Massachusetts 2023-2024 Regular Session

Massachusetts Senate Bill S1784

Introduced
2/16/23  

Caption

Relative to estate tax reform

Impact

The effects of S1784 on state laws could be profound, particularly in relation to the estate tax landscape in Massachusetts. By raising the exemption threshold to $2 million, the bill effectively removes a considerable number of estates from the taxable base, which could lead to a decrease in revenue for the state. Proponents argue that this change could provide relief for families passing on wealth to the next generation, thereby supporting middle-income earners and addressing concerns related to wealth distribution. Additionally, as more estates fall below the taxable threshold, it might encourage individuals to invest in local businesses and properties, indirectly stimulating economic activity.

Summary

Senate Bill S1784, presented by Senator Julian Cyr, addresses the topic of estate tax reform in the Commonwealth of Massachusetts. The proposed legislation aims to amend Chapter 65C of the General Laws, specifically targeting the estate tax policies applicable to decedents after December 31, 2022. The key provision of this bill is that it seeks to introduce a new exemption threshold, which would ensure that no estate tax is imposed on estates valued under $2 million. This amendment marks a significant change in the way estate taxes are assessed in the state, particularly benefiting those with moderate estates who would previously have been subjected to taxation.

Contention

While the bill may bring relief to many, there are potential points of contention surrounding its implementation. Some may argue that such tax relief primarily benefits wealthier individuals at the expense of state revenue, which could have adverse implications for public services funded by estate tax collections. Opponents may express concerns that the bill prioritizes wealth preservation at a time when economic disparities are being scrutinized. The debate around S1784 is likely to hinge on these economic ramifications and the broader implications for fiscal policy in Massachusetts.

Companion Bills

MA H2965

Similar To To study estate tax reform and its costs

MA H2832

Similar To Providing volunteer firefighters and emergency medical technicians with a local option real estate tax exemption

MA H3667

Similar To Relative to the Massachusetts estate tax code

MA H3906

Similar To Authorizing the town of Shrewsbury to grant abatement of real estate taxes for the daughter of fallen firefighter Christopher Roy

MA H4458

Similar To Relative to blind persons' real estate tax abatement

MA H4721

Replaced by Study Order

Similar Bills

No similar bills found.