Read more about the article Massachusetts Families With $10M+ Are Being Taxed at Both Ends — And Most Plans Aren’t Built to Solve Either Problem

Massachusetts Families With $10M+ Are Being Taxed at Both Ends — And Most Plans Aren’t Built to Solve Either Problem

Massachusetts has the second-lowest state estate tax exemption in the country — $2 million — with rates to 16 percent, no portability, and a 4 percent millionaire surtax that taxes the same wealth on accumulation and at transfer. This article breaks down the charging order gap under M.G.L. c. 156C §40, the DAPT prohibition confirmed in De Prins v. Michaeles, the 90-year perpetuities limit, and how the Dynasty Bridge Trust™ addresses both the creditor and generational tax problem inside one integrated structure.

Continue ReadingMassachusetts Families With $10M+ Are Being Taxed at Both Ends — And Most Plans Aren’t Built to Solve Either Problem
Read more about the article Oregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number

Oregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number

Oregon has the lowest state estate tax exemption in the country — $1 million, with rates to 16 percent. Most Oregon families at $10M+ are building their estate plans around the federal number while the state clock runs at a fraction of that threshold. This article breaks down Oregon's charging order gap under ORS 63.259, the DAPT prohibition under ORS 130.315, the 90-year perpetuities limit, and how the Dynasty Bridge Trust™ addresses both the creditor and generational tax problem inside one integrated structure.

Continue ReadingOregon Families With $10M+ Are Sitting on the Lowest State Estate Tax Exemption in the Country — And Most Plans Are Built Around the Wrong Number
Read more about the article New York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It

New York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It

New York has its own state estate tax with a cliff provision that can vaporize an entire exemption on a single dollar over the threshold. Here is what that costs your family — and what the Dynasty Bridge Trust™ does about it.

Continue ReadingNew York Families With $15M+ Are Facing the Most Punishing Estate Tax Cliff in the Country — And Most Plans Don’t Solve It