Section of Real Property, Trust and Estate Law: NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP


NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP
Who We Are This group is comprised of six committees that focus upon estate planning and estate and trust administration issues *other than* taxation. (See "Committees in this group" in the box below.)

Attend The Group's Committee Conference Calls

Join the Non-Tax Estate Planning Considerations Group for upcoming conference calls. Each call is sponsored and hosted by one of our six committees, discussing matters of interest to that committee. The call is open to all Group members.

For all calls during the 2012-2013 year, the dial-in number is (866) 646-6488; Passcode 53807002591.

In addition to Group Calls many of our committees host their own Committee calls throughout the year. Please check committee webpages for call schedules.

Coyle Insurance Presentation - March 2012

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 3 pm Eastern time
September 20, 2012

The September 20th call is hosted by the Uniform Acts for Trust and Estate Law Committee on the subject of the proposed Uniform Powers of Appointment Act. A copy of the draft of the Act can be found below. Leading the discussion will be Professor Amy Morris Hess of the University of Tennessee College of Law, who is the ABA advisor to the drafting committee. Dial (866) 646-6488, Passcode 53807002591.

Group Conference Call at 4 pm Eastern time
November 15, 2012

The November 15th call is hosted by the Economics and Technology of the Practice Committee on the subject of Social Media in the Legal Practice: How to use Facebook, Linked in, Twitter and YouTube to Get Clients. Leading the discussion will be David Young, Marketing Coordinator & Records Manager, Schiller DuCanto & Fleck LLP. Dial (866) 646-6488, Passcode 53807002591.

Group Conference Call at 4 pm Eastern time
January 24, 2013

The January 24th call is hosted by the Emotional and Psychological Issues in Estate Planning Committee. The subject is "A Psychiarists's Guide to Succession Planning, Including Family Businesses with Family Baggage". Leading the discussion will be Mark Heitner, MD, MBA, and attorneys William M. Andrews and Robert D. Steele. Dial (866) 646-6488, Passcode 53807002591.

GROUP CONFERENCE CALL 4:00 pm ET
March 21, 2013

The March 21st call is hosted by the Insurance and Financial Planning Committee. The Committee will address insurance planning considerations accelerated by passage of the 2012 tax act. Leading the call will be Mel Warshaw of Financial Architects Partners in Boston and David Sterling of Sterling Capital Resources of Sarasota. Their presentation will include the shifting focus from estate to income tax planning considerations, the integration of insurance planning considerations into the practitioner's client advisory and service platforms, the emergence of life insurance as a distinct and flexible asset class, the attorney's role in advising clients on the dispositive aspects of life insurance, annuities and long-term contracts and the lawyer's responsibility to provide meaningful counsel while staying out of harm's way. Dial (866) 646-6488, Passcode 53807002591.

GROUP CONFERENCE CALL 4:00 pm ET
May 16, 2013

The May 16th call is hosted by the Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. Lee-Ford Tritt and Javier Tapia will lead a discussion of a potpurri of hot topics, cases and trends from the Spring Symposia.

Group Conference Call at 4 pm Eastern time
July 18, 2013

The July 18th call is hosted by the Asset Protection Planning Committee.

Section Events

Long-Term Disability Benefits Advanced Seminar

May 22, 2013

American Bar Association
Chicago, IL

Format: Live/In-Person

Beneficiary Designation Problems with Qualified Plans and IRAs

May 22, 2013

Location: N/A

Format: Webinar/Teleconference

Top Ten Construction Contract Clauses: Owner, Contractor & Subcontractor Perspectives