The role of trusts in taxing the rich

C-Tier
Journal: Oxford Review of Economic Policy
Year: 2023
Volume: 39
Issue: 3
Pages: 460-477

Authors (1)

James R Hines (not in RePEc)

Score contribution per author:

1.005 = (α=2.01 / 1 authors) × 0.5x C-tier

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

Abstract

Trusts play important roles in the financial, estate, and tax plans of wealthy families. Evidence from US taxpayers indicates that the tax savings that they obtain from using trusts are rather modest, with one of the major tax benefits providing aggregate savings equal to just 0.05 per cent of the annual income of the top 0.01 per cent of US taxpayers. Trusts are primarily used to facilitate intergenerational and other transfers. Restrictions imposed by trusts can have the effect of preserving high levels of wealth and income, creating greater opportunities for governments to tax the rich.

Technical Details

RePEc Handle
repec:oup:oxford:v:39:y:2023:i:3:p:460-477.
Journal Field
General
Author Count
1
Added to Database
2026-02-02