Federal Estate Tax

$135.00

  • Total

SKU: 10275 Category: Tag:

Description

Note: This course was previously titled Planning for Estate Tax.

Explains types of property included in a gross estate and assets not included, estate tax rules concerning jointly owned property and transfers of property to another individual, how allowable deductions are identified and subtracted from the value of the gross estate, and an illustration and examples of estate tax calculations.

What You’ll Learn

After completing this course, students will be able to:

  • Identify assets that are included in the gross estate 
  • Describe expenses that can be deducted from the gross estate 
  • Explain how the estate tax is calculated

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

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

0
    0
    Your Cart
    Your cart is emptyReturn to Shop