American Bar Association
 
NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

Who We Are

This group is comprised of seven committees that focus upon estate planning and estate and trust administration issues other than taxation. (See “Committees in this Group” 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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Group-Related Programs, Meetings and Events

Committee Events

Asset Protection Planning - 4 PM ET

May 18, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

David Neufeld of The Law office of David Neufeld will give an overview of captive insurance companies. He will discuss the recently passed deadline (May 1, 2017) for filing Form 8886 for captive insurance companies. He will describe how captive insurance companies can be another planning tool for attorneys with clients who have businesses with insurable risks and in lieu of the client's company obtaining commercial property and casualty and similar insurance.   

Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts - 4PM ET

June 22, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

 
Section Events

    Understanding the Implications of Abuse Claims and insurance – Lessons From the Sandusky Case

    04/26/2017-04/26/2017

    The presentation will address issues arising from claims of sexual abuse, including what operators of senior and assisted living facilities can do to prevent sexual abuse by their employees and volunteers and to make sure that incidents are investigated and reported; the importance of having appropriate ...

    Fundamentals of Post-Mortem Administration

    04/27/2017-04/27/2017

    This session will discuss common issues associated with the probate process and estate administration, including administration of revocable trusts after the grantors death. Topics will include: · A brief introduction to post-mortem planning · Appointment ...

    Installment Sales to Grantor Trusts: When to use this Strategy and How Best to Structure It

    05/02/2017-05/02/2017

    For many years, the installment sale to grantor trust strategy has been used by estate planners to shift appreciation downstream to younger generations. This technique can be preferable to a GRAT because it can result in greater leverage of the generation-skipping transfer tax exemption. However, there ...

Leadership

Chairs:

Lindsay-Ochoa, Elizabeth
Slenn, David

Council Representative:

Spratt, James

Vice-Chairs:

Gordon, Michael
Hodges, Joseph

Committee Roster  

Modified by Elizabeth Lindsay-Ochoa on April 3, 2017

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