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

Insurance & Financial Planning Committee - 4 PM EST

February 25, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619

"Hidden Secrets of Disability Insurance Policies" with Larry Kelleher of Physician Financial Services.

Asset Protection Planning Committee - 4 PM EST

April 21, 2016
Dial in number: 866-646-6488

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

June 16, 2016
Dial in number: 866-646-6488

Economics & Technology of the Practice Committee - 4 PM EST

July 14, 2016
Dial in number: 866-646-6488
 
Section Events

    Gifting Part I

    02/11/2016-02/11/2016

    This session will start with the basics of gifting -- why, when, to whom and how much. We will contrast the pros and cons of gifts in trusts versus outright gifts and discuss best gifting strategies to minimize taxes. We will also review the mechanics of Crummey

    2016 eLearning Program: Full Series Registration

    02/11/2016-11/10/2016

    The eLearning Program is a training series focused on the needs of new lawyers and paralegals working in the areas of trust and estate law. The ABA Section of Real Property, Trust and Estate Law is proud to continue our training series focused on new lawyers, paralegals, and others working in the areas ...

    Basic Will & Trust Drafting

    02/16/2016-02/16/2016

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and ...

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 January 28, 2016

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