Summary Table Of Transfer Tax Exemptions, Rates, Key Credits & Basis Adjustments


Trying to keep track of the various changes in the federal transfer tax exemptions, credits, rates, and basis adjustments that have occurred since 2001 and the enactment of EGTRA is becoming a difficult task. Below is a summary table I have created. If anyone sees any necessary corrections, please leave a comment and I will update it.

Please see full article below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Charles (Chuck) Rubin, Gutter Chaves Josepher Rubin Forman Fleisher P.A. | Attorney Advertising

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