Estate Planning Overview
Estate Planning Overview presents the basic knowledge to enable Trust Officers to recognize the needs of clients in order to determine an estate plan with tax or non-tax considerations. The course also reinforces the consequences of the unauthorized practice of law.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 6.25 (CTFA/PFI) ; CFP: 3.0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field.
Learning Objectives
After completing this course, students will be able to:
- Examine the goals of estate planning as part of a client's overall financial strategy
- Identify non-tax considerations as relevant to estate planning
- Recognize the consequences of engaging in the unauthorized practice of law
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.