Trusts and Taxation - Online

Designed for banking professionals seeking to service the high net-worth market, this course explains the specific characteristics of trusts and the objectives that trusts can accomplish for high-net-worth individuals. It also explores the various types of trusts and their particular applications, concluding with the duties of a trustee.

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
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.
Trusts and Taxation
  • Capital Gains Tax
  • Transfer Taxes
  • Estate and Gift Taxes
  • Generation Skipping Transfer Taxes