Estate Planning for the Marital Deduction

$135.00

  • Total

SKU: 10178 Category: Tag:

Description

Explains factors that affect planning for the marital deduction trust and the tax impact of the marital deduction and transfer tax credits. Explains the common types of marital trusts. Describes advantages of a pecuniary bequest, factors to consider for a nonformula pecuniary bequest, and the benefit of the formula pecuniary clause. Discusses advantages and disadvantages of pecuniary credit shelter bequests and nonformula fractional share bequest.

What You’ll Learn

After completing this course, students will be able to:

  • Recognize the importance of planning for the marital deduction
  • Explain the various marital formulas and how they can be 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.

Length

Approximately 40 minutes

Credits

1.0 CTFA

Member Price

135.00

Non-Member Price

185.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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