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Resolving Domicile-Related Tax Disputes Efficiently: A Review of the Bank of America Decision, Other Recent Domicile-Related Case Law

Tuesday, November 3, 2015 12:00 PM to 1:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Hear a discussion of domicile as it relates to both individuals and fiduciaries.  The panelists will address importance of domicile for income and estate tax purposes, the Massachusetts definitions of domicile and residency, and facts and circumstances that are often considered in determining domicile.  Discussion will also address the recent Bank of America, N.A., Appellate Tax Board decision and potential implications and considerations. Finally, the discussion will include New Hampshire domicile considerations associated with fiduciaries.

Sponsoring Section/Committee(s):




Cassandra Shavney


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