Introduction to Estate Planning
Introduction to Estate Planning
Address: 1120 Connecticut Ave NW
Washington
District of Columbia
20036
United States
Washington
District of Columbia
20036
United States
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
- 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
- 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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