American Bar Association
 
NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

ABA Section of Real Property, Trust & Estate Law

NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

Who We Are

This group is comprised of five committees that focus upon estate planning and estate and trust administration issues other than taxation. (See "Committees in this Group" in the box 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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Our Five Committees  (click [+] for listing)

 Sub Committees

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 4 pm Eastern time

December 18, 2014
Dial in number: 866-646-6488
Participant Pass code: 725 588 7619

Many of our clients struggle with how to transfer wealth to younger generations without taking away the incentive to be productive members of society. Beth D. Tractenberg, partner at Katten Muchin Rosenman LLP, will discuss the concept of “Affluenza”, and offer some drafting guidelines as to how to transfer wealth to younger generations without causing them to lose the incentive to work and productive. Some of the concepts covered will include Letters of Wishes, Powers to Remove and Replace Trustees and Trust Protectors.


Group Conference Call at 4 pm Eastern time

February 19, 2015
The February 19th call is hosted by the Insurance and Financial Planning Committee.


Group Conference Call at 4 pm Eastern time

May 21, 2015
The May 21st call is hosted by the Asset Protection Committee.


Group Conference Call 4:00 pm ET

July 16, 2015
The July 16th Call is hosted by the Economics and Technology Committee.
 
Section Events

    Surveys in Commercial Transactions.

    01/07/2015-01/07/2015

    During this program our panelist will address: · ALTA/ACSM Minimum Standards, and the what, how & why of the Table A requests for additional items for inclusion on the survey;· Types of surveys, and when to use each and what they are designed to show;· Apparent easements and servitudes, ...

    Tax Extenders

    01/08/2015-01/08/2015

    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 Michael.Kesler@americanbar.org, or call 312-988-5260. Visit www.shopaba.org to update your preferences to receive ...

    2015 Paralegal eLearning Program: Full Series Registration

    01/22/2015-08/06/2015

    2015 Paralegal eLearning Program:From Undertaker to Litigator and Steps in Between: The Role of the Paralegal in Estate Administration, Distribution and ResolutionAttendees of the Paralegal eLearning Program will learn substantive legal and ethics issues as well as best practices from leading industry ...

Items of Interest

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 November 21, 2014

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