Preventing & Handling Domicile Audits

How to help your clients successfully establish a new domicile

  • Product Number: 2240193RB1
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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    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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    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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