Name
State Income Tax Planning After Kaestner
Date & Time
Wednesday, July 22, 2020, 4:30 PM - 5:30 PM
Description

Now that the State & Local Tax Deduction is limited to $10,000 per year, state income tax avoidance planning has become a necessary skill set for all estate planners. The Kaestner case was a wake-up call to planners who weren’t focusing on this planning. This presentation will describe how and why states tax certain trusts and how to take steps to reduce or avoid these taxes using different types of non-grantor trusts.