American Bar Association
 
Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee

Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Committee

Mission

We recognize that there are other issues that surround and influence estates and trusts outside of taxes. The committee reviews, analyzes and suggests solutions related to the non-tax issues of planning and administration. Activities of the committee include sponsoring CLE programs and writing articles with practical information for trust and estate attorneys and commenting on proposed legislation affecting estate and trust administration.

Programs, Meetings and Events

Committee Events

Family Business Succession Essentials Teleconference

June 12, 2014
Please see the recording below under *Hot Topics*

Join Avi Kestenbaum from Meltzer Lippe as he discusses family succession.

As most estate and financial planning professionals are painfully aware, most family businesses don’t survive the generations and as the studies indicate, this failure has little to do with the tax planning. For those business owners, who are emotionally torn between ensuring that their businesses continue for as long as possible and pacifying their descendants, family business succession planning is incredibly complicated, if not impossible.
While cash, brokerage accounts and often times real estate, can be divided among the descendants and often times maintained with proper trust and management provisions, operating businesses cannot be so easily divided nor continue successfully due to the inherent complexity of their management and operations, as well as fiduciary duties of trustees. Estate planners should become better well versed in the psychology of family dynamics, especially when it involves operating businesses, case studies and books on the reasons that few businesses survive and flourish for several generations, and modern business planning structures to ensure that their clients’ businesses have a better chance of longevity and success through the generations. This candid presentation will focus on critical issues and factors in family business succession planning, a realistic view on current thinking and planning, and potential innovative and new age business models and structures.

 
Section Events

    Handling An Inherited IRA

    04/21/2015-04/21/2015

    For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them. This program will cover how to maximize the value of inherited IRAs, including: Critical Deadlines; What makes stretch ...

    Fundamentals of Title Insurance

    04/22/2015-04/22/2015

    This eCLE webinar will cover the basics of title insurance how a title search is created, how a transaction is closed, and the extent of typical coverages provided. Topics include: Search and Examination Public records Other searches The difference between and abstract ...

    2015 Spring Symposia Materials - Flashdrive

    04/29/2015-05/01/2015
    Capital Hilton
    Washington

    The event will be held on 04/29/2015 - 05/01/2015. The format is In-Person. The event sponsor(s) are Section of Real Property, Trust and Estate Law. The event has 0.00 CLE Credits .

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-NONTAX@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:

Parthemer, Mark
Tritt, Lee-Ford

Vice-Chairs:

Bass, Carole
Mejia, Paulina
Ounanian, Melineh

Committee Roster  

Modified by Adam Bielawski on July 18, 2014

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