Tax, Audit, Firm and Regulatory News

Where Not To Die: States With State Estate Taxes

In this webinar recorded on July 16th, Tax Partner Steve Hueffner discusses state estate taxes, emphasizing how they differ from federal estate taxes and the importance of understanding state-specific rules. He explains key concepts like the portability and QTIP elections, highlights states that impose estate and/or inheritance taxes, and outlines strategies to minimize exposure—such as lifetime gifting, asset titling, and residency planning.

If you have questions please reach out to your Topel Forman contact or contact us at info@topelforman.com

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Where Not To Die: States With State Estate Taxes

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