State Income Tax Planning for Trusts

Date: Tuesday, March 1, 2022
Time: 11:30am - 1:00pm
Location: DoubleTree Suites, 2601 Richmond Rd, Lexington
Speaker: Taylor Stuckey, JD, CPA - Stites & Harbison, PLLC, Lexington, KY

WHAT:    State Income Tax Planning For Trusts

WHO:     Taylor Stuckey, JD, CPA - Stites and Harbison, PLLC, Lexington, KY

WHERE:    DoubleTree Guest Suites, 2601 Richmond Rd, Lexington

WHEN:   Tuesday, March 1, 2022 - 11:30 
AM-1:00 PM

COST:  $15 for members, $25 for guests 

We are excited to have one of our own members speak to us again for our March meeting!  Taylor Stuckey is currently a sitting board member of the Bluegrass Estate Planning Council.  He is a member of the Trusts and Estates Services Group at Stites and Harbison in Lexington. 

Income taxation of trusts varies among states. With proper planning, state income taxes can be minimized or even avoided. This presentation will cover frequently overlooked state income tax issues and planning techniques to address them.

Taylor's practice focuses on estate planning, estate and trust administration, estate and gift tax planning, business succession planning and elder law.  He also represents clients in charitable and nonprofit organization matters, business income tax planning and business formation.  He is a Certified Public Accountant in addition to his work as an attorney.

Taylor received his undergraduate degree in Accountancy at the University of Notre Dame and his masters in Accountancy at the University of Kentucky.  He also received his JD at UK's College of Law.  Prior to joining Stites and Harbison, Taylor was a Judicial Clerk fo rthe US Tax Court in Washington, DC.  Prior to law school, he was an Assurance Associate with Mountjoy Chilton Medley in Lexington.

Please join us at the DoubleTree Guest Suites, 2601 Richmond Rd, for the remainder of our meetings this year.  A buffet lunch with be served.  The cost of this meeting is $15 for members and $25 for guests. 

***BACK BY POPULAR DEMAND: Our $500 Visa gift card giveaway is coming back for the remainder of this program year.  Bring a business card to put in the box when you check in to any in-person meeting and become entered to win this awesome prize, which will be drawn for at our May 3rd meeting.  The more you attend, the more chances you have to win!  (***must be a member in current standing and in attendance on the day of the drawing to win***)

If you wish to attend this meeting, you must RSVP no later than 12:00 PM NOON on Monday, February 28th by either clicking this link - - or by replying directly to this email.  Please be sure to RSVP so that we have plenty of space and food for everyone.  Those who come to the meeting having not RSVP'd may run the risk of being turned away at the door if there is not enough space, so please be sure to RSVP even if you have pre-paid your lunches for the year.

If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.

We look forward to seeing you on Tuesday, March 1st, from 11:30-1:00 at the DoubleTree Guest Suites!

Melissa Gregory, Council Executive

~As always...we would like to thank our wonderful sponsors:~


Central Bank

Community Trust and Investment Company

Stockyards Bank


MCF Advisors



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