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

What You'll Learn

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

​Audience​​​

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

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​Questions? Please contact training@aba.com for more information.

 

 Purchase

 

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

 

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