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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.

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