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ENGAGE 2020


EST2004 - EST2004. State Income Tax and Trust Planning


Jul 20, 2020 1:25pm ‐ Jul 20, 2020 2:15pm

Description

The presenter will discuss the use of certain non-grantor trusts to save state income taxes.  The speaker will explain how easy it is to design trusts to avoid state income taxes in many cases and show the attendees how to apply the state long-arm taxing statutes.  This planning is especially valuable now that the state & local tax deduction is limited to $10,000 per year.

Learning Objectives:
  • Learn how different states tax non-grantor trusts
  • Learn how to modify a trust to save state income taxes

Speaker(s):

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