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Introduction to Estate Planning - ABA eLearning

Price: $335 members; $450 non-members      ENROLL NOW
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.