Bar Association San Francisco

November 11, 2019: 12:00 pm - 1:15 pm

Clients continue to be focused on ways to minimize or eliminate California income tax • both personally and for irrevocable trusts. Through the use of case studies, we will review a number of recurring scenarios.

Topics
• Domicile and how to respond to the client who asks: “Can I move out of CA?”
• Structuring non-grantor irrevocable trusts to defer or eliminate CA tax
• Modifying existing out-of-state irrevocable trusts
• CRTs as a state income tax minimization technique
• ING trusts
• The importance of timing

http://www.sfbar.org/calendar/eventdetail.aspx?id=R190088/G190509