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QuickView 2024.00

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Update History

Version 2024.00

Read our Release notes here!

Version 2023.00

Read our Release notes here!

Version 2021.01

State Death Tax Manager: MD's changes required a new field to be added to the data map. Its specifically for calculating the tax with the Maximum Rate.

Version 2020.00

New splash screen
Added the news channel to the program (both an icon and an item from the Help menu) to notify users of program releases
Uses the updated Estate Tax library that include the Estate Tax Exclusion (etc).
Program has the latest SDTM data file compiled with it (changes up through 2/27/2020) - changes currently include HI, ME,RI,NY, DC, WA, and CT
Updated help files (please let me know if you see one not done).
Changes in QuickView version 2019.00
Help Files – the help has been converted to an online service.
State Death Tax Manager has been updated for CT, DC, HI, ME, RI, NY, and VT.

Version 2018.00

This is a major upgrade and should be installed as soon as possible. It includes changes due to the Tax Cuts and Jobs Act.
The basic exclusion amount (as announced by the IRS on 3/5/2018) for estate and gift taxes is $11,180,000 for 2018.
There is a new Sunset in 2016? input on the Estate Information screen and on the Preferences window.
The State Death Tax Manager includes many state death tax changes (CT, DC, NY, RI, WA). For NY, the program will use a $5.6 million exclusion for 2019 which will be changed when the CPI increase is determined shortly after mid-September 2018.
The help file has been updated.

Version 2017.00

The applicable exclusion amount for estate and gift taxes is $5,490,000 for 2017
The State Death Tax Manager has been updated with several state changes (DC, RI and WA).
The program Help was updated to reflect the changes shown above.

Version 2016.00

The applicable exclusion amount for estate and gift taxes is $5,450,000 for 2016
The State Death Tax Manager has been redesigned in order to handle new state death tax changes for future years (such as for NY and MD) including future inflation adjustments and rates that change during the year.
The Client Information screen now has a Spouses button which can be used to change the Husband and Wife terminology (e.g., to Partner or other wording), if desiredfor same-sex marriages or other reasons.
The program Help was updated to reflect the changes shown above.

Version 2015.00

The applicable exclusion amount for estate and gift taxes is $5,430,000 for 2015.
The State Death Tax Manager has been updated with changes to DE, HI and WA.
The program Help was updated to reflect the changes shown above.

Version 2014.00

In the Inputs section, the Estate Information screen has a new input: Optimize for State Death Tax? This will fund the Nonmarital Trust at the first death with the greatest amount that can pass free of the state death tax at the first death rather than the greatest amount that can pass free of federal estate tax. For states that include lifetime gifts in their estate tax calculations, the state exclusion amount is reduced accordingly.
The applicable exclusion amount for estate and gift taxes is $5,340,000 for 2014.
The State Death Tax Manager has been updated to v. 3.40 with recent changes to MN, NY, RI and WA.
The program Help was updated to reflect the changes shown above.

Version 2013.00

Estate Tax changes from the American Taxpayer Relief Act of 2012 have been made. The maximum estate tax rate is now 40% starting in 2013 and the applicable exclusion amount for 2013 is $5,250,000.
The State Death Tax Manager was updated to version 3.31 with changes to DC, DE, and RI.
The program Help was updated to reflect the changes shown above.

Version 2012.00

The Applicable Exclusion Amount has been updated for 2012 to $5,120,000.
The State Death Tax Manager was updated to version 3.20. The following states
were updated since the last release: CT, DC, DE, HI, IL, IN, ME, NC, OR, RI and TN.
A new Closing Statement feature was added to the Report Options screen (which is accessed from the View Menu).
A number of other improvements were made.

Version 2011.00

The program was updated for estate tax changes in the 2010 Tax Relief Act. Several new inputs were added to implement those changes. Help was updated to include descriptions of the new inputs.
For the Step 2: Assets input screen, a new Unified Credit Used by Gifts input was added.
For the Step 3: Estate Information input screen, the Estate Tax Calculations input includes two choices: 2013 Rates in 2013+ and 2013 Sunset.
A new 2010 Estate Tax Calculation input includes two choices: 35% Rate and No Estate Tax.
A new Inflation Rate for Exclusion input is used to increase the allowable estate tax exclusion for years after 2011. When answered Yes, a new Use Available Exclusion Portability input calculates a
Deceased Spousal Unused Exclusion Amount which is equal to the remaining exemption (including inflation) when the 2010 Tax Relief Act applies (2011 or 2013; and 2013+ when 2013 Rates in 2013+ is selected for Estate Tax Calculations).
The State Death Tax Manager was updated to version 3.02 to handle estate tax changes in its Death Tax Illustration and to include numerous state death tax changes.
The program now includes support for multiple monitors and provides for full screen sizing on widescreen displays.
A new File Association feature allows you to click on a data file which then opens the program.

Version 2009.00

The State Death Tax Manager engine has been updated to v. 1.90 which handles more state death tax variations including the circular tax calc for Iowa.
A Download Latest State Data option has been added to the View Menu. Note: After program installation, you should download the latest state data file (which was recently updated).
The Override Amount To Surviving Spouse input on the Estate Information screen may now be entered as a percentage.
Printed Flowcharts have been improved.
New features have been added which enhance operation in network installations. These include the Create Desktop Icon feature and Location of Files selection for Help Files on the File Menu. A Copy Help Files option is now shown on the Help Menu.
Windows Vista support is enhanced with the Location of Files selection for saving Data Files now defaulting to a Leimberg program location under the My Documents directory.
Improvements have been made to the E-mail Data File feature on the File Menu and the E-mail Technical Support feature which is on the Help Menu
at Leimberg on the Web.
A new System Information feature has been added to the Help Menu.

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About Us

Leimberg, LeClair & Lackner, Inc. develops software products for the estate planning community.

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Carnegie Office Park, Suite 290
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Carnegie, PA 15106

(610) 924-0515

leimberg@leimberg.com