American Bar Association
Non-Tax Estate Planning Considerations Group

Non-Tax Estate Planning Considerations Group

Who We Are

This group and it's committees focus on estate planning and estate and trust administration issues other than federal taxation. Committee work involves uniform laws; alternative dispute resolution and planning for the chronically ill; insurance and financial planning considerations; asset protection; practice management and estate-planning, document- assembly, and estate-settlement software; and a myriad of other non-tax issues ranging from the new biology to the state taxation of trust income. The issues considered by these committees are crucial to every trusts and estates attorney attempting to provide comprehensive advice to his or her clients.

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.

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Committees  (click [+] for listing)

 Sub Committees

Group-Related Programs, Meetings and Events

Section Events

    Insurance Essentials for Real Property Deals


    This program will explain the standard insurance requirements in leases and contracts and how to recognize problems and correct bad language. Provide practical tips on drafting liability insurance requirements in leases and construction contracts to cover accidents on the property. Permit you to advise ...

    Fundamentals of Federal Transfer Tax


    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 ...

    Special Lease Situations: Build-to-Suit Leases and Sale-Leasebacks


    The program will provide an overview of certain key legal considerations for two types of specialized lease transactions: sale-leasebacks and build-to-suit leases. We will examine the accounting and tax treatment of sale-leaseback transactions, including whether they might be characterized as financing ...



Slenn, David

Council Representative:

Neufeld, David


Gordon, Michael

Committee Roster  

Modified by Adam Bielawski on December 5, 2017

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