Planning for Estate Tax

Course Number: PET1

Course Code: ABA 364

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.

Learning Obj​​​​ectives
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

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CISP, CTFA (TAX)

Length: 55 minutes

ABA Training