Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

February Roundtable Discussion Breakfast - Lisa Rispoli, CPA, AEP, TEP

Date: Thursday, February 2, 2023
Time: 7:30am - 9:30am
Location: North Palm Beach Country Club
Speaker: Lisa Rispoli, CPA, AEP, TEP

The Palm Beach County Estate Planning Council invites
2022-23 dues current members to the

Thursday, February 2, 2023

 Roundtable Discussion Breakfast

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Presentation

Notable Women in Accounting and Consulting 2021: Lisa Rispoli | Crain's New  York Business

Lisa Rispoli, CPA, AEP, TEP
Partner, Trust & Estate Services Leader
Grassi Advisors & Accountants

Don't Let Your Clients Leave Trusts Behind in High-Tax States

Your client moved into Florida’s rewarding tax structure from a high-tax state. They retired, sold their former home and otherwise disassociated from the former state. With this move, they probably think they left the former state’s income tax behind, but not necessarily so,  If they established a trust as a grantor when they lived in another state, or their trustees or beneficiaries reside in another state, the trust may be pulled into that state and taxed as a resident trust. Fortunately, there are strategies to circumvent state rules and minimize the tax burden on your client’s trust and heirs. This presentation will outline the strategies you can use to help ensure no out-of-state tax obligations keep your clients from maximizing wealth transfer to their heirs.


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