Learn about NJ Inheritance Tax
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain NJ Inheritance Tax rates/classes and key filing requirements to identify taxable scenarios.
- Evaluate planning strategies to legally minimize tax exposure for non-exempt beneficiaries.
- Compare NJ’s tax structure to neighboring states and federal estate tax to optimize multigenerational wealth transfers.
Major Topics
- NJ Inheritance Tax rates/classes and key filing requirements.
- Planning strategies to legally minimize tax exposure for non-exempt beneficiaries.
- NJ’s tax structure compared to neighboring states and federal estate tax.