted Living
Gill, Ekaterina V. (RP)
Hyundai Motor Manufacturing
Alabama LLC
700 Hyundai Blvd
Montgomery, AL 36105-9626
Office: (334) 669-3017
Fax: (334) 387-8050
[email protected]
_________________
Member, Special Committee on InHouse Counsel
Vice-Chair, Design and Construction
Gary, Susan N. (TE)
Univ of Oregon School of
Law
1221 University of Oregon
Eugene, OR 97403-1205
Office: (541) 346-3856
Fax: (541) 346-1564
[email protected]
_________________
Member, Council
Member, Planning
Gayle, Jennifer D. (TE)
Mannion Prior LLP
Ste 100
840 1st Ave
King Of Prussia, PA 194064063
Office: (610) 265-7800
Fax: (610) 265-1204
[email protected]
_________________
Liaison to, YLD Liaison to Trust and
Estate
Glazerman, Michael J. (RP)
Seegel Lipshutz & Wilchins
LLP
Ste 130
20 William St
Wellesley Hills, MA 024814110
Office: (781) 237-4400
Fax: (781) 235-2333
[email protected]
_________________
Senior Associate Articles Editor,
Probate and Property Magazine
Co-Chair, Groups and Substantive
Committees
60
ALPHABETICAL INDEX
Goler, Michael D. (RP)
Miller Goler Faeges LLP
Ste 2700
1301 E 9th St
Cleveland, OH 44114-1835
Office: (216) 696-3366
Fax: (216) 274-9622
Email: [email protected]
_________________
Liaison to, Standing Committee on
Technology and Information
Co-Chair, Communications
Member, Planning
Member, Special Committee on InHouse Counsel
Vice-Chair, Task Force On USA Patriot
Act and Gatekeeper Regulation
Gordon, Michael M. (TE)
Gordon Fournaris &
Mammarella PA
1925 Lovering Ave
Wilmington, DE 198062157
Office: (302) 652-2900
Fax: (302) 652-1142
[email protected]
_________________
Co-Vice-Chair, Asset Protection
Planning
Gorin, Steven B. (TE)
Thompson Coburn LLP
One US Bank Plaza 505 N.
7th St.
Saint Louis, MO 63101-1615
Office: (314) 552-6151
Fax: (314) 552-7151
[email protected]
_________________
Member, Council
Co-Chair, Groups and Substantive
Committees
Member, Planning
Member, Trust and Estate
Governmental Submissions
Council Representative, Employee
Benefit Plans and Other Compensation
Arrangements Group
Gomez, Mildred (TE)
Bilzin Sumberg et al
Ste 2300
1450 Brickell Ave
Miami, FL 33131-3456
Office: (305) 351-2145
Fax: (305) 350-7283
[email protected]
_________________
Member, Fellows
Goodrich, James (RP)
Saul Ewing LLP
Ste 900
500 E Pratt St
Baltimore, MD 21202-3170
Office: (410) 332-8759
Fax: (410) 332-8760
[email protected]
_________________
Vice-Chair, Assignment and Subletting
Gosdin, James L. (RP)
3514 Water Locust Dr.
Sugar Land, TX 77479-2836
Office: (713) 625-8225
Fax: (713) 629-2248
[email protected]
_________________
Chair, Title Insurance and Surveys
61
ALPHABETICAL INDEX
Green, Richard J. (RP)
DLA Piper
500 8th St NW
Washington, DC 20004-2131
Office: (202) 799-4130
[email protected]
_________________
Acquisitions Editor, Real Property
Editors
Haggerty, Nancy Leary (RP)
Michael Best & Friedrich LLP
Ste 3300
100 E Wisconsin Ave
Milwaukee, WI 53202-4108
Office: (414) 271-6560
Fax: (414) 277-0656
[email protected]
_________________
Chair, Hotels, Resorts and Tourism
Green, Shelby D. (RP)
Pace University School of Law
78 N Broadway
White Plains, NY 10603-3796
Office: (914) 422-4421
Fax: (914) 422-4168
[email protected]
_________________
Keeping Current Property Editor,
Probate and Property Magazine
Haller, Rochelle L. (TE)
Graham & Dunn PC
Ste 300
2801 Alaskan Way
Seattle, WA 98121-1128
Office: (206) 340-9385
Fax: (206) 340-9599
[email protected]
_________________
Co-Vice-Chair, Economics and
Technology of the Practice
Grekin, Nancy N. (RP)
McCorriston Miller Mukai MacKinnon
Ste 5400
500 Ala Moana Blvd
Honolulu, HI 96813-4989
Office: (808) 529-7419
Fax: (808) 535-8015
[email protected]
_________________
Member, Communications
Member, Publications
Group Chair, Practice Management
Group
Halper, Emanuel B. (RP)
PO Box 261
Greenvale, NY 11548-0261
Office: (516) 625-8300
Fax: (516) 625-8467
[email protected]
_________________
Member, Community Outreach
Hanback, Christopher B.
(RP)
Holland & Knight LLP
Ste 100
2099 Pennsylvania Ave NW
Washington, DC 20006-6801
Office: (202) 457-7157
Fax: (202) 955-5564
[email protected]
_________________
Managing Editor, Real Property Editors
62
ALPHABETICAL INDEX
Harding, Ryan M. (TE)
McDermott Will & Emery
227 W. Monroe St.
Chicago, IL 60606-5096
Office: (312) 984-6483
Fax: (312) 984-7700
[email protected]
_________________
Co-Vice-Chair, Estate and Gift Tax
Harris, T. Randolph (TE)
McLaughlin & Stern LLP
Fl 17
260 Madison Ave
New York, NY 10016-2404
Office: (212) 448-6272
Fax: (212) 448-6260
[email protected]
_________________
Member, Publications
Co-Chair, Economics and Technology
of the Practice
Harding, Vicki R. (RP)
Pepper Hamilton LLP
Ste 1800
4000 Town Center
Southfield, MI 48075-1505
Office: (248) 359-7324
Fax: (248) 359-7700
[email protected]
_________________
Member, Communications
Chair, Emerging Issues and Specialty
Leases
Harrison, Ellen K. (TE)
Pillsbury Winthrop et al
2300 N. St NW
Washington, DC 20037-1122
Office: (202) 663-8316
Fax: (202) 663-8007
[email protected]
_________________
Liaison to, American Institute of CPA's
Vice-Chair, Trust and Estate
Governmental Submissions
Hargrove, Claire G. (TE)
238 Post Ave
San Antonio, TX 78215-1038
[email protected]
_________________
Keeping Current Probate
Contributing Editor, Probate
and Property Magazine
Hartman, Mark S. (RP)
Davis Hartman Wright
PLLC
209 Pollock St
New Bern, NC 28560-4942
Office: (252) 514-2828
Fax: (252) 514-9878
[email protected]
_________________
Vice-Chair, Workouts, Foreclosures and
Bankruptcy
63
ALPHABETICAL INDEX
Havens, Jason E. (TE)
Jason E Havens LLM PLLC
PO Box 5496
Destin, FL 32540-5496
Office: (850) 424-6442
Fax: (866) 346-7782
[email protected]
_________________
Member, Communications
Co-Chair, Charitable Organizations
Heller, Amy E. (TE)
McDermott Will & Emery
340 Madison Ave
New York, NY 10173-1922
Office: (212) 547-5584
Fax: (646) 304-9388
[email protected]
_________________
Member, Continuing Legal Education
Chair, Generation Skipping Transfers
Hawley, Bruce E. (RP)
Stewart National Title
Services
Ste 300
929 Kings Hwy E
Fairfield, CT 06825-5467
Office: (203) 612-9247
Fax: (203) 816-6509
[email protected]
_________________
Chair, Multi-Family Residential
Hellwig, Brant J. (RP)
Univ South Carolina
School of Law
S Main Greene Sts
Columbia, SC 29208-0001
Office: (803) 777-7229
Fax: (803) 777-2368
[email protected]
_________________
Assoc Journal Editor for Real Property,
Real Property Trust and Estate Journal
Hayn, Robert C. (RP)
Teachers Insurance & Annuity Assoc
730 3rd Ave
New York, NY 10017-3207
Office: (212) 916-4249
Fax: (212) 916-5952
[email protected]
_________________
Member, Special Committee on InHouse Counsel
Henn, Robert L. (RP)
Fidelity National Title Insurance Co
Ste 230
486 Norristown Rd
Blue Bell, PA 19422-2353
Office: (610) 825-5720
Fax: (610) 825-5722
[email protected]
_________________
Co-Vice-Chair, Title Insurance and
Surveys
64
ALPHABETICAL INDEX
Henry, Racole (RP)
1409 W Wickham Cir
Delray Beach, FL 33445-3545
Office: (786) 218-7000
[email protected]
_________________
Vice-Chair, Purchase and Sale
Hirschfeld, Michael (RP)
Dechert LLP
Fl 29
1095 Avenue of The Americas
New York, NY 10036-6797
Office: (212) 698-3635
Fax: (212) 698-0435
[email protected]
_________________
Member, Corporate Sponsorship
Group Vice Chair, Special Investors
and Investment Structure Group
Hercules, Samuel A. (TE)
Ernst & Young LLP
5 Times Sq
New York, NY 10036-6530
Office: (212) 773-2255
Fax: (866) 845-8136
[email protected]
_________________
Co-Vice-Chair, Individual and
Fiduciary Income Tax
Hirschson, Linda B. (TE)
Greenberg Traurig LLP
Fl 14
200 Park Ave
New York, NY 10166-1400
Office: (212) 801-9342
Fax: (212) 805-9342
[email protected]
_________________
Co-Chair, Trust and Estate
Governmental Submissions
Hess, Amy M. (TE)
Univ of Tennessee College of
Law
1505 W. Cumberland Ave
Knoxville, TN 37996-0001
Office: (865) 974-6805
Fax: (865) 974-0681
[email protected]
_________________
ABA Advisor to, NCCUSL Committee
Drafting a Uniform Powers of
Appoinntment Act
Acquisitions Editor, Trust and Estate
Editors
Member, Diversity
Hitch, Scott (RP)
Hitch & Webb LLC
325 Watercress Dr
Roswell, GA 30076-3638
Office: (404) 580-1270
[email protected]
_________________
Environmental Law Update Editor,
Probate and Property Magazine
65
ALPHABETICAL INDEX
Hodges II, Charles E. (TE)
Kilpatrick Townsend & Stockton LLP
Ste 2800
1100 Peachtree St NE
Atlanta, GA 30309-4530
Office: (404) 532-6950
Fax: (404) 541-3168
[email protected]
_________________
RPTE Liaison to AICPA Business
Valuation/Forensics Litigation Support
Chair, Tax Litigation and Controversy
Committee
Hoenig, Gerald J. (RP)
Hoenig Law Offices LLC
8495 Caney Creek Lndg
Alpharetta, GA 30005-7847
Office: (770) 664-1345
Fax: (770) 664-0483
[email protected]
_________________
Real Property Technology Editor,
Probate and Property Magazine
Chair, Economics, Technology and
Practice Methods
Hollyfield, John S. (RP)
Fulbright & Jaworski LLP
Ste 4100
1301 McKinney St
Houston, TX 77010-8000
Office: (713) 651-3717
Fax: (713) 651-5246
[email protected]
_________________
Member, Groups and Substantive
Committees
Hodges, Jr., Joseph G. (TE)
Attorney at Law
Ste 300
3955 E Exposition Ave
Denver, CO 80209-5032
Office: (303) 377-0070
Fax: (970) 468-0527
[email protected]
_________________
Liaison to, Standing Committee on
Technology and Information
Member, Communications
Member, Groups and Substantive
Committees
Co-Vice-Chair, Economics and
Technology of the Practice
Homick, Daniel J. (RP)
Old Republic Site
Management Services
(ORSITE)
8608 Cold Springs Rd
Raleigh, NC 27615-3107
Office: (469) 243-2102
Fax: (469) 737-7070
[email protected]
_________________
Member, Communications
Co-Chair, Special Committee on InHouse Counsel
Group Vice Chair, Practice
Management Group
66
ALPHABETICAL INDEX
Horn, Dennis M. (RP)
Holland & Knight LLP
Ste 100
2099 Pennsylvania Ave NW
Washington, DC 20006-6801
Office: (202) 457-7122
Fax: (202) 955-5564
[email protected]
_________________
Member, Council
Vice-Chair, Community Outreach
Member, Groups and Substantive
Committees
Council Representative, Practice
Management Group
Hutmacher, John D. (RP)
Blake Cassels & Graydon LLP
Ste 4000
199 Bay St
Toronto, ON M5L 1A9
Office: (416) 863-2219
Fax: (416) 863-2653
[email protected]
_________________
Vice-Chair, International Investments in
Real Estate
Jacobson, Kenneth M. (RP)
Katten Muchin Rosenman
LLP
525 W Monroe St
Chicago, IL 60661-3693
Office: (312) 902-5445
Fax: (312) 902-1061
[email protected]
_________________
Liaison to, Working Group on Legal
Opinions
Member, Groups and Substantive
Howes, Brian T. (RP)
Polsinelli Shughart PC
Ste 1600
120 W 12th St
Kansas City, MO 64105-1924
Office: (816) 395-0632
Fax: (816) 374-0509
[email protected]
_________________
Vice-Chair, Property Tax
Jeffries, Gretchen Danielle
(RP)
Safelite AutoGlass
2400 Farmers Dr
Columbus, OH 43235-2762
Office: (614) 210-9266
[email protected]
_________________
Assistant Editors to Real Property,
eREPORT
Member, Membership
Vice-Chair, Easements, Restrictions and
Covenants
Hoyt, Christopher R. (TE)
Univ of Missouri KC Law
School
5100 Rockhill Rd
Kansas City, MO 64110-2446
Office: (816) 235-2395
Fax: (913) 338-5276
[email protected]
_________________
Chair, Legislative and Regulatory
Issues
67
ALPHABETICAL INDEX
Jenkins, Christina (RP)
Middleberg Riddle & Gianna
Ste 2400
717 N Harwood St
Dallas, TX 75201-6581
Office: (682) 472-6802
Fax: (214) 953-1580
[email protected]
_________________
Member, Fellows
Jorgensen, Thomas A. (TE)
Calfee Halter & Griswold
LLP
Ste 1400
800 Superior Ave E
Cleveland, OH 44114-2617
Office: (216) 622-8443
Fax: (216) 241-0816
[email protected]
_________________
Member, Communications
Jennings, J. Kieran (RP)
Siegel Siegel Johnson &
Jennings Co LPA
Ste 210
25700 Science Park Dr
Cleveland, OH 44122-7328
Office: (216) 763-1004
Fax: (216) 763-1016
[email protected]
_________________
Chair, Property Tax
Julien, Richard (TE)
Richard Julien Law Corporation
404 Bella Vista Ave
Belvedere, CA 94920-2419
Office: (415) 421-1312
Fax: (415) 435-5419
[email protected]
_________________
Trust and Estate Technology Editor,
Probate and Property Magazine
Member, Communications
Jenson, Benetta P. (TE)
JP Morgan Private Bank
42nd Fl
21 S Clark St
Chicago, IL 60603-2021
Office: (312) 732-3447
Fax: (312) 732-3615
[email protected]
_________________
Member, Community Outreach
Member, Continuing Legal Education
Karelitz, Robert N. (TE)
Fiduciary Trust Company
PO Box 55806
Boston, MA 02205-5806
Office: (617) 574-3413
Fax: (617) 482-2078
[email protected]
_________________
Member, Special Committee on InHouse Counsel
Chair, Non-Tax Issues Affecting the
Planning and Administration of Estates
and Trusts
68
ALPHABETICAL INDEX
Kayan, Marianne R. (TE)
9305 Ocala St
Silver Spring, MD 20901-3419
Office: (301) 332-3009
[email protected]
_________________
Insurance Counselor Editors, Trust and
Estate Editors
Co-Vice-Chair, International Tax
Planning
Keiser, Alan D. (RP)
Commonwealth Land Title
Insurance Company
Commercial Services
Ste 2110
1700 Market St
Philadelphia, PA 19103-3919
Office: (215) 665-3421
Fax: (215) 665-3430
[email protected]
_________________
Member, Corporate Sponsorship
Kearns, Thomas D. (RP)
Olshan Grundman et al
Fl 3
65 E 55th St
New York, NY 10022-3372
Office: (212) 451-2273
Fax: (212) 451-2222
[email protected]
_________________
Books Editor, Real Property Editors
Kelly, Cheryl A. (RP)
Thompson Coburn LLP
Ste 3500
505 N 7th St
Saint Louis, MO 63101-1693
Office: (314) 552-6167
Fax: (314) 552-7167
[email protected]
_________________
Articles Editor for Real Property,
eREPORT
ABA Advisor to Drafting Committee
Manufactured Housing Act
Group Chair, Real Estate Financing
Group
Kearse III, Bernard V. (TE)
Kearse & Associates PC
Ste 800
990 Hammond Dr NE
Atlanta, GA 30328-5510
Office: (770) 394-9570
Fax: (770) 901-9088
[email protected]
_________________
Liaison to, Joint Committee On
Employee Benefits
Vice-Chair, Welfare Benefit Plans
Kelly, John C. (RP)
Prudential Real Estate Investors
8 Campus Drive, 4th Floor
Parsippany, NJ 07054
[email protected]
_________________
Vice-Chair, Life Insurance Company
Investments
69
ALPHABETICAL INDEX
Kelly, Peter M. (TE)
Blue Cross Blue Shield Assn
225 N Michigan Ave
Chicago, IL 60601-6026
Office: (312) 297-6435
Fax: (312) 297-5956
[email protected]
_________________
Liaison to, Joint Committee On
Employee Benefits
Chair, Fiduciary Responsibility,
Administration, and Litigation
Kesler, Michael
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5260
Fax: (312) 988-5262
[email protected]
_________________
Meetings Assistant, RPTE Section Staff
Kessler, Neil S. (RP)
Troutman Sanders LLP
Fl 15
1001 Haxall Point
Richmond, VA 23219-3944
Office: (804) 697-1450
Fax: (804) 698-6002
[email protected]
_________________
Member, Membership
Kennedy, Diane H. (RP)
4911 E 56th St
Indianapolis, IN 46220-5719
Office: (317) 254-1443
Fax: (317) 254-1449
[email protected]
_________________
Departments Editor, Probate and
Property Magazine
Kightlinger, Wilhelmina Fettrow
(RP)
Old Republic National Title
Insurance Comp
Ste 800
1410 N West Shore Blvd
Tampa, FL 33607-4547
Office: (800) 342-5957
Fax: (813) 228-0301
[email protected]
_________________
Member, Corporate Sponsorship
Chair, Land Trusts
Kerr, Michael (TE)
Uniform Law Commission
Ste 1010
111 N Wabash Ave
Chicago, IL 60602-1917
Office: (312) 450-6620
Fax: (312) 450-6601
[email protected]
_________________
Co-Vice-Chair, Uniform Acts for Trust
and Estate Law
70
ALPHABETICAL INDEX
Kirtland, Michael A. (TE)
Kirtland & Seal LLC
PO Box 2682
Colorado Spgs, CO 809012682
Office: (719) 448-0734
Fax: (719) 634-0485
[email protected]
_________________
Acquisitions Editor, Trust and Estate
Liaison to, Coordinating Committee on
Veterans Benefits and Services
Liaison to, Senior Lawyers Division
Klooster, Tye J. (TE)
Katten Muchin Rosenman LLP
525 W Monroe St
Chicago, IL 60661-3693
Office: (312) 902-5527
Fax: (312) 557-4768
_________________
Member, Continuing Legal Education
Knaplund, Kristine (TE)
Pepperdine Univ School of
Law
24255 Pacific Coast Hwy
Malibu, CA 90263-4611
Office: (310) 506-6890
Fax: (310) 506-4063
[email protected]
_________________
Liaison to, Special Committee on
Bioethics and the Law
Klein, Sasha A. (TE)
Bessemer Trust
222 Royal Palm Way
Palm Beach, FL 33480-4394
Office: (561) 835-8325
Fax: (561) 626-4742
[email protected]
_________________
Member, Communications
Group Vice Chair, Elder Law,
Disability Planning and Bioethics
Group
Klein, Sharon L. (TE)
Lazard Wealth Management
LLC
Fl 59
30 Rockefeller Plz
New York, NY 10112-5999
Office: (212) 332-4504
Fax: (212) 332-5626
[email protected]
_________________
Co-Chair, Insurance and Financial
Planning
Kolodner, Bernard B. (RP)
Kleinbard Bell & Brecker
LLP
Fl 46
1650 Market St
Philadelphia, PA 19103-7305
Office: (215) 496-7226
Fax: (215) 568-0140
[email protected]
_________________
Member, Groups and Substantive
Committees
Group Chair, Commercial Real Estate
Transactions Group
71
ALPHABETICAL INDEX
Koren, Edward F. (TE)
Holland & Knight LLP
Ste 4100
100 N Tampa St
Tampa, FL 33602-3644
Office: (813) 227-6655
Fax: (813) 229-0134
[email protected]
_________________
Member, Past Chairs--Honorary
Member
Member, Corporate Sponsorship
Member, National Conference of
Lawyers and Corporate Fiduciaries
Member, Trust and Estate
Governmental Submissions
Krapf, Robert J. (RP)
Richards Layton & Finger
1 Rodney Sq
920 King Street
Wilmington, DE 19801-1243
Office: (302) 651-7609
Fax: (302) 498-7609
[email protected]
_________________
Member, Council
Co-Vice-Chair, Corporate Sponsorship
Member, Planning
Council Representative, Hospitality,
Timesharing and Common Interests
Development Group
Kroch, Carol G. (TE)
Wilmington Trust
Rodney Square North
1100 N. Market St
Wilmington, DE 198900001
Office: (302) 651-8928
Fax: (302) 651-1981
[email protected]
_________________
Member, Council
Co-Chair, Communications
Council Representative, Charitable
Planning and Organizations Group
Koss, Cara M. (RP)
Holland & Knight LLP
STE 700
1600 Tysons Blvd
Mc Lean, VA 22102-4867
Office: (703) 720-8062
Fax:
[email protected]
_________________
Co-Chair, BioEthics
Kozak, Barry (TE)
John Marshall Law Schl Chicago
Center For Tax Law
315 S Plymouth Ct
Chicago, IL 60604-3968
Office: (312) 427-2737
Fax: (312) 987-5280
[email protected]
_________________
Co-Vice-Chair, Long Term Care,
Medicaid, and Special Needs Trusts
Kwon, Julie K. (TE)
McDermott Will & Emery
Ste 100
275 Middlefield Rd
Menlo Park, CA 940254004
Office: (650) 815-7439
Fax: (650) 815-7401
[email protected]
_________________
Member, Diversity
Group Chair, Income and Transfer Tax
Planning Group
72
ALPHABETICAL INDEX
La Piana, William P. (TE)
New York Law School
185 W Broadway
New York, NY 10013-2921
Office: (212) 431-2883
[email protected]
_________________
Keeping Current Probate Contributing
Editrs, Probate and Property Magazine
Liaison to, Sexual Orientation and
Gender Identity
Member, Continuing Legal Education
Member, Diversity
Member, Publications
Member, Trust and Estate
Governmental Submissions
Lannan, Robert W. (RP)
Lannan Legal PLLC
Ste. 800
888 16th Street, NW
Washington, DC 20006
Office: (202) 595-4606
Fax: (202) 747-7760
[email protected]
_________________
Vice-Chair, Hotels, Resorts and
Tourism
Law, Kathleen K. (RP)
Nyemaster Goode PC
Ste 1600
700 Walnut St
Des Moines, IA 50309-3800
Office: (515) 283-3116
Fax: (515) 283-8018
[email protected]
_________________
Sub-Committee Vice-Chair, Fellows
La Ratta, Anthony R. (TE)
Archer & Greiner PC
1 Centennial Sq
Haddonfield, NJ 08033-2374
Office: (856) 354-3094
Fax: (856) 673-7094
[email protected]
_________________
Co-Vice-Chair, Probate & Fiduciary
Litigation
Law, Lester B. (TE)
US Trust
765 Seagate Dr
Naples, FL 34103-2421
Office: (239) 254-3206
Fax: (800) 976-6163
[email protected]
_________________
Vice-Chair, Estate and Gift Tax
Langa, Melissa (RP)
Bove & Langa
Ste 600
10 Tremont St
Boston, MA 021082027
Office: (617) 720-6040
Fax: (617) 720-1919
[email protected]
_________________
Co-Vice-Chair, Asset Protection
Planning
Lee, Bunny R.
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-4740
Office: (312) 988-5651
Fax: (312) 988-5262
[email protected]
_________________
Committee Coordinator, RPTE Section
Staff
73
ALPHABETICAL INDEX
Lee, Elizabeth C. (RP)
Womble Carlyle Sandridge
& Rice, PLLC
Ste 500
1200 19th Street, NW
Washington, DC 20036
Office: (202) 857-4437
Fax: (202) 261-0037
[email protected]
_________________
Member, Council
Co-Chair, Continuing Legal Education
Member, Planning
Levin, Edward J. (RP)
Gordon Feinblatt et al
The Garrett Bldg
233 E Redwood St
Baltimore, MD 21202-3332
Office: (410) 576-1900
Fax: (410) 576-4182
[email protected]
_________________
Chair, Legal Opinions in Real Estate
Transactions
Lewis, Kristen M. (TE)
Smith Gambrell & Russell
LLP
Ste 3100 Promenade II
1230 Peachtree St Ne
Atlanta, GA 30309-3592
Office: (404) 815-3640
Fax: (404) 685-6940
[email protected]
_________________
Group Chair, Elder Law, Disability
Planning and Bioethics Group
Leight, Elizabeth Ysla (TE)
Society of Pro Benefit Admin
Ste 670
2 Wisconsin Cir
Chevy Chase, MD 20815-7043
Office: (301) 718-7722
Fax: (301) 718-9440
[email protected]
_________________
Co-Chair, Welfare Benefit Plans
Leung, Frank L. (TE)
5792 Bayshore Dr
Seminole, FL 33772-7107
[email protected]
_________________
Liaison to, Law Student Liaison to
Trust and Estate
Leyens, Jon F. (RP)
Baker Donelson
Bearman, Caldwell &
Berkowitz, PC
Ste 3600
201 Saint Charles Ave
New Orleans, LA 70170-1032
Office: (504) 566-8628
Fax: (504) 585-6928
[email protected]
_________________
Member, Continuing Legal Education
Chair, Industrial Leasing
Member, Community Outreach
74
ALPHABETICAL INDEX
Lindsay-Ochoa, Elizabeth
(TE)
AXA Equitable
Fl Conc1
1290 Avenue of The
Americas
New York, NY 10104-0105
Office: (212) 314-4650
Fax: (212) 314-2207
[email protected]
_________________
Acquisitions Editor, Trust and Estate
Editors
Member, Diversity
Sub-Committee Chair, Fellows
Co-Vice-Chair, Non-Tax Issues
Affecting the Planning and
Administration of Estates and Trusts
Liu, Jin (RP)
Carlton Fields PA
Ste 1000
4221 W Boy Scout Blvd
Tampa, FL 33607-5780
Office: (813) 223-7000
Fax: (813) 229-4133
[email protected]
_________________
Member, Communications
Chair, International Investments in Real
Estate
Lockett, Laurel E. (RP)
Carlton Fields PA
Ste 1000
4221 W Boy Scout Blvd
Tampa, FL 33607-5780
Office: (813) 229-4139
Fax: (813) 229-4133
[email protected]
_________________
Liaison to, Task Force on
Environmental Law
Little, Nancy R. (RP)
McGuireWoods LLP
One James Center
901 E Cary St
Richmond, VA 23219-4030
Office: (804) 775-1010
Fax: (804) 698-2101
[email protected]
_________________
Member, Continuing Legal Education
Loomis-Price, Stephanie
(TE)
Winstead PC
1100 JP Morgan Chase
Tower
600 Travis St
Houston, TX 77002-3009
Office: (713) 650-2750
Fax: (713) 650-2400
[email protected]
_________________
Member, Council
Co-Chair, Continuing Legal Education
Member, Planning
Liu, Diana C. (RP)
Artemis Real Estate Partners
Ste 802
5425 Wisconsin Ave
Chevy Chase, MD 208153566
Office: (202) 370-7454
[email protected]
_________________
Member, Special Committee on InHouse Counsel
75
ALPHABETICAL INDEX
Lowder, Janet L. (TE)
Hickman & Lowder
Ste 1020
1300 E 9th St
Cleveland, OH 44114-1514
Office: (216) 861-0360
Fax: (216) 861-3113
[email protected]
_________________
Co-Vice-Chair, Long Term Care,
Medicaid, and Special Needs Trusts
Luna, Suzanne E. (TE)
3013 Dogwood Ter
Chesapeake, VA 23321-4531
Office: (757) 490-7818
[email protected]
_________________
Acquisitions Editor, Trust and
Estate Editors
Member, Membership
Macris, Michael (TE)
Cahill Gordon & Reindel LLP
80 Pine St
New York, NY 10005-1790
Office: (212) 701-3409
Fax: (212) 269-5420
[email protected]
_________________
Member, Groups and Substantive
Committees
Lubinski, Joseph (RP)
Ballard Spahr LLP
Ste 2300
1225 17th St
Denver, CO 80202-5535
Office: (303) 299-7359
[email protected]
_________________
Co-Chair, Young Lawyers Network
Chair, Timesharing and Interval Use
Mahaney, Anna Almon (RP)
Ballard Spahr LLP
Ste 1900
300 E Lombard St
Baltimore, MD 21202-3268
Office:
Fax: (410) 528-5650
[email protected]
_________________
Chair, Construction Lending
Lucero, Orlando (RP)
Stewart Title of Albuquerque
6759 Academy Rd NE
Albuquerque, NM 871093345
Office: (505) 828-1700
Fax: (505) 821-6065
[email protected]
_________________
Member, Council
Liaison to, Commission on Racial and
Ethnic Diversity in the Profession
Member, Diversity
Member, Planning
Member, Real Property Government
Submissions Task Force
76
ALPHABETICAL INDEX
Manigault, Edward M. (TE)
JPMorgan Chase & Co
STE 1800
3475 Piedmont Rd Ne
Atlanta, GA 30305-2993
Office: (404) 926-2501
Fax: (404) 926-2540
[email protected]
_________________
Member, Council
Member, Corporate Sponsorship
Member, Planning
Council Representative, Business
Planning Group
Martin, Ashley (RP)
81 Rivers Edge Dr
Grand Forks, ND 58201-8076
[email protected]
_________________
Liaison to, Law Student Liaison to Real
Property Division
Martin, Kathleen M. (RP)
Malkerson Gunn Martin LLP
Ste 1900
220 S 6th St
Minneapolis, MN 55402-4522
Office: (612) 344-1702
Fax: (612) 455-2054
[email protected]
_________________
Member, Past Chairs--Honorary
Members
Member, Planning
Co-Chair, Real Property Government
Submissions Task Force
Marion, Kieran P. (RP)
Uniform Law Commission NCCUSL
Ste 1010
111 N Wabash Ave
Chicago, IL 60602-1917
Office: (312) 450-6621
[email protected]
_________________
Chair, Uniform Laws
Martinelli, Carol Ann (RP)
Fidelity National Commonwealth Land Title
PO Box 24950
Detroit, MI 48224-0950
Office: (248) 816-3834
Fax: (248) 649-1626
[email protected]
_________________
Member, Membership
Marsh, Tanya D. (RP)
Wake Forest Univ School of
Law
1834 Wake Forest Rd
Winston Salem, NC 271096000
Office: (317) 966-3257
Fax: (317) 353-3498
[email protected]
_________________
Vice-Chair, Property, Casualty, and
Other Non-Title Insurance
77
ALPHABETICAL INDEX
Mattis, B. Taylor (RP)
3040 Center Ave
Fort Lauderdale, FL 33308-7310
Office: (618) 566-3891
Fax: (618) 566-3891
[email protected]
_________________
Associate Articles Editors for Real
Property, Probate and Property
Magazine
Marzullo, Jo-Ann (RP)
Posternak Blankstein &
Lund LLP
Ste 3200
800 Boylston St
Boston, MA 02199-8161
Office: (617) 973-6267
Fax: (617) 722-4935
[email protected]
_________________
Member, Council
Vice-Chair, Continuing Legal
Education
Member, Planning
Council Representative, Leasing Group
Mathis, Eric M. (RP)
23253 Cornerstone Village Dr.
Southfield ,MI 48075
Office: (313) 492-9607
[email protected]
_________________
Liaison to, National Bar Association
Co-Chair, Diversity
Chair, Real Property Litigation and
Alternative Dispute Resolution
McCaffrey, Carlyn S. (TE)
McDermott Will & Emery
FL 14
340 Madison Ave
New York, NY 10173-1922
Office: (212) 547-5324
Fax: (212) 547-5444
[email protected]
_________________
ABA Representative to NCCUSL Joint
Editor Board Uniform Trust
ABA Advisor to Drafting Committee
Martial/Premarital Act
Co-Chair, Trust and Estate
Governmental Submissions
Matiasevich, Matthew P. (TE)
Evans Latham & Campisi
Ste 600
1 Post St
San Francisco, CA 94104-5281
Office: (415) 421-0288
Fax: 415 421-0464
[email protected]
_________________
Group Chair, Litigation, Ethics and
Malpractice Group
McCarthy, Daniel (TE)
The Blum Firm PC
Ste 700
777 Main St
Fort Worth, TX 76102-5340
Office: (817) 334-0066
Fax: (817) 334-0078
[email protected]
_________________
Chair, Business Investment Entities,
Partnerships, LLC's, and Corporations
78
ALPHABETICAL INDEX
McCoy, Jerry J. (TE)
Law Office of Jerry J McCoy
1720 N St NW
Washington, DC 20036-2907
Office: (202) 466-6941
Fax: (202) 466-6942
[email protected]
_________________
Member, Trust and Estate
Governmental Submissions
McLaughlin, Nancy A. (TE)
Univ of Utah College of Law
Rm 101
332 S 1400 E
Salt Lake City, UT 841120730
Office: (801) 581-5944
Fax: (801) 581-6897
[email protected]
_________________
Associate Journal Editor for Trust and
Estate, Real Property Trust and Estate
Journal
McCreesh IV, John J. (TE)
McCreesh McCreesh et al
7053 Terminal Sq
Upper Darby, PA 19082-2217
Office: (610) 734-2160
Fax: (610) 734-2165
_________________
Associate Articles Editor for Trust &
Estate, Probate and Property Magazine
McNearney, John P. (RP)
Husch Blackwell LLP
Ste 600
190 Carondelet Plz
Saint Louis, MO 631053433
Office: (314) 345-6415
Fax: (314) 480-1505
[email protected]
_________________
Member, Continuing Legal Education
McCue, Michele M. (RP)
Lewis Rice & Fingersh LC
Ste 500
1010 Walnut St
Kansas City, MO 641062147
Office: (816) 421-2500
Fax: (816) 472-2500
Email: [email protected]
_________________
Assistant Editor, Real Property Trust
and Estate Journal
McNeil, Josephine A.
Can-Do
Ste 1
1075 Washington St
West Newton, MA 02465-2113
Office: (617) 964-3527
Fax: (617) 964-3593
[email protected]
_________________
ABA Board of Governors Liaison,
Officers
79
ALPHABETICAL INDEX
McShane, Amy E. (RP)
Phillips Lytle
Ste 3400
One HSBC Ctr
Buffalo, NY 14203-2887
Office: 716 847-8337
Fax: 716 852-6100
[email protected]
_________________
Books Editor, Real Property Editors
Meislik, Ira (RP)
Meislik & Meislik
66 Park St
Montclair, NJ 07042-5908
Office: (973) 744-0288
Fax: (973) 744-5757
[email protected]
_________________
ABA Representative to NCCUSL Joint
Editorial Boad Uniform RPAct
Co-Vice-Chair, Diversity
Group Vice Chair, Legal Education and
Uniform Laws Group
Mears, Patrick E. (RP)
Barnes & Thornburg LLP
Ste 1000
171 Monroe Ave NW
Grand Rapids, MI 495032694
Office: (616) 742-3936
Fax: (616) 742-3999
[email protected]
_________________
Liaison to, Ad Hoc Committee On
Bankruptcy Court Structure
Member, Real Property Government
Submissions Task Force
Menges, Charles L. (RP)
McGuireWoods LLP
One James Center
901 E Cary St
Richmond, VA 23219-4030
Office: (804) 775-4331
Fax: (804) 698-2119
[email protected]
_________________
Vice-Chair, Legal Opinions in Real
Estate Transactions
Mehlman, Mark F. (RP)
Sonnenschein Nath Rosental
Ste 7600
233 S Wacker Dr
Chicago, IL 60606-6404
Office: (312) 876-8023
Fax: (312) 876-7934
[email protected]
_________________
Member, Task Force On USA Patriot
Act and Gatekeeper Regulation
Mezer, Steven (RP)
Bush Ross PA
1801 N Highland Ave
Tampa, FL 33602-2656
Office: (813) 224-9255
Fax: (813) 223-9620
[email protected]
_________________
Vice-Chair, Common Interest
Ownership Development
80
ALPHABETICAL INDEX
Mezzullo, Louis A. (TE)
Luce Forward et al
6050 El Tordo
PO BOX 2329
Rancho Santa FE, CA
92067-2329
Office: (858) 381-8014
Fax: (858) 381-8014
[email protected]
_________________
Member, Trust and Estate
Governmental Submissions
Miller, Nelse T. (RP)
Lorber Greenfield & Polito
LLP
13985 Stowe Dr
Poway, CA 92064-6887
Office: (858) 513-1020
Fax: (858) 513-1002
Email: [email protected]
_________________
Vice-Chair, Communications
Group Vice Chair, Commercial Real
Estate Transactions Group
Mignogna, Steven K. (TE)
Archer & Greiner PC
1 Centennial Sq
Haddonfield, NJ 080332374
Office: (856) 354-3024
Fax: (856) 795-0574
[email protected]
_________________
Group Vice Chair, Litigation, Ethics
and Malpractice Group
Miller, Robert A. (TE)
Calfee Halter & Griswold LLP
Ste 1400
800 Superior Ave E
Cleveland, OH 44114-2617
Office: (216) 622-8363
Fax: (216) 241-0816
[email protected]
_________________
Group Chair, Employee Benefit Plans
and Other Compensation Arrangements
Group
Millard, Kevin D. (TE)
Chorney & Millard LLP
Ste 2-715
2000 S Colorado Blvd
Denver, CO 80222-7936
Office: (303) 792-5048
Fax: (303) 792-5049
[email protected]
_________________
Co-Chair, Uniform Acts for Trust and
Estate Law
Mince, Loretta G. (RP)
Fishman Haygood et al
Ste 4600
201 Saint Charles Ave
New Orleans, LA 70170-4701
Office: 504-586-5252
Fax: 504 586-5250
[email protected]
_________________
Vice-Chair, Real Property Litigation
and Alternative Dispute Resolution
81
ALPHABETICAL INDEX
Miner, Martin P. (RP)
Holland & Knight LLP
Fl 11
31 W 52nd St
New York, NY 10019-6111
Office: (212) 513-3450
Fax: (212) 341-7138
[email protected]
_________________
Member, Community Outreach
Member, Corporate Sponsorship
Moore, Marie A. (RP)
Sher Garner Cahill et al
Ste 2800
909 Poydras St
New Orleans, LA 701124046
Office: (504) 299-2108
Fax: (504) 299-2308
[email protected]
_________________
Assoc Articles Editors for Real Prop,
Probate and Property Magazine
Co-Chair, Corporate Sponsorship
Member, Diversity
Group Vice Chair, Leasing Group
Moench, Deborah J. (RP)
Sher Garner Cahill et al
Ste 2800
909 Poydras St
New Orleans, LA 701124000
Office: (504) 299-2117
Fax: (504) 299-2317
[email protected]
_________________
Vice-Chair, Office Leasing
Moreno, Luis F. (RP)
Haynes and Boone LLP
Floor 16 Suite 1601
Blvd Manuel Avila
Camacho 40
Mexico, DF 11000
Office: 525552491855
Fax: 525552491801
[email protected]
_________________
Member, Groups and Substantive
Committees
Group Chair, Special Investors and
Investment Structure Group
Moore, Malcolm A. (RP)
Davis Wright Tremaine LLP
Ste 2200
1201 3rd Ave
Seattle, WA 98101-3045
[email protected]
_________________
ABA Chair to NCCUSL Joint Editorial
Board Uniform Trust Estate
Mullen, Keith H. (TE)
Winstead PC
Renaissance Tower
1201 Elm St
Dallas, TX 75270-2199
Office: (214) 745-5616
Fax: (214) 745-5390
[email protected]
_________________
Liaison to, Law Practice
Management/Technology
82
ALPHABETICAL INDEX
Naples, David M. (TE)
Leonard Street and Deinard
Ste 400
3 Civic Center Plz
Mankato, MN 56001-7791
Office: (507) 345-1179
Fax: (507) 345-1182
[email protected]
_________________
Chair, Estate Planning and
Administration for Business Owners,
Farmers and Ranchers
Nenno, Richard W. (TE)
Wilmington Trust
Rodney Sq N
1100 N Market St
Wilmington, DE 19890-0001
Office: (302) 651-8113
Fax: (302) 651-1981
[email protected]
_________________
Member, Council
Member, Corporate Sponsorship
Council Representative, Non-Tax Estate
Planning Considerations Group
Nekritz, Barry B. (RP)
SNR Denton
Ste 8000
233 S Wacker Dr
Chicago, IL 60606-6448
Office: (312) 876-3120
Fax: (312) 876-7934
[email protected]
_________________
Liaison to, LLCs, Partnerships and
Unincorporated Entities
ABA Representative to NCCUSL Joint
Editorial Board Uniform RP Acts
Member, Community Outreach
Ness, Andrew D. (RP)
Jones Day
51 Louisiana Ave NW
Washington, DC 20001-2105
Office: (202) 879-7675
Fax: (202) 626-1700
[email protected]
_________________
Chair, Design and Construction
Neufeld, David S. (TE)
Law Office of David
Neufeld
Ste 201
5 Vaughn Dr
Princeton, NJ 08540-6313
Office: (609) 919-0919
Fax: (609) 919-0920
Email: [email protected]
_________________
Member, Communications
Group Co-Chairs, Non-Tax Estate
Planning Considerations Group
Nemzin, Robert (TE)
Butzel Long
STE WEST
41000 Woodward Ave
Bloomfield Hills, MI 48304-5178
Office: (248) 258-2909
Fax: (248) 258-1439
[email protected]
_________________
Vice-Chair, Young Lawyers Network
Co-Vice-Chair, Estate Planning and
Administration for Business Owners,
Farmers and Ranchers
83
ALPHABETICAL INDEX
Noble-Allgire, Alice M. (RP)
Southern Illinois University
School of Law Mail Code
6804
1150 Douglas Dr
Carbondale, IL 62901-2578
Office: (618) 453-8751
Fax: (618) 453-3317
Email: [email protected]
_________________
Assoc Articles Editors for Real Prop,
Probate and Property Magazine
O'Reilly, Mary P. (TE)
Meltzer Lippe Goldstein &
Breitstone LLP
190 Willis Ave
Mineola, NY 11501-2643
Office: (516) 747-0300 ext.
286
[email protected]
_________________
Vice-Chair, TE Joint Fall Meeting,
Continuing Legal Education
Group Co-Chairs, Non-Tax Estate
Planning Considerations Group
O'Malley, Andrew M. (RP)
Carey O'Malley Whitaker & Manson
712 S Oregon Ave
Tampa, FL 33606-2516
Office: (813) 250-0577
Fax: (813) 250-9898
[email protected]
_________________
Co-Vice-Chair, Partnerships and
Limited Liability Companies
Orvin, Daniel Q. (RP)
Womble Carlyle
5 Exchange St
Charleston, SC 29401-2530
Office: (843) 720-4636
Fax: (843) 723-7398
[email protected]
_________________
Member, Communications
Member, Planning
Member, Real Property Government
Submissions Task Force
Group Vice Chair, Hospitality,
Timesharing and Common Interests
Development Group
O'Neill, John P. (RP)
Holland & Knight LLP
10 Saint James Ave
Boston, MA 02116-3889
Office: (617) 305-2011
(617) 523-6850
[email protected]
_________________
Chair, Real Estate Investment Funds
Osborne, Scott B. (RP)
1107 36th Ave E
Seattle, WA 98112-4429
Office: (206) 623-7580
Fax: (206) 370-6070
[email protected]
_________________
Chair, Property, Casualty, and Other
Non-Title Insurance
84
ALPHABETICAL INDEX
Ostermeyer, Michael J. (RP)
Quarles & Brady LLP
Ste 2040
411 E Wisconsin Ave
Milwaukee, WI 53202-4426
Office: (414) 277-5521
Fax: 414 978-8956
[email protected]
_________________
Assoc Acquistns Editor for Real
Property, Real Property Trust and
Estate Journal
Palmieri, Francis W. (TE)
Palmieri & Eisenberg
Ste 200
1940 Duke St
Alexandria, VA 22314-3452
Office: (609) 471-7679
Fax: (609) 964-7175
[email protected]
_________________
Chair, Qualified Plans
Pappas, Jennifer J. (RP)
Alexandria Real Estate
Equities
Ste 299
385 E Colorado Blvd
Pasadena, CA 91101-6104
Office: (626) 744-5887
Fax:
[email protected]
_________________
Vice-Chair, Green and Sustainable
Transactions Committee
Packman, Kevin (TE)
Holland & Knight LLP
Ste 3000
701 Brickell Ave
Miami, FL 33131-2898
Office: (305) 349-2261
Fax: (305) 679-6416
[email protected]
_________________
Co-Vice-Chair, Tax Litigation and
Controversy Committee
Parthemer, Mark R. (TE)
Bessemer Trust
222 Royal Palm Way
Palm Beach, FL 33480-4394
Office: (561) 655-4030
Fax: (561) 655-4699
[email protected]
_________________
Representative to Trust and Estate
Synergy Summit
Co-Vice-Chair, Non-Tax Issues
Affecting the Planning and
Administration of Estates and Trusts
Palmieri, Andrew F. (RP)
Saul Ewing LLP
Ste 550
1919 Pennsylvania Ave NW
Washington, DC 20006-3404
Office: (202) 295-6674
Fax: (202) 295-6774
Email: [email protected]
_________________
Chair, Officers
Representative to Real Property
Synergy Summit
Member, Planning
85
ALPHABETICAL INDEX
Pascale, Jeffrey (RP)
Robinson & Cole LLP
Ste 2800
885 3rd Ave
New York, NY 10022-4944
Office: (212) 451-2908
Fax: (212) 451-2999
Email: [email protected]
_________________
Vice-Chair, Multi-Family Residential
Pianko, Maurice (RP)
Aycrigg LDA Inc
STE 153
119 W 72ND ST
New York, NY 10023-3201
Office: (516) 902-4967
Fax: (815) 642-9741
Email: [email protected]
_________________
Vice-Chair, Economics, Technology
and Practice Methods
Paul, Robert C. (RP)
Rockefeller Group
Technology Solutions Inc
1221 Avenue of The
Americas
New York, NY 10020-1069
Office: (212) 282-2650
Fax: (212) 282-2454
Email: [email protected]
_________________
Member, Council
Last Retiring Editor-in-Chief, Real
Property Trust and Estate Journal
Co-Chair, Publications
Member, Special Committee on
In-House Counsel
Council Representative, Special
Investors and Investment Structure
Group
Porter, Sandra G. (RP)
Carlton Fields PA
Ste 1000
4221 W Boy Scout Blvd
Tampa, FL 33607-5780
Office: (813) 223-7000
Fax: (813) 229-4133
Email: [email protected]
_________________
Member, Council
Member, Continuing Legal Education
Council Representative, Real Estate
Financing Group
Pettey, Louis (RP)
Heise Jorgensen and Stefanelli
PA
Ste. 18310
Montgomery Village Ave.
Gaithersburg, MD 20879-3551
Office: (301) 258-0400
Fax: (301) 258-4003
Email: [email protected]
_________________
Vice-Chair, Ethics and Professionalism
86
ALPHABETICAL INDEX
Porter, Susan (TE)
Brown Brothers Harriman
Trust Company NA
Fl 5
140 Broadway
New York, NY 10005-1108
Office: (212) 493-8877
Fax:
Email: [email protected]
_________________
Member, Council
Vice-Chair, Groups and Substantive
Committees
Member, Membership
Member, National Conference of
Lawyers and Corporate Fiduciaries
Council Representative, Income and
Transfer Tax Planning Group
Prangley, Karin C. (TE)
Krasnow Saunders
Cornblath LLP
Ste 200
500 N Dearborn St
Chicago, IL 60654-3372
Office: (312) 755-5700
Fax: (312) 755-5720
[email protected]
_________________
Member, Membership
Co-Vice-Chair, Economics and
Technology of the Practice
Prather, Raymond (TE)
Prather Ebner LLP
Ste 430
53 W Jackson Blvd
Chicago, IL 60604-4294
Office: (312) 235-8300
[email protected]
_________________
Assistant Editors to Trust and Estate,
eREPORT
Co-Vice-Chair, Charitable Planning
Porter, Tracie R. (RP)
Apt 113
1507 E 53rd St
Chicago, IL 60615-4573
Office: (618) 453-8758
Fax: (618) 453-8769
[email protected]
_________________
Member, Community Outreach
Price, Richard M. (RP)
Nixon Peabody LLP
Ste 900
401 9th St NW
Washington, DC 20004-2145
Office: (202) 585-8716
Fax: (202) 585-8080
[email protected]
_________________
Chair, Governmental Incentives
Portuondo, Tina (TE)
Univ of Miami School of Law
Rm C 423
1311 Miller Dr
Coral Gables, FL 33146-2300
Office: (305) 284-4498
Fax: (305) 284-6752
[email protected]
_________________
Chair-Elect, Officers
Representative to Trust and Estate
Synergy Summit
Member, Continuing Legal Education
Chair, Planning
87
ALPHABETICAL INDEX
Pskowski, Harold W. (TE)
STE 200
50 W Montgomery Ave
Rockville, MD 20850-4245
Office: (240) 498-4672
[email protected]
_________________
Acquisitions Editor, Trust and Estate
Editors
Reddy, Jr., John J. (TE)
Reddy, Levy & Zlffer, P.C.
Fl 3
85 Worth St
New York, NY 10013-3440
Office: (212) 925-9100
Fax: (212) 925-8777
[email protected]
_________________
Member, Community Outreach
Quintal, Amber (TE)
Ogden Murphy Wallace PLLC
Ste 2100
1601 5th Ave
Seattle, WA 98101-1686
Office: (206) 447-7000
Fax: (206) 447-0215
[email protected]
_________________
Member, Fellows
Richards, Bonnie (TE)
UBS Financial Svcs Inc
Fl 25
299 Park Ave
New York, NY 10171-0002
Office: (212) 821-7135
[email protected]
_________________
Co-Chair, Estate and Gift Tax
Ramseyer, James (RP)
Merit Title LLC
13700 W Greenfield Ave
Brookfield, WI 53005-7159
Office: (414) 257-0068
Fax: (262) 432-3514
Email: [email protected]
_________________
Vice-Chair, Single Family Residential
Rico, Lisa M. (TE)
Gilmore Rees & Carlson PC
20 Walnut St
Wellesley, MA 02481-2161
Office: (508) 561-4235
Fax: (781) 431-1957
[email protected]
_________________
Group Vice Chair, Business Planning
Group
Randolph, Jr., Patrick A. (RP)
Univ of Missouri KC Law
School
Law 2-211
5100 Rockhill Rd
Kansas City, MO 64110-2446
Office: (816) 235-2379
Fax: (816) 235-5276
[email protected]
_________________
Member, Publications
Ritchie, Alan S. (RP)
Thompson Hine LLP
Ste 3900
127 Public Sq
Cleveland, OH 44114-1224
Office: 2165665616
Fax: (216) 566-5800
[email protected]
_________________
Vice-Chair, Construction Lending
88
ALPHABETICAL INDEX
Ritter, K. Peter (RP)
O'Melveny & Myers LLP
Fl 28
2 Embarcadero Ctr
San Francisco, CA 94111-3903
Office: (415) 984-8803
[email protected]
_________________
Vice-Chair, Real Estate Investment
Trusts
Roberts, James V. (TE)
Glast Phillip & Murray PC
Ste 500
14801 Quorum Dr
Dallas, TX 75254-1518
Office: (972) 419-7189
Fax: (972) 419-8329
[email protected]
_________________
Assistant Editors to Trust and Estate
Member, Continuing Legal Education
Rivitz, Richard S. (RP)
Taft Stettinius & Hollister
LLP
Ste 3500
200 Public Sq
Cleveland, OH 44114-2317
Office: (216) 241-2838
Fax: (216) 241-3707
[email protected]
_________________
Vice-Chair, Real Estate Investment
Funds
Roman, Christopher (RP)
Clifford Chance
31 W 52nd St
New York, NY 10019-6131
Office: (212) 878-4919
Fax: (212) 878-8375
[email protected]
_________________
Chair, Real Estate Investment Trusts
Romine, Stephen R. (RP)
LeClairRyan
Ste 2525
999 Waterside Dr
Norfolk, VA 23510-3316
Office: (757) 441-8921
Fax: (757) 624-3773
[email protected]
_________________
Member, Council
Member, Corporate Sponsorship
Member, Groups and Substantive
Committees,
Council Representative, Land Use and
Environmental Group
Roberts, Eileen M. (RP)
William Mitchell College of Law
875 Summit Ave
Saint Paul, MN 55105-3076
Office: (651) 290-6420
Fax: (612) 290-6406
[email protected]
_________________
Vice-Chair, Legal Education
89
ALPHABETICAL INDEX
Rothschild, Jr., Alan F. (TE)
Hatcher Stubbs et al
PO Box 2707
Columbus, GA 31902-2707
Office: (706) 324-0201
Fax: (706) 243-5237
[email protected]
_________________
Immediate Past Chair, Officers
Member, Past Chairs--Honorary
Members
Member, Intellectual Property/Patent
Task Force
Vice-Chair, Nominations
Member, Planning
Roy, Robin K.
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5670
Fax: (312) 988-5262
[email protected]
_________________
Section Director, RPTE Section Staff
Rubinstein, Phyllis M. (RP)
Goodman Allen & Filetti,
PLLC
Ste. 210
Glen Allen, VA 23060
Office: (804) 565-2930
Fax: (804) 364-5954
[email protected]
_________________
Member, Publications
Rothschild, Gideon (TE)
Moses & Singer LLP
405 Lexington Ave
New York, NY 10174-1299
Office: (212) 554-7806
Fax: (917) 206-4306
[email protected]
_________________
Trust and Estate Division Vice-Chair
Member, Communications
Member, Continuing Legal Education
Member, Corporate Sponsorship
Member, Planning
Member, Publications
Member, Task Force On USA Patriot
Act and Gatekeeper Regulation
Rule, Troy A. (RP)
University of Missouri School of Law
Ste 2900
313 Hulston Hall
Columbia, MO 65211-0001
Office: (206) 370-7816
Fax: (206) 370-6093
[email protected]
_________________
Member, Fellows
Russell, Anne K. (TE)
McNair Law Firm PA
Ste 400
23B Shelter Cove Lane
Hilton Head Island, SC 29928-3588
Office: (843) 785-2171
Fax: (843) 686-5991
[email protected]
_________________
Member, Fellows
Rothschild, William G. (RP)
Sutherland
Ste 2300
999 Peachtree St NE
Atlanta, GA 30309-3996
Office: (404) 853-8484
Fax: (404) 853-8806
[email protected]
_________________
Chair, Securitization and Special
Financing Techniques
90
ALPHABETICAL INDEX
Sacks, Robert N. (TE)
Sacks Glazier Franklin &
Lodise
Ste 3500
350 S. Grand Ave.
Los Angeles, CA 90071-3475
Office: (213) 617-7360
Fax: (213) 617-9350
[email protected]
_________________
Co-Vice-Chair, Corporate Sponsorship
Sanderson, William I. (TE)
McGuireWoods LLP
One James Center
901 E. Cary St.
Richmond, VA 23219-4030
Office: (804) 775-4717
[email protected]
_________________
Member, Communications
Co-Vice-Chair, Estate Planning and
Administration for Business Owners,
Farmers and Ranchers
Salti, Rana H. (TE)
Ste 1800
303 W. Madison St.
Chicago, IL 60606-3308
Office: (312) 803-6717
Fax: (312) 803-6183
[email protected]
_________________
Member, Special Committee on InHouse Counsel
Co-Chair, Young Lawyers Network
Co-Vice-Chair, Generation Skipping
Transfers
Schneider, Pam H. (TE)
Gadsden Schneider & Woodward LLP
Ste 100
201 King of Prussia Rd.
Radnor, PA 19087-5152
Office: (484) 683-2600
Fax: (610) 687-4477
[email protected]
_________________
ABA Representative to NCCUSL Joint
Editorial Board Uniform Trust
Member, Trust and Estate
Governmental Submissions
Saltz, Sidney G. (RP)
Sidney G Saltz PC
STE 1500
70 W Madison St
Chicago, IL 60602-4265
Office: (312) 696-2030
Fax: (312) 578-6666
[email protected]
_________________
Co-Chair, Community Outreach
Schoenmeyer, Ruth A. (RP)
McDonald's Corporation
2915 Jorie Blvd
Oak Brook, IL 60523-2114
Office: (630) 623-3411
Fax: (630) 623-8154
[email protected]
_________________
Chair, Retail Leasing
91
ALPHABETICAL INDEX
Schurig, Elizabeth M. (TE)
Schurig Jetel Beckett Tackett
Fl 22
100 Congress Ave
Austin, TX 78701-4072
Office: (512) 370-2750
Fax: (512) 370-2751
[email protected]
_________________
Co-Chair, Asset Protection Planning
Shaffer, Brent C. (RP)
Young Conaway Stargatt &
Taylor, LLP
P.O. Box 391
Wilmington, DE 198990391
Office: (302) 571-6663
Fax: (302) 576-3331
Email: [email protected]
_________________
Articles Editor for Real Property,
Probate and Property Magazine
Vice-Chair, Publications
Schwenke, Roger D. (RP)
Carlton Fields PA
Fl 10
4221 W Boy Scout Blvd
Tampa, FL 33607-5765
Office: (813) 229-4152
Fax: (813) 229-4133
[email protected]
_________________
Acquisition Editor for Real Property,
Real Property Trust and Estate Journal
Member, Real Property Government
Submissions Task Force
Shansky, Robert (RP)
Jones Day
222 E 41st St
New York, NY 100176727
Office: (212) 326-3926
Fax: (212) 755-7306
[email protected]
_________________
Vice-Chair, Industrial Leasing
Seal, Catherine Anne (TE)
Kirtland & Seal LLC
PO Box 2682
Colorado Springs, CO
80901-2682
Office: (719) 448-0734
Fax: (719) 634-0485
[email protected]
_________________
Member, Publications
Co-Vice-Chair, Surrogate Decision
Making
Sharkey, Patrick T. (RP)
Jackson Walker LLP
Ste 1900
1401 McKinney St
Houston, TX 77010-1900
Office: (713) 752-4266
Fax: (713) 308-4159
[email protected]
_________________
Member, Corporate Sponsorship
Group Chair, Leasing Group
92
ALPHABETICAL INDEX
Shenkman, Martin M. (TE)
Martin M Shenkman PC
PO Box 1300
Tenafly, NJ 07670-1300
Office: (201) 845-8400
Fax: (201) 845-8433
Sher, Leopold Z. (RP)
Sher Garner Cahill et al
Ste 2800
909 Poydras St
New Orleans, LA 701124046
Office: (504) 299-2101
Fax: (504) 299-2301
[email protected]
_________________
Liaison to, Special Committee on
Disaster Response and Preparedness
[email protected]
_________________
Insurance Counselor Editors, Trust and
Estate Editors
Co-Vice-Chair, Diversity
Co-Chair, Emotional and Psychological
Issues in Estate Planning
Shurtz, Nancy E. (TE)
Univ of Oregon School of Law
1221 University of Oregon
Eugene, OR 97403-1205
Office: 541 346-3841
Fax: 541 346-1564
[email protected]
_________________
Senior Books Editor, Trust and Estate
Editors
Shepardson, Scott S. (RP)
Nixon Peabody LLP
Ste 1800
1 Embarcadero Ctr
San Francisco, CA 94111-3667
Office: (415) 984-8268
Fax: (866) 904-6525
[email protected]
_________________
Acquisitions Editor, Real Property
Editors
Sigman, Adam J. (RP)
Maynard Cooper & Gale PC
Ste 2400
1901 6th Ave N
Birmingham, AL 35203-4604
Office: (205) 254-1225
Fax: (205) 254-1999
[email protected]
_________________
Chair, Ethics and Professionalism
Shepherd, Kevin L. (RP)
Venable LLP
Ste 900
750 E Pratt St
Baltimore, MD 21202-3157
Office: (410) 244-7772
Fax: (410) 244-7742
[email protected]
_________________
Section Delegates to House of
Delegates, Officers
Member, Past Chairs--Honorary
Members
Chair, Task Force On USA Patriot Act
and Gatekeeper Regulation
93
ALPHABETICAL INDEX
Silver-Malyska, Tara (TE)
Grant Thornton LLP
Ste. 1500
1717 Main Street
Dallas, TX 75201-4667
Office: (214) 561-2332
Fax: (214) 561-2370
[email protected]
_________________
Co-Chair, Non-qualified Deferred
Compensation
Slaton, James E.A. (RP)
Stone Pigman Walther
Wittmann
546 Carondelet St
New Orleans, LA 70130-3588
Office: (504) 593-0820
Fax: 504 596-0820
[email protected]
_________________
Vice-Chair, Land Use and Zoning
Slenn, David J. (TE)
4860 San Pablo Ct
Naples, FL 34109-3383
Office: (239) 591-6762
[email protected]
_________________
Member, Continuing Legal
Education
Co-Chair, Asset Protection Planning
Silverman, Adam (RP)
Greenberg Traurig LLP
Ste 2700
2001 Market St
Philadelphia, PA 19103-7089
Office: (215) 988-7861
[email protected]
_________________
Vice Chair, Environmental
Sloan, Barbara A. (TE)
McLaughlin & Stern LLP
Fl 17
260 Madison Ave
New York, NY 10016-2404
Office: (212) 448-6229
Fax: (212) 448-6260
[email protected]
_________________
Member, Council
Member, Communications
Member, Corporate Sponsorship
Member, Planning
Sitchler, Patricia F. (TE)
Schoenbaum Curphy &
Scanlan PC
Ste 3000
112 E Pecan St
San Antonio, TX 782051516
Office: (210) 224-4491
Fax: (210) 224-7983
[email protected]
_________________
Co-Chair, Long Term Care, Medicaid,
and Special Needs Trusts
94
ALPHABETICAL INDEX
Slugg, Ramsay H. (TE)
US Trust
PO Box 1317
Fort Worth, TX 76101-1317
Office: (817) 390-6416
Fax: (817) 390-6271
[email protected]
_________________
Group Chair, Charitable Planning and
Organizations Group
Smith, Stephanie M. (RP)
USDA Rural Development
Rm 4203
1400 Independence Ave SW
Washington, DC 20250-0002
Office: (202) 690-1411
Fax: (202) 690-2724
[email protected]
_________________
Liaison to, Forum on Affordable
Housing & Community Development
Law
Group Chair, Residential, Multi-Family,
and Special Use Group
Smith, Antonette N.
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5263
Fax: (312) 988-5262
[email protected]
_________________
Associate Director, Educational
Programs, RPTE Section Staff
Sorensen, Marianne G. (RP)
Jones Waldo Holbrook & McDonough
Ste 3A
301 N 200 E
Saint George, UT 84770-3041
Office: (435) 628-1627
Fax: (435) 628-5225
[email protected]
_________________
Vice-Chair, Ground Leasing
Smith, James C. (RP)
Univ of Georgia School of
Law
Herty Dr
Athens, GA 30602-0001
Office: (706) 542-5210
Fax: (706) 542-7404
[email protected]
_________________
Associate Departments Editor, Probate
and Property Magazine
Spielman, Michael A. (TE)
Ernst & Young LLP
1101 New York Ave NW
Washington, DC 200054269
Office: (202) 327-7290
Fax: (866) 233-8509
[email protected]
_________________
Acquisitions Editor, Trust and Estate
Editors
Chair, International Tax Planning
95
ALPHABETICAL INDEX
Spratt, Jr., James D. (TE)
The Bowden Spratt Law Firm PC
Ste 4400
191 Peachtree St NE
Atlanta, GA 30303-1756
Office: (404) 523-8337
Fax: (404) 523-8323
[email protected]
_________________
Assistant Secretary, Council
Member, Communications
Member, Membership
Steele, Robert D. (TE)
Wolf Haldenstein et al
Fl 9
270 Madison Ave
New York, NY 10016-0601
Office: (212) 545-4760
Fax: (212) 545-4792
[email protected]
_________________
Ex-Officio, Council
Editor, eREPORT
Vice-Chair, Publications
Co-Vice-Chair, Emotional and
Psychological Issues in Estate Planning
Sprentall, David A. (RP)
Snell & Wilmer LLP
Ste 1000
1 Arizona Ctr
Phoenix, AZ 85004-2281
Office: (602) 382-6260
Fax: (602) 382-6070
[email protected]
_________________
Member, Corporate Sponsorship
Chair, Pro-Bono
Stein, Douglas W. (TE)
Smith Gambrell & Russell
LLP
Ste 3100
1230 Peachtree St NE
Atlanta, GA 30309-3592
Office: (404) 815-3592
Fax: (404) 685-6892
[email protected]
_________________
Group Vice Chair, Business Planning
Group
Stamer, Cynthia Marcotte
(TE)
Cynthia Marcotte Stamer PC
STE 106
3948 Legacy Dr
Plano, TX 75023-8300
Office: (469) 767-8872
Fax: (469) 814-8382
[email protected]
_________________
Liaison to, Joint Committee On
Employee Benefits
Member, Groups and Substantive
Committees
Co-Chair, Welfare Benefit Plans
Steinert, Karen S. (TE)
Fredrikson & Byron PA
Ste 4000
200 S. 6th St.
Minneapolis, MN 55402-1425
Office: (612) 492-2732
Fax: (612) 492-7077
[email protected]
_________________
Member, Fellows
96
ALPHABETICAL INDEX
Stone, J. Andrew P. (TE)
McDermott Will & Emery
227 W Monroe St
Chicago, IL 60606-5096
Office: (312) 984-7577
Fax: (312) 277-0993
[email protected]
_________________
Co-Vice-Chair, International Tax
Planning
Swanson, Lee
American Bar Association
Section of Real Property
321 N Clark St
Chicago, IL 60654-7598
Office: (312) 988-5590
Fax: (312) 988-5262
[email protected]
_________________
Meetings and CLE Manager, RPTE
Section Staff
Stone, Mark (RP)
Holland & Knight LLP
Fl 11
31 W 52nd St
New York, NY 10019-6111
Office: (212) 513-3577
Fax: (212) 385-9010
[email protected]
_________________
Chair, Federal Taxation of Real Estate
Talavera, Henry (TE)
Hunton & Williams LLP
Ste 3700
1445 Ross Ave
Dallas, TX 75202-2755
Office: (214) 468-3386
Fax: (214) 740-7174
[email protected]
_________________
Group Vice Chair, Employee Benefit
Plans and Other Compensation
Arrangements Group
Stout, Jr., Robert A. (RP)
Whiteman Osterman & Hanna LLP
1 Commerce Plz
Albany, NY 12260-1000
Office: (518) 487-7730
Fax: (518) 487-7777
[email protected]
_________________
Chair, Environmental
Talley, Susan G. (RP)
Stone Pigman Walther
Wittmann
546 Carondelet St
New Orleans, LA 70130-3588
Office: (504) 593-0828
Fax: (504) 596-0828
[email protected]
_________________
Real Property Division Vice-Chair,
Officers
Representative to Real Property
Synergy Summit, Joint Editorial Board
for Uniform Real Property Acts
Member, Communications
Member, Continuing Legal Education
Member, Planning
Member, Publications
Sullivan, M. Margaret (RP)
Frost Brown Todd LLC
STE 2200
201 E 5TH ST
Cincinnati, OH 45202-4182
Office: (513) 651-6800
Fax: (513) 651-6981
[email protected]
_________________
Liaison to, YLD Liaison to Real
Property Division
Member, Fellows
97
ALPHABETICAL INDEX
Tang, David K.Y. (RP)
K&L Gates
Ste 2900
925 4th Ave
Seattle, WA 98104-1158
Office: (206) 370-7617
Fax: (206) 370-6186
[email protected]
_________________
Section Delegates to House of
Delegates, Officers
Tate, Grace H.I. (RP)
Butler Snow et al
Ste 1400
1020 Highland Colony Pkwy
Ridgeland, MS 39157-2139
Office: (601) 985-4407
Fax: (601) 985-4500
[email protected]
_________________
Member, Diversity
Chair, Ground Leasing
Tapia, Javier R. (TE)
Woods Oviatt Gilman LLP
2 State St
Rochester, NY 14614-1396
Office: (585) 987-2826
[email protected]
_________________
Member, Fellows
Taylor, Allison (TE)
Maynard Cooper & Gale PC
Ste 2400
1901 6th Ave N
Birmingham, AL 35203-4604
Office: (205) 254-1027
Fax: 205 254-1999
[email protected]
_________________
Co-Vice-Chair, Generation Skipping
Transfers
Tannahill, Bruce A. (TE)
Western Reserve Life
Assurance
MS540WG1
570 Carillon Pkwy
Saint Petersburg, FL 337161294
Office: (727) 557-3671
Fax: (727) 299-1728
[email protected]
_________________
Vice-Chair, eCLE, Continuing Legal
Education
Thulin, Charles H. (TE)
Ekman Bohrer & Thulin PS
Ste 400
220 W Mercer St
Seattle, WA 98119-3954
Office: (206) 282-8221
Fax: (206) 285-4587
[email protected]
_________________
Vice-Chair, Plan Transactions and
Terminations
98
ALPHABETICAL INDEX
Tinkler, Kenneth A. (RP)
Carlton Fields PA
Ste 1000
4221 W Boy Scout Blvd
Tampa, FL 33607-5780
Office: (813) 223-7000
Fax: (813) 229-4133
[email protected]
_________________
Chair, Land Use and Zoning
Turk, Mary Lee (TE)
Levin Schreder & Carey
Fl 38
120 N La Salle St
Chicago, IL 60602-2417
Office: (312) 332-6300
Fax: (312) 332-6393
[email protected]
_________________
Member, Corporate Sponsorship
Member, Groups and Substantive
Committees
Tritt, Lee-Ford (TE)
Univ of Florida College of Law
PO Box 117625
Gainesville, FL 32611-7625
Office: (352) 273-0952
Fax: (352) 392-3005
[email protected]
_________________
Co-Vice-Chair, Non-Tax Issues
Affecting the Planning and
Administration of Estates and Trusts
Tylutki, Joseph P. (TE)
McDonald's Corporation
2915 Jorie Blvd
Oak Brook, IL 60523-2114
Office: (630) 623-6365
Fax: (630) 623-8853
[email protected]
_________________
Co-Chair, Special Committee on InHouse Counsel
Trott, John M. (RP)
Cox Castle & Nicholson LLP
Ste 2800
2049 Century Park E
Los Angeles, CA 90067-3284
Office: (310) 284-2299
Fax: (310) 277-7889
[email protected]
_________________
Assistant Editors to Real Property,
eREPORT
Member, Publications
Chair, Workouts, Foreclosures and
Bankruptcy
Uzcategui, Jessica A. (TE)
Sacks Glazier Franklin & Lodise LLP
Ste 3500
350 S Grand Ave
Los Angeles, CA 900713475
Office: (213) 617-7941
Fax: (213) 617-9350
[email protected]
_________________
Member, Corporate Sponsorship
Co-Vice-Chair, Ethics and Malpractice
99
ALPHABETICAL INDEX
Van Bogaert, Cynthia A.
(TE)
Boardman Law Firm LLP
PO Box 927
Madison, WI 53701-0927
Office: (608) 257-9521
Fax: (608) 283-1709
[email protected]
_________________
Co-Chair, Non-Qualified Deferred
Compensation
Vinson, Carolyn Pharr (TE)
Pasternak & Fidis PC
Ste 1100
7735 Old Georgetown Rd
Bethesda, MD 20814-6183
Office: (301) 656-8850
Fax: (301) 656-3053
[email protected]
_________________
Managing Editor, Trust and Estate
Editors
Van Fleet, Lisa A. (TE)
Bryan Cave LLP
Ste 3600
211 N Broadway
Saint Louis, MO 63102-2769
Office: (314) 259-2000
Fax: (314) 552-8326
[email protected]
_________________
Vice-Chair, Fiduciary Responsibility,
Administration, and Litigation
Waldman, Ira J. (RP)
Cox Castle & Nicholson
LLP
Ste 2800
2049 Century Park E
Los Angeles, CA 900673284
Office: (310) 284-2244
Fax: (310) 277-7889
[email protected]
_________________
Member, Council
Member, Community Outreach
Venverloh, Sally L. (TE)
Neal Gerber & Eisenberg LLP
Ste 1700
2 N La Salle St
Chicago, IL 60602-3801
Office: (312) 269-8001
Fax: (312) 980-0747
[email protected]
_________________
Vice-Chair, Charitable Organizations
Walker, Douglas S. (RP)
Miles & Stockbridge PC
Ste 2
101 Bay St
Easton, MD 21601-2718
Office: (410) 820-0264
Fax: (410) 819-8254
[email protected]
_________________
Co-Vice-Chair, Partnerships and
Limited Liability Companies
100
ALPHABETICAL INDEX
Wallace II, Harvey B. (TE)
Berry Moorman PC
Ste 1900
535 Griswold St
Detroit, MI 48226-3686
Office: (313) 496-1200
Fax: (313) 496-1300
[email protected]
_________________
Retirement Benefits Updates Editor,
Probate and Property Magazine
Liaison to, Joint Committee On
Employee Benefits
Warshaw, Melvin A. (TE)
Financial Architects Partners
Fl 7
111 Huntington Ave
Boston, MA 02199-7636
Office: (617) 259-1927
Fax: (617) 259-1965
[email protected]
_________________
Co-Vice-Chair, Insurance and Financial
Planning
Webster, Aen Walker (TE)
Buchanan Ingersoll & Rooney PC
Ste 300
1700 K St NW
Washington, DC 20006-3807
Office: (202) 452-7935
[email protected]
_________________
Member, Council
Member, Communications
Vice-Chair, Spring Symposia,
Continuing Legal Education
Walsh, Ryan (TE)
Hamilton Thies &
Lorch LLP
Ste 3800
200 S Wacker Dr
Chicago, IL 606065868
Office: (312) 650-8650
Fax: (312) 650-8651
[email protected]
_________________
Member, Fellows
Weiner, Kelly Subic (RP)
Venable LLP
Ste 900
750 E Pratt St
Baltimore, MD 212023157
Office: (410) 244-7495
Fax: (410) 244-7742
[email protected]
_________________
Member, Communications
Chair, Common Interest Ownership
Development
Ward, Everett S. (RP)
Quarles & Brady LLP
Ste 4000
300 N LaSalle St
Chicago, IL 60654-5427
Office: (312) 715-5021
Fax: (312) 632-1762
[email protected]
_________________
Member, Continuing Legal Education
101
ALPHABETICAL INDEX
Werner, Raymond J. (RP)
Arnstein & Lehr LLP
Ste 1200
120 S Riverside Plz
Chicago, IL 60606-3910
Office: (312) 876-7152
Fax: (312) 876-6252
[email protected]
_________________
Member, Communications
Member, Planning
Whitton, Linda S. (TE)
Valparaiso Univ School of Law
656 Greenwich St
Valparaiso, IN 46383-4945
Office: (219) 465-7863
Fax: (219) 465-7872
Email:
[email protected]
_________________
Liaison to, National College of Probate
Judges
Member, National Conference of
Lawyers and Corporate Fiduciaries
Member, Publications
Whitehead, Kathleen T. (TE)
Law Office of K T Whitehead
3004 Nacogdoches Rd
San Antonio, TX 78217-4523
Office: (210) 930-4300
Fax: (210) 804-1298
[email protected]
_________________
Co-Vice-Chair, Surrogate Decision
Making
Whitty, Michael D. (TE)
Vedder Price P.C.
Ste 2600
222 N La Salle St
Chicago, IL 60601-1104
Office: (312) 609-7812
Fax: (312) 609-5005
[email protected]
_________________
Member, Council
Member, Intellectual Property/Patent
Task Force
Co-Vice-Chair, Membership
Whiteway, Andrea M. (RP)
McDermott Will & Emery
Ste 1200
600 13th St NW
Washington, DC 20005-3096
Office: (202) 756-8425
Fax: (202) 756-8087
[email protected]
_________________
Vice-Chair, Federal Taxation of Real
Estate
Williams, Katie G. (RP)
2254 W Leland Ave
Chicago, IL 60625-2006
Office: (630) 230-2616
[email protected]
_________________
Vice-Chair, Securitization and Special
Financing Techniques
102
ALPHABETICAL INDEX
Willis, Sterling S. (RP)
Fishman Haygood et al
Ste 4600
201 Saint Charles Ave
New Orleans, LA 701704701
Office: (504) 586-5264
Fax: (504) 310-0264
[email protected]
_________________
Vice-Chair, eCLE, Continuing Legal
Education
Wine, James C. (RP)
Nyemaster Goode PC
Ste 1600
700 Walnut St
Des Moines, IA 50309-3800
Office: (515) 283-3188
Fax: (515) 283-3108
[email protected]
_________________
Member, Council
Vice-Chair, RP Annual Meeting,
Continuing Legal Education
Member, Nominations
Council Representative, Commercial
Real Estate Transactions Group
Wilson, Elaine Waterhouse (TE)
Quarles & Brady LLP
Ste 4000
300 N LaSalle St
Chicago, IL 60654-5427
Office: (312) 715-5141
Fax: (312) 632-1744
[email protected]
_________________
Group Vice Chair, Charitable Planning
and Organizations Group
Winston, Roger D. (RP)
Ballard Spahr LLP
Fl 7
4800 Montgomery Ln
Bethesda, MD 20814-3462
Office: (301) 664-6201
Fax: (866) 415-6014
[email protected]
_________________
Member, Past Chairs--Honorary
Members
Representative to Real Property
Synergy Summit
Chair, Nominations
Member, Planning
Wilson, James M. (RP)
Womble Carlyle
5 Exchange St
Charleston, SC 29401-2530
Office: 843 720-4640
Fax: 843 723-7398
[email protected]
_________________
Member, Continuing Legal Education,
Chair, Mortgage Lending
Wong, Philip (RP)
Arthur Wong & Associates
Ste 1500
70 W Madison St
Chicago, IL 60602-4265
Office: (312) 696-2044
Fax: (312) 263-0939
[email protected]
_________________
Member, Community Outreach
103
ALPHABETICAL INDEX
Wood, Beth Ann (TE)
Moore & Van Allen
PLLC
Ste 4700
100 N Tryon St
Charlotte, NC 282024003
Office: 704 331-1020
Fax: 704 378-2020
[email protected]
_________________
Member, Continuing Legal Education
Wu, Minming (RP)
San Francisco Bay Area
Rapid Transit District
Fl. 23
300 Lakeside Dr
PO Box 12688
Oakland, CA 94604-2688
Office: (510) 464-6019
(510) 464-6049
[email protected]
_________________
Member, Fellows
Wright, Arnettia S. (TE)
Wright Law Group PC
1912 Sunderland Pl NW
Washington, DC 20036-1608
Office: (202) 829-7500
Fax: (202) 829-7550
[email protected]
_________________
Vice-Chair, Community Outreach
Member, Diversity
Yan, Sean (TE)
20534 Perryoak Dr
Humble, TX 77346-1797
Office: (303) 815-2103
[email protected]
_________________
Keeping Curr Probate Contributing
Editrs, Probate and Property Magazine
Zeydel, Diana S.C. (TE)
Greenberg Traurig LLP
333 SE 2nd Ave
Miami, FL 33131-3238
Office: (305) 579-0575
Fax: (305) 579-0717
Email: [email protected]
_________________
Member, Trust and Estate
Governmental Submissions
Wright, Kenneth C. (RP)
Baker Hostetler LLP
Ste 2300
200 S Orange Ave
Orlando, FL 32801-3432
Office: (407) 649-4001
Fax: (407) 841-0168
[email protected]
_________________
Member, Council
Vice-Chair, Groups and Substantive
Committees
Council Representative, Residential,
Multi-Family, and Special Use Group
Zook, Elizabeth J. (RP)
Carruthers & Roth PA
235 N Edgeworth St
Greensboro, NC 27401-2217
Office: (336) 478-1110
Fax: (336) 478-1109
[email protected]
_________________
Chair, Senior Housing and Assisted
Living
104
ALPHABETICAL INDEX
Zschau, Julius J. (RP)
Pennington Moore et al
Ste 101
1230 S Myrtle Ave
Clearwater, FL 33756-3445
Office: (727) 449-9553
Fax: (727) 462-5260
[email protected]
_________________
Member, Groups and Substantive
Committees
105
Insert
Geographical
Index
TAB
HERE
Insert
TAB
HERE
GEOGRAPHICAL INDEX
MEXICO (DISTRITO FEDERAL)
Mexico
Luis F. Moreno (RP)
Los Angeles
Cynthia Alexander (RP)
Paul Fisher (TE)
Terrence M. Franklin (TE)
Robert N. Sacks (TE)
John Matthew Trott (RP)
Jessica Adriana Uzcategui (TE)
Ira J Waldman (RP)
ONTARIO
Toronto
John D. Hutmacher (RP)
_____________________________
ALABAMA
Malibu
Kristine Knaplund (TE)
Birmingham
Katherine N. Barr (TE)
Adam J. Sigman (RP)
Allison Taylor (TE)
Menlo Park
Julie K. Kwon (TE)
Oakland
Minming Wu (RP)
Montgomery
Ekaterina V. Gill (RP)
Pasadena
Jennifer Jane Pappas (RP)
ARIZONA
Mesa
Rebecca Elliott (RP)
Poway
Nelse T. Miller (RP)
Phoenix
Alexander R. Arpad
David A. Sprentall (RP)
Rancho Santa Fe
Louis A. Mezzullo (TE)
CALIFORNIA
Belvedere
Richard Julien (TE)
San Francisco
Louise C. Adamson (RP)
Dominic J. Campisi (TE)
Erik Dryburgh (TE)
Matthew P. Matiasevich (TE)
K. Peter Ritter (RP)
Scott S. Shepardson (RP)
Costa Mesa
Judith Freedel Daar (TE)
Laguna Niguel
Jay David Adkisson (TE)
Santa Rosa
William M. Andrews (TE)
107
GEOGRAPHICAL INDEX
COLORADO
Colorado Springs
Michael A. Kirtland (TE)
Catherine Anne Seal (TE)
Elizabeth C. Lee (RP)
Jerry J. McCoy (TE)
Andrew D. Ness (RP)
Andrew F. Palmieri (RP)
Richard Michael Price (RP)
Stephanie M. Smith (RP)
Michael A. Spielman (TE)
Aen Walker Webster (RP)
Andrea M. Whiteway (RP)
Arnettia S. Wright (TE)
Denver
Gwendolyn C. Allen (RP)
Marco D. Chayet (TE)
Marc A. Chorney (TE)
Joseph G .Hodges, Jr. (TE)
Joseph Lubinski (RP)
Kevin D. Millard (TE)
FLORIDA
Boca Raton
Scott A. Bowman (TE)
CONNECTICUT
Fairfield
Bruce E. Hawley (RP)
Clearwater
Julius J. Zschau (RP)
Hartford
Candace M. Cunningham (RP)
Coral Gables
Tina Portuondo (TE)
Rocky Hill
Edmond R. Browne, Jr. (RP)
Delray Beach
Racole Henry (RP)
Stamford
April Condon (RP)
Destin
Jason E. Havens (TE)
DELAWARE
Wilmington
Michael M. Gordon (TE)
Robert J. Krapf (RP)
Carol G. Kroch (TE)
Richard W. Nenno (TE)
Brent C. Shaffer (RP)
Fort Lauderdale
B. Taylor Mattis (RP)
Gainsville
Lee-Ford Tritt (TE)
DISTRICT OF COLUMBIA
Jacksonville
Marjorie R. Bardwell (RP)
Washington
Harold J. Ashner (TE)
Richard S. Franklin (TE)
Richard J. Green (RP)
Christopher B. Hanback (RP)
Ellen K. Harrison (TE)
Dennis M. Horn (RP)
Miami
Mildred Gomez (TE)
Kevin Packman (TE)
Diana S.C. Zeydel (TE)
108
GEOGRAPHICAL INDEX
Naples
Lester B. Law (TE)
David J. Slenn (TE)
Atlanta
Jeffrey C. Adams (RP)
Stephanie B. Casteel (TE)
Charles E. Hodges II (TE)
Bernard V. Kearse III (TE)
Kristen M. Lewis (TE)
Edward M. Manigault (TE)
William G. Rothschild (RP)
James D. Spratt, Jr. (TE)
Douglas W. Stein (TE)
Orlando
Daniel Bachrach (RP)
Kenneth C. Wright (RP)
Palm Beach
Jo Ann Engelhardt (TE)
Mark R. Parthemer (TE)
Columbus
Alan F. Rothschild, Jr. (TE)
Palm Beach Gardens
Sasha A. Klein (RP)
Duluth
Amy H. Bray (RP)
Saint Petersburg
Bruce A. Tannahill (TE)
Roswell
Scott Hitch (RP)
Seminole
Frank Y. Leung (TE)
Valdosta
Richard E. Barnes (TE)
Tampa
Scott William Dibbs (RP)
Susan Katherine Frazier (RP)
Robert S. Freedman (RP)
Wilhelmina Fettrow Kightlinger (RP)
Edward F. Koren (TE)
Jin Liu (RP)
Laurel E. Lockett (RP)
Steven Mezer (RP)
Andrew M. O'Malley (RP)
Sandra G. Porter (RP)
Roger D. Schwenke (RP)
Kenneth A. Tinkler (RP)
HAWAII
Honolulu
Nancy N. Grekin (RP)
ILLINOIS
Carbondale
Alice M. Noble-Allgire (RP)
Chicago
Christine L. Albright (TE)
Timnetra Burruss (RP)
James R. Carey (TE)
Ryan M. Harding (TE)
Kenneth M. Jacobson (RP)
Benetta P. Jenson (TE)
Peter M. Kelly (TE)
Michael Kerr (TE)
Tye J. Klooster (TE)
Barry Kozak (TE)
Kieran Patrick Marion (RP)
GEORGIA
Alpharetta
Gerald J. Hoenig (RP)
Athens
James C. Smith (RP)
109
GEOGRAPHICAL INDEX
Chicago (cont’d)
Mark Franklin Mehlman (RP)
Barry B. Nekritz (RP)
Tracie R. Porter (RP)
Karin C. Prangley (TE)
Raymond Prather (TE)
Rana H. Salti (TE)
Sidney G. Saltz (RP)
J. Andrew P Stone (TE)
Mary Lee Turk (TE)
Sally L.Venverloh (TE)
Ryan Walsh (TE)
Everett S.Ward (RP)
Raymond J. Werner (RP)
Michael D. Whitty (TE)
Katie Graves Williams (RP)
Elaine Waterhouse Wilson (TE)
Philip Wong (RP)
LOUISIANA
New Orleans
Wogan Bernard (RP)
Jon F. Leyens, Jr. (RP)
Loretta G .Mince (RP)
Deborah J. Moench (RP)
Marie A. Moore (RP)
Leopold Z. Sher (RP)
James E.A. Slaton (RP)
Susan G. Talley (RP)
Sterling S. Willis (RP)
MARYLAND
Baltimore
James Goodrich (RP)
Edward J. Levin (RP)
Anna Almon Mahaney (RP)
Kevin L. Shepherd (RP)
Kelly Shubic Weiner (RP)
Oak Brook
Ruth A. Schoenmeyer (RP)
Joseph P. Tylutki (RP)
Springfield
Hugh F. Drake (TE)
Bethesda
Demetrios M. Datch (RP)
Carolyn P. Vinson (TE)
Roger D. Winston (RP)
INDIANA
Indianapolis
Diane Hubbard Kennedy (RP)
Chevy Chase
Elizabeth Ysla Leight (TE)
Diana C. Liu (RP)
Valparaiso
Linda S. Whitton (TE)
Easton
Douglas S. Walker (RP)
IOWA
Des Moines
Kathleen K. Law (RP)
James C. Wine (RP)
Gaithersburg
Louis Pettey (RP)
Rockville
Harold W. Pskowski (TE)
Iowa City
Thomas P. Gallanis, Jr. (TE)
Silver Spring
Marianne R. Kayan (TE)
KANSAS
Leawood
Norman M. Arnell (RP)
110
GEOGRAPHICAL INDEX
MASSACHUSETTS
Boston
Robert N. Karelitz (TE)
Melissa Langa (TE)
Jo-Ann Marzullo (RP)
John P. O'Neill (RP)
Melvin A. Warshaw (TE)
Minneapolis
William S. Forsberg (TE)
Kathleen M. Martin (RP)
Karen S. Steinert (TE)
Saint Paul
Eileen M. Roberts (RP)
Springfield
William G. Baker (RP)
Columbia
David M. English (TE)
R. Wilson Freyermuth (RP)
Troy A. Rule (RP)
Wellesley
Lisa M. Rico (TE)
Wellesley Hills
Michael J. Glazerman (RP)
MISSOURI
Kansas City
Brian T. Howes (RP)
Christopher R. Hoyt (TE)
Michele M. McCue (RP)
Patrick A. Randolph, Jr. (RP)
West Newton
Josephine A. McNeil
MICHIGAN
Saint Louis
Dave L. Cornfeld (TE)
Bradley Es Fogel (TE)
Steven B. Gorin (TE)
Cheryl A. Kelly (RP)
John P. McNearney (RP)
Lisa A. Van Fleet (TE)
Bloomfield Hills
Darius W. Dynkowski (RP)
Robert Nemzin (TE)
Detroit
Vicki R. Harding (RP)
Carol Ann Martinelli (RP)
Eric M. Mathis (RP)
Harvey B. Wallace II (TE)
MISSISSIPPI
Jackson
W. Rodney Clement, Jr. (RP)
Grand Rapids
Patrick E. Mears (RP)
Ridgeland
Grace H.I. Tate (RP)
Sterling Heights
Anthony Bologna (RP)
MONTANA
Billings
David J. Dietrich (TE)
MINNESOTA
Mankato
David M. Naples (TE)
111
GEOGRAPHICAL INDEX
NORTH CAROLINA
NEW MEXICO
Charlotte
Beth Ann Wood (TE)
Albuquerque
Grace Allison (TE)
Orlando Lucero (RP)
Greensboro
Elizabeth Jester Zook (RP)
NEW YORK
Albany
Robert A. Stout, Jr. (RP)
New Bern
Mark S. Hartman (RP)
Buffalo
Amy E. McShane (RP)
Raleigh
Daniel J. Homick (RP)
Greenvale
Emanuel B Halper (RP)
Winston Salem
Tanya D. Marsh (RP)
Jericho
Jasleen Kaur Anand (RP)
NEW JERSEY
Haddonfield
Anthony R. La Ratta (TE)
Steven K. Mignogna (TE)
Mineola
Mary P. O'Reilly (TE)
Montclair
Ira Meislik (RP)
New York
Carole M. Bass (TE)
Jonathan G .Blattmachr (TE)
Anta Cisse-Green (TE)
Nancy Ann Connery (RP)
Alan M. Disciullo (RP)
Richard M. Frome (RP)
T. Randolph Harris (TE)
Robert C. Hayn (RP)
Amy E. Heller (TE)
Samuel A. Hercules (TE)
Michael Hirschfeld (RP)
Linda B. Hirschson (TE)
Thomas D. Kearns (RP)
Sharon L. Klein (TE)
William P. La Piana (TE)
Robert W. Lannan (RP)
Elizabeth Lindsay-Ochoa (TE)
Michael Macris (TE)
Carlyn S. McCaffrey (TE)
Martin P. Miner (RP)
Jeffrey Pascale (RP)
Newark
Gerard G .Brew (TE)
Parsippany
David E. Ewan (RP)
John C. Kelly (RP)
Princeton
Jonathan S. Gershen (RP)
David S. Neufeld (TE)
Tenafly
Martin M. Shenkman (TE)
Westfield
Jack Fersko (RP)
112
GEOGRAPHICAL INDEX
New York (cont’d)
Robert C. Paul (RP)
Maurice Pianko (RP)
Susan Porter (TE)
John J. Reddy, Jr. (TE)
Bonnie Richards (TE)
Christopher Roman (RP)
Gideon Rothschild (TE)
Robert Shansky (RP)
Barbara A. Sloan (TE)
Robert D. Steele (TE)
Mark Stone (RP)
Columbus
Gretchen Danielle Jeffries (RP)
Dayton
James G. Durham (RP)
OKLAHOMA
Tulsa
Sharon J. Bell (TE)
OREGON
Eugene
Susan N. Gary (TE)
Nancy E. Shurtz (TE)
Rochester
Javier R. Tapia (TE)
Portland
Dean N. Alterman (RP)
White Plains
Shelby D .Green (RP)
PENNSYLVANIA
Woodbury
Marc S .Bekerman (TE)
Blue Bell
Robert L. Henn (RP)
NORTH DAKOTA
Grand Forks
Ashley Martin (RP)
King Of Prussia
Jennifer Diveterano Gayle (TE)
OHIO
Canton
Richard E. Davis II (TE)
Leola
Cynthia Boyer Blakeslee (RP)
Philadelphia
Samantha Corson (RP)
Alan D. Keiser (RP)
Bernard B. Kolodner (RP)
Cincinnati
Mary Margaret Sullivan (RP)
Cleveland
Dianne S. Coscarelli (RP)
G. Andrew Gardner (RP)
Michael D. Goler (RP)
James Kieran Jennings (RP)
Thomas A. Jorgensen (TE)
Janet L. Lowder (TE)
Robert A. Miller (TE)
Alan S. Ritchie (RP)
Richard S. Rivitz (RP)
Pittsburg
Lawrence A. Frolik (TE)
Radnor
Tracy Blake Devlieger (TE)
Pam H. Schneider (TE)
Upper Darby
John J. McCreesh IV (TE)
113
GEOGRAPHICAL INDEX
SOUTH CAROLINA
Charleston
Daniel Q. Orvin (RP)
James M. Wilson (RP)
Columbia
James R. Burkhard (RP)
Brant J. Hellwig (RP)
Houston
Keri Brown (TE)
Carol A. Cantrell (TE)
Charles E. Fitch (RP)
John S. Hollyfield (RP)
Stephanie Loomis-Price (TE)
Patrick T. Sharkey (RP)
Hilton Head Island
Anne K. Russell (TE)
Humble
Sean Yan (TE)
TENNESSEE
Lubbock
Robert E. Barnhill III (TE)
Gerry W. Beyer (TE)
Johnson City
Edward T. Brading (RP)
Plano
Cynthia M. Stamer (TE)
Knoxville
Amy Morris Hess (TE)
Austin
Elizabeth M. Schurig (TE)
San Antonio
Claire G. Hargrove (TE)
Patricia F. Sitchler (TE)
Kathleen T. Whitehead (TE)
Coppell
Tara Silver-Malyska (TE)
Sugar Land
James L. Gosdin (RP)
Dallas
Steve R .Akers (TE)
Melinda D. Blackwell (RP)
David L. Campbell (RP)
Chris Christensen (RP)
Christina Jenkins (RP)
Keith H. Mullen (TE)
James V. Roberts (TE)
Henry Talavera (TE)
Waco
Thomas M. Featherston, Jr. (TE)
Fort Worth
Daniel McCarthy (TE)
Ramsay H. Slugg (TE)
VIRGINIA
Alexandria
Nancy Appleby (RP)
Kellye C. Clarke (RP)
Thomas C. Farnam (TE)
Francis W. Palmieri (TE)
TEXAS
UTAH
Saint George
Marianne G. Sorensen (RP)
Salt Lake City
Nancy A. McLaughlin (TE)
114
GEOGRAPHICAL INDEX
Arlington
Steven J. Eagle (RP)
WISCONSIN
Brookfield
James Ramseyer (RP)
Chesapeake
Suzanne E. Luna (TE)
Madison
Allen A. Arntsen (RP)
Cynthia A. Van Bogaert (TE)
Mc Lean
Leigh-Alexandra Basha (TE)
I. Mark Cohen (TE)
Dorothea W. Dickerman (RP)
Cara M. Koss (TE)
Milwaukee
Jackson M. Bruce, Jr. (TE)
Marcia E. Facey (RP)
Nancy Leary Haggerty (RP)
Michael J. Ostermeyer (RP)
Norfolk
Stephen R. Romine (RP)
Richmond
Dennis I. Belcher (TE)
W. Birch Douglass III (TE)
Dana G. Fitzsimons, Jr. (TE)
Neil S. Kessler (RP)
Nancy R. Little (RP)
Charles L. Menges (RP)
Phyllis M. Rubinstein (RP)
William I. Sanderson (RP)
Vienna
James L. Boring (TE)
WASHINGTON
Seattle
Karen E. Boxx (TE)
Patricia H. Char (TE)
Rochelle L. Haller (TE)
Malcolm A. Moore (RP)
Scott B. Osborne (RP)
Amber Quintal (TE)
David K.Y. Tang (RP)
Charles H. Thulin (TE)
115
Insert
Bylaws
TAB
HERE
Insert
TAB
HERE
American Bar Association
Section of Real Property, Trust and Estate Law
AMENDED AND RESTATED BYLAWS
ARTICLE 1. NAME AND MISSION
§ 1.1 NAME. This Section shall be known as the Section of Real Property, Trust and
Estate Law of the American Bar Association (the Section) and shall consist of two divisions, the
Real Property Division and the Trust and Estate Division.
§ 1.2 MISSION. The mission of the Section is to improve the law, to enhance the skills of
lawyers, and to address the needs of the profession and the public within the areas of practice
served by the Section. Goals for the Section may be adopted by its Council.
§ 1.3 REAL PROPERTY DIVISION. The Real Property Division shall relate the mission
and goals of the Section to the law concerning the ownership, use, development, transfer,
regulation, financing, taxation and disposition of real estate and all interests therein, and such
other matters as the Real Property subcouncil may consider appropriate.
§ 1.4 TRUST AND ESTATE DIVISION. The Trust and Estate Division shall relate the
mission and goals of the Section to the law concerning the ownership, devolution, disposition,
taxation and distribution of property and estates of decedents, persons under disability and
missing persons, methods, procedures, and problems relating to the creation, administration,
accounting, modification, reformation, revocation, and termination of trusts and the distribution
thereof, drafting of wills, trusts, and other documents; estate and tax planning; employee
benefits; life insurance; financial planning; problems of taxation in connection with any of the
foregoing; and such other matters as the Trust and Estate subcouncil may consider appropriate.
ARTICLE 2. MEMBERSHIP AND DUES
§2.1 ENROLLMENT. Any member in good standing of the American Bar Association
(the “Association”) may be enrolled as a member of the Section on payment of Section dues for
the current fiscal year.
§2.2 DUES. Each member of the Section shall at the time of enrollment pay the annual
dues at the applicable rate for that member for the fiscal year during which the member is
enrolled. Thereafter annual dues shall be paid in advance each year beginning on the September
first next succeeding enrollment.
§2.3 MEMBERSHIP AND TERMINATION. Members of the Association who are
enrolled in the Section and whose Section dues are not more than six months past due shall
constitute the membership of the Section. Any member of the Section whose annual dues are
more than six months past due or who otherwise ceases to be a member of the Association shall
be automatically terminated as a member of the Section.
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§2.4 DUES. The Council may establish alternative dues and fee structures and classes of
membership.
§2.5 LAW STUDENT MEMBERS.
(a)
Any member of the Law Student Division of the Association may become a
law student member of the Section on written application and payment of annual
dues.
(b)
Law student members shall be entitled to receive all publications that the Section
distributes generally to its members and may attend all meetings of members of the
Section, but shall not have the right to vote.
§2.6 ASSOCIATES.
Any individual who is an associate of the Association may become an associate
of the Section on written application and payment of annual dues.
(a)
Associates shall be entitled to receive all publications that the Section distributes
generally to its members and may attend all meetings of members of the Section, but
shall not have the right to vote.
(b)
ARTICLE 3. SECTION MEETINGS
§3.1 ANNUAL MEETING. The annual meeting of the Section shall be held in
conjunction with the annual meeting of the Association, at specific times and places to be
designated by the Executive Committee or such other time and place as designated by the
Council.
§3.2 SPECIAL MEETINGS. Special meetings of the Section may be called by the Chair
on approval of the Council, at a time and place determined by the Council. Alternatively, upon
the written call of at least twelve voting members of the Council, and either the Chair or ViceChair, or upon the written call of the Executive Committee, upon twenty days advance notice, a
special meeting of the Section may be called at the time and place as designated in the notice of
meeting.
§3.3 QUORUM. The members of the Section present at any meeting of the
membership shall constitute a quorum for the transaction of any business.
§3.4 VOTE. Binding action of the Section shall be taken by a majority vote of the
members present.
§3.5 PARLIAMENTARY AUTHORITY. The most current edition of Robert’s Rules
of Order shall be the parliamentary authority to govern meetings of the Section in situations
not covered by these Bylaws, unless a particular meeting of the Section otherwise directs.
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ARTICLE 4. OFFICERS, ASSISTANT SECRETARIES, ASSISTANT FINANCE AND
CORPORATE SPONSORSHIP OFFICER, DELEGATES
§4.1 OFFICERS. The officers of the Section shall be the Chair, the Chair-Elect, the
Vice-Chair from the Real Property Division, the Vice-Chair from the Trust and Estate
Division, the Finance and Corporate Sponsorship Officer, and the Secretary.
§4.2 ASSISTANT SECRETARIES AND ASSISTANT FINANCE AND CORPORATE
SPONSORSHIP OFFICER. There shall be an Assistant Secretary for each of the two divisions
of the Section. During the last Section fiscal year that a person is expected to serve as the
Finance and Corporate Sponsorship Officer, there shall be an Assistant Finance and Corporate
Sponsorship Officer.
§4.3 CHAIR. The Chair shall:
(a)
preside at all meetings of the Section and of the Council;
(b)
act as chief executive officer of the Section and its official spokesperson,
personally or by a designee, consistent with Association and Section policies;
(c)
make appointments as authorized by resolution of the Council or the Bylaws;
(d)
have general authority and overall responsibility for administration of
Section activities, programs and products, consistent with Association and Section
policies;
(e)
serve as an ex-officio member of all standing and special committees of the
Section, except the Nominations Committee; and
(f)
perform such other duties and acts as usually pertain to the office of Chair or as
are assigned to the Chair by the Council.
§4.4 CHAIR-ELECT. The Chair-Elect shall:
(a)
aid the Section Chair in the performance of the Chair’s responsibilities as the
Chair requests;
(b)
make appointments as authorized by resolution of the Council or the Bylaws,
(c)
on the adjournment of the annual meeting succeeding the annual meeting at which
the Chair-Elect is elected, become Chair of the Section to serve until the adjournment of
the next succeeding annual meeting and until a successor takes office, and shall not
thereafter be eligible for the office of Chair;
(d)
serve as an ex-officio member of all standing and special committees of the
Section, except the Nominations Committee; and
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(e)
perform such other duties as usually pertain to the office of Chair-Elect or as
are assigned to the Chair-Elect by the Chair or the Council.
During the disability of the Chair, as determined by the Executive Committee, the
Chair-Elect shall perform the duties of the Chair for the period of the disability. If the
office of Chair shall become vacant, the Chair-Elect shall become Chair of the Section
for the unexpired term. Such service shall not affect the Chair-Elect’s becoming or
continuing as Chair of the Section at the close of the next succeeding annual meeting
of the Section.
§4.5 VICE-CHAIRS.
(a)
Each of the Vice-Chairs of the Section shall preside at meetings of their
respective subcouncils, shall be responsible for the work of their respective divisions and
shall perform other duties as are assigned to either or both of them by the Council or the
Chair.
(b)
As requested by the Chair-Elect, each Vice-Chair and nominee for Vice-Chair
shall submit to the Chair-Elect a list of suggested division Groups and committees
deemed desirable and a list of division Groups and committees recommended for
elimination or consolidation, and the names of chairs and vice-chairs recommended as
appointees to the suggested Groups and committees to serve during the Chair-Elect’s
regular term as Section Chair, and, during the term of the Chair, submit to the Chair,
names of additional division Group and committee chairs and committee vice-chairs to
fill vacancies.
§4.6 FINANCE AND CORPORATE SPONSORSHIP OFFICER. The Finance and
Corporate Sponsorship Officer shall act as the controller of the Section’s finances, and
shall:
(a)
require that there be consistently maintained an accurate record of all the
monies appropriated to, otherwise received by, or expended for the Section;
(b)
monitor and ascertain the accuracy of all accounts, reports and other
documents related to Section funds, revenues, and expenditures;
(c)
approve extraordinary vouchers and administer the policies on reimbursement
of necessary expenses incurred by officers and members, as established by the budget
approved by the Council and according to policies approved by the Council;
(d)
report on the Section’s present and projected financial condition at each meeting
of the Council;
(e)
advise the officers and Council on the financial impact of any proposed action by
the officers, Council or Section which, in the judgment of the Finance and Corporate
Sponsorship Officer, may have a significant effect on the financial condition of the
Section;
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(f)
at least once each year, prepare and submit a proposed budget to the Council
for approval or modification at the Section’s annual meeting, together with a report
on the Section’s financial condition; and
(g)
prepare other recommendations and special reports on financial affairs of the
Section as requested by the Council or the Chair.
§4.7 SECTION DELEGATES. Each Section Delegate shall:
(a)
attend all meetings of the House of Delegates of the Association;
(b)
give notice to the Section Chair of inability to attend any meeting of the House
of Delegates, in which case the Section Chair shall (with the advice of the Executive
Committee), appoint an alternate delegate to represent the Section at the meeting of the
House of Delegates;
(c)
provide timely reports to the Council on all matters to come before the House
of Delegates which, in the judgment of the Section Delegate, are of interest or concern
to the Section;
(d)
if not instructed by the Council, vote in accordance with the Section
Delegate’s independent judgment; and
(e)
after each meeting of the House, make a timely report to the officers, and to the
Council at its next meeting on the votes taken on matters of importance to the Section.
When the position is allocated to the Section by the Association, a Section Delegate, who
is elected by the Council for such position, shall serve as a Section member-at-large to the
Board of Governors or a Section Delegate to the Nominating Committee of the House of
Delegates, and shall hold office for the time provided. Upon election to the position of Section
member-at-large to the Board of Governors, such person shall be held to have resigned the
position of Section Delegate.
§4.8 SECRETARY. The Secretary shall:
(a)
keep a written record of all business meetings of the Section, the Council and the
Executive Committee, but shall have no responsibility to keep a written record of
Divisional or Standing Committees;
(b)
maintain the Section minutes ; provided that the Secretary may delegate this to
Section staff;
(c)
prepare amendments to the Section’s Bylaws; and
(d)
perform other duties as are assigned to the Secretary by the Chair or the
Council.
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§4.9 ASSISTANT SECRETARIES. Each Assistant Secretary shall:
(a)
keep a record of the meetings of the subcouncil of the Assistant Secretary’s
division;
(b)
maintain the minutes of such subcouncil; provided that the Assistant Secretary
may delegate this to Section staff; and
(c)
perform other duties as are assigned by the Chair, the Council, or the Vice-Chair
of the Assistant Secretary’s division.
§4.10 ASSISTANT FINANCE AND CORPORATE SPONSORSHIP OFFICER. The
Assistant Finance and Corporate Sponsorship Officer shall perform such duties as are assigned
by the Finance and Corporate Sponsorship Officer.
§4.11 TERMS OF SERVICE.
(a)
The Chair-Elect, the Vice-Chairs, the Finance and Corporate Sponsorship Officer,
the Secretary, each Assistant Secretary and the Assistant Finance and Corporate
Sponsorship Officer, if applicable, shall be nominated as provided in these Bylaws and
elected at each annual meeting of the Section, each to hold office for the term beginning at
the close of the annual meeting at which they are elected and ending at the close of the
next succeeding annual meeting of the Section or when a successor is elected.
(b)
Each Section Delegate to the House of Delegates shall be nominated and elected
at the annual meeting of the Section for a term of three years beginning at the close of
the annual meeting at which elected and ending at the close of the third succeeding
annual meeting or when a successor is elected.
(c)
Each Assistant Secretary shall hold office for the term beginning at the close of
the annual meeting at which he or she is nominated and ending at the close of the next
succeeding annual meeting of the Section or when a successor is nominated.
(d)
The Assistant Finance and Corporate Sponsorship Officer shall hold office for the
term beginning at the close of the annual meeting at which he or she is nominated and
ending at the close of the next succeeding annual meeting of the Section or when a
successor is nominated.
§4.12 LIMITATIONS ON YEARS OF SERVICE. No officer, Assistant Secretary,
Assistant Finance and Corporate Sponsorship Officer or Delegate shall serve in that office for
an aggregate period longer than indicated below:
Secretary
Vice-Chairs
Finance and Corporate Sponsorship Officer
Section Delegate
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4 years
3 years
4 years
9 years
Assistant Secretary
Assistant Finance and Corporate
Sponsorship Officer
4 years
1 year
For purposes of the limitations on years of service, years served to fill an
unexpired term shall not be taken into account.
§4.13 REMOVAL. Upon the affirmative vote of two-thirds of the Council members,
at a regular Council meeting or a special Council meeting called in accordance with §5.7 for
that purpose, any officer or other person serving under this Article 4 may be removed with
good cause; provided, however, any person proposed to be removed shall receive at least
twenty days advance notice of any proposal to remove him or her and shall have the
opportunity for a hearing before the Section Council regarding his or her removal.
ARTICLE 5. COUNCIL.
§5.1 GENERAL POWERS AND FUNCTIONS
(a)
In addition to the powers and duties given elsewhere in these Bylaws, the Council
shall have general supervision and control of the affairs of the Section, subject to the
provisions of the Constitution and Bylaws of the Association and these Bylaws. The
Council shall have full authority to act for the Section.
(b)
The Council shall adopt a budget annually prior to the commencement of
the Association’s fiscal year.
(c)
The Council shall not authorize commitments, contracts or expenditures which in
their aggregate exceed the revenue reasonably projected for the Section for the fiscal
year, except that it may authorize expenditure of any reserve funds of the Section as it
shall deem advisable.
(d)
The Council may authorize the Chair to make commitments or expend money and
to appoint special committees, task forces and other groups of Section members to
perform such duties and exercise such powers as the Council directs, subject to the
provisions of these Bylaws and the Constitution and Bylaws of the Association.
(e)
The Council is authorized to establish the committees, functional groups, or
organizational structures it considers necessary to assist in accomplishing the goals of
the Section.
§5.2 COMPOSITION.
(a)
The Council shall be composed of:
(i)
the officers of the Section (Chair, Chair-Elect, Real Property Division
Vice-Chair, Trust and Estate Division Vice-Chair, Finance and Corporate Sponsorship
Officer, Secretary),
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(ii)
the Section Delegates to the House of Delegates,
(iii)
the immediate past Chair of the Section,
(iv)
two members appointed by the Young Lawyers Division (subject to
Council approval), and
(v)
twenty-four members elected by the Section membership.
(b)
Ex officio members of the Council with full voting rights, and service as such
not to count against Council term limits, shall consist of:
(i)
the Editor of the Real Property, Trust and Estate Law Journal,
(ii)
the Editor of Probate & Property,
(iii)
the Editor of Books and Media,
(iv)
the Editor of the eReport, and
(v)
the two Co-Chairs of the Continuing Legal Education Committee (one
from each division).
(c)
The following shall attend the meetings of the Council and participate in
Council discussions, but shall not be entitled to vote:
(i)
Assistant Secretaries,
(ii)
if appointed, the Assistant Finance and Corporate Sponsorship Officer,
(iii) an officer or a member of the Board of Governors designated by the
Association as liaison with the Section, and
(iv)
when allocated to the Section by the Association, the Section member
elected to serve as a Section member-at-large to the Board of Governors or a Section
Delegate to the Nominating Committee of the House of Delegates.
(d)
Past Section Chairs, not members of the Council by election or otherwise, shall
be honorary Council members. They shall be given notice of and shall have the right to
attend all meetings of the Council and to participate in its discussions but shall not be
entitled to vote. They shall be reimbursed for any expenses incurred in attending any
meeting on the same basis as other Council members.
§5.3 TERMS OF SERVICE
(a)
Eight members of the Council, four to represent the Trust and Estate Division and
four to represent the Real Property Division, shall be elected at each annual meeting of the
Section for terms of three years beginning at the close of the annual meeting at which they
124
shall have been elected and ending at the close of the third succeeding annual meeting.
One or more additional Council members may be elected at that annual meeting to fill
unexpired terms otherwise occurring on the Council, which terms shall also begin at the
close of the annual meeting at which such Council members are elected. The Council may
elect interim members of the Council to positions occurring because of the resignation or
removal of a member of the Council between annual meetings. An interim member shall
serve until the next annual meeting following the next report of the Nominations
Committee nominating persons to fill the next or unexpired term of the departed member
pursuant to Section 5.10 below or until a successor is elected. The term of an interim
member shall commence at the end of the meeting of the Council at which the interim
member was elected.
(b)
The term of the representatives of the Young Lawyers Division shall be for
two years each beginning at the close of the annual meeting during which a
representative is approved by the Council.
§5.4 LIMITATIONS ON YEARS OF SERVICE. No individual shall serve as a Council
Member for an aggregate period longer than six years. For purposes of the limitations on years of
service, years served either as a liaison to the Council from the Young Lawyers Division or to fill
an unexpired term (which will include for this purpose an interim short term arising by reason of
a bylaw change) shall not be taken into account.
§5.5 EXECUTIVE COMMITTEE. There shall be an Executive Committee to act on
behalf of the Council in the intervals between Council meetings, except as otherwise provided in
these Bylaws. The Executive Committee shall consist of the Chair, the Chair-Elect, the ViceChair from the Real Property Division, the Vice-Chair from the Trust and Estate Division, the
Finance and Corporate Sponsorship Officer, the Secretary, the immediate past Chair of the
Section, and, except as follows, the Section Delegates to the House of Delegates. If there are
more than three Section Delegates, the three most senior Delegates, based on years of service as
a Delegate, shall be on the Executive Committee, unless the officers otherwise agree. When
appointed, the Assistant Finance and Corporate Sponsorship Officer shall serve as an ex-officio
member of the Executive Committee and shall have the right to attend the meetings of the
Executive Committee and to participate in its discussion but shall not be entitled to vote. The
Executive Committee shall have the authority to act for the Council on all matters except for the
following, which shall be reserved for the Council: (i) adoption of the annual budget of the
Section; (ii) approval of amendments to these Bylaws; (iii) amending or repealing any resolution
of the Council which by its terms may not be so amended or repealed other than by the Council;
(iv) establishing dues and classes of membership; and (v) extension of the term of service of any
person.
§5.6 SUBCOUNCILS. There shall be a subcouncil for each division of the Section. Each
subcouncil shall consist of the Vice-Chair for the division, who shall be its chair, the Assistant
Secretary for the division, and other Council members elected by the members as representatives
of the division. The subcouncils shall meet in conjunction with the meetings of the Council and
shall not meet otherwise, unless authorized by Council or the Executive Committee. The
subcouncil of each division shall assist the Vice-Chair of such division in administration of the
division. The subcouncils shall have no authority to act for the Section.
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§5.7 MEETINGS. The Council shall meet at least three times each fiscal year. One of the
meetings shall be in conjunction with the annual meeting of the Association. The Council shall
meet in special session at any other time or place, upon three days advance notice, on the call of
the Chair or the Chair-Elect or on the written request of three members of the Council, which
written request may be transmitted to the Chair by electronic means, including, but not limited
to, electronic mail (collectively, “electronic means”). The Chair shall give Council members
such notice as the Chair shall determine. A special session may meet by conference telephone
call if so provided in the notice of such special meeting.
§5.8 VOTING AND QUORUM.
(a)
Except as otherwise voted at the meeting, binding action of the Council shall be
by a majority vote of the members of the Council present at such meeting. If a Council
member is unable to attend a meeting in person due to extenuating circumstances (as
determined by the Chair), then, with advance permission of the Chair, a member of the
Council may participate in a Council meeting by means of conference telephone or
similar communications equipment through which all persons participating in the meeting
can hear each other, and such participation in a meeting shall constitute presence in
person at such meeting.
(b)
A quorum consisting of a majority of the Council members must be present
as determined at the beginning of the Council meeting to conduct business.
There shall be neither absentee nor proxy voting.
§5.9 ACTION WITHOUT A MEETING.
(a)
The Chair of the Section may, and on the written request of any three members
of the Council or upon the vote of a majority of the members of the Executive Committee
shall, submit in writing to Council members any proposition on which the Council may
be authorized to act. The Council members may vote on the proposition either by written
ballot; by electronic means; or by any form of telecommunication confirmed to the
Secretary in writing or by electronic means. The Secretary shall in any case record:
(i)
the proposition,
(ii)
the person or persons at whose request the proposition was submitted, and
(iii)
the votes on the matter. Binding action without a meeting shall be by a
majority vote of the entire number of the members of Council.
(b)
Executive Committee action without a meeting may be taken under the same
procedure as provided for the Council in Article 5.9, subsection (a), at the call of the
Section Chair or on the written request of any two members of the Executive Committee,
which written request may be submitted to the Chair by electronic means. Binding action
without a meeting shall be by a majority vote of the entire number of the Executive
Committee. The Executive Committee may establish a schedule of periodic meetings to
126
be held by telephone conference call or other electronic means.
§5.10 VACANCIES. The Council, during the interim between annual meetings of the
Section, may fill vacancies in its own membership, the officers, the Section Delegates, the
Assistant Secretaries and the Assistant Finance and Corporate Sponsorship Officer. A person
elected to fill any such vacancy shall serve until the close of the next annual meeting of the
Section following the report of the Nominations Committee recommending nominees for the
next or unexpired term or until a successor is elected. Any balance of an unexpired term shall be
filled by nomination and election at the next annual meeting of the Section as provided in
Section 5.3 of these Bylaws and for which the required notice of nominees can be given.
§5.11 LIAISONS
(a)
Law Student Division liaisons, nominated by the Law Student Division and
approved by the Council, shall each serve for a term of one year, beginning June 1.
(b)
The Council may establish liaisons to other Association entities and
other organizations and may accept liaisons from other Association entities and
other organizations to the Section, on such terms as the Council shall
determine.
§5.12 REMOVAL. Upon the affirmative vote of two-thirds of the Council members,
at a regular Council meeting or special Council meeting called for that purpose, any Council
member or other person serving under this Article 5 may be removed with good cause;
provided, however, any person proposed to be removed shall receive at least twenty days
advance notice of any proposal to remove him or her and shall have the opportunity for a
hearing before the Section Council regarding his or her removal.
ARTICLE 6. NOMINATIONS AND ELECTIONS
§6.1 NOMINATIONS
(a)
The Section shall have a Standing Committee on Nominations, which shall be
appointed by the Chair-Elect. The Nominations Committee shall be appointed by the
Chair-Elect before the annual meeting at which the Chair-Elect is to take office as Chair.
(b)
The Nominations Committee shall consist of five members including a chair who
shall be designated by the Chair-Elect. The appointed members shall be appointed for a
one-year term, and shall be eligible for not more than one succeeding one-year term. At
least two past Chairs of the Section shall be appointed to the Nominations Committee,
which are to include, if able to serve, the immediate past Chair and the next to immediate
past Chair, and at least one member of the Nominations Committee shall be neither a
present nor former officer nor a member of the Section’s Council. If a vacancy occurs on
the Nominations Committee, the Section Chair shall promptly appoint a replacement.
To the extent possible, members selected to serve on the Nominations Committee shall
represent a broad spectrum of the membership, and a majority of the members shall be
from the division which is to nominate the Chair-Elect. If they are unable to serve, the
next to immediate past Chair serves as the chair of the Nominations Committee, and the
127
immediate past Chair serves as the vice chair of the Nominations Committee.
(c)
Members of the Nominations Committee shall not be eligible for election
to positions as an officer, Council member, Section Delegate, Assistant Secretary
or Assistant Finance and Corporate Sponsorship Officer.
(d)
It shall be the duty of the Nominations Committee (i) to receive and consider
suggestions for nominations and to nominate a member of the Section for each person to
be elected and to serve as an Assistant Secretary or an officer of the Section, a Section
Delegate, a Council member and, for the last Section fiscal year that a person is expected
to serve as the Finance and Corporate Sponsorship Officer, an Assistant Finance and
Corporate Sponsorship Officer; and (ii) to the extent that notice can be given in time for
the election, persons to fill vacancies in these positions for unexpired terms commencing
at the next annual meeting.
(e)
Nominations Committee shall make a diligent effort to consider as candidates
for nomination Section members from a broad spectrum of the membership.
(f)
On or before September 15 every year, the Nominations Committee shall send to
the Section members a written notice soliciting nominations of one or more persons to
hold elected office within the Section. Such written notice shall list the names and
addresses of each member of the Nominations Committee and shall direct Section
members to submit nominations to any member of the Nominations Committee. The
Nominations Committee shall send such written notice by any means or combination of
means which, in the Nominations Committee’s reasonable discretion, is intended to reach
the most number of Section members as is reasonably practical. Such means may, but
need not, include the following: (i) publication within a Section periodical of general
circulation placed in the United States mail by September 25 or (ii) electronic means.
(g)
On or before May 15 of each year, the Nominations Committee shall send to the
Section members a written notice listing the Nominations Committee’s nominations for
each position to be elected at the next annual Section meeting. Such written notice shall
list each nominee’s name and address, the office or position to which each person was
nominated, and a short biographical statement that briefly lists the prior and current
positions in the Section held by each nominee as an officer or other position, or, if the
nominee has never held any office or other such position, any duties the nominee has
performed on behalf of the Section. The Nominations Committee shall send such written
notice by any means or combination of means which, in the Nominations Committee’s
reasonable discretion, is intended to reach the most number of Section members as is
reasonably practical. Such means may, but need not, include the following: (i)
publication within a Section periodical of general circulation placed in the United States
mail by May 15 or (ii) electronic means.
(h)
Nominations other than those by the Nominations Committee may be made for
the same offices by petition, provided that a nominee is a member of the Section and that
a nomination is made by written petition signed by at least 100 members of the Section,
not more than 25 of whom shall be from any one state. The petition must state the name
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and address of the person nominated, the office or position for which the person is
nominated and that the individual nominated has agreed to the nomination. The petition
must be received by the Chair of the Section not later than June 10 preceding the next
annual meeting of the Section at which the vacancy is to be filled for the office or
position for which the nomination is made.
(i)
No nominations shall be made at the annual meeting of the Section.
§6.2 CAMPAIGNING.
If there is a contested election:
(a)
no candidates shall be personally endorsed by officers of the Section or members
of the Nominations Committee;
(b)
Section publications may be used for informational purposes but shall not be
used for campaigning;
(c)
no receptions or social events shall be held by or on behalf of a candidate;
(d)
no gifts or favors shall be distributed on behalf of a candidate;
(e)
the Section will provide each candidate, on request, with a set of mailing labels
for Section members registered for the annual meeting;
(f)
no campaign materials shall be distributed at the annual meeting; and
(g)
each candidate will be provided an opportunity to speak for five minutes at
an appropriate meeting designated by the Chair during the days set for the business
of the Section at its annual meeting.
§6.3 ELECTION AND VOTING PROCEDURES.
(a)
Elections shall be held at the business meeting of the annual meeting of the
Section, and shall be by voice vote unless written ballots are required under subsection
(b) below or are otherwise ordered by resolution adopted by the Section at the annual
meeting at which the election is held. All voting shall be in person at the annual meeting.
There shall be no voting by proxy or absentee ballot.
(b)
All elections shall be held at the annual meeting of the Section. Elections for
contested positions shall be by written ballot on a ballot format designating the office or
position, as approved by the Chair, resolution of Council or the Executive Committee.
Each contested position shall be voted on separately on a ballot approved for the office or
position, as designated by the Chair, resolution of Council or the Executive Committee.
Election shall be by a majority of votes cast. If a majority vote is not initially obtained, a
second vote shall be taken between the two candidates receiving the highest number of
votes. Those nominees receiving the highest number of votes shall be elected to the
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Council or any other position for which a valid written ballot has been received by the
Section under Article 6 for positions that are vacant with candidates receiving the higher
number of votes filling the longer terms for which a vacancy is being filled.
(c)
The voting place for written ballots shall be at the administrative office of the
Section or other place designated by the Chair at the Association’s annual meeting. The
voting place shall remain open during the period that the Section’s administrative office is
open, and the times shall be included in notices of the election before the annual meeting.
Members eligible to vote shall be those shown on the roster of the Section as maintained
by the Association office certified to have paid their Association and Section dues by
May 1 preceding the annual meeting. A Section member must present his or her annual
meeting registration badge to receive a ballot. The Chair shall appoint a Committee of
Tellers for the election, which committee shall include one representative of each
contested candidate and one other member of the Section. All election results shall be
reported to the Chair by the Committee of Tellers.
ARTICLE 7. DIVISION GROUPS AND COMMITTEES.
§7.1 APPOINTMENT OF DIVISION GROUP AND COMMITTEE CHAIR
LEADERS. The Chair-Elect shall appoint Group and committee chairs and vice-chairs for each
division, having requested from each division Vice-Chair and nominee for division Vice-Chair a
list of suggested division Groups and committees deemed desirable and a list of division Groups
and committees recommended for elimination or consolidation, and the names of Group and
committee chairs and vice-chairs recommended as appointees to the suggested Groups and
committees to serve during the Chair-Elect’s regular term as Section Chair.
§7.2 LIMITATIONS ON YEARS OF SERVICE.
(a)
Chairs.
(i)
No individual serving as chair of any division committee shall serve in
that position for more than four consecutive years unless further service in such
capacity is authorized by a majority vote of the Council.
(ii)
No individual serving as a chair of any division group shall serve in that
position for more than two consecutive years unless further service in such
capacity is authorized by a majority vote of the Council.
(b)
Vice-Chairs.
(i)
No individual serving as a vice-chair of any division committee shall serve
in that position for more than four consecutive years unless further service in
such capacity is authorized by a majority vote of the Council.
(ii)
No individual serving as vice-chair of any division group shall serve in
that position for more than two consecutive years unless further service in such
capacity is authorized by a majority vote of the Council.
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ARTICLE 8. PUBLICATIONS.
§8.1 JOURNAL, MAGAZINE AND SECTION ELECTRONIC PERIODICAL. The
Real Property, Trust and Estate Law Journal, Probate & Property and eReport shall be
published and furnished to the members of the Section. Each publication shall be published
pursuant to policies in the form and in the intervals of publication authorized by the Council.
§8.2 OTHER PUBLICATIONS AND MEDIA PRODUCTS. The Section may publish
other publications and media products as the Council may authorize.
§8.3 EDITORS.
(a)
The editors-in-chief, editors and others, as appropriate, of the Real Property,
Trust and Estate Law Journal, Probate & Property, eReport and other publications shall
each be appointed by the Chair-Elect of the Section to serve during the ensuing year of
the Section. Subject to policies as may be established by the Council, the editors-in-chief
of such publications shall be responsible for the form and content of their respective
publications.
(b)
The managing editor of Probate & Property and other editors of Section
publications may be paid fees or other compensation as may be authorized by the
Council. The editors-in-chief and other editors of Section publications, as appropriate,
may be reimbursed for expenses as authorized by the Council. The Editor of Probate &
Property, the Editor of the Real Property, Trust and Estate Law Journal, the Editor of the
eReport, and the Editor of Books and Media serve as ex officio members of the Council
with full voting rights and service as such will not count against Council term limits
Other editors and other staff may be invited to attend meetings of the Council and of the
Executive Committee at the discretion of the Section Chair.
(c)
Editors of any Section publication may serve as such without limitation on
years of service.
ARTICLE 9. STANDING AND SPECIAL COMMITTEES.
§9.1 STANDING COMMITTEES. The Section shall have the following standing
committees, and the chairs, vice-chairs and membership shall be appointed by the Chair-Elect to
serve during the ensuing year following the next annual meeting or until their successors are
appointed: Communications, Community Outreach, Continuing Legal Education, Corporate
Sponsorship, Diversity, Groups and Substantive Committees, Membership, Nominations,
Planning, Publications, Trust and Estate Division Governmental Submissions and such other
committees and task forces as authorized by Council. To the extent that the Committee serves
both divisions of the Section, a co-chair and vice-chair from each division shall be appointed,
and the membership shall include a more or less equal number of representatives from each
division. Each Council member shall serve on at least one standing committee.
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(a)
COMMUNICATIONS. The Standing Committee on Communications shall
manage and implement the Section’s communication strategy to convey the Section’s
substantive work, benefits, resources and opportunities to the ABA and its membership,
Section members, other lawyers in relevant practice areas and the public in accordance
with the Committee’s operating statement and action plan, shall develop and coordinate
the Section’s use of existing and new technologies to effectuate the Section’s
communications strategy and enhance collaboration among Section members and shall
perform such other tasks in connection with the Section’s communications as are
directed, from time to time, by the Chair, the Executive Committee or the Council.
(b)
COMMUNITY OUTREACH. The Standing Committee on Community Outreach
shall promote the Section's initiatives to provide training to minority lawyers in the areas
of real property, trust and estate law in accordance with the Committee’s operating
statement and action plan and shall perform such other tasks in connection with the
Section’s community outreach as are directed, from time to time, by the Chair, the
Executive Committee or the Council.
(c)
CONTINUING LEGAL EDUCATION. The Standing Committee on Continuing
Legal Education shall be responsible for implementing the Section’s continuing legal
education in accordance with the Committee’s operating statement and action plan and
shall perform such other tasks in connection with the Section’s continuing legal education
as are directed, from time to time, by the Chair, the Executive Committee or the Council.
The chair and vice-chair of each division's subcommittee on continuing legal education
shall be a standing member of the Committee.
(d)
CORPORATE SPONSORSHIP. The Standing Committee on Corporate
Sponsorship shall promote sponsorship for the Section and its programs and activities in
accordance with Section and ABA policy and in accordance with the Committee’s
operating statement and action plan and shall perform such other tasks in connection with
the Section’s sponsorship goals as are directed, from time to time, by the Chair, the
Executive Committee or the Council. The Section Finance and Corporate Sponsorship
Officer (and, as applicable, the Associate Finance and Corporate Sponsorship Officer)
shall be a standing member of the Committee.
(e)
DIVERSITY. The Standing Committee on Diversity shall promote the Section’s
efforts to meet the ABA and Section goal to enhance diversity and full and equal
participation by all within the Section through the implementation of the Section’s
diversity plan. The Committee shall work with all Section leaders to develop educational
resources and best practices to meet these goals in accordance with the Committee’s
operating statement and action plan and shall perform such other tasks in connection with
the Section’s diversity goals as are directed, from time to time, by the Chair, the
Executive Committee or the Council.
(f)
GROUPS AND SUBSTANTIVE COMMITTEES. The Standing Committee on
Groups and Substantive Committees shall provide coordination, monitoring and advice
on the administrative operation of the Section’s groups and substantive committees in
accordance with Section policies, procedures and initiatives and in accordance with the
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Committee’s operating statement and action plan and shall perform such other tasks in
connection with the Section’s groups and substantive committees as are directed, from
time to time, by the Chair, the Executive Committee or the Council.
(g)
MEMBERSHIP. The Standing Committee on Membership shall promote the
acquisition, retention, and active involvement of members in the Section in accordance
with the Committee’s operating statement and action plan and shall perform such other
tasks in connection with the Section’s membership goals as are directed, from time to
time, by the Chair, the Executive Committee or the Council .
(h)
NOMINATIONS. The Standing Committee on Nominations shall be governed by
Article 6 of these Bylaws.
(i)
PLANNING. The Standing Committee on Planning shall consider and recommend
long range plans to enable the Section to best carry out its mission and goals and shall
perform other functions in connection with the Section’s mission and goals as are directed,
from time to time, by the Chair, the Executive Committee or the Council. The
Committee shall consist of the Chair-Elect and the Section’s Vice-Chairs, who shall each
be a standing member of the Committee, and not fewer than three members of the
Section’s Council. The Chair-Elect shall serve as chair of the Committee.
(j)
PUBLICATIONS. The Standing Committee on Publications shall be responsible
for oversight of Section publications in accordance with the Committee’s operating
statement and action plan and shall perform such other tasks in connection with the
Section’s publications as are directed, from time to time, by the Chair, the Executive
Committee or the Council. The editors-in-chief of the principal electronic and print
publications shall be standing members of the Committee. The Committee ensures that
each Section publication appears on a timely basis, with materials appropriate to its
readership, and within its broad budgetary guidelines.
(k)
TRUST AND ESTATE DIVISION GOVERNMENT SUBMISSIONS. The
Standing Committee on Trust and Estate Government Submissions shall consist of one
chair or two co-chairs, and possibly one or more vice-chairs, and such other members as
the Chair-Elect shall appoint after consulting with the Vice-Chair of the Trust and Estate
Division. The Committee shall initiate and review submissions to governmental bodies
with respect to proposed legislation, regulation projects and other matters affecting estate
planning and estate administration, with the view to improving the law and ensuring the
highest quality and balanced approach.
§9.2 OTHER. There shall be other special committees and task forces as authorized by
the Council and consistent with these Bylaws, including but not limited to:
(a)
NATIONAL CONFERENCE OF LAWYERS & CORPORATE FIDUCIARIES.
The National Conference of Lawyers and Corporate Fiduciaries shall be composed of
Section representatives and American Bankers Association (Trust Counsel)
representatives and shall address matters of common interest to the two associations.
§9.3 LIMITATION ON YEARS OF SERVICE. No individual serving as chair of any
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standing committee, subcommittee of a standing committee or special committee of the Section
shall serve in that position for more than four consecutive years unless further service in such
capacity is authorized by a majority vote of the Council. Vice-Chairs and members of any
standing or special committee of the Section may serve as such without limitation on years of
service.
ARTICLE 10. CONFLICT OF INTEREST.
To avoid criticism based on an assertion of possible conflict of interest or bias because
of professional representation of a client, or the appearance of conflict, all members of the
Section should observe the following:
§ 10.1 FAIRNESS. All Section activities should be conducted in a way which will give
due recognition to competing points of view.
§ 10.2 CONFLICT OF INTEREST. No Section member shall voice any position on any
Section activity that, because of representation of a client, presents a conflict of interest or
raises an appearance of bias unless the fact of such representation is fully disclosed.
§ 10.3 COMPLIANCE. All Section officers and group and committee chairs shall
require compliance with these rules by all members of other Sections in their work for the
Section.
ARTICLE 11. MISCELLANEOUS PROVISIONS.
§ 11.1 FISCAL YEAR. The fiscal year of the Section shall be the same as that of
the Association.
§ 11.2 AUTHORIZATION OF BILLS. All bills incurred by the Section, the
divisions, officers or members, shall be authorized in accordance with the Section’s
financial policies as adopted by the Council before being forwarded to the treasurer of the
Association for payment.
§ 11.3 COMPENSATION. No salary or compensation may be paid to any officer, Council
member or committee member, except royalties under a royalty policy established by the Council
for publications, and except as otherwise expressly provided in these Bylaws.
ARTICLE 12. REPRESENTATION OF ASSOCIATION POSITION.
Except as may be undertaken under any blanket authority theretofore given the Section
by the Association, any action or position of the Section shall be approved by the Association
before it becomes effective as the action or position of the Association. Any resolutions adopted
or action taken by the Section or the Council may, on the request of the Section or the Council,
be reported by the Chair or the Section Delegates to the Board of Governors or the House of
Delegates for action by the Association.
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ARTICLE 13. AMENDMENTS.
These Bylaws may be amended at any meeting of the Section by a majority of the
members of the Section present and voting, if the proposed amendment shall first have been
approved by the Council. Before the members of the Section may vote on a proposed amendment
to these Bylaws, a notice of intention to amend must be sent to Section members by any
means or combination of means reasonably intended to reach the most number of Section
members as reasonably practical. Such means may include one or more of the following: (i)
publication of written notice in a Section publication placed in the United States mail or
distributed by electronic means at least 60 days before the Section meeting at which such vote is
to take place; (ii) distribution of a mailing, other than a Section publication, placed in the United
States mail or distributed by electronic means at least 60 days before the Section meeting at which
such vote is to take place; or (iii) any other electronic means given at least 60 days before the
Section meeting at which such vote is to take place. No amendment adopted by the Section shall
be effective unless approved or ratified by the Board of Governors of the Association.
Susan G. Talley
Section Secretary
August 2010
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