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eLearning Course Catalog
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AIB Overview
Trust Curriculum
Federal Estate and Gift Taxes
- ABA eLearning
Price: $160 members; $215
non-members
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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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