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Estate Planning to Achieve Client Goals

Estate Planning to Achieve Client Goals


Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Estate Planning to Achieve Client Goals explains the fundamentals of estate planning. This course describes how to talk to clients about the importance of estate planning, the estate planning process, and the documents that are needed to implement an estate plan correctly to reach a client’s goals. It explains the advantages and techniques associated with donating through annual and lifetime gifts. This course also identifies clients who are good candidates for estate planning strategies. This course explains how to present the advantages and drawbacks of gifts to minimize estate tax.    
  • Describe the basics of estate planning to clients
  • Explain how the gift tax annual exclusion and lifetime gifts are used in estate planning
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008