American Bar Association



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 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):

July 16, 2015

Details for our next Group Conference Call:

Our July 16, 2015 Group Conference Call will explore how the Supreme Court's decision recognizing same-sex marriage as a fundamental right affects federal income, estate, and gift tax planning for clients and highlight recent developments from the IRS, including the final portability regulations. The speakers will include Samuel E. Donaldson, professor of law at Georgia State University College of Law and co-author of Price on Contemporary Estate Planning (CCH), and Briani Bennett Mellen, Committee Co-Chair and co-author of Bloomberg BNA's Tax Management Portfolio on Trust Decanting.

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

Meetings and Events

Committee Events

2015 Joint Fall CLE Meeting with ABA Section of Taxation

September 17, 2015 - September 19, 2015
September 17-19, 2015
Chicago, IL
Section Events

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

 Sub Committees

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.


Message from the Group Chair

Welcome to the Income and Transfer Tax Planning Group.



Loomis-Price, Stephanie

Council Representative:

Kwon, Julie


Franklin, Richard
Law, Lester

Committee Roster  

Modified by Adam Bielawski on July 1, 2015

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