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 taxes 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.
2013 JOINT FALL MEETING!
Join us in San Francisco September 19-21, 2013 for the RPTE & Section of Taxation Joint Fall CLE Meeting. Noted speakers and experts in the fields of estate planning and tax will be leading programs on current issues and hot topics in these areas of law.
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 with the discussion topics and dial-in information are sent to members of the Income and Transfer Tax Planning Group and its committees (Estate and Gift Tax, Generation Skipping Transfers, Individual and Fiduciary Income Tax, International Tax Planning and Tax Litigation and Controversy) a few days before the 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.