Multi-State Estate Planning: Webinar Replay & CPA Resources

Hosted by Bayntree Wealth Advisors and presented by Samuel M. DiPietro, JD, CPA, LLM (Tax) of Spencer Fane LLP, this webinar explores key planning considerations that can arise when clients, assets, trusts, and beneficiaries span multiple states.

Get Access to:

• Full Webinar Replay
• Presentation Slide Deck
• 1-Page Multi-State Estate Planning Recap + Client Intake Checklist

What You'll Learn:

The cost of crossing state lines.
How domicile can impact state-level estate taxes and why properly establishing residency matters.

From separate property to community property.
How a move to Arizona can create valuable basis-planning opportunities and why asset titling deserves careful attention.

Planning for multi-state assets and beneficiaries.
How trust design, property location, trustee selection, and beneficiary residency can introduce additional planning considerations.‍

‍^{Originally aired August 12, 2026. Please note this replay is for informational purposes only and does not qualify for CPE credit. CE certificates were issued to live attendees only.}‍