Estate Planning to Achieve Client Goals
Course Number: ABA
Course Code: ABA
Explains how to talk to clients about the estate planning process and needed documents for an estate plan and reach client goals. Explores the advantages and techniques associated with donating through annual and lifetime gifts to minimize estate tax.
Updated: January 2018
Re-versioned: July 2016
What You’ll Learn
After completing this course, students will be able to:
-Describe the basics of estate planning to clients
-Explain how the gift tax annual exclusion and lifetime gifts are used in estate planning
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.