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

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 Planning – Defined Value Formula Clauses, Formula Clauses, and More

    09/27/2016-10/06/2016

    This is a package of two webinars. Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness: September 27, 2016 Estate planners have used defined value and formula clauses for many years. Recent cases such as McCord and Wandry have provided guidance on how ...

    Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning?

    10/04/2016-10/04/2016

    JOIN THE SECTION & SAVE! ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online . Find upcoming programming here . You may also email Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

    Section 2704 Regulations – A Further Analysis and Action Steps

    10/06/2016-10/06/2016

    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 ...

Leadership

Chair:

Lindsay-Ochoa, Elizabeth

Council Representative:

Spratt, James

Vice-Chairs:

Gordon, Michael
Hodges, Joseph

Committee Roster  

Modified by Elizabeth Lindsay-Ochoa on July 6, 2016

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