October 05, 2019 - PT

State Fiduciary Income Tax Developments

This event has already occurred.
San Francisco, CA
A.K. Moody spoke on a panel which reviewed the treatment of the state income taxation of trusts that has been evolving recently and included a discussion of the recent Kaestner decision. The Kaestner case has further challenged a state’s ability to tax a trust for state residency purposes and alerted practitioners advising trusts in other states to evaluate the constitutional basis regarding state taxation of trusts.