American Bar Association
 
Individual and Fiduciary Income Tax

ABA Section of Real Property, Trust & Estate Law

Individual and Fiduciary Income Tax

Mission

This committee focuses on:

  • Income tax issues that affect trusts, estates, and beneficiaries.
  • Deferred payment of estate tax.
  • Postmortem income tax planning.

Activities of the committee include:

  • Sponsoring CLE programs.
  • Writing articles for probate and trust attorneys.
  • Commenting on proposed regulations and legislation.

More About Us

We are the Individual and Fiduciary income Tax Committee.

We urge you to join us at the Spring Symposia where RPTE will be celebrating our 25th Anniversary May 1-2, 2014 in Chicago, IL. The Symposia offers an insider’s view of the latest real estate and estate planning developments, including a timely presentation by our Committee “Polishing and Buffing: Drafting and Administering Trusts to Survive Higher Taxes and Lower Market Performance.”

For more inforation on the Spring Symposia: http://www.americanbar.org/calendar/2014/05/rpte-spring-symposia/general.html

Programs, Meetings and Events

Section Events

    Powers of Attorney in Disability Planning: Silver Bullet or Landmine?

    02/03/2015-02/03/2015

    The power of attorney began as a simple instrument for disability planning for those of modest means. However, it has become an extremely powerful tool in late-in-life-estate planning, financial management during disability and health care decision-making. This panel discussion will cover:Guidance for ...

    REITs for Real Estate Lawyers

    02/04/2015-02/04/2015

    This program is an essential to stay on the right track when dealing with a real estate investment trust (REIT). Our Panel will focus on the numerous organizational and operational requirements that must be met by REITs and commonly-encountered transactions involving REITs, including: REIT leasing ...

    Domestic Asset Protection Trust Planning: Jurisdiction Selection Series: Alaska, Oklahoma, South Carolina, Wyoming

    02/10/2015-02/10/2015

    15 states, such as Nevada and New Hampshire, permit the creation of full blown self-settled asset protection trusts. Besides the 15, at least 10 other states, including Arizona and Maryland, allow some form of an asset protection trust, including inter vivos QTIP trusts. The proliferation of domestic ...

LIst Serv

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:

Barnhill, Robert
Hayes, Philip

Vice-Chairs:

Klein, Sasha
Lattman, Laura
Twomey, Laura

Committee Roster  

Modified by Adam Bielawski on June 25, 2014

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