American Bar Association
 
Individual and Fiduciary Income Tax

Individual and Fiduciary Income Tax

Mission

This committee focuses on: Income tax issues affecting trusts, estates, and beneficiaries; and Postmortem income tax planning, including planning through deferred payment of estate tax. Activities of the committee include: Sponsoring CLE programs; Writing articles for probate and trust attorneys; and commenting on proposed regulations and legislation.

More About Us

We are the Individual and Fiduciary income Tax Committee. Please mark your calendars for the RPTE Spring Symposia May 12-14, 2016 in Boston, MA. The Symposia offers an insider’s view of the latest real estate and estate planning developments. Information about the Symposia will be posted soon to the Section's web page. Please feel free to contact any of the committee's leadership if you have an idea for a presentation, publication, or eCLE, or if you want to fond out how to get more involved in committee activities.

Programs, Meetings and Events

Section Events

    Section 2704 Regulations Planning – Defined Value Formula Clauses, Formula Clauses, and More

    09/27/2016-10/06/2016

    This is a package of two webinars. Using Defined Value and Formula Clauses - Section 2704 Regs Highlight Their Usefulness: September 27, 2016 Estate planners have used defined value and formula clauses for many years. Recent cases such as McCord and Wandry have provided guidance on how ...

    Lifetime QTIPs: Why Should They Be Ubiquitous in Estate Planning?

    10/04/2016-10/04/2016

    JOIN THE SECTION & SAVE! ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online . Find upcoming programming here . You may also email Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

    Section 2704 Regulations – A Further Analysis and Action Steps

    10/06/2016-10/06/2016

    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

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-INDIVIDUAL@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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Leadership

Co-Chairs:

Hayes, Philip
Hercules, Samuel

Vice-Chairs:

Hamm, Scott
King, Carl

Committee Roster  

Modified by Adam Bielawski on October 7, 2015

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