This case study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations.

   Audience: This course is appropriate for Trust Officers who have completed the five Estate Planning courses in the Personal Trust Curriculum Levels 2 and 3.

·         Estate Planning Overview

·         Estate Planning for the Marital Deduction

·         Estate Planning for Lifetime Gifts

·         Estate Planning for Charitable Giving

·         Estate Planning for the Business Owner

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Identify planning opportunities that meet clients’ needs
• Determine the tax effect of a client’s estate plan and possible transactions
• Design strategies to minimize a client’s estate taxes
• Craft solutions to client needs that will bring new business opportunities

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

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