Preventing & Handling Domicile Audits
How to help your clients successfully establish a new domicile
- Product Number: 2240193P01
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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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