Trusts and Taxes: Hidden Liabilities Every Attorney Should Anticipate

Trusts are widely used for estate planning, wealth transfer, and asset protection, but they carry complex tax consequences that can ripple across jurisdictions and generations. This program provides attorneys, accountants, and fiduciary professionals with a structured framework for identifying, analyzing, and mitigating the “tax footprints” of trusts. Participants will explore federal, state, and international tax implications, fiduciary duties in tax planning, and practical strategies to reduce unforeseen risks. Through case-driven analysis and regulatory guidance, this program equips practitioners to anticipate issues and safeguard clients from unintended consequences. Key topics to be discussed: Foundations of trust taxation, including federal considerations State…