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NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

ABA Section of Real Property, Trust & Estate Law

NON-TAX ESTATE PLANNING CONSIDERATIONS GROUP

Who We Are

This group is comprised of six committees that focus upon estate planning and estate and trust administration issues other than taxation. (See "Committees in this group" in the box below.)

Group-Related Programs, Meetings and Events

Committee Events
GROUP CONFERENCE CALL (more info in section below)
September 10, 2009
4:00-5:00 pm EST, Dial-in phone # 800-504-8071, Passcode # 9885683

Recent Past Program
June 2, 2009
ECLE - Ethical Considerations for Trustees and their Advisors
Trustees and their advisors must grapple with a number of issues rife with conflicts of interest and potential liability traps. Learn how to manage conflicts of interest and minimize fiduciary risk in the areas of investments, distributions and taxes.

Recent Live CLE
A Non Tax Cornucopia:


Our six active, vibrant committees presented a sampling of interactive Non-Tax topics. Be on the cutting edge with Non-Tax Hot Topics. Attendees joined our discussion of ethical issues in estate administration, including conflicts among co-fiduciaries, and between executors and beneficiaries. Learned of professional responsibility issues effecting asset protection planners. Heard reports on new Uniform Laws, including the Uniform Probate Code amendments, and learn the latest on document assembly software.
830am Opening Remarks
835am Hot Topics
900am Ethical Issues in Estate Administration
930am Professional Responsibility Trends in Asset Protection Planning
945am Uniform Laws Update
10am Report on Trust and Estate Software

Recent Live CLE 5/1
May 1, 2009
11am Hiding Your Stuff in Plain Sight (Without Trusts) hosted by the Asset Protection Planning Committee
4pm Ethical Dilemas Facing Fidiciaries and their Advisors hosted by the Non-Tax Issues Affecting the Planning and Administration of Estate & Trusts Committee

 
Section Events
December 3, 2009
Location: N/A
Format: Webcast/ Teleconference

December 8, 2009
Location: N/A
Format: Webcast/ Teleconference

January 20, 2010
Location: N/A
Format: Webcast/ Teleconference

Attend Group's Committee Conference Calls

Join the Non-Tax Estate Planning Considerations Group's various committees in upcoming conference calls.

Our next Group call will take place Thursday 11/12 at 4pm EST. The call will feature a about 15 minutes of substantive remarks. Committee reports and a preview of the Joint Fall CLE meeting will follow. Listeners' comments and questions will be welcome. Dial-in: 800-504-8071 Pass code: 9885683. Thank you for all who joined us for our lively discussion of the RPTE Task Force's activities in the area of valuation of insurance policies on 9/10 hosted by the Insurance and Financial Planning Committee, as well as our prior calls: Ethics of Asset Protection, hosted by the Asset Protection Committee on 7/10, A discussion of Collaborative Law, hosted by the Emotional and Physcological Issues In Estate Planning Committee on 5/14/09, A discussion of FDIC Insurance for Revocable Trust Accounts and the RPTE Section's Comments to the new rules, Hosted by the Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts Commitee on 3/12/09, a discussion of the Chawla case and insurable interest rules including the draft Uniform Law solution hosted by our Insurance and Financial Planning Committee on Wednesday, 1/8/09.

We invite you to join our Group, to be included on Group Emails announcing substantive calls by clicking on the link on this website.

In addition to Group Calls the following committees of our group host Committee calls:

Emotional Psychological Issues in Estate Planning Committee Calls - There will be a presentation on Friday, October 16, 2009, on Estate Planning for Clients with Chronic Illness. Martin M. Shenkman, Esq., co-chair of the committee, will speak and a representative from the National Multiple Sclerosis Society will participate in the discussion. General committee discussion will follow. Date of Call: 11:00am CDT/12:00pm EDT, Call in number: 800/504-8071, Participant Pass code: 9885683

2009 Uniform Laws Committee recently hosted an update on the Uniform Insurance Interests relating to Trust Act on Friday 8/28/09 at 1:00 PM ET. Check back for the next Uniform Laws Call or join the Committee to review email notification of future calls. Call-in number: (800) 504-8071 Passcode: 9885683

Leadership

Chair:  Richard W Nenno

Vice-Chair:  Laura Mary Twomey

Committee Roster (663 total members)

Listserves
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Non-Tax Estate Planning Considerations Group Discussion
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Modified by Laura Mary Twomey on October 13, 2009

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