Estate Planning & Probate

Estate Planning and Probate: Charitable Planning 3D...Deductions, Disclosures, Don'ts


This presentation will examine the basics of charitable deductions under current federal tax law, various charitable gift mechanisms, and important considerations for drafting attorneys and their clients. It will include suggestions about working with charities’ development professionals and an examination of some examples of charitable planning gone awry. 

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member? Join now to start saving.

I also work for a foundation doing charitable planning and particularly found the discussion and slide on tax deductions helpful.


This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for Estate Planning and Probate Section Members
Course Credits Dual Credits: 0.00
General Credits: 0.75
Total Credits: 0.75

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.