Richard W. Nenno and Vincent C. Thomas Presenting at the 49th Annual Notre Dame Tax & Estate Planning Institute
September 21, 2023 at 2:00pm – 3:00pm (EDT)
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