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

Small Firm Practice - 4 PM ET

February 16, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

Innovative Engagement Letters and Fee Arrangements: Is your engagement letter tired? Full of old boilerplate that does not reflect the realities of current practice? Are you curious about alternative fee arrangements and how those could work for you? Join us for this informative call lead by Laura Lattman and Mary Vandenack of the T&E Small Firm Practice Support Committee.

Emotional and Psychological Issues in Estate Planning - 4 PM ET

March 16, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

Asset Protection Planning - 4 PM ET

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


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

    Dividing Retirement Assets in Divorce & Trusts as IRA Beneficiaries: A Two-Part Series

    03/07/2017-04/18/2017

    This is a package of two webinars. Dividing Retirement Assets Upon Death or Divorce - March 7 , 2017 Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore: Critical differences ...

    Dividing Retirement Assets Upon Death or Divorce

    03/07/2017-03/07/2017

    Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore: -Critical differences at death and divorce between ERISA plans and non-ERISA arrangements such as IRAs, and between qualified ...

    Negotiating Commercial Loan Documents – How to Get What You Really Want

    03/08/2017-03/08/2017

    The panelists will discuss legal issues, negotiation strategies and practice tips in loan document negotiation for the commercial real estate projects. Topics will include: Negotiating the Term Sheet Negotiation of due diligence items Key negotiating points in loan documents ...

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 February 15, 2017

Back to Top