Estate Planning to Achieve Client Goals

Course Number: ABA

Course Code: ABA

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

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.

Prerequisites: None

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CTFA


ABA Training