Description

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.
What You’ll Learn
After completing this course, students will be able to:

Describe the basics of estate planning to clients

Explain how the gift tax annual exclusion and lifetime gifts are used in estate planning

Additional information

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.
Credits	1.0 CTFA
Member Price	175.00
Non-Member Price	225.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online