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

    Tax Traps for the Unwary in Annuity Planning

    08/22/2017-08/22/2017

    Annuities are often part of clients portfolios. They can be very complex products or very simple. The tax treatment of annuities can vary depending on the type of annuity and whether it is owned in an IRA or qualified plan. Not understanding annuities or how an annuity will be taxed can lead to disastrous ...

    Navigating Title Insurance and Survey Issues in Purchase and Sale Agreements

    08/23/2017-08/23/2017

    During this program our experts will cover a variety of issues pertaining to title insurance and surveys. They include: Fundamental issues importance of title insurance and survey to the transaction, mechanics and time frames for title objections, conditions to closing, and closing documentations ...

    Model Rules of Professional Responsibility: Adopted Model Rules - Where Do We Go from Here?

    09/26/2017-09/26/2017

    The ABA House of Delegates has approved Resolution 109 to amend Model Rule 8.4 to bring into the ABA Model Rules of Professional Conduct an anti-harassment and antidiscrimination provision. The amendment has engendered a significant amount of comment and controversy. In addition, the ABA adopted Resolution ...

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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