[WSBAPT] 2015 U S estate tax exemption

Thu Dec 10 10:29:08 PST 2015

If further information on changes to exemptions has been circulated since the e-mail exchanges in September (below), I have missed the updates.  Does someone have a good overview or reference on the status of increases?

Sandi Gay

SANDRA BATES GAY, P.S.

Attorney at Law

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Thomas M. Culbertson
Sent: Tuesday, September 29, 2015 10:06 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] 2015 U S estate tax exemption

Several sources (CCH, etc) are predicting the estate and GST exemptions to increase in 2016 by $20,000, to $5,450,000. Annual exclusion to remain at $14k.  If the WA exemption goes up by the same % as the federal one, it should be about $2,062,000.

________________________________________

THOMAS M. CULBERTSON  I  Lukins & Annis, PS

717 W. Sprague Ave, Suite 1600, Spokane, WA 99201

(509) 455-9555  I  fax (509) 363-2500  I   <mailto:tculbertson at lukins.com> tculbertson at lukins.com 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Dan J. Cadagan III
Sent: Monday, September 28, 2015 2:41 PM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] 2015 U S estate tax exemption

Fed tax exemption for 2015 is $5.43M.  Up from $5.34M in 2014. Haven’t heard yet what 2016 will be. 

Dan J. Cadagan III

Attorney at Law

Spokane, WA

1-509-744-3440

Dan at CadaganLaw.com <mailto:Dan at CadaganLaw.com> 

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From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Josh Grant
Sent: Monday, September 28, 2015 1:46 PM
To: wsbar trust
Subject: [WSBAPT] 2015 U S estate tax exemption

Is the exemption for 2015 still $5,340,000 or did it go up in 2015?  What will it be in 2016?

thanks

Joshua F. Grant, PS
Attorney at Law
P. O. Box 619
Wilbur, WA 99185
tel 509 647 5578
fax 509 647 2734

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