Introduction to Estate Planning

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

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

Understand the special rules for taxes, ways to minimize taxes, and how to calculate gift and estate taxes. Identify considerations to take into account when developing an estate plan Investigate the advantages and disadvantages of making lifetime gifts, and look into estate planning with the marital deduction.

Certification / Credits

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
  • Course Credits

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

    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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