Events
Location, Location, Location: Strategies for Administering and Litigating Trusts Across State Lines
September 16, 2025
Financial advisors, attorneys, and other wealth management professionals are invited to join Maslon on Tuesday, Sept. 16, for the firm's Second Annual Forum on Wealth Management and Litigation.
This half-day program in Minneapolis will feature two panel discussions on how to best serve high net worth clients with complex assets requiring multi-jurisdictional administration or litigation—with topics including situs, residency, and related tax issues, as well as venue and choice of forum in dispute resolution. Learn how to utilize residency to minimize taxes while avoiding audit issues and discover how being thoughtful about venue and location can play a game-changing role in trust disputes.
Agenda
- 9-9:30 a.m. | Registration & Breakfast
- 9:30-10:30 a.m. | Session 1: Where Is Your Heart's Home? Tax Residency Issues for Business Owners
- 10:30-10:45 a.m. | Break
- 10:45-11:45 a.m. | Session 2: "We're Not in Minnesota Anymore!" Administrative, Tax, and Litigation Considerations with Respect to Multi-Jurisdictional Trusts
- 11:45 a.m.-1 p.m. | Networking Lunch
Session 1 | Where Is Your Heart’s Home? Tax Residency Issues for Business Owners
Financial planning clients often have questions about residency and taxes—particularly when they are planning to sell or merge a business, or foresee another large income event, and when a trust is involved. The issue is more complex than many realize. What are the implications of timing? What does it really mean to “move” to another state? How are equity deals treated differently than asset deals? Attorneys Michael Sampson and Susan Markey have heard them all, from “Can I just park my RV in South Dakota and travel?” to “Why can’t I call my Lake Minnetonka mansion a cabin?” In this presentation, they discuss how a good estate plan and careful consideration of residency decisions can help clients minimize taxes when selling a business—while avoiding potential audit issues.
Speakers: Michael Sampson and Susan Markey, Maslon LLP
Session 2 | "We're Not in Minnesota Anymore!" Administrative, Tax, and Litigation Considerations with Respect to Multi-Jurisdictional Trusts
Speakers: TBD
Registration
Please contact us to learn more.
