Preventing & Handling Domicile Audits
How to help your clients successfully establish a new domicile
- Product Number: 2240193P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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All of the faculty presentations from Preventing & Handling Domicile Audits may be purchased individually. Expand the Agenda below to see all options.
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$175.00; Members $157.50; New Lawyers $87.50
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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
on demand video Add to CartJon 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
on demand video Add to CartAnd 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
on demand video Add to CartHow to Plan Proactively and Defend an Audit
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- Faculty