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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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 five committees, discussing matters of interest to that committee. The call is open to all Group members. For all group calls during the 2014-2015 year, the dial-in number is 866-646-6488, passcode TBD.

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

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 4 pm Eastern time

February 11, 2014

The February 11 call is hosted by the Economics and Technology of the Practice Committee.

The Electronic Practice

Topic of Discussion: We are fortunate to have attorney Donald H. Kelley return as our guest speaker for our one hour February 2013 Committee call to replace the one that had to be cancelled in December of 2013 due to technical difficulties. In addition to being a well known author of "Estate Planning for Farmers and Ranchers" and "Family Business Organizations" (Thomson West), Don is the solo developer of the popular estate planning software calculation program called "Intuitive Estate Planner" (Thomson Reuters) and the author of a monthly "Technology Column" in Trusts & Estates Magazine. Most importantly, Don is the author of what is considered by many (including yours truly) to be a must have reference tool when it comes to technology issues for estate planners and administrators called "The Electronic Practice" (Wealth Management Press). This publication has become so popular that, in addition to a written and disk version, it now comes in a downloadable ePub format for both PC or MAC so that it can be downloaded onto an iPad or similar devices and easily updated. It is chock full of instant direct URL links to almost every resources that is listed in the book. We have asked Don to speak to all of us about the recently released 4th Edition of "The Electronic Practice" and what this publication can mean to any law office that is currently contemplating software and related technology purchases or upgrades, let alone the wealth of knowledge it contains about many of the practice management issues we all face every day as we try to improve the economics of our law practices in these difficult economic times. In addition to being a member of the Nebraska and Colorado Bar Associations, Don is a Past Regent of the American College of Trust & Estate Counsel, as past Chair of the ACTEC Technology in the Practice Committee, and a current member of the ACTEC Quicken Fiduciary Accounting Templates Tech Support Committee. This is one conference call you will not want to miss.

Dial (866) 646-6488, Passcode 7255887619#

References


Group Conference Call at 4 pm Eastern time

January 23, 2014
The January 23rd call is hosted by the Insurance and Financial Planning Committee. Dial (866)646-6488, Passcode 53807002591. David F. Sterling will present "Annuities in the Estate Plan: The Attorney's Conundrum". Practitioners can no longer disregard or dismiss the "migration of clients" to insurance based solutions for their estate planning and financial governance needs and goals. Life insurance, annuities and long-term care products address an array of planning considerations that were once considered the exclusive domain of the legal profession. The most challenging to understand and integrate into the planning process is the annuity contract. This panel presentation will examine the significance of this market trend from a practice management perspective.


Group Conference Call at 4 pm Eastern time

March 20, 2014
The March 20th call is hosted by the Economics and Technology of the Practice Committee. Dial (866) 646-6488, Passcode 53807002591. Karin Prangley of Krasnow Saunders Kaplan & Beninati LLP in Chicago will provide an update on the Uniform Law Commission's act on fiduciary access to digital assets.


Group Conference Call 4:00 pm ET

May 15, 2014
The May 15th call is hosted by the Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee. Dial (866) 646-6488, Passcode 53807002591. Lee-Ford Tritt, Professor of Law at the University of Florida College of Law and Vanessa Hernandez, associate at Maynard Cooper & Gale in Birmingham AL will discuss the latest non-tax topics that emerged from the Spring Symposia in Chicago.


Group Conference Call 4:00 pm ET

July 17, 2014
The July 17th call is hosted by the Emotional and Psychological Issues in Estate Planning Committee in combination with the Elder Law, Disability Planning & Bioethics Group of the ABA RPTE Section and the Assisted Reproduction Technology Committee of the ABA Family Law Section. Dial (866) 646-6488, Passcode 7255887619. Tasha Dickinson of Jones, Foster, Johnston & Stubbs in West Palm Beach will moderate a panel discussion on Assisted Reproductive Technology: The Issues that Estate Planners Aren't Talking About But Should Be. Panelists will be Andrea Braverman of Thomas Jefferson University, Judith F. Daar of University of California Irvine School of Medicine, Kristine S. Knaplund of Pepperdine University and Cara M. Koss of Arnold & Porter in Washington, DC.
 
Group Events

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 October 3, 2014

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