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AICPA ENGAGE 2019


ENG1904 - Situs Selection for Income Tax Purposes (EST, PFP)


Jun 10, 2019 4:50pm ‐ Jun 10, 2019 6:05pm

Standard: $49.00

Description

With high estate tax exemptions, income tax planning with trusts has become a high focus of estate planners. This presentation will cover the choice of trust situs selection for income tax purposes.

This presentation will outline:

  1. How different states tax non-grantor trusts. 
  2. How to select the best jurisdiction for a non-grantor trust for income tax purposes.

Speaker(s):

Tags: PFP EST CFP

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