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Estate Planning Lawyer

New York Estate Tax: The Effect of Lifetime Gifts


Families who are potentially subject to eventual state or federal estate taxation should become acquainted with the significant transfer tax savings, which can be achieved through lifetime gifts to children, grandchildren and others.

 

Because New York State has no gift tax, and only adds back to the gross estate gifts made within three years of death, New York residents should consider lifetime giving as a tool to shelter gifted property from New York estate tax and avoidance of the “cliff.”

Robert J. Adler,

Attorney at Law

ADLER & ADLER,PLLC

Wills, Trusts, Estates & Private Client Services

30 years of

EXPERIENCE

Office: 212-843-4059

Estate Attorney, Wills and Trusts

Direct: 646-946-8327

1180 6th Avenue

8th Floor

New York, New York 10036

We also see clients in Westchester (White Plains)  

and Long Island (Garden City). 

Serving New York including (but not limited to): New York City including Manhattan (New York County); Brooklyn (Kings County); Bronx; Queens; Staten Island (Richmond County); Long Island (Nassau County and Suffolk County); Westchester County, Rockland County; Putnam County; Dutchess County; and Northern  New Jersey.

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