Estate Planning to Achieve Client Goals

ABA SELF-PACED ONLINE TRAINING

Explains how to talk to clients about the estate planning process and needed documents for an estate plan and reach client goals. Explores the advantages and techniques associated with donating through annual and lifetime gifts to minimize estate tax.

Objectives:

  • Describe the basics of estate planning to clients
  • Explain how the gift tax annual exclusion and lifetime gifts are used in estate planning

Audience:  Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

ABA Certifications: 1.0 CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
Enroll Online:
Member $175
Non-Member $225


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To license this course for multiple learners, contact NYBA Professional Development.