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

    Legal Opinions

    05/25/2016-05/25/2016

    This session will focus on the fundamental issues involved in giving third party legal opinions in real estate secured loan transactions Topics will include: The nuts and bolts of a legal opinion; Opinion practice what is, and what is not, appropriate; Opinion issues related ...

    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 ...

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

Back to Top