If you want your carefully laid plans to succeed...

Premium Administration, LLC assists Trustees with:

  • Understanding their Fiduciary Duties
  • Creating gift reminders and Crummey Notices
  • Monitoring insurance premiums and policies

We focus on timely details:

  • Document gifts to trust
  • Send Crummey notices
  • Avoid missed payments
  • Prevent expensive mistakes

 

 

Estate Tax Rates

Year Exemption Tax
Rate
2002 $1 M 50%
2003 $1 M 49%
2004 $1.5 M 48%
2005  $1.5 M 47%
2006  $2 M 46%
2007  $2 M 45%
2008  $2 M 45%
2009  $3.5 M 45%
2010  repealed N/A
2011 $1 M 55%
Trust Administration Since 1999
Copyright 2008