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

    Dividing Retirement Assets in Divorce & Trusts as IRA Beneficiaries: A Two-Part Series

    03/07/2017-04/18/2017

    This is a package of two webinars. Dividing Retirement Assets Upon Death or Divorce - March 7 , 2017 Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore: Critical differences ...

    Dividing Retirement Assets Upon Death or Divorce

    03/07/2017-03/07/2017

    Who gets the retirement funds when there is a death or divorce? The confluence of ERISA and estate planning considerations can be bewildering. The panel will explore: -Critical differences at death and divorce between ERISA plans and non-ERISA arrangements such as IRAs, and between qualified ...

    Negotiating Commercial Loan Documents – How to Get What You Really Want

    03/08/2017-03/08/2017

    The panelists will discuss legal issues, negotiation strategies and practice tips in loan document negotiation for the commercial real estate projects. Topics will include: Negotiating the Term Sheet Negotiation of due diligence items Key negotiating points in loan documents ...

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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