Are Your Clients Leaving NJ, NY, CT to Take Themselves and Their Trusts to Warmer Tax Climates?
Changing one's legal domicile to another state may offer tax and estate planning advantages, but comes with challenges that require careful planning. The law of domicile varies from state to state, with implications on many aspects of an individual's personal and business affairs. State laws also affect the ability of individuals and trustees to relocate trusts to new jurisdictions. The presentation will focus on what to consider when changing domicile and migrating trusts from New Jersey, New York and Connecticut to a tax-friendly jurisdiction such as Florida.
Continuing Education Credits:
NJ CLE - 2.0 credits Are Your Clients Leaving NJ, NY, CT to Take Themselves and Their Trusts to Warmer Tax Climates?
“This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.”
NJ CPE - 2.0 credits Are your clients leaving NJ, NY, CT to take themselves and their trusts to warmer tax climates?
CFP - 2.0 credits “Are Clients & Their Trusts Leaving NJ, NY, CT for Warmer Tax Climates?” (Program ID 237023).
NJ INS - 2.0 credits "Are Your Clients Leaving NJ, NY CT to Take Themselves and Their Trusts to Warmer Tax Climates? (General/Classroom) Course ID: 88898943