New
24WM-0010: Minnesota Residency Update for Individuals, Estates and Trusts (Webinar)
Thursday, June 20, 2024
10:00am - 11:40am Central Time
2 CPE (2 technical) | 2 CFP
Look at the latest issues impacting residency for individuals, estates and trusts. Review current rules for changing residency from Minnesota to another state. Get answers to common questions, debunk myths about residency changes and learn how to survive a residency audit of an individual or an estate. Dig into the constitutionality of a state’s ability to tax a trust as a resident trust in light of the U.S. Supreme Court’s opinion in Kaestner, as well as the Minnesota Supreme Court’s opinion in Fielding. Examine current Minnesota guidance when it comes to trust residency and come away with planning opportunities for clients.
Major subjects
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Refresher on residency rules for individuals, estates and trusts
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Implications of the Kaestner and Fielding rulings on trust residency
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Taxation of nonresidents -- is it worthwhile to change residency for a trust or an individual?
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How to make residency changes for individuals and trusts
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Tips for preparing for -- and surviving -- a Minnesota residency audit
Learning objective(s)
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Identify fact vs. fiction when it comes to changing residency for individuals
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Understand the implications of Kaestner and Fielding on trust residency
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Get guidance and updates on individual, estate and trust residency issues
Who should take this program?
Tax return preparers for nonresident individuals, estates or trusts; and anyone advising clients on residency changes
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$129.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$99.00
|
 Standard Nonmember Fee |
$129.00
|
