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DTSTART:20230123T193000Z
DTEND:20230123T210000Z
LOCATION:Delta Hotels by Marriott w/ live streaming
UID:2302720230123T193000ZJanuary 2023 LUNCH Meeting
DTSTAMP:20260501T085618Z
DESCRIPTION:\n \n \nJoin us for the first meeting of 2023! \n sponsored by: \n\nAttend in person or online...\nDelta Hotel - 2151 Laurelwood Rd, Santa Clara, CA 95054\n \nAGENDA\n 11:30 - Lunch Buffet & Networking\n12:00 - The Income Taxation of Trusts by: [Justin Miller, Esq.](https://www.linkedin.com/in/justinmilleresq/) - Partner & National Director of Wealth Planning at Evercore and adjunct professor at Golden Gate University School of Law\n   1:00 - Conclude\n \nPROGRAM DETAILS\nScarier Than Lions & Tigers & Bears: The Income Taxation of Trusts - OH MY!\nThanks to recent tax reform, the complex rules related to fiduciary income tax have become even more complicated. What happens to excess deductions after termination? How are trusts taxed after a divorce? Can multiple non-grantor trusts take advantage of qualified small business stock exclusions, receive additional SALT limitations, avoid state income taxation, and still allow the grantor to get the trust assets back at a later date? This presentation will answer those questions and more. To help practitioners minimize the burden of higher trust tax rates and avoid many of the traps for the unwary, this program will review the impact of recent tax reform, case law, IRS guidance, and Treasury regulations related to the taxation of trusts.\n \nREGISTRATION FEES\nPremier Members - No Charge (meeting fees included in dues)\nRegular Members - $55 Lunch; $20 Webinar\nGuests - $75 Lunch; $40 Webinar\n \nQUESTIONS?\nContact Stacie@sccepc.org 402.210.9446\n
SUMMARY:January 2023 LUNCH Meeting - Santa Clara County Estate Planning Council 
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