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The Delaware Trust Option for Californians and Non-U.S. Individuals



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Now that 2020 has passed the half-way point and is careening toward 2021, clients are asking how to lock in today’s lofty federal gift-tax, estate-tax, and GST exemptions (currently $11.58 million), knowing that those exemptions are already scheduled to shrink to $5 million (adjusted for inflation), in 2026 and that they may well plummet to those or even lower levels as soon as early next year if November’s elections bring regime-change in Washington. California clients are also asking whether there is any way to reduce or defer the annoying California income tax.  

The answer to the second question is “yes” in many situations through the proper use of trusts, and the potential savings are nothing to sneeze at, even in the time of COVID-19. For example, incurring a $1 million long-term gain in a properly constructed trust can save over $100,000 of tax! 

If your clients are asking these same questions, you should consider watching Dick Nenno in his exclusive LISI Webinar where he will explore these subjects and other reasons why Californians and non-U.S. resident should consider the Delaware option in their estate plans. 

In his content-packed webinar, Dick will cover the following topics:

·      California income-tax planning for grantor and non-grantor trusts

·      The availability of perpetual trusts

·      The use of directed trusts by business owners and others

·      The stronger asset protection available through third-party and self-settled Delaware trusts

·      The utility of “quiet” trusts and the lifetime validation of trusts

·      Creating new trusts in and moving existing trusts to Delaware

·      Why Delaware is preferable to other “leading” trust jurisdictions

·      And much more!

Dick’s webinar is a must-see if:

·      You represent Californians

·      You represent clients with friends and family members who are Californians

·      You represent clients with friends and family members who might become Californians

Richard W. Nenno, Esquire, is a Senior Trust Counsel and Managing Director in Wealth Advisory Services at Wilmington Trust Company, Wilmington, Delaware. Dick has over 40 years of estate-planning experience and is admitted to the practice of law in Delaware and Pennsylvania. He is a Fellow of the American College of Trust and Estate Counsel, a member of the Advisory Committee of the Heckerling Institute on Estate Planning, a Fellow of the American Bar Foundation, a member of the Bloomberg BNA Estates, Gifts, and Trusts Advisory Board, and a Distinguished Accredited Estate Planner. Prior to joining Wilmington Trust Company in 1982, he was an associate in the Estates Department of the Philadelphia law firm of Ballard, Spahr, Andrews and Ingersoll. Dick is recognized as a national speaker and published authority on estate-planning issues. He has presented at the Heckerling Institute on Estate Planning, the ALI-ABA Planning Techniques for Large Estates Conference, the IBA/ABA International Wealth Transfer Practice Conference, the Notre Dame Tax and Estate Planning Institute, the AICPA Advanced Estate Planning Conference, the NYU Institute on Federal Taxation, the Southern California Tax and Estate Planning Forum, and the Practising Law Institute Estate Planning Institute. He is a member of the American Bar Association, Section of Real Property, Trust & Estate Law (former Member of Council) and Section of Taxation; Delaware State Bar Association (Past Chair: Estates and Trusts Section); Estate Planning Council of Delaware, Inc. (Past President); Philadelphia Bar Association
 

 

 

 



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