Trusts & Estates and are presenting Preparing for the New Age in Wealth Planning, a series of live CE and CLE virtual forums scheduled for April 27-29, 2021. These forums will provide expert perspectives on future wealth planning strategies.

Join Bridgeford Trust, as one of the presenters, at the April 27th presentation entitled “State Income Taxation of Trusts” taking place at 2:00pm EDT. As most states tax a resident trust on all its income and tax a nonresident trust on income sourced to that state, advisors need to take these taxes into account when preparing sophisticated estate plans for their clients. This panel will review planning tools and the latest cases, statutes, and proposals regarding state income taxation of trusts.

Be sure to register for this session presented by David Warren, Co-Founder and Chairman of Bridgeford Trust Company; Sahri Zeger, Principal at CohnResznick; and Joy Matak, Partner at Sax LLP.

We hope you’ll join us! To register for this complimentary event, click here.