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Reference Guide to Wealth Management and Trust: Tax Law and Tax Planning

The purpose of this guide is to help develop an in-depth understanding of federal estate and gift taxation, planning for gifts, and related tax planning strategies.

It is recommended for personal trust administrators, private bankers, portfolio managers, and other wealth advisors as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam.

Topics covered include:

  • Overview of current tax laws; 
  • Individual income tax, including exclusions, deductions, net investment income, AMT and the decedent's final 1040;
  • Fiduciary income tax, including trust and estates as taxable entities, basis, gain and loss, income in respect of a decedent, and the effects of a distribution;
  • Income taxation of charitable entities, private foundations and split-interest trusts;
  • Federal estate and gift taxation, valuations, the marital deduction and tax liability; 
  • Generation-skipping transfer tax, including computation and liability; 
  • Effective planning for marital trust, GST, retirement benefits and the closely-held business; and
  • Ethics

You can also order the complete set of Reference Guides to Wealth Management and Trust at a discounted price.​​

​For more information about this product, please contact ABA Member Services.




The 2019 guides are now available for pre-order by using the links below. Books will ship in February 2019.

$225 List Price
$165 ABA Members

Printed Workbook
$225 List Price
$165 ABA Members

*For eBook option, you will receive one email for each workbook within 24 hours with access instructions. To download and view, you will need to register your copies and download Adobe Digital Editions software. View supported eBook devices.​​