Bridgeford Trust Company is participating in an upcoming webinar – Trusts and Situs After Kaestner: Establishing Domicile, Relocating a Trust, and Taxing Beneficiaries – scheduled for Wednesday, December 8, 2021 from 1:00pm-2:50pm EST.

This webinar provides professionals who advise and prepare returns for trusts with updated information on trust situs in light of the important Supreme Court decision in Kaestner, which continues to be very relevant and supportive of sophisticated tax planning using trusts in “top tier” trust jurisdictions like South Dakota, and which appears to be unaffected by proposed tax planning coming out of Washington. The presentation will cover how to determine a trust’s domicile, the criteria that states currently use to tax trusts and trust beneficiaries, how to change where a trust is taxed and when is best to do so, as well as the impact of the Kaestner case. The webinar’s panel of experts include David Warren, Co-Founder and Chairman of the Board of Bridgeford Trust Company; William Lipkind, Partner at Wilson Elser; and S. Gray Edmondson, Partner at Edmondson Sage Allen.

The panel will review these and other important issues:

  • State methods for taxing trusts.
  • Situs considerations when forming a trust.
  • Objective comparison of “top tier” trust jurisdictions.
  • When and how to relocate a trust.
  • Impact of Kaestner on trust taxation.
  • Amending returns in light of Kaestner.
  • Situs selection in light of the Pandora Papers.

The webinar program is produced by Strafford, a leading education company providing premium CLE and CPE courses designed for planning professionals in over 40 legal, accounting, and tax practice areas.

To learn more about this webinar, please click here. If you are interested in attending, please reach out to Melissa Roberson, Global Marketing and Digital Media Director, at to inquire about limited passes we have available for friends of Bridgeford.