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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Our Five Committees  (click [+] for listing)

 Sub Committees

Group-Related Programs, Meetings and Events

Committee Events

Group Conference Call at 4 pm Eastern time

February 19, 2015
Dial in number: 866-646-6488
Participant Pass code: 725 588 7619

The migration of clients to insurance based financial and estate planning solutions compels practitioners to adopt new ways of thinking and operating. Insurance and Financial Planning Committee Vice Chair, David F. Sterling, will lead a panel discussion examining the practice management and business development implications of attracting and working with clients whose estate inventories are increasingly comprised of contractually based assets and financial resources. Specific guidance will be provided for attorneys to:
•        Ensure the effective governance of insurance based solutions and products throughout the client’s lifetime and beyond;
•        Assess the inherent disconnect that exists between contractually and estate plan document based “dispositive” provisions;
•        Integrate the financial attributes of insurance products within the context of the client’s estate plan; and much more.


Group Conference Call at 4 pm Eastern time

May 21, 2015
The May 21st call is hosted by the Asset Protection Committee.


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

    Planning, Perils and Prevention: Managing Risk in Your Trusts and Estates Practice

    03/03/2015-03/03/2015

    The program will use hypothetical scenarios to review professional responsibility issues that arise in a trust and estate planning practice, including the representation of spouses, and of family members from different generations. The presentation will focus on the application of the rules governing ...

    Insurance for Real Estate Lawyers

    03/04/2015-03/04/2015

    Mistakes by real estate lawyers in specifying insurance coverage in commercial leases and construction documents can lead to catastrophic uninsured losses for their clients.Register for this practical CLE webcast on Insurance for Real Estate Lawyers and learn the key liability and property insurance ...

    Essential but Overlooked Issues in Drafting LLC Operating Agreements

    03/17/2015-03/17/2015

    During this presentation the speakers will go through a form operating agreement, focusing primarily on addressing the following issues: Governance authority, fiduciary duties, and succession; Contributions and distributions; Transferability buy-sell provisions, admission, ...

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 January 16, 2015

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