Advanced Gifting Strategies for Estate Planners: Balancing Income and Transfer Tax Benefits for Individuals, Couples

Note: CPE credit is not offered on this program

A live 90-minute CLE video webinar with interactive Q&A

Tuesday, November 23, 2021

1:00pm-2:30pm EST, 10:00am-11:30am PST

Early Registration Discount Deadline, Friday, October 29, 2021

or call 1-800-926-7926

This CLE webinar will provide estate planners guidance on key gifting strategies for individuals and couples under current tax law and the impact of potential tax law changes. The panel will discuss mechanisms for balancing income and transfer tax benefits, key gifting considerations, asset selection, and other critical items for estate planners.


Tax reform and continuance IRS regulations require estate and trust counsel to continually evaluate planning mechanisms for estates and trusts. A key focal point for an effective estate plan involves a critical analysis of gifting strategies and other related transactions under current tax law.

Estate planning counsel must recognize available gifting techniques and determine if they are appropriate to avoid unintended tax liability while also maintaining the client's intent. Understanding the advantages and potential ramifications of making gifts and transfers during life and other methods will ensure adequate planning for an estate.

Listen as our panel discusses effective balancing of income and transfer tax benefits, key gifting considerations, asset selection, and other critical items for estate planners.



  1. Key gifting considerations under current tax law and potential changes
  2. Determining the appropriate gifting strategy
  3. Gifting to minimize income taxes
  4. Gifting to minimize transfer taxes
  5. Best practices and other planning options
  6. Impact of proposed legislation


The panel will discuss these and other key issues:

  • What are the critical gifting considerations under current tax law?
  • What options are available in anticipation of potential tax law changes?
  • What are the items to consider when determining the appropriate gifting strategy?
  • What options are available to minimize income taxes?
  • How do you ensure optimum tax basis planning?
  • What options are available to minimize transfer taxes?
  • How proposed legislation impacts these planning ideas and creates new opportunities.


Zell, Wayne
Wayne M. Zell

Managing Member & CEO
Zell Law

Mr. Zell has devoted his legal, public accounting, and business advisory career to counseling clients in a variety of...  |  Read More

Additional faculty
to be announced.
Attend on November 23

Early Discount (through 10/29/21)

Cannot Attend November 23?

Early Discount (through 10/29/21)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video