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Our estate planning law firm leverages our deep knowledge of Louisiana’s unique laws, but we also extend our expertise to clients across the country because we’ve recruited, and we collaborate with, our network of co-counsel attorneys in other states. This approach allows for seamless and consistent coordination ensuring that clients receive well-rounded legal support tailored to their specific needs, regardless of their location.
00:00 Avoiding State Estate Tax
0:41 12 States Impose an Estate Tax
2:41 Only Hawaii and Maryland Offer Portability
3:14 Example: $10M Couple. $3M Exemption. 16% Tax. No Portability.
4:45 Leaving Estate Outright To Surviving Spouse Overuses the Marital Deduction
7:49 1st Spouse To Die Leaves Assets to Credit Shelter Trust
10:40 Disclaimer Executed After 1st Spouse Dies
16:18 Consider Capital Gains Tax AND Estate Tax Consequences
Read More
By: Paul Rabalais | Estate Planning Attorney
Title: Minimize State-Level Estate Tax: Estate Planning Strategies
Sourced From: www.youtube.com/watch?v=GxX0C5GtyIQ
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