P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Introduction to Estate Planning
Course Description: Introduction to Estate Planning provides an overview of the taxation and estate planning issues that affect personal trusts. It covers basic fiduciary income tax and the role of transfer taxes in basic estate planning. Audience: New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department. Learning Objectives: After completing this program, you will be able to:   • Define basic terms   • Explain how trusts are taxed   • Calculate distributable net income   • Minimize transfer taxes   • Calculate gift, estate, and generation-skipping transfer taxes   • Describe why estate planning is important   • Identify considerations when developing an estate plan Course Credits: AIB: 0.50 ; ICB: 7 CTFA/TAX; CFP: 1.0 Prerequisites: Introduction to Trust Administration or equivalent knowledge and experience, including a basic understanding of the trust business Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $335   •   NonMembers $450       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association