November 8, 2017 - 11:30 AM - 2:30 PM PST

"Implementing Out-of-State Trusts" at a CalCPA Education Foundation Estate Planning meeting

This event has already occurred.
Olympic Collection

Daniel Lorenzen presented "LA Estate Planning CTE: Implementing Out of State Trusts". This presentation covered updated legislation, proposed compliance, and planning opportunities regarding the implementation of out-of-state trusts.

Objectives:

  • Recognize the planning opportunities available for trusts established out-of-state
  • Gain insight as to compliance with interstate trust reporting and taxation requirements
  • Identify implications for tax planning and tax preparation