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, March 17 – Tax Litigation and Controversy
  • Thursday, May 19 –GST
  • Thursday, July 21 –Individual & Fiduciary Income Tax

Information on Our Next Group Call:

Thursday, March 17, 2016, 1:00p.m.ET/12:00p.m. CT
Dial-in phone#: 866-646-6488
Passcode: 725.588.7619

Join the ITTP Group for a discussion of recent case law and IRS updates, including Palmer Ranch Holdings v. Commissioner (11th Circuit case-valuation); final regulations on Form 8938 (obligation of closely-held entities to report specified foreign financial assets); final regulations on the award of attorney's fees under Section 7430; and Estate of Purdue v. Commissioner (Section 2036 and annual exclusion gifts).

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

Meetings and Events

Section Events

    Estate Planning: Financial Planning and Other Considerations that May Change How We Practice

    05/03/2016-05/03/2016

    The near future of estate planning uncertain. Practical suggestions will be offered for how practitioners can prepare and thrive in the evolving environment. The discussion will include ideas on how planning will become more tied to dependent upon investment strategies and results and planning will be ...

    Community Property Basics for Common Law Lawyers and Paralegals

    05/05/2016-05/05/2016

    2016 eLearning Program:More Than the Basics: Estate Planning and Estate Administration 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 ...

    Interest Rate Swaps for Borrower's Counsel

    05/11/2016-05/11/2016

    This presentation will address the basic considerations of hedging agreements and their use in financing transactions. We will discuss a number of key issues including the following:Lender and borrower perspectives, including the basic types of hedging agreements;The Dodd-Frank restrictions on eligible ...

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 Stephanie Loomis-Price on March 9, 2016

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