September 2019

Kirsten Wolff presents “State Income Taxation of Trusts: Kaestner, Wayfair, and California Issues to Watch” for the San Francisco Tax Club

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The San Francisco Tax Club is an association of attorneys, CPAs, and tax educators that meets monthly to interact and discuss tax issues of importance.

An overview of Kirsten’s session:

  • Background on federal taxation of trusts
  • Recent Constitutional cases:
    • Kaestner
    • Wayfair
  • California income taxation of trusts
    • Fundamentals
    • Issues to watch

Kirsten Wolff is an experienced attorney at Sideman & Bancroft who specializes in estate planning, estate and trust administration, taxation, charitable planning, and probate. Drawing from her background in state and local taxation, she provides strategic guidance on tax-efficient wealth transfers, including complex, multi-jurisdictional trust administration. Kirsten also supports clients in philanthropic planning, establishing tax-exempt foundations, and navigating nonprofit tax compliance. Recognized in The Best Lawyers in America® and Chambers & Partners High Net Worth Guide, she is an active member of the San Francisco Estate Planning Council and holds board roles with Kronos Performing Arts and Nia House Learning Center.