CLE on State Income Taxation on Nongrantor Trusts: Taking Your Trust on the Road
Why You Should Attend
Planning for state income taxation on trusts is a critical aspect of the estate planning process. If done well, it can produce substantial benefits; if done poorly, it can produce substantial cost. Register today for this 90 minute webcast to better understand how states tax trust income and how you can establish the situs of a trust in order to minimize those taxes. Learn ways to reduce or eliminate the state tax on any new trusts you draft as well as any existing trusts you’ve worked on – your clients will thank you!
What You Will Learn
A faculty of experienced estate planning and tax practitioners – all Fellows of ACTEC – will:
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- Survey how all 50 states and the District of Columbia tax trust income
- Summarize the constitutional limitations on such taxation following the U.S. Supreme Court’s Kaestner decision
- Describe the rules in key states
- Consider planning for new and existing trusts
- Address several related issues
All registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
Estate planners, tax advisors, and other related professionals will benefit from this CLE on state income taxation of trusts jointly offered by ALI CLE and ACTEC.