This course will give you the knowledge necessary to discuss the implications of federal estate and gift taxes, and to answer common tax-related client questions.

   Audience: Trust Officers who have already achieved a basic level of knowledge and understanding of federal estate and gift taxes.

    Learning Objectives

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

• Explain the impact of the unified tax system
• Identify the types of property included in the gross estate
• Explain the principles of valuing property in the gross estate
• Identify property that may be subject to a discount in valuation
• List deductions, exclusions, and credits that apply to either the estate or gift tax
• Describe transfers that are subject to the gift tax
• Calculate estate or gift tax due

Enrollment Form

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

..\Enroll_form.pdf