Domicile and Residency Issues for Individuals and Estate Planning, Audits and Appeals

24.04.2017 | Boston Estate Planning Council Webinar

Richard L. Jones addressed “Domicile and Residency Issues for Individuals and Estate Planning, Audits and Appeals,” at a webinar sponsored by the Boston Estate Planning Council (BEPC). Mr. Jones discussed:

  • The Rules of the Game: Massachusetts laws and DOR guidance for determining domicile and statutory residency, and how those rules have been applied and interpreted by Massachusetts courts
  • Kiss Me Goodbye (Massachusetts): Best practices for planning and effecting a domicile change (it’s more than a checklist!)
  • Just When I Thought I Was Out…They Pull Me Back In: A procedural roadmap for navigating residency audits, appeals, litigation and settlements, with practical guidance at every turn
  • Catch Me If You Can: For nonresidents, a closer look at frequently unexpected items of Massachusetts source income, including income related to sales of business entities, stock options and in-state meetings

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