This course presents the basic knowledge to enable Trust Officers to recognize the needs of clients in order to determine an estate plan with tax or non-tax considerations. The course also reinforces the consequences of the unauthorized practice of law.

   Audience: Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field.

    Learning Objectives

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

• Examine the goals of estate planning as part of a client’s overall financial strategy
• Identify non-tax considerations as relevant to estate planning
• Recognize the consequences of engaging in the unauthorized practice of law

Enrollment Form

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

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