Estate Planning to Achieve Client Goals


Estate Planning to Achieve Client Goals explains the fundamentals of estate planning. This course describes how to talk to clients about the importance of estate planning, the estate planning process, and the documents that are needed to implement an estate plan correctly to reach a client’s goals. It explains the advantages and techniques associated with donating through annual and lifetime gifts. This course also identifies clients who are good candidates for estate planning strategies. This course explains how to present the advantages and drawbacks of gifts to minimize estate tax.


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.


Learning Objectives: After completing this course, students will be able to:

  • Describe the basics of estate planning to clients
  • Explain how the gift tax annual exclusion and lifetime gifts are used in estate planning