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State Residency and Domicile

Date: Feb 24, 2023 9:00 a.m. – 12:00 p.m.

Location: Online

Event Code: I093823

Areas of Law:

Earn up to 2.4 credits! (More Information)

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Faculty

Keynote

Moderator

Presenters

Whether you’re a tax attorney or an estate planning attorney, often times clients move out of state and they seek your advice on the impact the move will have on their tax and estate plans. Do you know what to tell them? This brand-new program covers what you should be telling your relocating clients. Our panel will take you through common traps and tips so you can help your clients navigate their moves without getting tripped up. Purchase today!

TOPICS INCLUDE:

  • Statutory residence rules for determining whether an individual is a resident or non-resident.
  • Determining domicile including the secondary factors that are analyzed to determine whether someone is a NJ domiciliary.
  • Basic income allocation rules that must be reviewed when residents of NJ become non-residents.
  • The Residency of Trusts: Tax Planning and Tax Traps for State Income Taxation of Trusts- Whether or not a state or states can tax a Trust on all of its income depends upon different factors
  • Does New Jersey have an “exit tax”?
  • Do other states acknowledge existing tax and estate planning documents?
  • and more!

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit (Full Credits Available: NJ General: 2.4).
NY CLE (t&nt):NY Practice Management Non-Transitional: 2.0
PA CLE:PA Substantive Credit: 2.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions 

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.

Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/