Spencer Fane attorney Samuel DiPietro wrote the article Cover Your Marital Assets When Crossing State Lines, which was recently published by Arizona Attorney Magazine.
In Samuel’s article, which originated as a firm blog post, he explores key estate planning considerations for married couples moving between separate property and community property states. He highlights how property characterization can affect taxes, asset protection, and wealth transfer strategies and outlines planning tools and methods to preserve or optimize property benefits while avoiding common mistakes. The article also emphasizes the importance of understanding state law differences and potential risks when relocating or restructuring assets.
“With the right planning techniques in place, families can preserve income and estate tax savings instead of stumbling into unnecessary tax liabilities or unexpected property divisions. Taking the time to assess these issues often reveals practical strategies that help avoid the common pitfalls capable of undermining even the most carefully crafted estate plans,” Samuel wrote.
At Spencer Fane, Samuel helps high-net-worth families create coordinated, tax-efficient estate plans that grow and adapt with them. His practice focuses on families with significant assets, multiple state residences, and sophisticated estate and income tax considerations who often find that a standard estate plan no longer fits their needs.
Read Samuel’s full article here.