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How the recent CA anti ING trust legislation impacts planning | podcast

Sep 12, 2023 · 14 min listen

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CA recently passed legislation disallowing ING trusts by treating them as grantor trusts for state purposes retroactive to January 1, 2023. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Steve Oshins, JD, LLM, to guide CPA financial planners on how to rectify this situation. They discuss:

  • What are ING trusts and why are they used in planning for clients?

  • What does the CA legislation allow and not allow going forward?

  • How to pivot to a

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Personal Financial Planning

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Estate Planning
Tax Planning
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