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.

Committees in the Income & Transfer Tax Planning Group

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 remaining calls for the year a rescheduled for the third Thursdays of every other month (more or less):

  • Thursday, November 19 – Estate & Gift Tax
  • Thursday, January 28 – International
  • Thursday, March 17 – Tax Litigation and Controversy
  • Thursday, May 19 – GST
  • Thursday, July 21 – Individual & Fiduciary Income Tax

Information on Our Next Group Call:

Thursday, January 28, 2016, 1:00p.m. ET/12:00p.m.CT
Dial-in phone#: 8666466488
Passcode: 7255887619

Please join the group in discussions on the following latest hot topics:

  • Dennis Belcher of McGuireWoods will discuss high lights from Heckerling
  • Toni Ann Kruseo f McDermott, Will & Emery will provide an update on the Charitable Planning and Organization Group’s comments on charitable substantiation requirements for charitable contributions
  • Stephen Liss of UBS will address the recent 2801 Proposed Regulations and the International Tax Planning Committee’s recent comments project

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

Meetings and Events

Section Events

    Gifting Part I

    02/11/2016-02/11/2016

    This session will start with the basics of gifting -- why, when, to whom and how much. We will contrast the pros and cons of gifts in trusts versus outright gifts and discuss best gifting strategies to minimize taxes. We will also review the mechanics of Crummey

    2016 eLearning Program: Full Series Registration

    02/11/2016-11/10/2016

    The eLearning Program is a training series focused on the needs of new lawyers and paralegals working in the areas of trust and estate law. The ABA Section of Real Property, Trust and Estate Law is proud to continue our training series focused on new lawyers, paralegals, and others working in the areas ...

    Basic Will & Trust Drafting

    02/16/2016-02/16/2016

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and ...

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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Leadership

Chair:

Loomis-Price, Stephanie

Council Representative:

Kwon, Julie

Vice-Chairs:

Franklin, Richard
Law, Lester

Committee Roster  

Modified by Adam Bielawski on January 26, 2016

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