Estate and Financial Planning Committee
Join us as Carly A. Roberts, an attorney with Morrison & Foerster, LLP, discusses how a change in residency can be used as an effective estate-planning tool, including a discussion of California residency connections that are often overlooked or marginalized by taxpayers attempting to change their state of domicile and residence. She will also discuss the latest developments pertaining to California’s taxation of trusts and recent efforts to amend California’s statutory provisions for taxing trusts.
Date: Tuesday, July 20
Time: 7:30–8:45 a.m.
New Location: Lumberjacks Restaurant; 1030 Howe Ave.
CPE: 1 hour
RSVP: Chapter program associate Dana Agosti
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