Meg Lodise Participates in Preparation & Review of ACTEC Amicus Brief Filed with Supreme Court

An amicus brief in The North Carolina Department of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust was filed on March 1, 2019, with the Supreme Court by the American College of Trust and Estate Counsel (ACTEC), and was argued on April 1, 2019. Partner Meg Lodise, as Chair of ACTEC’s Amicus Review Committee, prepared and reviewed the brief along with several ACTEC Fellows. This is an important case dealing with the ability of a state to tax the income of an irrevocable nongrantor trust.

Read the full brief.