Introduction to Estate Planning
Course Catalog | Registration
Introduction to Estate Planning provides an overview of the taxation and estate planning issues that affect personal trusts. It covers basic fiduciary income tax and the role of transfer taxes in basic estate planning.
| Price |
$450 Nonmembers / $335 Members |
| Course Credits |
AIB: 0.50 ; ICB: 7 CTFA/TAX; CFP: 1.0 |
| Prerequisites |
Introduction to Trust Administration or equivalent knowledge and experience, including a basic understanding of the trust business |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives
After completing this course, students will be able to:
- Define basic terms
- Explain how trusts are taxed
- Calculate distributable net income
- Minimize transfer taxes
- Calculate gift, estate, and generation-skipping transfer taxes
- Describe why estate planning is important
- Identify considerations when developing an estate plan
- Use the marital deduction to maximize estate planning
Questions? Please contact training@aba.com for more information.
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