Planning for Estate Tax
Course Number: ABA
Course Code: ABA
Explains types of property included in a gross estate and assets not included, estate tax rules concerning jointly owned property and transfers of property to another individual, how allowable deductions are identified and subtracted from the value of the gross estate, and an illustration and examples of estate tax calculations.
Updated: March 2019
Re-versioned: July 2016
What You’ll Learn
After completing this course, students will be able to:
-Identify assets that are included in the gross estate
-Identify expenses that can be deducted from the gross estate
-Explain how the estate tax is calculated
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.