A couple looking out the window of their home.

The Intersection of State & Estate Lines

Webinar - Zoom

August 12, 2026 11:00 am - 12:00 pm (MST)

Residency, Property & Trust Planning Considerations for Multi-State Clients

Presented by Samuel DiPietro, Attorney at Spencer Fane LLP and Brian Hartstein, Partner at Bayntree Wealth Advisors

The cost of crossing state lines. How domicile choice alone can eliminate six to seven figures in state-level death taxes and what happens when the move isn't done right.‍
From separate property to community property. Why moving to Arizona isn't just a tax event and how to capture the double step-up without losing it on a titling mistake.‍
Blended families and multi-state assets. A case study of a relocating Oregon couple shows how trust design, LLC structuring, and beneficiary planning all work together across state lines.

Licensed CPA – 1 CPE Credit Hour

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Investment advice is offered through Bayntree Wealth Advisors, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Please note that Bayntree Wealth Advisors and its representatives don't give legal or tax advice. You're advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.