Gift Strategy and Taxation

$135.00

SKU: 10212 Category: Tag:

Description

Illustrates how to compute the gift tax, identifies who is liable to pay gift tax, and the impact of gift taxation on powers of appointment. Explores the benefits of a lifetime gift program and disadvantages of lifetime gifts. Demonstrates shifting income with gifting, and options for adults to retain control of property transferred to a minor. Emphasizes the importance of the marital deduction in estate planning.

What You’ll Learn

After completing this course, students will be able to:

  • Describe the basics of gift taxation
  • Explain the exclusions and gifting options
  • Describe the rules and advantages of the marital deduction
  • 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

    1.00 CRSP, 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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