The Latest Planning Tools and Tax and Legal Updates
Using LLCs to hold and transfer real estate is an effective and tax-efficient planning tool with a wide variety of options. Stay on the leading edge of this practice with our annual update on the changing rules and new planning approaches. Experienced faculty will share their tips and cautionary tales to help you excel. Register today!
Get the latest update on the law changes affecting entity choice.
Improve your drafting skills with practical guidance for key operating agreement provisions.
Reassess existing tax-planning tactics and learn new ones.
Identify and tackle lease issues head-on.
Business and Real Estate Law Updates and Current Case Law
Entity Choice and Other Initial Decisions
Drafting LLC Operating Agreements
1031 Like-Kind Exchanges and Other Tax Tactics
Sale and Purchase Contracts: Key Provisions and Negotiating Tactics
Roberto H. Castro is an attorney for Equilus Capital, where he practices business succession, tax/IRS, bankruptcy, estate and gift, wills, and transition planning. His recent work includes life estates, CRTs, GRATs, SCINs, ILITs, real estate buyer representation, and probate litigation. Mr. Castro is also a certified machinery & equipment appraiser (CMEA), certified valuation analyst (CVA,) and a licensed business broker. He is a graduate of Cornell Law School, holds an M.S. degree in taxation from Fairleigh Dickinson University, an M.B.A. degree from the University of Portland, and is a qualified appraiser holding the certified valuation analyst (CVA) designation. Mr. Castro is an active member of the Washington State Bar Association, admitted to the U.S. Tax Court and Bankruptcy Court for the Eastern District of Washington, and is rated by Avvo as a Superb legal counsel. He is also a board member of the North Central Washington Estate Planning Council. Mr. Castro is licensed to practice law in Washington.
Lawrence S. Glosser is a partner with Ahlers Cressman & Sleight PLLC. Mr. Glosser is thoroughly familiar with all aspects of real estate transactions and financing. He brings his past entrepreneurial experience to the practice of law, enabling him to understand both the legal and business issues presented in each transaction. Mr. Glosser assists clients with understanding and evaluating legal issues associated with real estate and business transactions, enabling clients to analyze risk, and make informed business decisions. He graduated, cum laude, from Seattle University School of Law. Mr. Glosser is admitted to practice in Washington and before the U.S. District Court, Western District of Washington.
James A. Hochman is a partner with the Chicago firm of Schain Banks Kenny & Schwartz, Ltd., where he represents commercial real estate brokerage firms, landlords, tenants and commercial real estate investors, assisting in all phases of commercial and residential real estate. Mr. Hochman is a frequent speaker on real estate broker related legal issues for state and local estate organizations. He co-wrote and sponsored the Illinois Commercial Real Estate Broker Lien Act, and several other states have adopted similar statutes through his drafting and lobbying efforts. Mr. Hochman is also active in support of license portability legislation for commercial real estate brokers, and is the architect and drafter of statutes in several estates on that issue as well. He earned his A.B. degree from Brown University and his J.D. degree from Boston University School of Law.
Joseph C. Mandarino is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks extensively on a wide range of business, tax, and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. His articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, the Tax & Finance Newsletter and the NYU Institute on Federal Taxation. In addition, Mr. Mandarino has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, the White House Conference on Small Businesses, the U.S. Small Business Administration, the Georgia Electronic Commerce Association, the Federation of Exchange Accommodators, the International Reinsurance Conference, the Service Corps of Retired Executives, and the United Way, as well as several panel-type TV discussion programs. He earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.
Michelle I. Taylor is an associate general counsel in the Office of the Air Force General Counsel in San Antonio, Texas, advising and providing legal support to the Assistant Secretary of the Air Force for Installations, Environment & Energy (SAF/IEI) and the Air Force Civil Engineer Center (AFCEC). Her primary responsibilities include negotiating, drafting, and executing commercial leasing transactions, including Enhanced Use Lease Agreements (EUL), and interpreting laws, policies and regulations that include dispute resolution, environmental, energy and fuel disposals. Ms. Taylor represents her clients in long-term portfolio management and sustainment of leasing projects, and land disposals domestically and internationally. She came to the Air Force from the private sector where she worked as an assistant vice president, southwest regional underwriting counsel at Fidelity National Title Company. Ms. Taylor continues to maintain her private practice, where she specializes in real estate, small business and non-profit set up, mediation, dispute resolution, estate planning, probate, and title issues. She earned her Bachelor of Arts degree in political science from Bennett College and her Juris Doctor degree from Thurgood Marshall School of Law at Texas Southern University. Ms. Taylor was on the Dean's list, served on the Thurgood Marshall Law Review as the senior editor, and as the Chief Justice on the James M. Douglas Board of Advocates. She is a member of the State Bar of Texas, where she is active in the Real Estate, Probate, and Trust; Construction; and Consumer and Commercial Law sections, and is licensed to practice law in Texas and before the Texas Southern District Bankruptcy Court. Ms. Taylor is an active member on LISC Houston Advisory Board since 2014. She volunteers her legal services Houston Volunteer Lawyers.
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