The presentation will convey a working knowledge of income, estate, gift and property tax issues that arise in trust administration cases following the death of the trustor(s). The goal is not to make tax experts of the attendees but to leave them with enough practical knowledge of the subject to understand the basic reporting requirements, to identify planning opportunities, to effectively supervise tax professionals retained by the estate and to understand and manage the trustee’s personal liability for tax compliance.
Tax Issues In Trust Settlements: A Primer On The Basics For Trustees
Christopher Toews, Esq.
Chris Toews’ practice areas include estate and succession planning, estate administration and related tax services and advice, formation of business entities and nonprofit organizations and ongoing business and tax advice to business owners and non-profit boards. Chris is a member of the tax, probate and trust law sections of the State Bar and holds specialty certificates in taxation and in trust and probate law.
Chris began his legal career in 1968 with the New York City firm of Donovan Leisure Newton & Irvine, where he was a tax associate dealing with corporate reorganizations, partnerships, tax shelters, private foundations and other nonprofit organizations, state and local tax matters, audits and litigation.