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Estate Tax Portability

My wife and I have net worth of $15M.  If she dies before me, would her estate be able to transfer (portability) her Estate Tax Exemption amount to me?  Is all of the $15M community property? Would her Estate Tax only report her community number property half?  Is there any benefit to how the $15 M is registered?  (eg only $1M is registered in her name or jointly with me). 

1 Reply

Estate Tax Portability

You really do need to consult with legal counsel experienced in estate planning issues.


Portability, in general, is available but not automatic (it typically requires filing a 706, which is beyond the capability of most).


Please consult with legal and or tax professionals in your state.


See https://www.avvo.com/estate-planning-lawyer.html

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