Spring 1998 Newsletter
Volume 14, No. 2
Funding Revocable Living Trusts For Single Clients
Martha Leary Sotelo, Donna Esposito and Patrick J. Vaughan
Sale to Intentionally Defective Grantor Trust for Promissory Note
David T Lewis and Maureen C. Lanning
- Board of Governors
MESSAGE FROM THE CHAIR
Sunshine and warm sandy beaches!!! After the wet winter and spring we have had in Tidewater, I am definitely ready to head to the beach. I thought the sun had forgotten where Tidewater is located, but as I look out my window while typing this message I can assure you: "Yes, members of the Trusts and Estates Section, the sun does shine in Virginia Beach." Although I cannot promise sunshine for the State Bar meeting, I can promise you an excellent opportunity to fill 2 hours of your MCLE ethics requirement.
The plans for the CLE Program at the 60th Annual Virginia State Bar meeting have been finalized. As you know, the topic is "Through the Years: Ethical Concerns That Arise Representing Families and Closely-Held Entities." The program will be held Friday, June 19 from 2:00 p.m. - 4:00 p.m. There will be a short business meeting immediately following the program.
We have an outstanding panel consisting of Bob Eicher from Williams, Mullen Christian & Dobbins and the Chair of the VSB Standing Committee on Legal Ethics; Tom Spahn from McGuire, Woods, Battle & Boothe; Linda Westenburger from Huff, Poole & Mahoney and the Chair of the General Practice Section; and last but definitely not least, Pat Herman from Vandeventer Black. Wendy lnge from the American National lawyers Insurance Reciprocal ("ANLIR" ) has graciously agreed to serve as Moderator and will complement the panel members by adding the malpractice insurer's perspective.
The Board of Governors still wants to create a Web Page for our Section. As you might expect, this does not happen overnight. There is still plenty of room for members who would like to get involved in this project. Please contact me or Kirkland Kelley if you are interest in working on this project.
I want to thank you for giving me the opportunity to serve as Chair of your Section this year. I have enjoyed the experience and have learned a lot. The progress we made this year would not have been possible without the outstanding Board of Governors you have. My hat goes off to them!
Again, if any of you have any suggestions for services or events that you would like the Trusts and Estates Section to provide to its members, please contact me or any other member of the Board of Governors.
I look forward to seeing you on June 19.
Jo Ann Blair-Davis, Chair
Trusts and Estates Section
Virginia State Bar
Spring 1998 Newsletter (.pdf)