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

Company Stock Funds and Fiduciary Issues after Fifth Third v. Dudenhoeffer

September 26, 2014
The U.S. Supreme Court recently ruled in Fifth Third v. Dudenhoeffer that the Moench presumption of prudence is dead and that fiduciary decisions relating to company stock funds will be subject to the same standard of review as all other fiduciary decisions. The decision calls for review and revision of fiduciary procedures relating to company stock funds.

Our discussion will be led by:

Lisa Van Fleet, Partner with Bryan Cave LLP

Click here to access Supreme Court Decision

 
Section Events

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

    02/03/2015-02/03/2015

    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

    02/04/2015-02/04/2015

    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

    02/10/2015-02/10/2015

    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 ...

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.


more...

Leadership

Co-Chairs:

Thulin, Charles
Van Fleet, Lisa

Vice-Chair:

Oliphant, Lori

Committee Roster  

Modified by Adam Bielawski on September 26, 2014

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