Estate Planning Fundamentals

$135.00

  • Total

SKU: 11192 Category: Tag:

Description

Explains the estate planning process, the benefits of estate planning, and the issues to consider when developing an estate plan. Describes the various estate planning documents—wills, trust agreements, living wills, and the types of powers of attorney. Explains ways to make gifts to minors and still allow adult control of the property. Discusses the advantages and disadvantages of making lifetime gifts.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the steps in, and inputs to, the estate planning process
  • Describe the benefits of estate planning
  • Explain issues to consider when developing an estate plan
  • Describe the purpose of various estate planning documents
  • Describe ways to make gifts to minors that allow adult control of the property
  • Identify advantages and disadvantages of making lifetime gifts

Additional information

Audience

Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration.

Length

Approximately 30 minutes

Credits

0.75 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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