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

Digital Property - 4 PM ET

November 17, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619


Digital Property: What kind of animal is it? Community or Marital Property? Separate Property? How is it divided incident to divorce? This call will consider the effect of community/marital property regimes on digital property. Speaker Ben Brunette of Selinger & Brunette of Madison, Wisconsin will present. The Digital Property Committee leadership will also have a short update on the enactment of the Revised Uniform Fiduciary Access to Digital Assets Act, which has more than 20 enactments this year alone.

Economics and Technology of the Practice - 4 PM ET

December 15, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619


Insurance and Financial Planning - 4 PM ET

January 19, 2017
Dial in number: 866-646-6488
Pass code: 725 588 7619


Small Firm Practice - 4 PM ET

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


Emotional and Psychological Issues in Estate Planning - 4 PM ET

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


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

    Planning and Drafting for the Married Couple in an Era of Mobility, Portability, and Liability.

    12/06/2016-12/06/2016

    This session will discuss the most effective and efficient methods of planning and drafting for the married couple in an era of large and increasing applicable exclusion amounts and the unlimited marital deduction. The emphasis will be on developing and implementing easy to understand and administer ...

    Diagnosing GST Trusts

    01/17/2017-01/17/2017

    Your client has a GST exempt trust. How do you know it really is GST exempt? How do you confirm the trust's inclusion ratio? And what are your options if you discover potential issues or past errors or taxable events? Join us for a practical look at how to diagnose an existing GST exempt

    Negotiating Commercial Loan Documents – How to Get What You Really Need

    03/08/2017-03/08/2017

    The panelists will discuss legal issues, negotiation strategies and practice tips in loan document negotiation for the commercial real estate projects. Topics will include: Negotiating the Term Sheet Negotiation of due diligence items Key negotiating points in loan documents ...

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 November 22, 2016

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