Episode 3 – ING and Community Property Trusts with William Lipkind (Part 1)

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on these and other tax planning strategies.