Trusts & Estates

read
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.


Complete the form to get your free guide

Related Resources

Quarterly22 V16 1
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 1—Asset Protection

This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.

Learn More
Quarterly22 V16 2
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 2—Small Business

This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.

Learn More
Quarterly22 V16 3
read
Trusts & Estates

WealthCounsel Quarterly, Volume 16, No. 3—Advanced Estate Planning

This issue of the WealthCounsel Quarterly will assist you in implementing optimal planning for your clients considering the changes necessitated by the SECURE Act, the expected reduction of the estate and gift tax exemption amount, and the uncertainties associated with the current economic environment.

Learn More

Get the Premier Magazine for Industry Thought Leaders