State Residency and Domicile: Tax Planning

Category: On Demand

Member Price: $188

Non-Member Price: $235

Product Code: ON093823

Areas of Law: Taxation

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 Professional Practice 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.
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!

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