Jonathan On Money25 Sep 2025

Episode 127: IN FOCUS: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “Snowbird Domicile and Choice Of Law.”

By way of background, this timely discussion will cover a comparison of state estate and inheritances taxes and how to plan for them. Topics include:

- How to establish domicile in another state, including key domicile cases.

- State income taxation, including tax rates and when an individual is taxable and effect on Roth conversions.

- Income taxation of estates and trusts.

- Probate in different states.

- Executors’ and trustees’ commissions.

- Differences in state laws governing trusts and choice of law for trusts.

- Comparison of elective share, community property, homestead, creditor protection, powers of attorney in selected states.

***UPCOMING LIVE WEBINAR: on Thursday, October 16th @ 8:30am (New York time) featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales, Comprehensive Brokerage Services. Jack will be speaking on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” Register here: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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