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 sign up 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 are scheduled for the third Thursdays of every other month (more or less):

  • Thursday, July 21 –Individual & Fiduciary Income Tax

Information on Our Next Group Call:

Thursday, July 21, 2016, 1:00p.m.ET/12:00p.m. CT
Dial-in phone#: 866-646-6488
Passcode: 725.588.7619

Join the ITTP Group Call on July 21, 2016 hosted by the Individual and Fiduciary Income Tax Committee, where Lester Law of Abbot Downing in Naples and Ryan Walsh of Hamilton Thies & Lorch LLP in Chicago will lead a discussion regarding the basis consistency and reporting requirements imposed by new sections 1014(f) and 6035 of the Code, the proposed regulations thereunder, and the RPTE Section comments on the proposed regulations.

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

Meetings and Events

Section Events

    Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning?

    10/04/2016-10/04/2016

    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 Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

    Section 2704 Regulations – A Further Analysis and Action Steps

    10/06/2016-10/06/2016

    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

    Ethics and Conflicts in the Life Cycle of a Representation - Part I

    10/13/2016-10/13/2016

    Identifying, evaluating, and resolving conflicts is a regular part of the practice of law it is impossible to avoid them, or for that matter, ignore them. The manner in which conflicts are dealt with and resolved can vary, but two essentials are constant: the client must come first, and the conflicts ...

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

Chairs:

Franklin, Richard
Law, Lester

Council Representative:

Kwon, Julie

Vice-Chairs:

DeVlieger, Tracy
Salti, Rana

Committee Roster  

Modified by Adam Bielawski on June 23, 2016

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