Form ET-85 New York State Estate Tax Certification Revised 6 23: Fill out & sign online

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What is the NYS estate tax exemption for 2026?

Spread Between Federal and New York State Estate Tax Exemptions Date of DeathFederal ExclusionSpreadJanuary 1, 2019, to December 31, 2025$11,400,000*$5,660,000*January 1, 2026, and beyond$5,740,000**~$0**

What is the 3 year clawback rule in NY?

While NYS does not impose a gift tax, it does apply a 3-year clawback rule where any lifetime gifts made within three years of death are clawed back to the decedents NY taxable estate for purposes of determining NYS estate tax. How to Mitigate the New York Estate Tax Cliff | Wealthspire wealthspire.com blog new-york-estate-ta wealthspire.com blog new-york-estate-ta

How much inheritance is tax free in New York State?

While New York doesnt charge an inheritance tax, it does include an estate tax in its laws. The state has set a $6.94 million estate tax exemption for 2024 (up from $6.58 million in 2023), meaning if the decedents estate exceeds that amount, the estate is required to file a New York estate tax return.

What is the estate tax exemption for 2023 in NY?

Basic exclusion amount For dates of deaththe basic exclusion amount isJanuary 1, 2024, through December 31, 2024$6,940,000January 1, 2023, through December 31, 2023$6,580,000January 1, 2022, through December 31, 2022$6,110,000January 1, 2021, through December 31, 2021$5,930,0006 more rows

How do I avoid NYS estate tax Cliff?

How to avoid New Yorks Fiscal Cliff There are many ways our estate tax attorneys can help you avoid this cliff and safeguard your wealth. Credit Shelter Trusts. Non-Grantor Trusts. Changing Your Domicile. Strategic Gifting. Charitable Formula Gifts. Discounted Valuation of Closely-Held Businesses.

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