Program Materials
- Joint Fall 2008
This page contains links to pdf files of all the programs presented at the 2008 Joint Fall Meeting
Trust & Estate Programs
Litigation, Ethics and Malpractice Group
Navigating the Trustee’s Duty to Disclose
PBGC, Underfunded Plans & Distressed Companies: A Practical Guide
Panel PowerPoint
PPA’s Single-Employer Funding
Rules—You Can’t Leave Them to the Plan’s Actuary
Beware of PBGC
“Downsizing Liability
Wealth and Non-Tax Estate Planning Considerations Group
Winning the Will Contest at the Drafting Stage: Tips from the Litigation Trenches
Integrating Estate Planning with Investment Strategies
Reporting & Disclosures of Fees for 401(k) and Other Plans - Coping with the New Regime
Reporting & Disclosure of Fees for 401(k) and Other Plans – Coping with the New RegimeEmerging Standards: ERISA Service Contracting & Fee Disclosure
Employee Benefits Security Administration - Fiduciary Requirements for Disclosure in Participant-Directed
Individual Account Plans; Proposed Rule
Employee Benefits Security Administration - Annual Reporting and Disclosure; Revision of Annual Information
Return/ Reports; Final Rule and Notice
Employee Benefits Security Administration - Proposed Class Exemption for Plan Fiduciaries When Plan Service
Arrangements Fail To Comply With ERISA Section 408(b)(2)
Employee Benefits Security Administration - Fiduciary Investigations Program
Employee Benefits Security Administration - Reasonable Contract or Arrangement Under Section 408(b)(2)
- Fee Disclosure; Proposed Rule
Employee Benefits Security Administration - FAQs About The 2009 Form 5500 Schedule C
Employee Benefits Security Administration - Fee and Expense Disclosures to Participants in Individual Account Plans
Trust & Estate Drafting Programs: A Comparison
Welcome to Lawgic’s Product Demonstration!
Introducing WealthDocs™
Practice Essentials Brochure
Pouring Old Wine into New Bottles— Using Traditional Estate Planning Tools in Untraditional Ways
Lipman’s Wills & Trusts
Texas Estate Planning Library
Drafting Wills and Trusts with WinDraft
EP Expert™: The Premier Estate Planning Practice System for Attorneys
Quick Start for WinDraft
Deftly Drafting Estate Planning Documents
27 Tips for a Successful Document Assembly Project
Who Trumps Whom: When Can Taxpayers Ignore IRS
Who Trumps Whom: When Can Taxpayers Ignore IRS Guidance?
Deference and the End of Tax Practice
A New Model for Identifying Basis in Life Insurance Policies: Implementation and Deference
Deference: When the Court Must Yield to the Government's Interpretation
RPTE & Tax Joint Programs
Closely Held Businesses and Business Planning Group
Conflicting Fiduciary Duties When Trusts and Estates Own Interests in Closely-Held Businesses
Recent Developments in Estate Planning and Estate Administration with Closely-Held Businesses
Comments Relating to Internal Revenue Code Section 6695AComments to Notice 2007-90 (Security Under Section 6166 Elections)
Comments on Proposed Regulations 20.2032-1(f) (Alternate Valuation)
Closely Held Businesses (Tax), S Corporations (Tax) and Business Planning Group
Using Trusts to Hold S Corporation Stock
Estates and Trusts as S Corporation Shareholders
What Types of Trusts Are Permitted Shareholders of an S Corporation?
S Corporations with Airplanes
Aircraft Ownership: Tax & Legal Considerations
Important Developments
S Corporation Tax Update
Current Developments In Federal Taxation of S Corporations
Diversity Joint Program
No Materials Submitted
Estate & Gift Taxes and Income & Transfer Tax Planning Group
Unanticipated Consequences and Fallout from Tax Planning Structures
When Things Don’t Go As Expected: 3 Case Studies
Emerging Issues Under the Twin UPIAS: Uniform Prudent Investor Act (1994): Restatement
(Third) of Trusts and Uniform Principal and Income Act (1997)
What Every Estate Planner Needs to Know About Hedge Funds
What Every Tax Adviser Needs to Know About Hedge Funds
Community Property - Pitfalls from the Trenches
Entering the Crescent of Enlightenment: A Quick Tour of Community Property's Utopian World
Current Developments
Exempt Organizations and Charitable Planning & Organization Group
Form 990 Update
Comments Concerning the Instructions for the Redesigned Form 990 for Tax-Exempt Organizations
Supporting Organizations and Donor Advised Funds
Supporting Organizations That Change Their Status
Supporting Organizations and Other Entities (After the Pension Protection Act)
IRS Donor Advised Fund Worksheet
IRS Announcement 2007-87, Advance Notice of Proposed Rulemaking on Type III Supporting Organizations
Investing for Public Benefit: MRIs, PRIs, and Other Developments in Private Foundation Investments
SRI—Shibboleth or Canard (Socially Responsible Investing, that is)
Developments in Model State Laws
UMIFA and UPMIFA: The Law of Endowments
Uniform Prudent Management of Institutional Funds Act
Black Letter of the Model Nonprofit Corporation Act (without comments)
Principles used in drafting the various uniform nonprofit laws
Uniform Unincorporated Nonprofit Association Act
Diversity Committee Tax Practice Management & Young Lawyers
Moving On: Taking the Next Step in Your Career
Excerpts from the 2007 NALP Foundation Attorney Attrition Study
Section Lunch/Plenary Session
Comments on Proposed Regulations Under Section 6694 and 6695
Cross-Border Income and Estate Tax Planning for Closely Held Businesses and their Owners
(No Materials Submitted)
Health Plan Design and Compliance Issues
Employer-Sponsored Health Plans Under Non-Privacy Health Plan Provisions of HIPAA
Conflict of Interest in Claims Decisions – A Critical Analysis of MetLife v. Glenn
Landmark Genetic Nondiscrimination Legislation
TPA Contracting Principles & Strategies
Value Judgments: Judicial, Appraiser's and Taxpayer's Perspectives
McCord to Holman: Five Years of Value Judgments
What Every Tax and Estate Planning Lawyer Should Know About Patented Tax Strategies
Introduction to Tax Strategy Patents
Patented Tax Strategies – Ethical Concerns for the Tax Lawyer and Estate Planner
Published Patent Applications as of August 20, 2008
American Bar Association | 321 N. Clark St. | Chicago, IL 60654-7598 | 800.285.2221
ABA Copyright Statement ABA Privacy Statement Web Site Feedback