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Federal Estate & Gift Tax changes

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2009 increases in Federal Estate and Gift Tax exemption
The amount to leave without Federal Estate Tax is increased to 3,500,000 for 2009.
2009$ 3,500,00045%
2010 No estate tax if person dies in 2010 only, but 35% (gift taxes only)
[2010 is best year for your rich uncle to pass away]
2011 $1,000,00055%
2012 -??? Waiting for Congress to decide
Gift permitted without Federal Estate & Gift tax was increased to $12,000. The amount permitted for Medicaid transfers is zero.
For representation in Probate and Estate Administration, contact the Law Office of Kenneth Vercammen 732-572-0500 www.CentralJerseyElderLaw.com

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