Name
Planning for the Domestically Migratory Client
Date
Wednesday, January 27, 2021
Time
2:00 PM - 3:00 PM (PST)
Sarah MacLeod Gordon Stone, III
Description

This session will explore many of the income, estate, gift and other tax issues confronting clients who migrate for resident or domicile purposes from one U.S. state to another. The panel will review the taxation and other important rules of various states relating to these issues, and offer planning techniques to minimize any adverse tax or other consequences to the migrating client, the trusts created by the client, and the trusts of which the client serves as a fiduciary or is a beneficiary.