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Southeast RegionalCenter for Financial Training
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Tel. 904-354-4830Fax 904-354-1834 Website: www.cft-flsc.org |
Estate Planning for Lifetime GiftsThis 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.
Estate Planning for Lifetime Gifts |
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AIB Course # |
AIB-8410 |
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Credit Hours |
1/4 |
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Availability: (See website for details) |
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:
(Download and print from SER-CFT website, complete and fax to 904-354-1834)