Trusts and Taxation - Online

This module will help you to become familiar with general trust concepts and to recognize situations where it may be useful to implement trusts as a planning strategy.

This course replicates the content from lesson 2 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
banking professionals seeking to service the high net-worth market and private investors dealing with trusts.
Students will be able to:
  • Calculate Capital Gains and the Capital Gains Tax, and recognize its characteristics and impact upon one's wealth.
  • Identify characteristics of the annual exclusion amount & credit shelter amount.
  • Recognize the basic rules associated with gift/estate taxes, generation-skipping transfer taxes, and related tax implications.
  • Duties of a Trustee - Online
  • Types of Trusts - Online
  • Characteristics of Trusts - Online
  • Introduction to Trusts - Online
  • Estate Planning - Online
    • Trusts and Taxation
    • Capital Gains Tax
    • Transfer Taxes
    • Estate and Gift Taxes
    • Generation Skipping Transfer Taxes
    Duration: 1 hour