David Warren, Co-Founder and Chairman of Bridgeford Trust Company, recently presented on the Death of INGs in California and Opportunities for Residents. He was joined by Bill Lipkind, who leads Wilson Elser’s national tax planning and controversies practice, and is a true expert in the ING space. During the presentation, David and Bill reviewed California’s move to abolish incomplete non-grantor (ING) trusts and offered potential “workarounds” as to how clients with existing INGs in California can move forward and retool their trust, as well as salvage essential and very prudent state tax planning.
If you have any questions on this presentation, contact us at info@bridgefordtrust.com or by calling (605) 224-9189.
Tax Planning
Trust Jurisdiction
