Patti looks at the Kimberly Rice Kaestner 1992 Family Trust case and offers insights into the importance of understanding individual state trust taxation rules.
Patti joined Caler, Donten, Levine, Cohen, Porter & Veil, P.A. in 2014 and helps lead the Firm’s Trusts and Estates practice. She has more than 20 years of diversified experience in tax compliance and planning with a specialty in wealth transfer strategy planning for estate planning and business succession goals.
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