Incentive Effects of Inheritances and Optimal Estate Taxation

S-Tier
Journal: American Economic Review
Year: 2013
Volume: 103
Issue: 3
Pages: 472-77

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

I consider optimal nonlinear taxation of income and bequests with a joy-of-giving bequest motive and explicitly characterize the optimal estate tax rate. The optimal formula trades off correction of externality from giving and discouraging effort of children due to income effect generated by bequests. The analysis shows that optimality of a positive tax on bequests rests on the strength of the effect of bequests on behavior of future generations. The analysis also suggests that inheritance, rather than estate tax, is better suited to implement the optimal policy.

Technical Details

RePEc Handle
repec:aea:aecrev:v:103:y:2013:i:3:p:472-77
Journal Field
General
Author Count
1
Added to Database
2026-01-25