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Oregon Estate Tax

Exemption, rates and planning for Oregon.

Oregon has its own estate tax with an exemption of about $1M and a top rate of 20% — well below the $15M federal exemption, so more estates are affected.

How Oregon estate tax works

Only the value of a taxable estate above the $1M exemption is taxed, at rates topping out around 20%. The unlimited marital deduction and charitable gifts reduce the taxable estate. Estimate your Oregon and federal tax together in the estate tax calculator.

Planning around it

Because the Oregon exemption is far below the federal level, even middle-class estates with a home and retirement savings can be exposed. Lifetime gifting (see the gift tax calculator) and the step-up in basis (the step-up calculator) are common tools. Confirm current figures with Oregon, as exemptions are indexed.

This is educational only and not tax or legal advice. Consult an estate attorney for Oregon.