Southeast
Regional Center for Financial Training, Inc.
AIB Introduction to Estate Planning
Introduction to Estate Planning provides an overview of the taxation and estate planning issues that affect personal trusts. It covers basic fiduciary income tax and the role of transfer taxes in basic estate planning. REVISED 2009
Delivery Options
Self-Paced Online
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives
At the conclusion of the program participants will be able to:
Define basic terms
Explain how trusts are taxed
Calculate distributable net income
Minimize transfer taxes
Calculate gift, estate, and generation-skipping transfer taxes
Describe why estate planning is important
Identify considerations when developing an estate plan
Download and print an enrollment form from here, complete and fax to 904-354-1834