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All glossary terms

Glossary term

Generation-Skipping Transfer (GST) Tax

Federal tax on transfers that skip a generation, currently at the same 40 percent rate as estate tax.

Related terms

2

Jurisdictions

us

Definition

Section 2601 imposes the GST tax on transfers to skip persons (e.g., grandchildren or unrelated persons more than 37.5 years younger). The GST exemption equals the basic exclusion amount, requiring careful allocation in trust planning.

Examples

  • A grandparent making a substantial gift to a grandchild's irrevocable trust must consider GST exemption allocation.

Translations

ESimpuesto sobre transferencias salteadoras
ZH隔代赠与税
DEGenerationensprungsteuer
FRimpôt sur les transferts intergénérationnels
JA世代飛び越し移転税

Citations

26 U.S.C. · 2601

Related citations

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Primary sources

Important disclaimer

This library is for general tax education only. Always verify filing obligations, due dates, and tax consequences against the cited primary source or with a qualified tax professional.