Trusts & Estates
Trust Situs Matters: Situsing a Trust for Maximum State Income Tax Savings
By: Steven J. Oshins, Esq., AEP (Distinguished)
Estate planners are constantly looking for additional ways to save taxes for their clients. One often-overlooked concept is to use trusts to save state income taxes, especially for those clients who reside in a state with a high state income tax. Ironically, income tax savings is generally the most appreciated work we do for our clients given that they can personally enjoy the savings, but yet the planning opportunities are frequently missed.
To learn more about situsing a trust for maximum state income tax savings, please complete the form below.
Topics
Complete the form to get your free guide
Related Resources
Women in Estate Planning
This WealthCounsel Quarterly issue is devoted entirely to women—to not only honor women in estate planning and acknowledge their accomplishments, but to also recognize that more work needs to be done to enable women lawyers to achieve greater success and fulfillment in their legal careers.
Learn More
2022 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More
Cryptocurrency and Estate Planning
Download the free Insight Brief, "Planning for Virtual Currencies" to learn virtual currency reporting requirements, techniques for exiting large gain positions, advising clients on capital gains, and more!
Learn More