American Bar Association
 
Section of Real Property, Trust and Estate Law: Plan Transactions and Terminations Committee

Section of Real Property, Trust and Estate Law:
Plan Transactions and Terminations Committee

Mission

This committee deals with events and actions that are major structural changes in retirement and employee benefit plans. Special emphasis is given to employee benefit programs in corporate acquisitions and dispositions, plan terminations and plan mergers or spin-offs. The committee develops and submits comments on legislative proposals, regulations and rulings that are in the committee's area of responsibility. The committee also publishes information for Section members on these topics, and participates in or sponsors Section CLE programs.

More About Us

For 2011-2012, our committee will be involved in a range of activities relating to plan transactions and terminations. Our committee will again take a leading role in the JCEB Q&A Session with the Pension Benefit Guaranty Corporation. We also plan to increase our involvement with the PBGC regarding regulatory and enforcement issues. We regularly coordinate with the Defined Benefit Subcommittee and Merger and Acquisitions Subcommittee of the Employee Benefits Committee of the Tax Section, both for meetings and projects.

Programs, Meetings and Events

Committee Events

JCEB Q&A Session with the PBGC

May 9, 2012
2:00 pm to 4:00 p.m. If you have any questions for the PBGC, please submit them to Harold Ashner or Chuck Thulin.
 
Section Events

    Commercial Real Estate Zoning and Land Use

    05/27/2015-05/27/2015

    The panelists will discuss and explain the most common zoning tools jurisdictions use to regulate land use in their respective communities and how lawyers can work with those tools to achieve clients' goals. Topics will include: * Foundation of zoning and land use policy* A review of the common zoning ...

    The IRS T&E Attack List and How to Defend Against It

    06/02/2015-06/02/2015

    Gift and estate tax returns continue to be closely examined by the IRS. What topics are the IRS most commonly raising in audit? Find an overview of these important issues in this program. Topics our panelists will cover include: Indirect gifts Step transactions Annual ...

    Real Estate Purchase and Sale Agreements – Don’t Forget to Cover These Points!

    06/03/2015-06/03/2015

    Certain issues in the negotiation of commercial real estate purchase and sale agreements tend to be overlooked. Although not gotcha issues, they merit careful review and focus. This program, for both new and seasoned practitioners, will review selected issues that repeatedly arise in the purchase and ...

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-PLANTRANS@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

Chair:

Paliga, John

Vice-Chairs:

Ashner, Harold
Crockett, Christina
Hecht, Stanley

Committee Roster  

Modified by Adam Bielawski on July 22, 2014

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