American Bar Association
Income and Transfer Tax Planning Group

Income and Transfer Tax Planning Group


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 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):

· 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, November 19, 2015, 12pm (Central Time)

Dial-in phone #: 866 646 6488

Passcode: 725 588 7619

The Estate and Gift Tax Committee will discuss various current estate and gift tax issues, including:

• Use of beneficiary grantor trusts as an alternate to QSSTs – this discussion will be introduced by our nationally-esteemed colleague, Steven B. Gorin

• IRS’s decision to no longer routinely issue estate tax closing letters

• Other topics of interest to be raised by call participants

• Upcoming committee projects

Co-chairs Tracy Blake DeVlieger and Laura M. Twomey will be joining the discussion and audience participation is greatly encouraged.

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

Meetings and Events

Section Events

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.

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.




Loomis-Price, Stephanie

Council Representative:

Kwon, Julie


Franklin, Richard
Law, Lester

Committee Roster  

Modified by Ryan Walsh on October 29, 2015

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