For those of you who couldn’t join us in California for our recent presentation on the Death of INGs, we invite you to watch the full recording of this presentation that discusses California’s move to abolish incomplete non-grantor (ING) trusts and potential “workarounds” as to how clients with existing INGs in California can move forward and retool their trust to salvage essential and very prudent state tax planning.

During the presentation, David Warren, Bridgeford Trust Company’s Co-Founder and Chairman, and William Lipkind, Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice and a true expert in the ING space, helped advisors and their clients understand that there is still hope for California residents to find victory in the tax space, as there are still powerful tax planning tools and strategies available in top-tier jurisdictions, such as South Dakota, with or without the use of ING.

The Death of INGs – Additional Resources:

  • Listen to our latest podcast episode that goes into further detail on the legislation and how to interpret it.
  • Download a copy of the presentation slides by clicking here.

We hope that you find value in the presentation and these additional resources. As always, if you have any questions, please contact us via our contact form or call us at (605) 224-9189.