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From Sea to Shining Sea: Understanding the Landscape of the State Income Taxation of Trusts and Planning to Minimize Tax Exposure

Richard W. Nenno |
Wealth Planning
Closeup woman filling form of Individual Income Tax Return,

Presented at the ACTEC 2021 Virtual Annual Meeting, this article discusses the importance of planning for state income taxation of trusts.Practitioners must factor the state income tax treatment of the trusts they create for their clients into their estate planning recommendations.They must take steps to assure that the income of these trusts is not taxed by any state, or by no more than one state in any event.

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Praise the Fed and Pass the Patience

Luke Tilley |
Wilmington Wire
Facade on the Federal Reserve Building in Washington DC

March 19, 2021—All’s quiet (for now) on the inflationary front. While we project a lift in the next few months, take it with a grain of salt, as the year-over-year comparison is to a pandemic-induced economic shutdown. Down the road, we anticipate higher inflation approaching 3%, but risk is to the upside—as we expect an improving economy and a largely vaccinated nation back in stores, with money in their pockets.

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Episode 28: Anti-Antitrust? Pros and Cons of Reining in the Giants

Tony Roth |
Capital Considerations with Tony Roth

March 17—Have the tech behemoths become too big for their britches? With many regulators and government crying “Monopoly!” antitrust enforcement may well be in the offing. Tony breaks it all down with Bill Baer, the former Assistant Attorney General in charge of the Antitrust Division of the U.S. Department of Justice, and current visiting fellow in Governance Studies at the Brookings Institution on Think Tank Row in Washington, D.C.

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