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Lifetime Gifts

Estate and Gift Taxes

Understanding estate and gift taxes is an important part of proper estate planning and administration. The federal estate tax exemption is the amount you can pass free of estate tax to your heirs. Under the American Taxpayer Relief Act of 2012 (ARTA), Congress revised the aggregate individual exemption for combined gifts, both gifts during life and at death, to $5.25 million. It also raised the estate and gift tax rate up to 40 percent, a 5 percent increase from the previous year.

As a result, a majority of estates will pass to heirs tax free. However, many estates may exceed that threshold and it remains imperative that proper steps be taken to avoid that estate tax threshold. By carefully planning wills, trusts, and other estate planning devices, the Law Offices of Alvin H. Lee can help you and your family utilize the many estate tax exemptions available and avoid unnecessary estate taxes.

Some of the strategies that we can help you with include:

  • Federal estate tax exemptions
  • Estate deductions
  • Generation-Skipping Tax [GST]
  • Marital deductions
  • Charitable deductions
  • Gift tax exclusions
  • Disclaimers

Our goal is to assist you and your family be put in the best possible position and preserve your estate for future generations with as little outside hindrance as possible.

Contact Us Today For Your Free Consultation

Please call 925-338-9882 to set up your free initial consultation with a Dublin estate administration attorney. You can also send us a message using the online form. If you cannot meet during regular business hours, we are happy to arrange after-hours or weekend appointments by special request. For your convenience, our firm accepts all major credit cards, and we can arrange payment plans when needed.


(925) 338-9882