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Weiss & Weissman, San Francisco, California
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COMPARISON OF OWNERSHIP METHODS: MARRIED COUPLE
METHODSTEP-UP IN BASISPROBATETAX FREE at Death
JOINT TENANCY1/2NO1 Tax Free Amount
COMMUNITY PROPERTYBOTH HALVESYES1 Tax Free Amount
COMMUNITY PROPERTY WITH
RIGHT OF SURVIVORSHIP		BOTH HALVESNO1 Tax Free Amount
TENANTS IN COMMONDECEDENT'S SHAREYES1 Tax Free Amount
LIVING TRUST BOTH HALVESNO2 Tax Free Amounts

What is Step-Up in Basis?

Return to Community Property with Right of Survivorship