Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

Federal and State Estate Tax Apportionment: Planning Pitfalls and Best Practices

June 30, 2026 · 11 min · Episode 383

About this episode

This episode discusses the complexities of estate tax apportionment and offers insights on avoiding common planning pitfalls.

Estate tax apportionment isn't always straightforward. Learn how federal and state rules affect beneficiaries and how to avoid planning pitfalls. The American College of Trust and Estate Counsel , ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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