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National Tax Conference 2019

NTA1907 - The Kaestner Decision: What's Next for State Taxation of Trusts

Nov 13, 2019 1:00pm ‐ Nov 13, 2019 2:15pm

Standard: $49.00


In June, the Supreme Court decided the most important due process case in decades on the limits on the power of states to tax trust income. The attorney who successfully briefed and argued the case will discuss the Court's decision and what it portends for the future of efforts by States to take a piece of the $120 billion in income that trusts in the United States report every year.

Learning Objectives:
  • Understand the details of a recent tax decision
  • Identify how to advise clients on financial management and wealth planning


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