• A Bi-Monthly Electronic Publication for Section Members
  • December 2009

Group and Committee News

The Non-Tax Estate Planning Considerations Group consists of six very active committees: 1. Uniform Acts for Trust and Estate Law, 2. Emotional and Psychological Issues in Estate Planning, 3. Non-Tax Issues Affecting the Planning and Administration of Estates and Trusts, 4. Insurance and Financial Planning, 5. Asset Protection Planning, and 6. Economics and Technology of the Practice.

The group will be meeting in person at the Spring Symposia. Our meeting will feature a discussion of securities law issues (such as qualified purchaser issues) affecting gifts to trusts, a discussion of Non-Tax "Hot Topics", and a discussion of Estate Dispute Resolution. Our committees will also be busy at the Spring Meeting. The Emotional & Psychological Issues in Estate Planning Committee will be hosting a lecture on estate planning for individuals with chronic illness and the Uniform Laws committee will be presenting an update on the new Uniform Laws relevant to our practice. The Insurance and Financial Planning Committee is busy putting together a potential presentation for the Fall meeting which will explore the many ways in which the current uncertainty in the valuation of life insurance policies may impact our clients.

Can't be there in person? Many active group members are not able to attend in-person meetings, but there are still ways to get involved. Our group hosts substantive discussions every other month. Each of our committees will be hosting one of our group calls this year. Our schedule is set forth below and our committees are hard at work on the topics to be discussed each call.

Non-Tax Estate Planning Considerations Group

Bi-Monthly Group Calls

4:00 – 5:00 ET

Date

Committee

January 14, 2010

Economics and Tech. of the Practice

March 11, 2010

Non-Tax Aspects of the Administration of Trusts and Estates

May 13, 2010

Emotional & Psychological Issues

July 8, 2010

Insurance and Financing Planning

September 9, 2010

Uniform Law

 



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