SB3789

ESTATE TAX-SPOUSAL EXCLUSION

Introduced·2/5/26
Introduced Text

SB3789 modifies the Illinois estate tax to include a spousal exclusion amount, aligning it with federal tax laws.

SB3789 amends the Illinois Estate and Generation-Skipping Transfer Tax Act to adjust the estate tax exclusion amount for deceased spouses. The bill specifies exclusion amounts based on the date of death, aligning with federal tax laws. For deaths occurring on or after January 1, 2027, the exclusion amount includes any unused federal spousal exclusion amount. The bill also defines terms such as "Federal estate tax," "Illinois estate tax," and "Illinois deceased spousal exclusion amount." The changes are effective immediately upon the bill becoming law.

Included in complete analysis

  • Overview
  • Core Provisions
  • Implementation
  • Impact
  • Legal Framework
  • Critical Issues

See what it does, who it affects, and the critical issues in plain language. Free, 30 seconds.

Where it stands

Current
Assignments Committee
Next
Committee decision

Sponsors

0
12
RRRRRRRRRRRR
Democratic CaucusRepublican Caucus

History

May 14

Senate

Added as Co-Sponsor Sen. Terri Bryant

Mar 10

Senate

Added as Co-Sponsor Sen. Donald P. DeWitte

Mar 5

Senate

Added as Co-Sponsor Sen. Craig Wilcox