American Bar Association
 
NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

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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Our Five Committees  (click [+] for listing)

 Sub Committees

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 4 pm Eastern time

May 21, 2015
Dial in number: 866-646-6488
Participant Pass code: 725 588 7619


Moderator: Michael M. Gordon, Esq. Co-Chair of the Asset Protection Planning Committee
Insider’s View of TrustCo Bank v. Matthews: On January 22, 2015 Vice Chancellor Parsons of the Delaware Court of Chancery dismissed as time-barred most of the creditor-plaintiffs’ claims against three Delaware asset protection trusts (that one of the beneficiaries herself had created) and the trust beneficiaries. Hear a discussion of this important case from the litigator who litigated the case in the Delaware Court of Chancery, William Kelleher, Esq. The planning considerations of TrustCo will be discussed by Daniel Hayward, Esq. Both lawyers, and the moderator, practice at Gordon, Fournaris & Mammarella, P.A.


Group Conference Call at 4 pm Eastern time

July 16, 2015
The July 16th call is hosted by the Economics and Technology of the Practice Committee.
 
Section Events

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 April 28, 2015

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