Snowbird Trusts? When Does State Income Tax Apply to a Trust

Event Description

Online registration is now closed.
If you would like to join, email
kerbach@mnbars.org by 11:00 AM on April 19.


Co-sponsored by:
MSBA Tax Law Section
MSBA Probate and Trust Section

A detailed discussion of resident trust income tax analysis for trusts in Minnesota and beyond. We will investigate recent watershed court cases on fiduciary income taxation and what the holdings mean for your clients. This discussion will also address income tax planning for existing trusts, new trusts and grantor trust status.

Panelists:

Lauren Barron | Faegre Drinker Biddle & Reath

Andrew Howard | Taft Law

Cost:

Tax and/or Probate and Trust Section Member: Free
Non-Section Members: $10
Non-MSBA Members: $20
Law Student: Free

CLE Credit:

1.0 Standard CLE credit applied for | Event Code: 455284

 

Remote Participation: Remote instructions will be emailed to you the day prior to the event.

Payments:  Due to the pandemic, accounting staff have limited access to the office making the processing of checks difficult. We request that you register online or over the phone by credit card whenever possible. If you need assistance, please contact the program manager. If you must pay by check, please use this registration form.

Cancellations: Need to cancel? Please see our cancellation policy .

Accommodations: The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify the program manager. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.

Program Manager:
Kayla Erbach
kerbach@mnbars.org
612-278-6325

 

Register for this Event

This meeting has already occurred.

Pre-Registration is Closed

DATE
Tuesday, April 19, 2022
TIME

12:00 PM to 1:00 PM

VENUE