News & Analysis as of August 31, 2025

Wealth Management

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

New Washington Estate Tax Law Raises Exemption, Hikes Rates for Wealthy

Lasher Holzapfel Sperry & Ebberson PLLC on 6/17/2025

Since 2018, estate planning legislation in Washington has remained stagnant. Increases in our legislated estate tax exemption rate had been tied to a Consumer Price Index that no longer existed, and the legislature largely...more

WA Estate and Capital Gains Tax Changes Under SB 5813

Ballard Spahr LLP on 5/23/2025

Facing a projected budget deficit of $12 to $16 billion, Governor Bob Ferguson signed several bills into law this week which will significantly increase taxes in Washington State. An overview of the increases to Business and...more

Greener Pastures: Five Things to Consider When Leaving One Jurisdiction for Another

Katten Muchin Rosenman LLP on 10/4/2022

Is the grass always greener on the other side? Like any major life decision, deciding to uproot yourself (and potentially your family) and move from one state to another is not an easy decision. Although laws, taxes and...more

Wealth Management Update - July 2021

Proskauer Rose LLP on 7/8/2021

July 2021 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs - The July applicable federal rate ("AFR") for use with a sale to a defective grantor...more

Estate Tax Planning for Large Company Stock Holdings: Four Tips for Using Record-High Lifetime Exemptions

Farella Braun + Martel LLP on 9/29/2020

- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more

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