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