American Bar Association
 
NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

ABA Section of Real Property, Trust & Estate Law

NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

Who We Are

This group is comprised of five committees that focus upon estate planning and estate and trust administration issues other than taxation. (See "Committees in this Group" in the box below.)

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-NONTAXPLANNING@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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Our Five Committees  (click [+] for listing)

 Sub Committees

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 4 pm Eastern time

February 19, 2015
Dial in number: 866-646-6488
Participant Pass code: 725 588 7619

The migration of clients to insurance based financial and estate planning solutions compels practitioners to adopt new ways of thinking and operating. Insurance and Financial Planning Committee Vice Chair, David F. Sterling, will lead a panel discussion examining the practice management and business development implications of attracting and working with clients whose estate inventories are increasingly comprised of contractually based assets and financial resources. Specific guidance will be provided for attorneys to:
•        Ensure the effective governance of insurance based solutions and products throughout the client’s lifetime and beyond;
•        Assess the inherent disconnect that exists between contractually and estate plan document based “dispositive” provisions;
•        Integrate the financial attributes of insurance products within the context of the client’s estate plan; and much more.


Group Conference Call at 4 pm Eastern time

May 21, 2015
The May 21st call is hosted by the Asset Protection Committee.


Group Conference Call at 4 pm Eastern time

July 16, 2015
The July 16th call is hosted by the Economics and Technology of the Practice Committee.
 
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 ...

Leadership

Chairs:

Karelitz, Robert
Slenn, David

Council Representative:

Nenno, Richard

Vice-Chairs:

Cohen, Mark
Lindsay-Ochoa, Elizabeth

Committee Roster  

Modified by Elizabeth Lindsay-Ochoa on January 16, 2015

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