The Estate Tax and Inter Vivos Transfers over Time

S-Tier
Journal: American Economic Review
Year: 2013
Volume: 103
Issue: 3
Pages: 478-83

Score contribution per author:

8.043 = (α=2.01 / 1 authors) × 4.0x S-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

The strong dislike evidenced by the American public towards the estate tax suggests that the wealthy wish to transfer resources to their heirs tax-free and would thus exploit mechanisms allowing them to reduce the tax burden whenever possible. However, I find strong evidence that the wealthy fail to utilize what is perhaps the simplest method of tax avoidance--that of making transfers to eventual heirs up to the annual exclusion. Instead they transfer far less than the amount permitted by the tax code, whether measured in cross-section or over time. In failing to give more, they forgo significant tax savings.

Technical Details

RePEc Handle
repec:aea:aecrev:v:103:y:2013:i:3:p:478-83
Journal Field
General
Author Count
1
Added to Database
2026-01-26