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

Emotional and Psychological Issues in Estate Planning - 4 PM ET

March 16, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

Join the Emotional and Psychological Issues in Estate Planning Committee as they lead a call about Estate Planning in a Time of Uncertainty (and Fear).   We will talk about clients and communities in flux due to the new administration, as well as general uncertainty over the tax laws.

Asset Protection Planning - 4 PM ET

May 18, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619

Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts - 4PM ET

June 22, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619


 
Section Events

    Smart Protections for Smart Subtenants

    04/05/2017-04/05/2017

    Clients think subleases are simple. Their lawyers know better. In this program the panelists will focus on subtenant protections, starting with subtenant due diligence (the Overlease and physical plant issues), defining the commencement date, basic exclusions from incorporation-by-reference, basic ...

    Basic Insurance for Real Estate (and How to Require it in Your Documents)

    04/12/2017-04/12/2017

    The panelists will explain the basic types of insurance for real estate and the insurance provisions that should be included in leases, mortgages, and other real estate contracts. The presentation will include: · Insurance covering damage to the property and additional coverages for flood, terrorism, ...

    Trusts as IRA Beneficiaries

    04/18/2017-04/18/2017

    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 ...

Leadership

Chairs:

Lindsay-Ochoa, Elizabeth
Slenn, David

Council Representative:

Spratt, James

Vice-Chairs:

Gordon, Michael
Hodges, Joseph

Committee Roster  

Modified by Elizabeth Lindsay-Ochoa on February 28, 2017

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