Delaware’s Income Tax Advantage for New York Residents

Jeffrey C. Wolken |
Wealth Planning
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Help minimize your state income tax liability with a personal trust administered in the First State.If you are a New York resident with appreciated assets and would like to potentially avoid paying high state and local taxes on that appreciation, establishing a trust in Delaware may help minimize your New York tax liabilities.You do not need to have a current trust in order to take advantage of this opportunity.

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Video: Delaware’s Income Tax Advantage for Trusts

Jeffrey C. Wolken |
Tax Reform
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Changes in the federal tax laws have provided a renewed focus on state income taxes and strategies available to minimize these taxes.While personal trusts have been used most commonly as estate and gift tax planning vehicles, they now have increased importance as tools for minimizing a family’s federal and state income tax liability.

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Tax Reform Insights eBook

Alvina H. Lo |
Tax Reform
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Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law.  Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way.Our eBook provides a compilation of all of the articles in the Tax Reform InsightsThis digital resource puts timely tax planning information right at your fingertips, in one easy-to-access location.

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