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