Introduction to Estate Planning

American Bankers Association
Training overview
Length: 120 minutes
Price: 450 USD + tax
Course homepage: Click here
Next start date: Available On-Demand - Online
Training type: On-Demand

Course description

Covers tax implications for grantor and charitable trusts and the concepts of gift, estate, and generation-skipping transfer taxes. Presents special rules for taxes, ways to minimize taxes, and how to calculate gift and estate taxes. Explains advantages and disadvantages of making lifetime gifts, and estate planning with the marital deduction.

Who should attend?

Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.

About supplier

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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