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Courses Categories: Finance and Investing
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Introduction to Estate Planning

Introduction to Estate Planning
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Address: 1120 Connecticut Ave NW
Washington
District of Columbia
20036
United States
Created By: AMERICAN BANKERS ASSOCIATION
Price: $450
Duration: 2 Hours
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What You Will Learn :

  • Calculate gift and estate taxes
  • Describe why estate planning is important
  • Use the marital deduction to maximize estate planning
  • Explain how trusts are taxed

    Description

    Introduction to Estate Planning covers tax implications for grantor and charitable trusts and explores the concepts of gift, estate, and generation-skipping transfer taxes.

    TRAINING CONTENT

    After completing this course, students will be able to:

    • Define basic terms
    • Explain how trusts are taxed
    • Minimize transfer taxes
    • Calculate gift and estate taxes
    • Describe why estate planning is important
    • Identify considerations when developing an estate plan
    • Use the marital deduction to maximize estate planning

    CERTIFICATION / CREDITS

    Course Credits

    • ABA Professional Certifications: 2.0 CISP​, CTFA​​​​
    • ABA Certificates: This course applies to the ABA Certificate in Trust: Foundational​.

     

    Who is this course for?

    For Trust department and bank personnel who are new to the trust business and want to develop a basic working knowledge of trust administration.

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    Course Supplier

    229730 194799073898794 6950693 n 2

    AMERICAN BANKERS ASSOCIATION

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