Knowledge Center

Friday, June 19, 2015

HMB's David Berek to Speak on the Significance of State Residency for Trust Fiduciary Income Tax Purposes

CCH Seminar

"Trust Income Tax at the State Level: The Significance of State Residency for Trust Fiduciary Income Tax Purposes"

Date: Monday, June 22, 2015
Time: 1 p.m. ET
CPE: 2 credits

In addition to Federal fiduciary income taxation, trusts are also (usually) subject to a particular state's fiduciary income tax regime, and the state fiduciary income taxation is generally based on residency with the state and contacts with the state. The recent Linn decision is an example of how complicated state fiduciary income taxation becomes where "multi-jurisdictional contacts" are present.

Join David Berek to learn:

  • The nuts and bolts of state fiduciary income taxation
  • The factors involved in determining state residency of trusts
  • How the recent Linn decision will impact state fiduciary taxation generally
  • Planning opportunities with mobile clients and long-term trusts

For more information and to register see the Wolters Kluwer registration page.

David A. Berek, partner in Horwood Marcus & Berk's Trusts and Estates Group, counsels high net worth individuals, corporate executives, family offices and privately owned family business owners by thoughtfully and carefully integrating wealth planning and tax planning with each client's "life planning."

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