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

Federal Issues in Estate Administration

June 22, 2017

3:00 p.m. – 4:00 p.m. CT/4:00 p.m. – 5:00 p.m. ET

Dial in number: 866/646-6488

Participant Pass code: 725 588 7619

Speakers: James I. Dougherty, Withers Bergman LLP in Greenwich, CT; Marissa Dungey, Withers Bergman LLP, Greenwich, CT; Raj Malviya, Miller Johnson, Grand Rapids, MI

Post-mortem planning often presents significant challenges for fiduciaries and estate planning counsel. This discussion will focus on the non-tax issues that can arise under the federal tax code that an attorney representing an estate's fiduciary will face. Topics will include protecting a fiduciary from personal liability under the federal priority statute, new estate tax closing letter procedures, addressing liquidity issues to pay estate taxes without late payment penalty including recent case law on Graegin loans, protective claims, and developments regarding reporting under the basis consistency rules.

 
Section Events

Leadership

Chair:

Slenn, David

Council Representative:

Neufeld, David

Vice-Chair:

Gordon, Michael

Committee Roster  

Modified by Adam Bielawski on June 2, 2017

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