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Understanding Transfer Tax

Understanding Transfer 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: July 2014

Understanding Transfer Tax identifies the types of transactions that may be considered gifts and describes the conditions that cause gift taxation. This course describes the requirements that must be met for a disclaimer to qualify for exemption from federal gift tax. It explains the exclusions available to clients to minimize or avoid taxes. This course also explains the impact of the unified tax system and how to calculate the amount subject to the gift tax.


  • Define what a gift is for tax purposes
  • Describe the benefits of disclaimers and exclusions for your clients
  • Explain your role in meeting client expectations
  • Describe the methods and costs of transferring property
  • Identify gift tax considerations 

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