eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum Estate Planning Overview - ABA eLearning Price: $160 members; $215 non-members   ENROLL NOW Course Credits:  ICB: 2.0 CTFA/TAX; CFP: 1.0 Course Description:  Estate Planning Overview presents the basic knowledge to enable Trust Officers to recognize the needs of clients in order to determine an estate plan with tax or non-tax considerations. The course also reinforces the consequences of the unauthorized practice of law. Learning Objectives:  After completing this course, students will be able to: ·         Examine the goals of estate planning as part of a client's overall financial strategy. ·         Identify non-tax considerations as relevant to estate planning. ·         Recognize the consequences of engaging in the unauthorized practice of law. Audience:  Trust Officers who have completed Building Trust Expertise Level 1 and  have at least two years experience in the trust field working with trust clients and their families and/or advisors.  For further information or team discount pricing, please call (212) 297-1679 or elegg@nyba.com.