Estate Planning to Achieve Client Goals

$175.00

SKU: 10180 Category: Tag:

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