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2024-25 Estate Tax Exemption #288 | Estate Taxes and the Unlimited Marital Deduction. In this video, I cover the topic: What is portability in Estate Planning? I'm attorney Patrick Kelleher and my goal is to educate you.
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“Portability” is a provision that allows a deceased spouse's unused estate tax exclusion amount to transfer to the surviving spouse,. 2019 Gift and Estate Tax Rules (With Analysis)
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For years after 2010, the estate of the first spouse to die can elect to “port” the unused basic exclusion amount of the deceased spouse to the What are Estate Tax Exemptions? - Weekly Video (B)
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