State Income Tax Planning, Including Kaestner
Tuesday, January 28, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Steven J. Oshins, JD, AEP (Distinguished)

The estate tax exemption is now so high that very few of our clients need advanced estate tax planning. This shifts the emphasis to planning for saving income taxes, especially given the new $10,000 State & Local Taxes deduction limitation. The state income tax planning opportunities were recently magnified by the Supreme Court’s ruling in the Kaestner case. Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar. In total, you will have 60 minutes of exciting, informative discussion.  

 In this webinar, you will:

  • Learn why income tax planning is now so important
  • Hear about the facts and holding of the Kaestner case
  • Get a step-by-step explanation of many of the key states’ taxing statutes and how to use this knowledge
  • Discover planning opportunities with existing non-grantor trusts
  • Discover planning opportunities with existing grantor trusts
  • Find out different ways to modify these trusts to save income taxes
  • Learn why many installment sales to IDGT transactions should now be unwound
  • Explore incomplete and completed gift options to save state income taxes with the client’s assets
  • Hear about ways to use this information to get the client’s parents and grandparents to hire you too
  • And much more!

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 1/14/2020

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. 

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


This webinar is included for Trusts & Estates and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $139