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DTSTART:20260513T170000Z
DTEND:20260513T210000Z
LOCATION:Arstquest Bethlehem
UID:2764620260513T170000ZAnnual Meeting & State Income Taxation of Trusts
DTSTAMP:20260412T232554Z
DESCRIPTION:\nPlease join us on May 13th for the EPCLV Annual Meeting with Richard W. Nenno & Vincent C. Thomas presenting on State Income Taxation of Trusts . \n \nThis presentation will provide a comprehensive overview of the state taxation of trust income, beginning with an examination of how and when states impose tax and the constitutional considerations that determine whether such taxation is valid. \n  \n \nAttendees will gain practical insight into how key jurisdictions—including Pennsylvania, New Jersey, Delaware, New York, and California—approach trust income taxation, highlighting important distinctions that impact planning strategies. The session will then explore critical planning considerations for both newly established and existing trusts, along with additional issues that may arise in administration and the available forums for resolving tax controversies. Building on this foundation, the program will demonstrate why advanced planning techniques such as IDGTs and SLATs can significantly enhance estate tax efficiency, supported by a comparative analysis of exemptions, valuation discounts, asset allocation, leverage, and GST strategies. \n  \n \nThe presentation will conclude with practical drafting considerations, including the advantages of Delaware SLATs, and best practices for ongoing trust management through coordinated collaboration among legal, tax, and financial professionals.  \n \n \n1:00-1:30 Registration\n \n1:30-2:00 Annual Meeting\n \n2:00-4:15 Presentation\n \n4:15-5:00 Networking & Cocktails\n \nTwo continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.\n
SUMMARY:Annual Meeting & State Income Taxation of Trusts - Estate Planning Council of the Lehigh Valley 
PRIORITY:3
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DESCRIPTION:Reminder
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