Related Areas:
  Estate Planning in Troubled Times
  Estate Planning Glossary
Estate Planning
  Tax

 

   
   
  ESTATE TAX
   
  ESTATE, GIFT & GST TAX RATES AND APPLICABLE EXCLUSIONS

Year

Maximum Estate Tax Rate

Estate Tax  Exclusion

Gift Tax Exclusion

GST Exclusion

2008

45%

$2 million

$1 million

$2 million

2009

45%

$3.5 million

$1 million

$3.5 million

 

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