Planning for Estate Tax
ABA SELF-PACED ONLINE TRAINING
Explains types of property included in a gross estate and assets not included, estate tax rules concerning jointly owned property and transfers of property to another individual, how allowable deductions are identified and subtracted from the value of the gross estate, and an illustration and examples of estate tax calculations.
- Identify assets that are included in the gross estate
- Identify expenses that can be deducted from the gross estate
- Explain how the estate tax is calculated
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.
1.0 CISP, CTFA
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679