Avoiding Private Activity (Real World Examples)


This session discusses hypotheticals that involve the application of certain private activity bond rules to tax-exempt municipal bond transactions.



Martye M. Kendrick, LL.M., Greenberg Traurig, LLP

Benjamin R. Kitto, Ice Miller LLP

G. Mark Mamantov, Bass, Berry & Sims PLC, Knoxville, TN

Lori Smith-Lalla, Weiss Serota Helfman Cole Bierman, P.L.


Closing Logistics

This session gives an overview of the logistics of closing a bond transaction, including drafting of various closing papers, preparing the Form 8038-G or 8038, and DTC's role prior to, during, and after a bond closing.


Nathan Canova, Dorsey & Whitney LLP

Laura Beth Kurtz, Eckert Seamans Cherin & Mellott, LLC

Lindsey A. Rader, Funk & Bolton, P.A.

Conduit Issues and Issuers and Exempt Facility Bonds

This session provides an introduction to state law creation of and limitations on conduit bond issuers, the roles of counsel, multi-state issuers, and many other issues unique to conduit bond issues. Overview of the rules applicable to qualified small issue bonds, including qualifying projects, prohibited and restricted uses and maximum amounts, and the rules relating to qualified exempt facility bonds.



JoLinda L. Herring, Bryant Miller Olive P.A.

Dana M. Lach, Foley & Lardner LLP

Harsha Arun Sekar, Kline Alvarado Veio, P.C.