“The Perils of Portability” White Paper

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Portability of a decedent’s estate tax exclusion amount to a surviving spouse arrived along with the reinstatement of the Federal estate tax. The provision allows married couples to transfer a collective $10+ million estate with more flexibility as to timing. But there has to be a catch. In fact, there are several. Portability may encourage procrastination rather than planning. There are transfer taxes at the state level to consider, as well as Medicaid. And Congress is always a wild card.


  • 8 Page White Paper
  • Downloadable Adobe® PDF file
  • Published February 2011

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