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

    Pre-Immigration Planning—The Intersection of Immigration and Tax Law.

    06/07/2016-06/07/2016

    Clients considering a move to the U.S. face a host of complex legal issues. From the immigration perspective they may be considering a visa, green card or even eventual citizenship. From the tax perspective, both pitfalls and opportunities await, including the creation of pre-immigration trusts for transfer ...

    Fiduciary Issues and Ethics.

    06/08/2016-06/08/2016

    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 ...

    Understanding Financial Statements: The Basics

    06/09/2016-06/09/2016

    Financial statements can provide important information about a clients personal or business finances. Understanding them requires knowing the different types of financial statements and the variety of information each one provides. The presentation will cover: Difference between income statement, ...

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 May 26, 2016

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