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

    Smart Protections for Smart Subtenants

    04/05/2017-04/05/2017

    Clients think subleases are simple. Their lawyers know better. In this program the panelists will focus on subtenant protections, starting with subtenant due diligence (the Overlease and physical plant issues), defining the commencement date, basic exclusions from incorporation-by-reference, basic ...

    Basic Insurance for Real Estate (and How to Require it in Your Documents)

    04/12/2017-04/12/2017

    The panelists will explain the basic types of insurance for real estate and the insurance provisions that should be included in leases, mortgages, and other real estate contracts. The presentation will include: · Insurance covering damage to the property and additional coverages for flood, terrorism, ...

    Trusts as IRA Beneficiaries

    04/18/2017-04/18/2017

    JOIN THE SECTION & SAVE! ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online . Find upcoming programming here . You may also email Khadijah.Kellogg@americanbar.org , or call 312-988-5260. Visit www.shopaba.org to update your preferences ...

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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