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Introduction to Estate Planning

Course List | ABA Member Registration | Non-Member Registration

Introduction to Estate Planning provides an overview of the taxation and estate planning issues that affect personal trusts. It covers basic fiduciary income tax and the role of transfer taxes in basic estate planning.

Price $450 Nonmembers / $335 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits AIB: 0.50; ICB: 4.50 CTFA (TAX), CISP
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

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.

Learning Objectives

After completing this course, students will be able to:

  • Define basic terms
  • Explain how trusts are taxed
  • Calculate distributable net income
  • Minimize transfer taxes
  • Calculate gift, estate, and generation-skipping transfer taxes
  • Describe why estate planning is important
  • Identify considerations when developing an estate plan


Questions? Please contact training@aba.com for more information.