The Ins and Outs of Gifts Not Subject to Gift Tax

Prairie Trust™, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, including special needs trusts,  and estate settlement.Prairie Trust™also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Trust™, visit www.prairietrust.com.Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit

Prairie Trust™

This webinar will show how nontaxable gifts can cut estate taxes—covering trusts, 529 plans, Crummey powers, and GST issues.

Prairie Trust™ invites you to a complimentary luncheon webinar: The Ins and Outs of Gifts Not Subject to Gift TaxNontaxable gifts may be an attractive component of a comprehensive estate plan. Structured properly, nontaxable gifts facilitate moving value out of the donor’s eventual taxable estate without erosion of the donor’s estate and gift tax basic exclusion amount or GST exemption. The simplest type of nontaxable gifts is an outright gift of cash, directly to the target donee, within the amount of the gift tax annual exclusion. However, gifts in trust or gifts of certain types of assets can be problematic. In this webinar, we’ll introduce and evaluate the following topics:<ul><li>Gifts in trust and gifts through Uniform Transfers to Minors Act custodianships</li><li>Internal Revenue Code Section 529 plans and Section 530 (“Coverdell”) education savings accounts</li><li>Gifts of certain types of assets that may flunk the present interest test</li><li>Best design of “Crummey” withdrawal powers</li><li>Generation-skipping transfer tax issues</li></ul> Speakers (via webinar):Charles A. Redd; Stinson LLPTurney P. Berry; Wyatt, Tarrant &amp; Combs LLPTo reserve your seat, please RSVP by Friday, April 17, 2026.***Continuing Education:CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.

The Ins and Outs of Gifts Not Subject to Gift Tax

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The Ins and Outs of Gifts Not Subject to Gift Tax

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