American Bar Association
 
INCOME AND TRANSFER TAX PLANNING GROUP

ABA Section of Real Property, Trust & Estate Law

INCOME AND TRANSFER TAX PLANNING GROUP

MISSION STATEMENT

This group concentrates on the three federal transfer taxes (estate, gift, and generation-skipping), on the income taxation of trusts, estates, grantors, and beneficiaries, and on tax litigation and controversy. Because these areas of focus comprise the federal tax universe in which most estate planning instruments operate, this group seeks to assist trust and estate attorneys in their constant endeavor to improve their knowledge of these taxes, to stay abreast of ways in which they are changing, to play a role in the development of these tax systems, and to explain how planning can impact later tax disputes. Group members work to improve the transfer tax system by preparing and submitting comments on proposed legislation and proposed regulations, and by suggesting legislative solutions to technical problems.

Group Calls

Please join our periodic toll-free calls to discuss current developments, practical advice regarding how members handle issues that arise in this area, and issues of special interest. Reminders, including discussion topics and dial-in information, are sent to Group members and members of its committees a few days before each call. Please signup as either a member of the Group or as a member of one of the committees to receive confirmation of the time and call-in instructions.

Although one of our five Committees "hosts" each call, each call this year will begin with a national speaker providing insights for 20 minutes, with Committee members then covering timely topics of interest to all Group practice areas and all of the Committees. The calls are designed to be interactive so members can participate with questions, comments or insights.

So please mark your calendar! Our calls for the year are scheduled for the third Thursdays of every other month (more or less):

March 19
May 21
July 16

Details for our next Group Conference Call:

March 19, 2015
12:00p.m. –1:00p.m.CT/1:00p.m.–2:00p.m. ET
Call-in number: 866.646.6488
Participant Passcode: 725.588.7619

Steve Akers of Bessemer Trust Company will discuss highlights and developments in recent months. Additional topics will be covered by members of the Tax Litigation and Controversy Committee, which is hosting the call.

Click here visit the Group & Committee Audio Archive to listen to past group conference calls.

Meetings and Events

Committee Events

2015 Spring Symposia

April 30, 2015 - May 1, 2015
Join the ABA Section of Real Property, Trust and Estate Law in Washington, D.C., April 30-May 1, for our annual Spring Symposia!
This year, we are presenting six joint CLE programs with the ABA Section of International Law (SIL), which is holding their Spring Meeting at the Hyatt Regency Washington, April 28-May 2. Topics include international inheritance disputes, international asset protection, foreign investments in U.S. real estate, U.S. real estate investment in foreign jurisdictions, and more. You will also have the opportunity to further network with your SIL colleagues from around the world at a joint reception at the National Museum of American History on April 30.
We have many other unique programs as well, offering the latest planning techniques and developments to enable you to hone your skills in both estate planning and real property law. There will be programs covering more fundamental topics for newer lawyers, such as a three-part Real Property Basics program Wednesday afternoon, as well as a range of advanced and specialized programs for more seasoned professionals. Speakers will include the nation's leading practitioners and professionals, plus a wide variety of government insiders including a Tax Court judge and government agency officials who will share their insights on both recent developments and future trends.
You're sure to find valuable programming essential to your practice at the Symposia!
 
Section Events

    Planning, Perils and Prevention: Managing Risk in Your Trusts and Estates Practice

    03/03/2015-03/03/2015

    The program will use hypothetical scenarios to review professional responsibility issues that arise in a trust and estate planning practice, including the representation of spouses, and of family members from different generations. The presentation will focus on the application of the rules governing ...

    Insurance for Real Estate Lawyers

    03/04/2015-03/04/2015

    Mistakes by real estate lawyers in specifying insurance coverage in commercial leases and construction documents can lead to catastrophic uninsured losses for their clients.Register for this practical CLE webcast on Insurance for Real Estate Lawyers and learn the key liability and property insurance ...

    Essential but Overlooked Issues in Drafting LLC Operating Agreements

    03/17/2015-03/17/2015

    During this presentation the speakers will go through a form operating agreement, focusing primarily on addressing the following issues: Governance authority, fiduciary duties, and succession; Contributions and distributions; Transferability buy-sell provisions, admission, ...

Committees In This Group  (click [+] for listing)

 Sub Committees

Related Products

LISTSERV Communication

In order to send a message to the listserve, send the message as an email to the address below. You must be a member of the Committee to use the listserve.

RPTE-TAXPLANGROUP@mail.americanbar.org

In order to access the listserve archive, please click here. Please note that you will need to create a new password, separate from your regular ABA password, in order to use this archive.


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Message from the Group Chair

Welcome to the Income and Transfer Tax Planning Group.
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Leadership

Chair:

Loomis-Price, Stephanie

Council Representative:

Kwon, Julie

Vice-Chairs:

Franklin, Richard
Law, Lester

Committee Roster  

Modified by Ryan Walsh on February 12, 2015

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