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Navigating Trust Taxation in California: A Guide for Practitioners

Navigating Trust Taxation in California: A Guide for Practitioners

$45

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Navigating Trust Taxation in California: A Guide for Practitioners
About the Program

This presentation provides a comprehensive overview of trust taxation in California, focusing on the rules governing fiduciary income tax, residency considerations, and the allocation of income between beneficiaries and trusts. Attendees will gain insight into how California determines trust residency and the implications for multistate trusts. Key compliance requirements and recent legal developments will also be discussed to help trustees, practitioners and advisors navigate this complex area of the law.

Speaker(s)
Sonia-Woodruff.png
Sonia D. Woodruff

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California Franchise Tax Board

Sonia D. Woodruff is an Attorney IV with the California Franchise Tax Board. Sonia has been with the Franchise Tax Board for fifteen years in the General Tax Law Division, focusing on all areas of Personal Income Tax law. Sonia is the Legal Department’s subject matter expert on the taxation of Trusts and Estates. Prior to public service, Sonia worked in private practice with an emphasis on probate, estate planning, tax planning and trust and estate litigation. She obtained her J.D. from the school formerly known as UC Hastings (now UC Law San Francisco) and her B.A. in English Literature from UC Berkeley.

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Accreditation
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
September 16, 2025
Accredited in:
California

You may be able to self apply for credits in states not listed. Email for accreditation information in your state.

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