SCOTUS Kaestner Ruling on State Trust Income Taxation: Key Considerations for Trusts and Estates Counsel, CLE Webinar

October 1, 2019

On October 1, 2019, Julian Fortuna will participate in Strafford's live CLE webinar, "SCOTUS Kaestner Ruling on State Trust Income Taxation: Key Considerations for Trusts and Estates Counsel." He and other panelists will provide an analysis of the Supreme Court's ruling in North Carolina Dept. of Revenue v. Kaestner 1992 Family Trust and its impact on trusts and estate planning. They will also provide guidance on navigating challenges experienced between a nonresident trust and its beneficiaries, in determining whether a trust is resident or nonresident for state income tax, and when trusts receive active business income from multiple states, to name a few.

Mr. Fortuna focuses his practice on domestic and international tax planning and tax controversy matters. His industry experience spans clean energy, entertainment, health care, higher education, hospitality, manufacturing, non-profit, real estate and retail. Mr. Fortuna represents business entities, owners and executives, fiduciaries and beneficiaries of trusts and estates, and non-profit entities regarding all types of federal and state income, estate, and gift taxes.

To find out more, please visit Strafford's website.

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