Southeast Regional Center for Financial Training, Inc.          

 

 

AIB Estate Planning for Lifetime Gifts (AIB-8410)

 

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This course introduces participants to the concept of lifetime gifts. It discusses the appropriateness of lifetime gifts, use of the annual exclusion, and various techniques for transferring assets.

 

Delivery Options

 

Self-Paced online

 

Audience

 

Trust Officers who already have a basic knowledge of estate and gift taxes and who seek to expand their skills to enable them to advise clients with respect to clients’ estate plans.

 

Learning Objectives

 

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

 

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834