In light of changes in the federal tax code and recent favorable tax cases, state tax planning using trusts has emerged as a powerful tool; this was most recently affirmed and validated by the Supreme Court’s unanimous decision in the Kaestner case and the Court’s Denial of Cert. in the Fielding case. Simply by selecting the proper trust jurisdiction (a no income tax state), taxpayers in high income tax states can avail themselves of compelling state tax savings – particularly in the areas of taxation on undistributed trust income and capital gains tax on the sale of low-cost basis assets, such as closely held stock and property.

Join Bridgeford Trust Company, along with Venable LLP and Coastal Bridge Advisors, for a very timely and highly informative multidisciplinary presentation with our advisors and professionals, all of whom routinely advise families on powerful state tax planning strategies. Our presenters will examine the evolution of case law and tax regulation and how this evolution impacts wealth planning.

Wednesday, February 5 – Los Angeles, CA

Venable’s office at 2049 Century Park East, Suite 2300, Los Angeles, CA 90067

The event will begin at 5:00 p.m. The presentation (approved for CLE and CPE) will take place from 5:30 p.m. to 7:00 p.m., and a networking reception will follow until 8:00 p.m.

We look forward to seeing you there!