Quick Answer: California does NOT have a state estate tax or inheritance tax. However, federal estate tax applies to estates exceeding $15,000,000 per person in 2026 ($30,000,000 combined for a married couple when both spouses' exclusions are used), at 40% on the amount above the exclusion. Proper estate planning with trusts can help minimize or eliminate estate taxes for high-net-worth families.
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Table of Contents
- California Estate Tax: The Good News
- Federal Estate Tax 2026: What You Need to Know
- Estate Tax Exemption Thresholds 2026
- Federal Estate Tax Rates (18%-40%)
- Gift Tax Rules and Annual Exclusion
- Step-Up in Basis: Major Tax Benefit
- California Inheritance Tax (Spoiler: None)
- How Trusts Help with Estate Tax Planning
- What Changed for 2026
- Capital Gains Tax Considerations
- Frequently Asked Questions
California Estate Tax: The Good News
Let's start with the best news first: California does NOT have a state estate tax. If you're a California resident, you don't need to worry about paying state estate taxes, no matter how large your estate is.
No State Estate Tax in California
California does not have a state estate tax or inheritance tax. Some states impose their own estate or inheritance taxes, but California does not, so the only estate tax a California resident's estate can owe is the federal estate tax.
California Estate Tax Status
- State estate tax: None
- State inheritance tax: None
- State gift tax: None
- Estate value threshold: N/A - no state estate tax at any level
- What this means: You only need to worry about federal estate tax
What This Means for California Residents
As a California resident, your estate planning focus should be on:
- Federal estate tax (if your estate exceeds $15 million per person in 2026)
- Probate avoidance (costs $26,000+ on a $500,000 estate)
- Income tax planning (beneficiary tax consequences)
- Capital gains tax (on appreciated assets)
- Property tax reassessment (California's Proposition 19)
For most California families, avoiding probate is far more important than estate tax planning. A $500,000 California estate pays zero estate tax but faces $26,000+ in probate fees without a living trust. Learn more about California's probate process.
Federal Estate Tax 2026: What You Need to Know
While California has no estate tax, California residents are still subject to federal estate tax. The good news: because of the high exemption, only a small share of estates owe any federal estate tax.
How Federal Estate Tax Works
Federal estate tax is a tax on your right to transfer property at death. Here's how it works:
- Calculate gross estate: Add up all assets you own at death (real estate, investments, bank accounts, life insurance, retirement accounts, business interests)
- Subtract deductions: Funeral expenses, debts, attorney fees, property passing to spouse (unlimited marital deduction), charitable gifts
- Apply exemption: Subtract the $15,000,000 exclusion for 2026 ($30,000,000 combined for a married couple when both spouses' exclusions are used)
- Calculate tax: The amount above the exclusion is taxed at 40%
- Pay tax: Estate tax return (Form 706) due within 9 months of death
Federal Estate Tax Example
California couple with $20 million estate:
- Gross estate value: $20,000,000
- Deductions (debts, expenses): -$500,000
- Adjusted gross estate: $19,500,000
- Exclusions (married couple, both used, 2026): -$30,000,000
- Taxable estate: $0
- Estate tax owed: $0 (below exemption)
Estate Tax Exemption Thresholds 2026
The federal estate and gift tax exclusion for 2026 is $15,000,000 per person. That figure was set by federal legislation signed July 4, 2025, and it will be adjusted for inflation starting in 2027. Here are the 2025 and 2026 figures:
| Year | Individual Exemption | Married Couple Exemption (both used) | Gift Tax Exemption |
|---|---|---|---|
| 2025 | $13.99 million | $27.98 million | $13.99 million (lifetime) |
| 2026 | $15 million | $30 million | $15 million (lifetime) |
Important: The Exclusion Did Not Drop in 2026
The exclusion went up for 2026, not down. Under current law there is no scheduled reduction.
- 2026 exclusion: $15,000,000 per person / $30,000,000 combined for a married couple when both spouses' exclusions are used
- 2025 exclusion: $13,990,000 per person
- Future years: Adjusted for inflation starting in 2027
- Good practice: Tax law can change, so if your estate is near or above the exclusion, review your plan periodically
Portability for Married Couples
Married couples get a special benefit called "portability" that allows the surviving spouse to use any unused portion of the deceased spouse's exemption:
- Husband dies in 2026 with $5 million estate
- Husband's exemption: $15 million
- Unused exemption: $10 million ($15M minus $5M used)
- Wife's exemption: $15 million (her own, at the 2026 figure) + $10 million unused = $25 million total
Important: To elect portability, the executor must file a federal estate tax return (Form 706), even if no tax is owed. It is due 9 months after the first spouse's death (a 6-month extension is available); if no return was otherwise required, the IRS allows a portability-only return up to five years after the death (Rev. Proc. 2022-32).
Estate Near or Over $15 Million? Review Your Plan
Tax law can change. If your estate is near or above the exclusion, review your plan periodically.
Federal Estate Tax Rates (18%-40%)
Federal estate tax uses a graduated rate schedule, similar to income tax, running from 18% to 40%. The 40% rate starts at $1,000,000, and the exclusion ($15,000,000 per person in 2026) is far larger than that, so the lower brackets are used up by the exclusion. In practice, the amount of an estate above the exclusion is taxed at 40%.
Federal Estate Tax Rate Schedule
| Taxable Estate Amount | Tax Rate | Tax on Lower Amount | + Rate on Excess |
|---|---|---|---|
| $0 - $10,000 | 18% | $0 | 18% of amount over $0 |
| $10,001 - $20,000 | 20% | $1,800 | 20% of amount over $10,000 |
| $20,001 - $40,000 | 22% | $3,800 | 22% of amount over $20,000 |
| $40,001 - $60,000 | 24% | $8,200 | 24% of amount over $40,000 |
| $60,001 - $80,000 | 26% | $13,000 | 26% of amount over $60,000 |
| $80,001 - $100,000 | 28% | $18,200 | 28% of amount over $80,000 |
| $100,001 - $150,000 | 30% | $23,800 | 30% of amount over $100,000 |
| $150,001 - $250,000 | 32% | $38,800 | 32% of amount over $150,000 |
| $250,001 - $500,000 | 34% | $70,800 | 34% of amount over $250,000 |
| $500,001 - $750,000 | 37% | $155,800 | 37% of amount over $500,000 |
| $750,001 - $1,000,000 | 39% | $248,300 | 39% of amount over $750,000 |
| Over $1,000,000 | 40% | $345,800 | 40% of amount over $1,000,000 |
Estate Tax Calculation Examples
Example 1: Single person, $16 million estate (death in 2026)
- Taxable estate: $16,000,000
- Exclusion: -$15,000,000
- Amount above the exclusion: $1,000,000
- Tax calculation: 40% x $1,000,000 = $400,000 estate tax
- Effective tax rate: 2.5% of total estate
Example 2: Single person, $25 million estate (death in 2026)
- Taxable estate: $25,000,000
- Exclusion: -$15,000,000
- Amount above the exclusion: $10,000,000
- Tax calculation: 40% x $10,000,000 = $4,000,000 estate tax
- Effective tax rate: 16% of total estate
Example 3: Married couple, $35 million estate, both exclusions used (2026 figures)
- Taxable estate: $35,000,000
- Both exclusions: -$30,000,000
- Amount above the exclusions: $5,000,000
- Tax calculation: 40% x $5,000,000 = $2,000,000 estate tax
- Effective tax rate: 5.7% of total estate
The Real Impact of Estate Tax
While the top rate is 40%, the effective tax rate (percentage of total estate) is much lower for estates near the exemption threshold. However, for very large estates, the tax can be substantial:
- $20 million estate (single, 2026): 40% x $5 million = $2 million tax (10% effective rate)
- $50 million estate (single, 2026): 40% x $35 million = $14 million tax (28% effective rate)
- $100 million estate (single, 2026): 40% x $85 million = $34 million tax (34% effective rate)
This is why estate tax planning is critical for high-net-worth families. Proper trust planning can save millions in estate taxes.
Gift Tax Rules and Annual Exclusion
The federal gift tax and estate tax are part of a unified system. Gifts made during your lifetime count against your lifetime exemption.
Annual Gift Tax Exclusion 2026
You can give up to $19,000 per person per year (2026, the same as 2025) without using any of your lifetime exemption or filing a gift tax return.
Annual Exclusion Gift Examples
Example 1: Couple with 3 children
- Husband gives $19,000 to each child = $57,000
- Wife gives $19,000 to each child = $57,000
- Total gifts: $114,000 per year tax-free
- No gift tax return required
- Over 10 years (at the 2026 amount): $1,140,000 transferred tax-free
Example 2: Grandparents with 5 grandchildren
- Each grandparent gives $19,000 to each grandchild
- 5 grandchildren × $19,000 × 2 grandparents = $190,000 per year
- No gift tax return required
- Reduces estate by $190,000 annually
Lifetime Gift Tax Exemption
Gifts above the annual exclusion count against your lifetime exemption ($15 million in 2026). You don't pay gift tax until you've used your entire lifetime exemption.
How it works:
- You give your child $500,000 in 2026
- Annual exclusion: $19,000
- Taxable gift: $481,000
- This reduces your lifetime exemption from $15,000,000 to $14,519,000
- No tax is paid now, but your estate exemption is reduced
- Gift tax return (Form 709) must be filed
Strategic Gifting for Estate Tax Reduction
Lifetime gifting is a powerful estate tax reduction strategy:
- Removes assets from estate: Gifts (and future appreciation) are out of your estate
- Use annual exclusions: $19,000 per person (2026) adds up over time
- Gift appreciating assets: Future growth happens outside your estate
- Pay gift tax (if wealthy): Gift tax is "tax exclusive" (better than estate tax)
- Lifetime exclusion: Larger gifts use part of your $15 million lifetime exclusion (2026)
Important Gift Tax Rules
- Gifts to spouse: Unlimited (if spouse is U.S. citizen)
- Gifts to charities: Unlimited deduction, no gift tax
- Direct payments for medical/education: Unlimited if paid directly to institution
- Gift splitting: Married couples can combine their annual exclusions
- 529 plans: Can front-load 5 years of gifts ($95,000 per beneficiary at the 2026 amount, 5 x $19,000)
Step-Up in Basis: Major Tax Benefit
One of the biggest tax benefits of inheriting property is the "step-up in basis" rule. This is often more valuable than avoiding estate tax.
How Step-Up in Basis Works
When you inherit property, your tax basis (cost for capital gains purposes) is "stepped up" to the fair market value at the date of death, eliminating all capital gains tax on appreciation during the deceased's lifetime.
Step-Up in Basis Example
California home purchased in 1980:
- Original purchase price (1980): $100,000
- Value at death (2025): $2,000,000
- Appreciation: $1,900,000
- Heir's new basis (stepped-up): $2,000,000
- If heir sells immediately for $2,000,000: $0 capital gains tax
- Federal capital gains tax avoided: ~$285,000 at a 15% federal rate on the $1.9M gain (more at the 20% rate, plus any NIIT and California tax)
Without step-up (if gifted instead):
- Heir receives home as gift with $100,000 basis (carryover basis)
- Heir sells for $2,000,000
- Capital gain: $1,900,000
- Federal capital gains tax: ~$285,000 at a 15% rate (more at higher rates and with California tax)
Step-up saves at least $285,000 in federal capital gains tax
California Community Property Step-Up
California's community property laws provide an even bigger benefit for married couples:
- Community property: Both halves get stepped-up basis when first spouse dies
- Separate property: Only deceased spouse's half gets stepped up
- Joint tenancy: Only deceased spouse's half gets stepped up
Community Property Double Step-Up Example
Married couple owns California home as community property:
- Purchase price (2000): $300,000
- Value when husband dies (2025): $1,500,000
- Appreciation: $1,200,000
Community property (both halves step up):
- Wife's new basis: $1,500,000 (full stepped-up basis)
- Wife sells for $1,500,000
- Capital gains tax: $0
If held as joint tenancy (only half steps up):
- Wife's basis: $150,000 (her half) + $750,000 (stepped-up half) = $900,000
- Wife sells for $1,500,000
- Capital gain: $600,000
- Federal capital gains tax: ~$90,000 at a 15% rate (more with California tax)
Community property saves at least $90,000 in federal capital gains tax
Gift vs. Inheritance Tax Comparison
| Factor | Gift During Life | Inherit at Death |
|---|---|---|
| Basis to recipient | Carryover (donor's basis) | Stepped-up (FMV at death) |
| Capital gains tax | Beneficiary pays on all appreciation | No tax on pre-death appreciation |
| Estate tax impact | Reduces taxable estate | Included in taxable estate |
| Best for | High basis assets, estates over exemption | Highly appreciated assets, estates under exemption |
Key Takeaway: For most California families with estates under $15 million per person (2026), it's better to hold appreciated assets until death to get the step-up in basis. For estates over the exemption, gifting highly appreciated assets may make sense despite losing the step-up.
Maximize Tax Benefits with Proper Estate Planning
A living trust preserves step-up in basis while avoiding probate costs
Create Your Living Trust - $400 →California Inheritance Tax (Spoiler: None)
Good news: California does NOT have an inheritance tax. Beneficiaries do not pay California state tax when they inherit property.
Estate Tax vs. Inheritance Tax: What's the Difference?
| Feature | Estate Tax | Inheritance Tax |
|---|---|---|
| Who pays | The estate (before distribution) | The beneficiary (after receiving inheritance) |
| Based on | Total value of estate | Amount inherited + relationship to deceased |
| Federal | Yes (over $15M in 2026) | No federal inheritance tax |
| California | No state estate tax | No state inheritance tax |
| States with tax | Some states have an estate tax | A few states have an inheritance tax |
States with Inheritance Tax (Not California)
A few states have an inheritance tax. California is NOT one of them.
What this means for California beneficiaries:
- No California state tax when you inherit money
- No California state tax when you inherit property
- No California state tax regardless of relationship to deceased
- Income tax may apply to inherited retirement accounts (IRAs, 401(k)s)
- Capital gains tax applies if you sell inherited property (after step-up basis)
How Trusts Help with Estate Tax Planning
Trusts are powerful tools for estate tax planning, especially for high-net-worth California families. Different types of trusts serve different tax purposes.
Revocable Living Trust (For Probate, Not Estate Tax)
A revocable living trust is the most common trust in California. It's excellent for avoiding probate but provides no estate tax savings because you maintain control.
- Assets: Remain in your taxable estate
- Estate tax: No reduction
- Probate: Completely avoided (saves $26,000+ on $500K estate)
- Step-up in basis: Fully preserved
- Best for: Estates under $15 million per person (2026)
Learn more about what a living trust is and how to create one.
Irrevocable Life Insurance Trust (ILIT)
An irrevocable life insurance trust removes life insurance proceeds from your taxable estate.
ILIT Estate Tax Savings Example
Without ILIT:
- Estate value: $12 million
- Life insurance: $5 million
- Total estate: $17 million
- Exclusion (2026): -$15 million
- Amount above the exclusion: $2 million
- Estate tax: 40% x $2,000,000 = $800,000
With ILIT:
- Estate value: $12 million
- Life insurance in ILIT: $0 (excluded from estate)
- Total estate: $12 million
- Exclusion (2026): -$15 million
- Taxable estate: $0
- Estate tax: $0
ILIT saves $800,000 in estate taxes
AB Trust (Bypass Trust) for Married Couples
An AB trust (also called bypass trust or credit shelter trust) was very popular before portability. It's less common now but still useful in some situations:
- How it works: When first spouse dies, estate splits into Trust A (survivor's trust) and Trust B (bypass trust)
- Trust B: Holds up to exemption amount ($15M in 2026), grows outside survivor's estate
- Benefit: Appreciation on Trust B assets excluded from survivor's estate
- Downside: No step-up in basis at second death for Trust B assets
- When useful: Estates over $30M (married, 2026), or when portability unavailable
QTIP Trust (Qualified Terminable Interest Property)
A QTIP trust provides income to surviving spouse while controlling ultimate disposition of assets:
- Spouse benefit: Receives all income for life
- Control: First spouse controls who gets assets after second spouse dies
- Estate tax: Qualifies for unlimited marital deduction (no tax at first death)
- Taxed: Included in surviving spouse's estate at second death
- Best for: Blended families, second marriages, asset protection
Grantor Retained Annuity Trust (GRAT)
A GRAT is an advanced estate planning technique for wealthy families:
- How it works: Transfer appreciating assets to GRAT, receive annuity payments for term
- Tax benefit: Appreciation above IRS rate passes to beneficiaries tax-free
- Gift tax: Minimal or zero gift tax on transfer
- Best for: Highly appreciating assets, estates well over exemption
- Example: Tech company stock expected to appreciate significantly
Charitable Remainder Trust (CRT)
A charitable remainder trust provides income to you, with remainder going to charity:
- Income: You receive annuity or percentage of trust value for life or term
- Charity: Remaining assets go to charity at death
- Tax benefits: Immediate income tax deduction, avoid capital gains on transfer, estate tax deduction
- Best for: Highly appreciated assets, charitable intent, income needs
Dynasty Trust
A dynasty trust can last for multiple generations:
- Duration: Can last 90 years in California (longer in some states)
- Benefit: Assets skip estate tax at each generation
- GST tax: Uses generation-skipping transfer tax exemption
- Best for: Multi-generational wealth transfer, very wealthy families
Choosing the Right Trust for Estate Tax Planning
Estate under $15 million per person (2026):
- Revocable living trust (probate avoidance)
- ILIT if you have significant life insurance
- Focus on probate savings, not estate tax
Estate $15M to $30M (married, 2026):
- Revocable living trust as foundation
- ILIT for life insurance
- Consider lifetime gifting and review the plan periodically, since tax law can change
- Portability election essential
Estate over $30M (married, 2026):
- Multiple irrevocable trusts recommended
- ILIT, GRAT, AB trust, QTIP as appropriate
- Aggressive gifting strategy
- Dynasty trust for multi-generational planning
- Work with an estate planning attorney experienced in tax planning
What Changed for 2026
For 2026, the federal estate and gift tax exclusion is $15,000,000 per person, or $30,000,000 combined for a married couple when both spouses' exclusions are used. That figure was set by federal legislation signed July 4, 2025. For 2025 the exclusion was $13,990,000. The $15,000,000 amount will be adjusted for inflation starting in 2027, and there is no scheduled reduction under current law.
2025 and 2026 Compared
| Item | 2025 | 2026 (Current) | Notes |
|---|---|---|---|
| Individual exemption | $13.99 million | $15 million | Set by federal legislation signed July 4, 2025; adjusted for inflation starting in 2027 |
| Married exemption | $27.98 million | $30 million | Combined, when both spouses' exclusions are used |
| Gift tax exemption | $13.99 million lifetime | $15 million lifetime | Same unified exclusion as the estate tax |
| Annual gift tax exclusion | $19,000 | $19,000 | Per recipient, per year |
What This Means for Planning
Because the exclusion rose for 2026 and has no scheduled reduction under current law, most California families will not owe federal estate tax.
Estate: $10 million (single person, death in 2026)
- Exclusion: $15,000,000
- Amount above the exclusion: $0
- Federal estate tax: $0
Tools to discuss if your estate is near or above the exclusion:
- Lifetime gifts: Use part of the $15 million lifetime exclusion so future growth happens outside your estate
- ILIT funding: Move life insurance to irrevocable trust
- GRAT creation: Transfer appreciating assets
- Spousal lifetime access trust: Gift to trust for spouse's benefit
- Dynasty trust funding: Multi-generational wealth transfer
Tax law can change. If your estate is near or above $15 million ($30 million for a married couple), review your plan with an estate planning attorney periodically.
Capital Gains Tax Considerations
While California has no estate tax, capital gains taxes are an important consideration for estate planning.
California Capital Gains Tax Rates
| Tax Type | Rate | Notes |
|---|---|---|
| Federal long-term capital gains | 0%, 15%, or 20% | Based on income level |
| Federal NIIT (Net Investment Income Tax) | +3.8% | High earners (>$200K single, $250K married) |
| California state capital gains | Up to 13.3% | Taxed as ordinary income |
| Total maximum rate | 37.1% | 20% + 3.8% + 13.3% |
Strategies to Minimize Capital Gains Tax
- Hold until death: Step-up in basis eliminates all pre-death appreciation
- Harvest losses: Offset gains with capital losses
- Qualified Opportunity Zones: Defer and reduce capital gains through QOZ investment
- Charitable giving: Donate appreciated assets to avoid capital gains entirely
- 1031 exchange: Defer gains on investment real estate
- Installment sale: Spread gain recognition over multiple years
Retirement Account Taxes
Inherited retirement accounts (IRAs, 401(k)s) have special tax rules:
- No estate tax under exemption: But income tax applies to distributions
- Step-up NOT available: Retirement accounts don't get stepped-up basis
- 10-year rule: Most beneficiaries must withdraw within 10 years (SECURE Act)
- Tax rate: Ordinary income tax rates (up to 37% federal + 13.3% California = 50.3%)
- Spouse exception: Spouse can roll over to their own IRA
For large retirement accounts, consider Roth conversions during your lifetime to reduce beneficiaries' tax burden.
Frequently Asked Questions
Does California have an estate tax in 2026?
No, California does NOT have a state estate tax. California does not have a state estate tax or inheritance tax. However, California residents are still subject to federal estate tax if their estate exceeds $15,000,000 per person in 2026 ($30,000,000 combined for a married couple when both spouses' exclusions are used).
What is the federal estate tax exemption for 2026?
The federal estate tax exemption (the basic exclusion amount) for 2026 is $15,000,000 per person, or $30,000,000 combined for a married couple when both spouses' exclusions are used. Only the amount above the exclusion is taxed, at 40%. The figure was set by federal legislation signed July 4, 2025, will be adjusted for inflation starting in 2027, and has no scheduled reduction under current law. For 2025 it was $13,990,000.
Does California have an inheritance tax?
No, California does not have an inheritance tax. Beneficiaries in California do not pay state taxes when they inherit property, regardless of the estate's value or their relationship to the deceased. However, beneficiaries may owe federal income tax on inherited retirement accounts and capital gains tax if they sell inherited property.
What is the federal estate tax rate in 2026?
The federal estate tax rate schedule runs from 18% to 40%. Because the exclusion ($15,000,000 per person in 2026) absorbs the lower brackets, the amount of an estate above the exclusion is taxed at 40%. For example, a single person who dies in 2026 with a $16,000,000 taxable estate owes 40% of $1,000,000, or $400,000.
How can a living trust help with estate taxes in California?
For estates under $15 million per person (2026), a revocable living trust provides no estate tax savings but avoids $26,000+ in probate fees and preserves the step-up in basis. For estates over the exemption, irrevocable trusts (ILIT, GRAT, AB trust) can reduce estate taxes, and QTIP trusts can defer them, by removing assets from your taxable estate or maximizing both spouses' exemptions. Proper trust planning can save high-net-worth families millions in estate taxes. Create your living trust for $400.
What is the annual gift tax exclusion for 2026?
The annual gift tax exclusion for 2026 is $19,000 per person per year, the same as in 2025. You can give $19,000 to as many people as you want without using any of your lifetime exemption or filing a gift tax return. Married couples can combine their exclusions to give $38,000 per recipient annually. This is a powerful estate tax reduction strategy.
What happens to the estate tax exemption in 2026?
It went up, not down. For 2026 the exclusion is $15,000,000 per person ($30,000,000 combined for a married couple when both spouses' exclusions are used), up from $13,990,000 in 2025. The figure was set by federal legislation signed July 4, 2025. It will be adjusted for inflation starting in 2027, and there is no scheduled reduction under current law. Because tax law can change, larger estates should still review their plans periodically.
Do I get a step-up in basis on inherited property in California?
Yes, you receive a step-up in basis on inherited property in California. Your basis is adjusted to the fair market value at the date of death, eliminating capital gains tax on appreciation during the deceased's lifetime. For California community property, BOTH halves get stepped up when the first spouse dies, providing a double step-up benefit. This is one of the most valuable tax benefits of estate planning.
Should I gift assets now or hold them until death?
It depends on your estate size. Estates under $15M per person (2026): Generally hold assets until death to get step-up in basis (saves capital gains tax). Estates over $15M: Consider gifting to reduce estate tax. Highly appreciated assets: Compare capital gains tax (if gifted) vs. estate tax (if held). Consult an estate planning attorney for personalized advice.
Can I avoid estate tax with a living trust?
A revocable living trust does NOT reduce estate tax because you retain control of assets. However, it avoids probate (saves $26,000+ on $500K estate) and preserves step-up in basis. For estates over $15 million per person (2026), irrevocable trusts can reduce estate tax by removing assets from your estate. High-net-worth families need specialized irrevocable trusts (ILIT, GRAT, AB trust) for estate tax planning. Start with a revocable living trust for $400.
Protect Your Estate from Probate
Start with a living trust for just $400-$500
✓ California-specific estate planning documents
✓ Attorney review by State Bar #208356 included
✓ Avoid $26,000+ in probate fees
✓ Preserve step-up in basis tax benefits
✓ Foundation for advanced estate tax planning
✓ Most people finish the questionnaire in 20 to 30 minutes from home
Have a high-net-worth estate? Call the attorney at (818) 337-4071 to discuss whether you need more than a standard trust.
Last Updated: October 6, 2026
Attorney: Rozsa Gyene, State Bar #208356
Service Area: California (all counties)
Disclaimer: This article provides general information about California estate tax in 2026. Tax laws are complex and subject to change. Consult with a qualified estate planning attorney and tax professional for advice specific to your situation. This article does not constitute legal or tax advice.
