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eLearning Course Catalog
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AIB Overview
Trust
Curriculum
ESTATE PLANNING FOR CHARITABLE GIVING
- ABA eLearning
Price: $160 members; $215 non-members ENROLL NOW
Course Credits: AIB: 0.25; ICB: 3.75
CTFA (TAX); CFP: 2.0
Prerequisites: Basic knowledge of estate tax
Course Description: Estate Planning for Charitable Giving
provides participants with the knowledge needed to advise clients in the
area of charitable giving and how it is used to provide additional
liquidity for the estate and savings on potential estate taxes.
Revised 2010
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Learning Objectives:
After completing this course,
students will be able to: |
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Identify the
advantages, features, and benefits of charitable trusts.
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- Explain the
tax rules affecting charitable contributions
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- Advise clients
when charitable gifts are appropriate and how such gifts should be made, in
light of tax and non-tax considerations
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- Counsel clients
regarding charitable planning opportunities
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- Distinguish
between public charities and private foundations
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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.
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