The IRS has issued its annual Dirty Dozen list of tax scams for 2025, warning taxpayers, businesses, and tax professionals about fraudulent schemes that threaten financial security and tax compliance. While these scams peak during tax season, they persist year-round.
Why This Matters for Estate Planning & Trust Administration
Fraud and tax scams don’t just affect individuals—they can also target estates, trusts, and beneficiaries. Scammers seek to exploit vulnerable individuals, especially seniors and high-net-worth families, through identity theft, fraudulent tax filings, and misleading financial schemes. If you are a trustee, executor, or managing an estate, vigilance is key to protecting assets from these threats.
Common Scams That Impact Estate Planning
- Phishing & Smishing Attacks: Fraudsters may pose as the IRS or financial institutions to steal sensitive tax and estate information.
- Fake IRS Online Account Assistance: Scammers offer to “help” with tax accounts, gaining access to estate and trust financials.
- Bogus Charities: Many estate plans include charitable giving. Always verify an organization’s tax-exempt status before donating.
- False Tax Credit Claims: Unethical tax preparers or social media misinformation could lead trustees or beneficiaries to make improper tax claims.
- Ghost Tax Preparers: If you’re handling taxes for an estate or trust, ensure you’re working with a reputable professional who signs and stands by their work.
How to Protect Your Estate & Loved Ones
- Trustees and executors should verify all financial communications before providing personal or tax-related information.
- If your estate plan includes charitable giving, confirm organizations through the IRS Tax-Exempt Organization Search.
- Educate family members, especially elderly beneficiaries, about common fraud tactics to prevent identity theft.
- Use trusted professionals when preparing estate or trust tax returns—fraudulent filings can create legal and financial headaches.
Need Estate or Trust Guidance? We’re Here to Help!
Tax scams evolve every year, and proactive estate planning can help safeguard your family’s wealth. If you have concerns about protecting your estate, trust administration, or tax compliance, our team at Ibis Legacy Law, LLC is here to help.
📞 216-991-6200
📧 Info@ibislegacylaw.com
🌐 www.ibislegacylaw.com
Tax season is a prime time for fraudsters—stay informed and protect your legacy!
Eric Meleney is dedicated to helping individuals, families, and business owners navigate the complexities of estate planning with confidence and care. His passion for thoughtful and intentional planning stems from personal experiences that have shaped his core values. From cherishing time with his grandparents and neighbors to supporting family members with chronic illness and special needs, Eric has seen firsthand the challenges and joys of aging. These experiences inspire his commitment to helping clients protect what matters most—whether that’s their loved ones, their businesses, or their philanthropic goals. Learn more here.