American Bar Association

ABA Section of Real Property, Trust & Estate Law



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, we anticipate that 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):

January22 (moved to 4th Thursday to avoid Heckerling)

Details for our next Group Conference Call:

Hosted by Estate & Gift Tax Committee (with Special Guest George Karibjanian)
November 20, 2014
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

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

Requests for Proposals - Spring Symposia

Our group is currently looking for requests for proposals for the Spring Symposia, which takes place April 30 - May 1, 2015 in Washington, D.C. We are looking for topics to be addressed in our Friday Group program, as well as stand-alone programs that will be presented on Thursday.

Please see the Request for Proposals letter here.

All proposals are due by Wednesday, October 22, 2014.

Related Products

Join Us



Loomis-Price, Stephanie

Council Representative:

Kwon, Julie


Franklin, Richard
Law, Lester

Committee Roster  

Message from the Group Chair

Welcome to the Income and Transfer Tax Planning Group.

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

 Sub Committees

Meetings and Events

Section Events

    Surveys in Commercial Transactions.


    During this program our panelist will address: · ALTA/ACSM Minimum Standards, and the what, how & why of the Table A requests for additional items for inclusion on the survey;· Types of surveys, and when to use each and what they are designed to show;· Apparent easements and servitudes, ...

    Tax Extenders


    JOIN THE SECTION & SAVE!ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online. Find upcoming programming here . You may also email, or call 312-988-5260. Visit to update your preferences to receive ...

    2015 Paralegal eLearning Program: Full Series Registration


    2015 Paralegal eLearning Program:From Undertaker to Litigator and Steps in Between: The Role of the Paralegal in Estate Administration, Distribution and ResolutionAttendees of the Paralegal eLearning Program will learn substantive legal and ethics issues as well as best practices from leading industry ...

Government Submissions

Papers, Essays, and Other Resources

Recent Cases and Rulings

Helpful Links

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.

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.


Modified by Adam Bielawski on December 2, 2014

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