This webinar entitled “Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs” was originally produced on Thursday, November 19, 2015. We hope that you enjoy the full recording of the presentation and additional resources offered below.
This webinar was hosted by David Warren, Bridgeford Trust Company President and CEO, and it examined the progressive trust jurisdictions that allow trusts to “live in perpetuity” and that do not tax trusts at the state level. The presentation discussed how these progressive trusts present compelling tax planning opportunities for clients, underscoring the vital importance of considering alternative trust jurisdictions in the wealth planning process.
This webinar also focused on taxation of trusts among the states and discussed a developing trend in the case law that supports the fact that “resident trusts”, trusts established in a jurisdiction that does not tax retained income in trust, can no longer be taxed by the home state (the state where settlor or beneficiaries reside) and, to do so, violates the Commerce Clause of the United States Constitution.
This free, hour-long webinar took place on Thursday, November 19 at 2:00 p.m. EST. Free CPE credits were available. This program was a live webinar which offered you the opportunity to ask questions and interact with the presenters. There was no quiz and no exam. This webinar qualified as live CPE and was not considered self-study. No prerequisites were necessary for this webinar and the program level was basic / introductory.
https://www.bridgefordtrust.com/wp-content/uploads/2015/11/11-2015-Webinar.jpg320700mauserhttps://www.bridgefordtrust.com/wp-content/uploads/2018/02/Bridgeford_Logo_Shine-1.pngmauser2015-11-19 14:00:022018-08-22 13:51:53Taxation of Trusts and the Vital Importance of Selecting the Proper Trust Situs
As an independent, full service trust company with South Dakota Trust powers, Bridgeford Trust Company provides independent, collaborative, and world class multi-family office and third party fiduciary services to domestic and international families.
Bridgeford Advisors, Inc. is a legally distinct sister company of Bridgeford Trust Company and coordinates consultative, planning, business development, and marketing support at locations in New York, California, Florida, South Dakota, and Pennsylvania.