Practical Due Diligence/ Drafting the Disclosure Document
This session provides an overview of the due diligence process with which practitioners should be familiar in municipal bond transactions and practical guidance for preparing disclosure documents.
Deanna L.S. Gregory, Pacifica Law Group LLP
Teri M. Guarnaccia, Ballard Spahr LLP
Dee P. Wisor, Butler Snow LLP
Qualified 501(c)(3) Bonds
The session is an introduction to the tax requirements applicable to the issuance of 501(c)(3) bonds, including ownership and use requirements and issues specific to hospital, residential housing, and school financings as well as commonly used financing structures.
Sarah A. Breitmeyer, Chapman and Cutler LLP
Nathan Canova, Dorsey & Whitney LLP
John F. Stanley, Orrick, Herrington & Sutcliffe LLP
Refunding and Reissuance
This session introduces the legal and tax aspects of refundings and the tax concepts of a reissuance.
Dana M. Lach, Foley & Lardner LLP
Rene A. Moore, Butler Snow LLP
Brian P. Teaff, Bracewell LLP