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

    Planning With Difficult Assets

    08/02/2016-08/02/2016

    Traditional wealth transfer planning strategies may not work for some clients or some assets. Reasons for this include assets subject to restrictions so they cannot be transferred, that are not likely to appreciate greater than the AFR, that do not generate cash flow, or whose sale would result in significant ...

    Estate Tax Return I (Form 706)

    08/11/2016-08/11/2016

    2016 eLearning Program: More Than the Basics: Estate Planning and Estate Administration The eLearning Program is a training series focused on the needs of new lawyers and paralegals working in the areas of trust and estate law. The ABA Section of Real Property, Trust and ...

    Oops! The Top 50 Life insurance Planning Mistakes - How to Avoid or Fix Them

    08/16/2016-08/16/2016

    Life insurance is commonly used in both estate planning and employee benefits planning. Obtaining the expected results often requires complying with specific, sometimes complex and confusing requirements. Our speakers will discuss how to avoid common mistakes and how to fix them when they occur. Topics ...

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.


more...

Leadership

Co-Chairs:

Hayes, Philip
Hercules, Samuel

Vice-Chairs:

Hamm, Scott
King, Carl
Klein, Sasha

Committee Roster  

Modified by Adam Bielawski on October 7, 2015

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