Planning for Estate Tax

Explains types of property included in a gross estate and assets not included, estate tax rules concerning jointly owned property and transfers of property to another individual, how allowable deductions are identified and subtracted from the value of the gross estate, and an illustration and examples of estate tax calculations.

Updated: February 2018
Re-versioned: July 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Identify assets that are included in the gross estate
  • Identify expenses that can be deducted from the gross estate
  • Explain how the estate tax is calculated


Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Course Credits



​Questions? Please contact for more information.


 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​


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