56th Annual Heckerling Institute on Estate Planning


Toni Ann Kruse will join an expert panel entitled “State Income Taxation of Trusts: Even Florida Practitioners Should Know This Stuff!”

Clients and their advisers must take account of state income taxes when establishing new trusts; trustees everywhere have a continuing duty to minimize these taxes. With personal income tax increases causing more and more residents of high tax locales to flee to sunnier climes, practitioners even in Florida and other no-tax states must be conversant with this subject in order to advise new clients who come bearing trusts that have been paying state taxes. The knowledgeable panelists will explain the rules in California, Illinois, New Jersey, New York, Pennsylvania, and other taxing states of interest to Institute attendees.

To learn more and register, please click here.

Dig Deeper

Orlando, Florida / Speaking Engagements / January 13, 2022

56th Annual Heckerling Institute on Estate Planning

Webinar / Speaking Engagements / November 15, 2021

Practical Planning with Cryptocurrency and Other Digital Assets

Webinar / McDermott Event / October 21, 2021

2021 Family Office Tax Roundtable

Jersey / Speaking Engagements / October 14, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / October 12, 2021

Mourant Guernsey Trusts Forum

Conference / Speaking Engagements / October 11, 2021

Thought Leaders 4 Private Client: Jersey

Get In Touch