American Bar Association


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.

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.


Group-Related Programs, Meetings and Events

Committee Events

Economics & Technology of the Practice Committee - 4 PM EST

July 14, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619

Jonathan Lee will lead a panel discussion that includes Bruce Steiner, Kimberly Stogner, and Mike Stiff.   Topics will include "Observations of Practice in Different Law Firm Settings" and "Why the Trust and Estates Practice Area is a Good Bet."   

Section Events

    Section 2704 Regulations – A Further Analysis and Action Steps


    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

    The Digital Revolution: RUFADAA and Planning with Digital Property


    This program will highlight new developments in estate planning. The panel will present the latest non-tax hot topics and update attendees on issues relating to the revised uniform law concerning digital assets. Ownership, protection and transfer of digital assets has been an area where controversy ...

    Did You Think That Through?: The Pros and Cons of Including Arbitration Clauses in Business Contracts


    Most transactional lawyers (and their clients) assume that arbitration will reduce the cost, risk and time involved in resolving legal disputes, and will result in a fairer outcome than they would receive from a judge or jury. As a result, arbitration clauses are routinely included in business contracts. ...



Lindsay-Ochoa, Elizabeth

Council Representative:

Spratt, James


Gordon, Michael
Hodges, Joseph

Committee Roster  

Modified by Elizabeth Lindsay-Ochoa on July 6, 2016

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