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.


more...

Group-Related Programs, Meetings and Events

Committee Events

Asset Protection Committee- 4 PM EST

April 21, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619

George D. Karibjanian of Proskauer Rose LLP in Boca Raton, Florida, and Gerard “J.J.” Wehle of Drummond Wehle LLP in Tampa, Florida, will speak on the new Uniform Voidable Transactions Act ("UVTA"). They will give an overview of the UVTA and describe why its passage by states may be welcomed by the creditors’ bar but may adversely impact the estate planning bar as to certain planning techniques, using Florida as a model for their speech.

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

June 16, 2016
Dial in number: 866-646-6488

Economics & Technology of the Practice Committee - 4 PM EST

July 14, 2016
Dial in number: 866-646-6488
 
Section Events

    Estate Planning: Financial Planning and Other Considerations that May Change How We Practice

    05/03/2016-05/03/2016

    The near future of estate planning uncertain. Practical suggestions will be offered for how practitioners can prepare and thrive in the evolving environment. The discussion will include ideas on how planning will become more tied to dependent upon investment strategies and results and planning will be ...

    Community Property Basics for Common Law Lawyers and Paralegals

    05/05/2016-05/05/2016

    2016 eLearning Program: More Than the Basics: Estate Planning and Estate Administration The eLearning Program is a training series focused on the needs of new lawyers and paralegals working in the areas of trust and estate law. The ABA Section of Real Property, Trust and Estate ...

    Interest Rate Swaps for Borrower's Counsel

    05/11/2016-05/11/2016

    This presentation will address the basic considerations of hedging agreements and their use in financing transactions. We will discuss a number of key issues including the following: Lender and borrower perspectives, including the basic types of hedging agreements; The Dodd-Frank restrictions on ...

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 March 31, 2016

Back to Top