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Vermont Estate Planning and Medicaid Planning Attorneys

Vermont: (802) 879-7133
New York: (518) 389-6020

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Proposed Regulations Address “Clawback” Issue

December 7, 2018 by Stephen Hartnett

The Tax Cuts and Jobs Act temporarily doubled the amount which can be given free of tax. However, that amount reverts to the permanent, undoubled amount in 2026. The estate tax ordinarily includes prior taxable gifts and then applies the exclusion to the total. However, in 2026 or later, this could result in a tax on amounts which weren’t taxable when gifted. This issue is the “clawback.” New Proposed Regulations resolve this issue. Read on to learn more. Proposed Regulations Address … [Read more...]

Filed Under: Estate Planning, Legal Education Tagged With: clawback, exclusion, tax cuts and jobs act

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Essex Junction, VT

26 Railroad Ave
Essex Junction, VT 05452
United States (US)
Phone: (802) 879-7133
Fax: (802) 879-0408

Map

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM

Albany, NY

415 New Karner Road
Albany, NY 12205
Phone: (518) 389-6020
Fax: (518) 389-6074

Map

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Office Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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