|
eLearning Course Catalog
Log Into ABA eLearning
AIB Overview
Trust Curriculum
GENERATION SKIPPING TRANSFER TAX
- ABA eLearning
Price: $160 members; $215
non-members
ENROLL NOW
Course Credits:
AIB: 0.25; ICB:2.25 CTFA/TAX; CFP: 1.0
Prerequisites: Basic knowledge/expertise in trust field
Course Description: Generation Skipping Transfer Tax
provides students with information needed to develop a thorough
understanding of the GST tax and to better respond to common tax-related
questions from clients.
Learning Objectives:
After completing this course,
students will be able to:
·
Define key
terminology, including transferor, skip person, and non-skip person
·
Identify the
three types of generation-skipping transfers
·
Describe the
available GST tax exclusions and the GST tax exemption
·
Calculate GST
tax due
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. |