American Bar Association
 
INCOME AND TRANSFER TAX PLANNING GROUP

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 be for e each call. Please signup as either a member of the Group or a as 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 remaining calls for the year are scheduled for the third Thursdays of every other month (more or less):


July 16, 2015


Details for our next Group Conference Call:

Our July 16, 2015 Group Conference Call will explore how the Supreme Court's decision recognizing same-sex marriage as a fundamental right affects federal income, estate, and gift tax planning for clients and highlight recent developments from the IRS, including the final portability regulations. The speakers will include Samuel E. Donaldson, professor of law at Georgia State University College of Law and co-author of Price on Contemporary Estate Planning (CCH), and Briani Bennett Mellen, Committee Co-Chair and co-author of Bloomberg BNA's Tax Management Portfolio on Trust Decanting.


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

Meetings and Events

Committee Events

2015 Joint Fall CLE Meeting with ABA Section of Taxation

September 17, 2015 - September 19, 2015
September 17-19, 2015
Chicago, IL
 
Section Events

    Same-Sex Marriage and Estate Planning: Nope, It’s Not Over Yet!

    07/07/2015-07/07/2015

    On June 26th, in Obergefell v. Hodges, the United States Supreme Court ruled that the right of same-sex couples to marry is constitutionally protected and thus available on a nationwide basis. While the ruling provides some clarity, it also raises new questions. It brings new state property rights and ...

    2015 Skills Training for Estate Planners - Advanced Topics

    07/15/2015-07/17/2015
    New York Law School
    New York

    Thank you for your interest in the ABA Section of Real Property, Trust and Estate Law Skills Training for Estate Planners CLE Course. This email confirms your acceptance into the class and acknowledges receipt of your registration.The program will be held July 15-17, 2015 at the New York Law School, ...

    Live From Skill Training: Planning for the Probate Contest

    07/15/2015-07/15/2015

    Although many estate planning arrangements are implemented without controversy, given family dynamics involved in such planning, drafting attorneys should be mindful of the possibility that family members will disagree. Those who are dissatisfied with an estate plan may resort to court proceedings. ...

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 Adam Bielawski on July 1, 2015

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