American Bar Association
 
Fiduciary Responsibility, Administration, and Litigation Committee

ABA Section of Real Property, Trust & Estate Law

Fiduciary Responsibility, Administration, and Litigation Committee

Mission

This Committee focuses upon responsibility of fiduciaries under ERISA and also reviews issues relating to the administration of employee benefit plans under the Internal Revenue Code and ERISA. The Committee monitors and provides comments to the IRS, DOL, and PBGC with respect to the administration of the employee benefits laws by these agencies, and, as appropriate, prepares reports for publications on matters of interest to practitioners in this area. The Committee also monitors litigation in the employee benefit area and meets periodically to discuss matters of practical significance to its members. The Committee also publishes information for Section members on these topics, and participates in or sponsors CLE programs.

Programs, Meetings and Events

Committee Events

    2014 Paralegal eLearning Program: Immediate Pre-Mortem Planning

    08/14/2014-08/14/2014

    What to do when a client is dying or on death bed: retitle assets to avoid probate, make annual exclusion gifts, pre-pay tuition, sell closely held (hard to value) business interests, fractionalize real estate, update beneficiary designations,

    Protection of IRA & Qualified Plan Assets after Clark v. Rameker

    08/19/2014-08/19/2014

    Retirement plan assets have become a major factor in the USA, amounting to approximately $23trillion as of December 31, 2013. Individual Retirement Accounts (IRA) were some $6.5trillion of that total, and have been looked upon as a tool for closing out many company and government sponsored retirement ...

    SCINs and Private Annuities

    11/18/2014-11/18/2014

    Program information will be available

Newsletters & Publications

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-FIDUCIARY@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

Co-Chairs:

Thulin, Charles
Van Fleet, Lisa

Vice-Chair:

Oliphant, Lori

Committee Roster  

Modified by Adam Bielawski on July 22, 2014

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