State taxation is important and something you should be thinking about when you are creating or administering trusts.
State taxation of trusts is often what clients really care about when thinking about the relationship of a trust to a state. The state taxation of trusts is important – to the grantor that is trying to pass on as much wealth as possible to the beneficiaries; to the beneficiaries that want access to the greatest amount of wealth; and to the trustee who is potentially trying to earn as much as they can on the trust income, and more importantly has a fiduciary obligation to its beneficiaries. This video reviews general rules of state taxation of trusts, statutes, and the constitutionality of state rules.
Agenda
Faculty
Melissa M. Price
McDermott Will & Emery
- Private client attorney in New York, New York
- Partner at McDermott Will & Emery LLP
- Practice includes various aspects of domestic and international estate and tax planning
- Speaks on numerous topics related to estate and tax planning
- Double degree of civil law (BCL) and common law (LLB) from McGill University Faculty of Law
- Member of the American Bar Association – Section of Real Property, Trust and Estate Law
- Can be contacted at [email protected] or (212) 547-5892
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