Avoiding Tax Traps in Estate and Gift Planning: Practical Steps to Minimize Clients’ Tax Consequences
Presented by the ISBA Taxation and Probate, Trust & Real Property Sections Thursday, August 21, 2025
12:00 - 1:00 p.m. ET 1.0 hr. CLE About the event Presenters will discuss federal tax issues that attorneys should help their clients avoid, as well as tax-saving opportunities that clients should take advantage of when gifting and in trust or estate administration. Attendees will learn: - How to recognize and avoid common tax pitfalls in structuring gifts and trusts.
- Provisions to include in trusts or to avoid including to prevent tax problems for clients, their beneficiaries, or gift recipients or to minimize unwanted tax exposure.
- Best practices for gift recordkeeping and gift reporting.
- And more!
Leave this program with the ability to recognize methods of structuring or documenting gifts that may cause an unintended gift tax liability for a donor or create a later estate tax exposure for a beneficiary or fiduciary, understand practices and provisions to avoid including when a lawyer drafts an irrevocable trust for a client, and grasp the federal estate, gift, and generation skipping transfer (GST) tax issues that affect a client’s decision to make or not make available elections with respect to gifts. Speakers: Jeffrey S. Dible, Frost Brown Todd LLP
Ashley Butz, Frost Brown Todd LLP
Who might enjoy this
This presentation will be of interest to: - Legal professionals who practice estate planning and elder law
- Attorneys who represent trustees of trust
- Tax practitioners who advise clients in trust and estate law
- Solo and small firm or general practice attorneys who help their clients plan and carry out completed gifts either directly to recipients or in trust
Pricing Tax/PTRP Section Member: $30
ISBA Members: $50
Non-ISBA Members: $75 Program link
Please register (using the button at the top of the page) to receive the program link, which will be included in your registration confirmation email.
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