Total Credits: 3 CLE, 3 Real Estate Law Specialization
Join us for this dynamic annual program covering advanced current issues in real estate. This year’s program focuses on distressed real estate, including restructuring and bankruptcy issues.
Our panels include:
• Pesky Provisions & Petulant Personalities: Negotiating and Drafting in a Possibly Problematic Real Estate Market
Susan Gilman, Gilman Law Offices P.C.
Nick Wood, Snell & Wilmer L.L.P.
• Issues in Multi Family Real Estate: Distressed Both Locally and Nationally
Anthony Cali, Stinson LLP
Peter Davis, JS Held LLC
Thomas Salerno, Stinson LLP
Troy Taylor, Algon Group
Beth Jo Zeitzer, ROI Properties
• The Impact of Chapter 11 Sub V on Real Estate Bankruptcies
Ted Burr, Mac Restructuring Advisors, LLC
Patrick Keery, Keery McCue PLLC
Adam Nach, Lane & Nach P.C
Program Chair:
AJ Gilman, Gilman Law Offices P.C.
| 2024 Advanced Current Issues in Real Estate Materials (9.8 MB) | 97 Pages | Available after Purchase |
Beth Jo Zeitzer is the Owner and Designated Broker of R.O.I. Properties, and the owner of R.O.I. Asset Management Solutions. R.O.I. Properties is a full-service real estate firm which works with attorneys, lenders, business owners, investors and property owners, regarding the marketing and sale of Commercial, Residential and Land assets. In addition to serving as Real Estate Broker, Beth Jo is appointed by numerous courts as Real Estate Special Commissioner, Special Master, Receiver and Bankruptcy Trustee. Beth Jo is an attorney by training, and member of the State Bars of Arizona and California. She is former Corporate Counsel and Director of Commercial Properties for Del Webb Corporation. Beth Jo was named one of the 50 Most Influential Women in Arizona Business, by AZ Business Magazine. She is the Past President of AZCREW (Arizona Commercial Real Estate Women), Past President of TMA (Turnaround Management Association), Board Member of Maricopa County Bar Association, Executive Council Member for the Real Estate and Alternative Dispute Resolution (ADR) Sections of the State Bar of Arizona, Director for APLA (Arizona Private Lenders Association), and member of Valley Estate Planners, Arizona Bankers Association, Arizona Trustee Association, California Receivers Forum.
is the founding shareholder of Gilman Law Offices, P.C, where she focuses her practice in the areas of finance and banking, financial institutions/loan program development, real estate and commercial transactions, loan workouts and restructuring of problem transactions/credits, with a special emphasis in affordable housing, community development, and government lending programs. She has received an AV® Certification Rating by Martindale-Hubbell®, the highest rating, awarded to only 2% of the nation's attorneys,1997 to present, is listed in Martindale-Hubbell® Bar Register of Preeminent Lawyers™ and Bar Register of Preeminent Women Lawyers™, has been named as one of Arizona’s Top Rated Lawyers™ and Arizona’s Top AV-Rated Lawyers™, one of Arizona Business Magazine’s Top Attorneys in Arizona, was chosen as Covington Who's Who Top 100 Industry Experts for the industry of law, has been listed in Stanford Who’s Who of Law and listed as an Honored Member in Covington’s Who's Who of Executives and Professionals, and was named one America’s Most Honored Professionals - Top 1% 2016 by the American Registry. In addition to her law practice, Ms. Gilman is an Adjunct Professor at Sandra Day O'Connor College of Law at Arizona State University, where she is currently teaching Transactional Practice Readiness (TPR): Finance Law, will be teaching Transactional Practice Readiness (TPR): Real Estate Law in Fall of 2017. She previously taught Banking Law and Regulations, and Secured Transactions/Uniform Commercial Code, and has been named a SuperProfessor™ by Faculty Row. Ms. Gilman received her B.B.A. in Accounting from the University of San Diego in 1980, and her J.D. degree from Arizona State University College of Law in 1982. Ms. Gilman has represented many banks and non-bank financial institutions, private lenders and investors including: Bank of America, National Association (and affiliates including Bank of America, NT & SA, Bank of America Community Development Bank, and Bank of America, FSB); U.S. Bank, National Association; National Bank of Arizona, National Association; KeyBank National Association; Wells Fargo Bank, National Association; Bank of the West; California Bank & Trust; Kirkwood Bank; Silver State Bank; Business Bank of Nevada; Community Bank; Commercial Capital Bank, F.S.B.; Silicon Valley Bank; Valley Independent Bank; Rabobank, N.A.; Bank Southwest; The Low Income Investment Fund; Nonprofit Finance Fund; Marin Community Foundation; and Phoenix Residential Investment and Development Effort (P.R.I.D.E.). Ms. Gilman was a shareholder and the Chair of the Finance and Banking Practice Group at Gordon Silver, Ltd. from August, 2012 to May, 2013, also having served as the Managing Shareholder of the Phoenix office, and Arizona transaction practice leader. She was a shareholder and the chair of the Finance Practice Group at Jaburg & Wilk, P.C. from 1999-2005, then formed Gilman Law Offices, P.C. in 2005 and continued her practice, representing multiple banks, non-bank financial institutions, and private lenders and investors in commercial, real estate, and finance related transactions. Ms. Gilman was a Senior Counsel in the Phoenix Legal Department of Bank of America from 1992-1999, where she was responsible for legal services for the Bank of America Community Development Bank and Bank of America FSB - Community Development Division nationally, for dealer corporate services in the Southwest Region, and for legal services relating to real estate, problem loans, workout, and bankruptcy in the Southwest Region. During her tenure at Bank of America, she worked on local, regional, and national forms development for the bank, and created and coordinated various finance-related training programs and workshops for the Bank. Prior to joining Bank of America in 1992, she was in private practice, representing lenders and business clients, in a wide variety of finance, real estate, and commercial transactions. In addition to the practice of law, Ms. Gilman has been active in land investment and development, serving as the President of Desert Canyon Development since 1986. Ms. Gilman served on the Board of Directors of Bank of Scottsdale (In Organization), and has been an Administrative Judge Pro Tem for the State of Arizona Department of Real Estate. She is currently on the Executive Council of the State Bar of Arizona Real Property Section, having been a two-time past Chair of that section, and is also a past Vice Chair/Real Estate Subcommittee Chair of the CLE Committee of the Maricopa County Bar Association. Ms. Gilman also served on the faculty of the Arizona School of Real Estate from 1987-1992. She lectures extensively, having chaired and lectured at over 130 programs since 1990 on a wide variety of topics related to negotiations, real estate and commercial law, finance and banking law, and bankruptcy/creditor’s rights. Ms. Gilman is currently the Chair of the Board of Directors of Citizenship Counts, a 501(c)(3) nonprofit organization committed to educating middle and high school students on American citizenship, and encouraging them to participate in community service, by providing a multi-disciplinary curriculum to schools and bringing community-based naturalization ceremonies to school settings. She is also a member of the Community Board of Sandra Day O'Connor College of Law, which supports the law school’s annual Gold N’ Gavel event, and an Ambassador of the College of Law. Ms. Gilman has served on the Board of Directors of several non-profit organizations, including Actors Theatre of Phoenix, COMPAS (Combined Metropolitan Arts and Sciences), Toby House, Inc., a non-profit providing affordable housing and services to the mentally handicapped, and Volunteer Nonprofit Service Association (VNSA). (3/2017)
has established himself as a prominent zoning attorney in the Phoenix Metropolitan area. Mr. Wood is the Phoenix office's zoning and land use planning practice group leader. His reputation is based upon his ability to handle high profile and complex zoning cases that are controversial and experience a significant amount of neighborhood and/or community opposition. Mr. Wood has become a leader in the zoning and land use bar both in the Phoenix Metropolitan area and in the State of Arizona. He has been ranked in Chambers USA; America's Leading Lawyers for Business®, Real Estate Zoning/Land Use from 2004 through 2020 and recognized by The Best Lawyers in America®, Real Estate Law for 2020.
Adam Nach (Adam.Nach@lane-nach.com). Mr. Nach received his Bachelor of Science in Accounting from the University of Arizona. He received his Juris Doctor from California Western School of Law. Mr. Nach was the judicial law clerk to the former Chief Bankruptcy Judge for the District of Arizona, the Honorable Robert G. Mooreman. He is a frequent lecturer on bankruptcy law and creditors’ rights and has written extensively on such matters for the Norton Bankruptcy Institute, the National Association of Bankruptcy Trustees, the Arizona State Bar, and the National Business Institute and Strategic Alternatives For And Against Distressed Businesses. Mr. Nach is admitted to the United States Supreme Court, the 9th Circuit Court of Appeals and State Bar of Arizona. Mr. Nach is a Board Certified Bankruptcy Law Specialist – State Bar of Arizona and Board Certified – Creditors’ Rights Law – American Board of Certification and Martindale-Hubbell AV rated. Mr. Nach also serves as a Court Appointed Receiver and Trustee for complex Trusts.
Anthony understands that reorganizing a distressed company requires real world business savvy as well as sound legal guidance. Prior to becoming an attorney, Anthony worked at a national consulting firm where he became enmeshed in a variety of businesses, advising on anything from navigating environmental regulations to potential damage exposure in litigation disputes or stock option backdating cases. As a result of his prior experience, he brings practical problem solving and a unique understanding of business to his legal practice. Practicing in the area of corporate restructuring and complex insolvency, Anthony has represented clients from a broad spectrum of industries, including charter airlines, real estate developers, homeowners associations, governmental agencies, commercial real estate owners and developers, retailers, and manufacturers. Anthony represents constituents on all sides of bankruptcy proceedings, including debtors, creditors, trustees, committees, and purchasers and sellers of distressed assets. When insolvency situations result in litigation, clients can depend on Anthony to be a tireless advocate. Anthony has significant experience defending and prosecuting companies and individuals in fraudulent transfer, preference and breach of fiduciary duty litigation. Anthony Cali earned his Juris Doctor (J.D.) from the University of Arizona, James E. Rogers College of Law, graduating cum laude in 2010. He served as the Managing Editor of the Arizona Law Review and received the Snell & Wilmer Award for Best Published Note during his time there. Prior to his legal studies, Cali obtained a Bachelor of Science (B.S.) degree in Economics and Spanish from the University of Arizona, graduating magna cum laude in 2005.
Mac Restructuring Advisors is headed up by Edward (Ted) Burr. Ted has over 30 years of corporate restructuring experience. He has served as a financial and restructuring expert to both debtors and creditors. He has testified in federal bankruptcy court on a variety of issues including feasibility matters, cram down interest rates, 1111(b) election issues, business valuation, and many more. Ted is a nationally recognized expert particularly on feasibility and cram down interest rate matters. Ted is also a Subchapter V Bankruptcy Trustee for Regions 14 and 17. Ted has also served as a state court appointed receiver on over 60 matters as well as being appointed as a Chapter 11 bankruptcy trustee. He has also served as interim CEO, CFO and as an Independent Board Member.
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