Preventing & Handling Domicile Audits
How to help your clients successfully establish a new domicile
- Product Number: 2240193WBC
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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On Demand Webcast
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Includes downloadable supporting materials.
$175.00; Members $157.50; New Lawyers $87.50
Free for OnlinePass subscribers.
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Product Description
Product Description
Changing your client’s domicile to avoid Massachusetts estate taxes may not be as easy as your client might think. Beyond changing domiciliary intent and following the sixmonths-and-a-day rule, seemingly simple daily activities, and how your client owns real estate can impact their ability to successfully avoid Massachusetts estate tax. Explore common and thorny scenarios; learn how to help your clients successfully establish a new domicile.
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Agenda
Agenda & Materials
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9:00 - 9:40 am
Changing One's Domicile: The Basics
Jon E. Steffensen, Esq., McLane Middleton , Boston
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9:40 - 10:20 am
How In State & Out of State Property Impacts Your Being a Non Resident
And the Impact of the New Massachusetts Estate Planning Tax Law on Out of State Property -
10:20 - 10:40 am
What Happens When You Are Audited
How to Plan Proactively and Defend an Audit -
10:40 - 11:00 am
Health Issues That Can Impact Changing Domicile
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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