Description
The purpose of this workbook is to allow BNY Mellon officers to develop sufficient knowledge so that they are comfortable helping clients: see the need for estate plans, create and update them, and follow through to implement their plans.
Learning Objectives
The Learning Objectives are understand the following topics: Introduction to Estate Planning, Federal Estate and Gift Taxes, Important Documents and Probate, Title to Property and Living Trusts, Structuring Estate Plans, Implementing Estate Plans, Death of a Client, and Planning for Non-Resident Aliens.