Virtual Morning Meeting: MN Estate and Local Taxes re: Trusts

Date: Tuesday, March 23, 2021
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Bill Lunka


This presentation will provide you with an update on significant state and local tax issues with respect to trusts including the latest information on the definition of a resident trust here in Minnesota and around the country. In this presentation you will learn about the Minnesota Supreme Court's decision in Fielding v. Commissioner, the U.S. Supreme Court's decision in Kaestner v. North Carolina, and the actions being considered by the Minnesota Legislature on changing Minnesota's definition of resident trust.

Learning Objectives
The learning objectives for this presentation are:

  1. You will understand the facts and ruling in the US Supreme Court's ruling in Kaestner.
  2. You will develop an understanding of the Minnesota Supreme Court's ruling in Fielding v. Commissioner
  3. You will gain insight to potential changes to the Minnesota definition of resident trust.
  4. You will be provided with information on current developments in fiduciary income tax in other states.

Pending CE: 1 CFP®, 1 CLE Credit & 1 MN Insurance Continuing Education credits

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am


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