American Bar Association
 
Qualified Plans Committee

ABA Section of Real Property, Trust & Estate Law

Qualified Plans Committee

Mission

The Committee considers tax and other legal issues relating to retirement plans and other employee benefits, with special emphasis on tax-qualified retirement plans (including employee stock ownership plans or ESOPs), individual retirement accounts, and executive compensation and other arrangements, including government, not-for-profit, and church programs. The Committee monitors proposed and enacted legislation affecting tax-qualified retirement plans and other employee benefits. The Committee prepares technical comments on legislation and regulations, publishes information for Section members on these topics, and participates in or sponsors Section CLE programs.

Programs, Meetings and Events

Committee Events

Conference Call--Effect of Clark v. Rameker Decision

July 25, 2014
Please join the Qualified Plans Committee on Friday, July 25 at 12:00-1:00 p.m. CDT for a teleconference discussion of Clark v. Rameker.
On June 12, the U.S. Supreme Court unanimously ruled that an inherited IRA is not exempt from claims of creditors under the Bankruptcy Code provision that generally exempts "retirement funds" in certain tax exempt accounts from creditors. The text of the opinion is linked in the "Resources" section below, along with a brief outline by Alson R. Martin reviewing the case.
Call-in number: 866-646-6488 Participant Passcode: 538 070 02591


A more complete review of Clark v Rameker will occur as an eCLE at 1:00pm CDT on August 5, 2014. Register today by clicking here. If you prefer to FAX or register as a group, you can download the REGISTRATION FORM here.


 
Section Events

    Creative Estate Planning Strategies for Using Lifetime QTIPs

    04/07/2015-04/07/2015

    Why You Should Attend:Lifetime QTIPs, once used infrequently, are now increasing in popularity as planners see their tremendous benefits. In fact, lifetime QTIPs are perhaps one of the best and most under-utilized estate planning techniques. Recent changes to the income and transfer tax laws contribute ...

    Domestic Asset Protection Trust Planning: Jurisdiction Selection Series: Arizona, Maryland, Nevada, New Hampshire.

    04/14/2015-04/14/2015

    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 ...

    Fundamentals of Title Insurance

    04/22/2015-04/22/2015

    This eCLE webinar will cover the basics of title insurance how a title search is created, how a transaction is closed, and the extent of typical coverages provided. Topics include: Search and Examination Public records Other searches The difference between and abstract ...

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-QUALIFIEDPLANS@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

Chairs:

Farnam, Thomas
Suhre, Karen

Vice-Chairs:

Hatchett, Bonita
Valcarce, Jose

Committee Roster  

Modified by Adam Bielawski on September 26, 2014

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