Speaking Engagements11.6.25
Plotting the Course: Mapping Out the State Estate, Inheritance and Income Tax Opportunities and Pitfalls for the Multistate Client

Jennifer Mendel will discuss navigating estate, inheritance, and income tax complexities for multistate clients at the Notre Dame Tax & Estate Planning Institute.
The presentation, Plotting the Course: Mapping Out the State Estate, Inheritance and Income Tax Opportunities and Pitfalls for the Multistate Client, will explore how nonresidents are taxed across representative states, strategies to mitigate or eliminate tax exposure, common pitfalls, and drafting tips for cross-state planning. Learn more and register here.
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