Introduction to Estate Planning

American Bankers Association
Training overview
120 minutes
450 USD + tax
Next start date: Available On-Demand - Online
ABA Events and Training

Course description

Introduction to Estate Planning

Introduction to Estate Planning covers tax implications for grantor and charitable trusts and explores the concepts of gift, estate, and generation-skipping transfer taxes.

Who should attend?

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

Training Content

After completing this course, students will be able to:

  • Define basic terms
  • Explain how trusts are taxed
  • Minimize transfer taxes
  • Calculate gift and estate taxes
  • Describe why estate planning is important
  • Identify considerations when developing an estate plan
  • Use the marital deduction to maximize estate planning

Certification / Credits

Course Credits

  • ABA Professional Certifications: 2.0 CISP​, CTFA​​​​
  • ABA Certificates: This course applies to the ABA Certificate in Trust: Foundational​.

Why choose ABA?

140 years in the banking industry

Wide range of training options for various bank job roles

Certificate and professional certification courses available

About ABA

American Bankers Association

American Bankers Association

The American Bankers Association is the united voice of America's banks—small, regional and large—that together employ more than 2 million women and men, hold nearly $17 trillion in assets, safeguard $13 trillion in deposits and extend more than $10 trillion...

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Contact info

American Bankers Association

American Bankers Association
1120 Connecticut Ave NW
20036 Washington, DC

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