Southeast Regional

Center for Financial Training

 

Tel.   904-354-4830     

Fax   904-354-1834

Website: www.cft-flsc.org

 

                       Estate Planning for the Business Owner

This course examines the issues associated with the transfer of various types of business entities including valuation and tax considerations.

 

Estate Planning for the Business Owner

AIB Course #

AIB-8412

Credit Hours

½

Availability:

(See website for details)

Self-Paced Online

 

 

   Audience: Trust Officers who have already achieved a basic expertise with estate planning generally and who seek to expand their knowledge of estate planning for business owners. Participants undertaking this course should have a firm understanding of the transfer tax system and basic estate planning for the marital deduction.

 

    Learning Objectives

 

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

 

Enrollment Form

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

..\Enroll_form.pdf