Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, August 31, 2010

CLE on State Death Taxes

CLE The American Bar Association Section of Real Property, Trust & Estate Law is sponsoring a 90-minute teleconference and live audio webcast entitled Pulling Back the Curtain: Dealing with Oft-Overlooked State Death Taxes on September 14, 2010. The program information is below:

For many years, the federal estate tax credit for state death taxes meant that many estate plans did not need to consider the impact of those taxes on a client's estate planning. Since the credit was phased out and then replaced with a deduction in 2005, many states have decoupled, enacting estate or inheritance taxes that can be traps for the unwary. Clients living in states that do not have a death tax may own property in states that do. Our panel will discuss:

  • Common approaches to state death tax legislation and responses to changing federal law
  • Recent developments regarding state death taxes
  • How state death tax statutes may (or may not) apply, with an emphasis on planning opportunities (e.g., "state only" QTIP elections, death-bed transfers, etc.)


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