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

    Fundamentals of Trust Administration and Fiduciary Income Tax

    05/25/2017-05/25/2017

    The session will review the operational side of trusts including the role of trust accountings and the duties of a trustee. It will also discuss the income taxation of trusts and fiduciary income tax reporting during estate administration. Topics will include: · Trust accounting ...

    New Best Practice Standards for the Prudent Selection & Proper Management of Life Insurance

    06/06/2017-06/06/2017

    Life Insurance is often integral to estate and business planning. Clients and attorneys often do not understand the different types of life insurance and when the different types may or may not be appropriate. This program will provide an overview of life insurance basics and how life insurance can be ...

    Fundamentals of Federal Transfer Taxes

    06/22/2017-06/22/2017

    This session will discuss the fundamental rules and concepts underlying both the estate and gift tax regimes, and touch on the federal generation-skipping transfer tax. It will also cover issues associated with the preparing and filing of both gift and estate tax returns. Topics will include: What ...

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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