DE risk area

Tax exposure in Delaware

State estate or inheritance tax rules and how they interact with federal thresholds.

Delaware's estate tax was repealed for deaths on or after January 1, 2018.

Does the state impose an estate or inheritance tax?Who is exempt or receives preferential treatment?How does federal tax interact with state rules?

At a glance

Key takeaways

  • Delaware's Estate Tax chapter is repealed effective January 1, 2018.
  • Delaware estate tax returns are not required for deaths on or after January 1, 2018.
  • With no state death tax, tax exposure is primarily federal when the estate exceeds the federal exemption.

Questions to consider

Questions this risk area helps you evaluate in Delaware

  • Does the state impose an estate or inheritance tax?
  • Who is exempt or receives preferential treatment?
  • How does federal tax interact with state rules?

State overview

Delaware's estate tax was repealed for deaths on or after January 1, 2018.

  • Delaware's Estate Tax chapter is repealed effective January 1, 2018.
  • Delaware estate tax returns are not required for deaths on or after January 1, 2018.
  • With no state death tax, tax exposure is primarily federal when the estate exceeds the federal exemption.

Sources

Risk sources

National sources provide baseline context; state statutes and court rules control in Delaware.