eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum ESTATE PLANNING FINAL CASE STUDY - ABA eLearning Price: $160 members; $215 non-members     ENROLL NOW Course Credits:  AIB: 0.0; ICB: .75; CFP: 0.0 Prerequisites:  Estate Planning Course Series Course Description:  Estate Planning Case Study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations and is appropriate for Trust Officers who have completed the five Estate Planning courses in Levels 2 and 3. Learning Objectives:  After completing this course, students will be able to: ·         Identify planning opportunities that meet clients’ needs ·         Determine the tax effect of a client’s estate plan and possible transactions ·         Design strategies to minimize a client’s estate taxes ·         Craft solutions to client needs that will bring new business opportunities Audience:  Trust officers who have already completed Building Trust Expertise Levels 1 and 2 and have two or more years experience working with trust clients managing more complex trusts, including tax law and investments. For further information, please call 212-297-1679 or elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.