American Bar Association

ABA Section of Real Property, Trust & Estate Law



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.

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, we anticipate that 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 calls for the year are scheduled for the third Thursdays of every other month (more or less):

January 22 (moved to 4th Thursday to avoid Heckerling)
March 19
May 21
July 16

Details for our next Group Conference Call:

Highlights and Developments from the Heckerling Institute on Estate Planning Conference
January 22, 2015
12:00p.m. –1:00p.m.CT/1:00p.m.–2:00p.m. ET
Call-in number: 866.646.6488
Participant Passcode: 725.588.7619

Dennis Belcher, McGuire Woods LLP, will discuss highlights and developments from the Heckerling estate planning conference. Kevin Packman, Holland & Knight LLP, will cover the final regulations issued in December that govern Form 8938, Statement of Specified Foreign Financial Assets. Raj Malviya, Miller Johnson P.L.C., and Toni Ann Kruse, McDermott Will and Emery, will go through a case study on FIRPTA. The call is hosted by the International Planning Committee, and the call will be moderated by Marianne Kayan, Ernst & Young LLP.

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

Requests for Proposals - Spring Symposia

Our group is currently looking for requests for proposals for the Spring Symposia, which takes place April 30 - May 1, 2015 in Washington, D.C. We are looking for topics to be addressed in our Friday Group program, as well as stand-alone programs that will be presented on Thursday.

Please see the Request for Proposals letter here.

All proposals are due by Wednesday, October 22, 2014.

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Join Us



Loomis-Price, Stephanie

Council Representative:

Kwon, Julie


Franklin, Richard
Law, Lester

Committee Roster  

Message from the Group Chair

Welcome to the Income and Transfer Tax Planning Group.

Committees In This Group  (click [+] for listing)

 Sub Committees

Meetings and Events

Section Events

    Powers of Attorney in Disability Planning: Silver Bullet or Landmine?


    The power of attorney began as a simple instrument for disability planning for those of modest means. However, it has become an extremely powerful tool in late-in-life-estate planning, financial management during disability and health care decision-making. This panel discussion will cover:Guidance for ...

    REITs for Real Estate Lawyers


    This program is an essential to stay on the right track when dealing with a real estate investment trust (REIT). Our Panel will focus on the numerous organizational and operational requirements that must be met by REITs and commonly-encountered transactions involving REITs, including: REIT leasing ...

    Domestic Asset Protection Trust Planning: Jurisdiction Selection Series: Alaska, Oklahoma, South Carolina, Wyoming


    15 states, such as Nevada and New Hampshire, permit the creation of full blown self-settled asset protection trusts. Besides the 15, at least 10 other states, including Arizona and Maryland, allow some form of an asset protection trust, including inter vivos QTIP trusts. The proliferation of domestic ...

Government Submissions

Papers, Essays, and Other Resources

Recent Cases and Rulings

Helpful Links

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.


Modified by Stephanie Loomis-Price on January 8, 2015

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