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earning Course Catalog
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AIB Overview
Trust Curriculum
Introduction to Estate Planning
- ABA eLearning
Price: $335 members; $450 non-members
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Registration Form Enroll
Online
This course is also
available at discounted prices under an annual license. Call or email
for details.
Course Credits: AIB credit: 0.5; ICB: 8.25 CTFA/TAX; CFP: 1.0
Course Prerequisites: Introduction
to Trust Administration or equivalent knowledge or experience
Course Description: Introduction
to Estate Planning provides
an overview of the taxation and estate planning issues that affect personal
trusts. It covers basic fiduciary income tax and the role of transfer
taxes in basic estate planning.
Audience: New trust administrators, trust associates,
private bankers, trust tax professionals, trust compliance officers,
business development officers and trust operations officers who work in the
trust department.
Learning Objectives:
After completing this course,
students will be able to:
·
Define basic
terms.
·
Explain how
trusts are taxed.
·
Calculate
distributable net income.
·
Minimize
transfer taxes.
·
Calculate
gift, estate, and generation-skipping transfer taxes.
·
Describe why
estate planning is important.
·
Identify
considerations when developing an estate plan.
Questions: Call 212-297-1679 for package
pricing for multiple enrollments or
elegg@nyba.com.
The New York Bankers
Association is a Local ABA Training Provider.
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