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Federal Estate and Gift Taxes
- ABA eLearning

Price: $160 members; $215 non-members   ENROLL NOW
Course Credits:  AIB: 0.25; ICB: 4.5 CTFA/TAX; CFP: 4.0

Course Description:  Federal Estate and Gift Taxes  provides the knowledge necessary to discuss the implications of federal estate and gift taxes, and to answer common tax-related client questions.

Learning Objectives:  After completing this course, students will be able to:

·         Identify the types of property included in the gross estate.

·         Explain the principles of valuing property in the gross estate.

·         Identify property that may be subject to a discount in valuation.

·         List deductions, exclusions, and credits that apply to either the estate or gift tax.

·         Describe transfers that are subject to the gift tax.

·         Calculate estate or gift tax due.

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.

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