The Estate Planning Overview course 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.
After successfully completing this course, you should 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.
Who Should Attend:
Trust Officers who have already achieved a basic level
of knowledge and expertise in the trust field.
