Series 66: Lifetime Gift Tax Exclusion

Taken from our Series 66 - NASAA Uniform Combined State Law Exam

Definition of the term Lifetime Gift Tax Exclusion...

an amount that may be excluded from the gift tax by an individual who has already used that year’s annual gift tax exclusion. Any portion of an individual’s lifetime gift tax exclusion that is not used during the individual’s lifetime may be used to exclude a portion of the individual’s estate from estate taxes.

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