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Trusts and Situs after Kaestner: Establishing Domicile, Relocating a Trust and Taxing Beneficiaries

Stafford Webinars

Date: October 31, 2019
Location: Webinar

William D. Lipkind (Partner-New Jersey) will join a panel for a Stafford webinar titled “Trusts and Situs after Kaestner: Establishing Domicile, Relocating a Trust and Taxing Beneficiaries” on October 31, 2019. This webinar will provide professionals who advise and prepare returns for trusts updated information on trusts' situs in light of the Kaestner decision. Panelists will cover the criteria states use to tax trusts and trust beneficiaries, steps to relocate a trust, and when it is best to do so. Key points include Structure of a Non-Grantor Trust, Uses of Non-Grantor Trusts, State Tax Risk Factors and the Impact of the U.S. Supreme Court Decision in Kaestner.                   

More information and registration are available on the event website.

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