Unique Tax Issues for Trusts
This webinar will focus on exceptions to the normal rules of trust taxation. Each exception is a type or category of trust. For each exception, we will discuss when and how such trusts are typically used, how they report, and unique tax features.
Objectives:
1) Learn about tax reporting for split-interest charitable trusts
2) Learn about available elections and taxation of trusts that hold S corporation shares
3) Review the basic differences between the taxation of domestic and foreign trusts
*Webinar recorded for replay for IRS CE credit only
Ruth A. Mattson
,
LL.M, JD
Ruth Mattson, Esq. is a partner in Nixon Peabody LLP’s International Private Clients group. They guide families and individuals through the complex world of cross-border wealth. Whether working with family offices, executives, or multigenerational families, Ruth brings clarity and creativity to plans involving global mobility, international estate planning and multinational trust and estate administration. Ruth is a frequent speaker and author on international estate planning topics for the American College of Trust and Estate Counsel (ACTEC), Massachusetts Continuing Legal Education, and other professional organizations around the world. Ruth received their J.D. from Temple University Beasley School of Law in Philadelphia, Pennsylvania, and their LL.M. from Boston University School of Law’s Graduate Tax Program. They are a lecturer at Boston University School of Law, an Academician of the International Academy of Estate & Trust Law, a Fellow of ACTEC, a former co-chair of STEP New England, and a recipient of the President’s Award from the Boston Estate Planning Council.
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