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Planning for Estate Tax

Planning for Estate Tax


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: August 2014
Planning for Estate Tax explains the types of property that are included in a gross estate, as well as assets that are not included. This course describes the estate tax rules associated with jointly owned property, and transfers of property to another individual. It explains how allowable deductions are identified and subtracted from the value of the gross estate to determine the value of the taxable estate. This course also provides a basic illustration, along with examples of estate tax calculations.
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.
  • Identify assets that are included in the gross estate
  • Identify expenses that can be deducted from the gross estate
  • Explain how the estate tax is calculated

    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