American Bar Association
Individual and Fiduciary Income Tax

Individual and Fiduciary Income Tax


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

    Section 2704 Regulations – A Further Analysis and Action Steps


    The section 2704 regulations were released by the Treasury Department on August 3. The approach and breadth of the regulations surprised many estate planners. Our panelists will review the proposed regulations and the implications for past, current, and future planning. Topics they will cover ...

    The Digital Revolution: RUFADAA and Planning with Digital Property


    This program will highlight new developments in estate planning. The panel will present the latest non-tax hot topics and update attendees on issues relating to the revised uniform law concerning digital assets. Ownership, protection and transfer of digital assets has been an area where controversy ...

    Did You Think That Through?: The Pros and Cons of Including Arbitration Clauses in Business Contracts


    Most transactional lawyers (and their clients) assume that arbitration will reduce the cost, risk and time involved in resolving legal disputes, and will result in a fairer outcome than they would receive from a judge or jury. As a result, arbitration clauses are routinely included in business contracts. ...

LISTSERV Communication

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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.




Hayes, Philip
Hercules, Samuel


Hamm, Scott
King, Carl

Committee Roster  

Modified by Adam Bielawski on October 7, 2015

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