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Webinar: Relocation Roadmap - A Guide to Avoiding Tax Traps When Changing Residency

October 9, 2018
12:00 PM - 1:00 PM EDT

Speakers: Danielle P. Ferrucci, Louis B. Schatz

October 9, 2018
12:00 PM - 1:00 PM EDT


Join Shipman & Goodwin’s Tax and Trusts and Estates attorneys for this complimentary webinar for individuals and their tax advisors contemplating a move out of Connecticut. Presenters will discuss the many issues that can arise in connection with changing residency from Connecticut to another state, including those related to personal income tax and estate tax law. In addition, they will outline the actions that you should take to effectively carry out a change in residence for tax and estate planning purposes, including guidance for avoiding tax traps. This presentation will answer a number of questions, including:

  • Why consider a relocation?
  • Do I have to sell my Connecticut house?
  • How much time can I spend back in Connecticut each year visiting family and friends?
  • What if I am still working in Connecticut or for a Connecticut employer when we begin this transition? Are there special considerations for people who own a business that they plan to sell before or after the move?
  • Can I continue to own my Connecticut business?
  • How will the move affect any retirement pay that I may receive, whether from pensions or deferred compensation? Connecticut can’t possibly tax those once I leave, right?
  • Do I have to redo all my estate planning?
  • What happens if Connecticut decides to audit me after I move?
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