The State of the States: 2015

The State of the States: 2015

An update on key planning developments

State legislatures have been very busy on a number of trusts and estates-related fronts. 

Here’s an update on some key planning developments across the country, through Dec. 1, 2015.


Estate and Gift Tax 

To be more competitive, some jurisdictions with separate estate taxes have been increasing the amount that’s exempt from that jurisdiction’s estate taxes or even phasing out their estate or inheritance

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