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

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

June 16, 2016
Dial in number: 866-646-6488
Pass code: 725 588 7619


Until Death or Divorce Do We Part

Carole M. Bass and Rebecca A. Provder of Moses & Singer LLP in New York will discuss areas of overlap among estate planning and matrimonial law emphasizing the importance to practitioners in each field of remaining alert to issues that arise on death and divorce.   Hear the perspectives of both an estate planner and a matrimonial attorney on topics including:

• Third Party Trusts and Divorce: Can you in-law proof your estate plan?
• Key Issues in Prenuptial Agreements
• How promises in a divorce agreement may impact a second spouse
• When a will and divorce agreement (or pre-nuptial agreement) don't match up

Economics & Technology of the Practice Committee - 4 PM EST

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

    Pre-Immigration Planning—The Intersection of Immigration and Tax Law.

    06/07/2016-06/07/2016

    Clients considering a move to the U.S. face a host of complex legal issues. From the immigration perspective they may be considering a visa, green card or even eventual citizenship. From the tax perspective, both pitfalls and opportunities await, including the creation of pre-immigration trusts for transfer ...

    Fiduciary Issues and Ethics.

    06/08/2016-06/08/2016

    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 ...

    Understanding Financial Statements: The Basics

    06/09/2016-06/09/2016

    Financial statements can provide important information about a clients personal or business finances. Understanding them requires knowing the different types of financial statements and the variety of information each one provides. The presentation will cover: Difference between income statement, ...

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 May 19, 2016

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