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

Chevron Loper Bright Thought Paper thumbail
read
Trusts & Estates

Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?

On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.

Learn More
Quarterly24 V18 4 teaser Issue4 Trust Estates
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset

Learn More
EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 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

Get the Premier Magazine for Industry Thought Leaders