Richard W. Nenno and Vincent C. Thomas Presenting at the 49th Annual Notre Dame Tax & Estate Planning Institute

September 21, 2023 at 2:00pm3:00pm (EST)
Century Center

120 Doctor M.L.K. Jr Blvd, South Bend, IN 46601

The Notre Dame Tax & Estate Planning Institute offers 60 minute sessions relevant for a broad range of clients, even for those who are not exposed to estate tax. Topics include:

  • Transfer tax savings
  • Practical topics
  • What to expect during an audit of gift and estate tax returns
  • New approaches the IRS has been taking in its audits
  • How to respond during an audit
  • Factors and objectives that need to be considered when drafting long-term trusts
  • What trust jurisdiction can be best objectives
  • Address circumstances when a spouse or descendant can be a trustee without tax exposure

Resources:
Notre Dame Tax and Estate Planning Institute Brochure

Notre Dame Tax and Estate Planning Institute Registration Page

Yes Virginia, Trustees Do Have a Duty to Minimize State Income Taxes on Trusts

Richard W. Nenno and Vincent C. Thomas will host a session called Yes Virginia, Trustees Do Have a Duty to Minimize State Income Taxes on Trusts to discuss:

  • Imposition of tax
  • How specific states tax trust income
  • Planning considerations for trusts
  • Taxpayers’ options

Click Here to learn more about Richard W. Nenno

Click Here to learn more about Vincent C. Thomas