Personal Trust Curriculum Level 3 -

Estate Planning Case Study (AIB)             

Course Code: 8413

Program Description:

This case study provides an opportunity to apply concepts learned in earlier estate planning courses to real-world client situations.

After successfully completing this course, you should be able to: 

• Identify planning opportunities that meet clients’ needs
• Determine the tax effect of a client’s estate plan and possible transactions
• Design strategies to minimize a client’s estate taxes
• Craft solutions to client needs that will bring new business opportunities

Who Should Attend:

This course is appropriate for Trust Officers who have completed the five Estate Planning courses in the Personal Trust Curriculum Levels 2 and 3.