February Roundtable Discussion Breakfast - Lisa Rispoli, CPA, AEP, TEP
The Palm Beach County Estate Planning Council invites
2022-23 dues current members to the
Thursday, February 2, 2023
Roundtable Discussion Breakfast
North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408
7:30 AM Coffee and Networking
8:00 AM Presentation
Speaker:
Lisa Rispoli, CPA, AEP, TEP
Partner, Trust & Estate Services Leader
Grassi Advisors & Accountants
Topic:
Don't Let Your Clients Leave Trusts Behind in High-Tax States
Your client moved into Florida’s rewarding tax structure from a high-tax state. They retired, sold their former home and otherwise disassociated from the former state. With this move, they probably think they left the former state’s income tax behind, but not necessarily so, If they established a trust as a grantor when they lived in another state, or their trustees or beneficiaries reside in another state, the trust may be pulled into that state and taxed as a resident trust. Fortunately, there are strategies to circumvent state rules and minimize the tax burden on your client’s trust and heirs. This presentation will outline the strategies you can use to help ensure no out-of-state tax obligations keep your clients from maximizing wealth transfer to their heirs.
Generously sponsored by:
