Estate Planning, Wills and Trusts for Financial Services Professional
PROGRAMME STRUCTURE

This is structured to kickstart your knowledge in Estate Planning. The trainers are senior and qualified practitioners who are experienced and passionate in Estate Planning.

OBJECTIVES

To deep dive into the estate planning solutions provided by wills & trusts.

LEARNING OUTCOME:

You will understand the different Estate Planning tools (Wills, Trusts, CPF & Insurance Nomination, LPA) available and use them effectively to assist your clients to create a well-thought-out estate plan.

Estate Planning, Wills and Trusts for Financial Services Professional
3-DAY COURSE OUTLINE

Estate Planning, Wills and Trusts for Financial Services Professionals

DAY 1

  • Introduction to Estate Planning
  • Overview of Estate Planning
  • Intestate Succession Act
  • Appointment of Administrator
  • Application of Letter of Administration
  • Circumstances where sureties are required
  • Revocation of a Will
  • Wills Consideration
  • About the Testator
  • Location of Assets & Attestation
  • The duties of the Executor & Trustee
  • Introduction to Estate Administration
  • Grant of Probate vs Letter of Administration
  • Guardian of Minor Children
  • Beneficiaries
  • Types of Specific Gifts – Movable & Immovable
  • Insurance Nominations
  • CPF Nomination
  • Residuary Estate
  • Testamentary Trust
  • Digital Assets

DAY 2

  • Singapore Real Estate
  • Dealing with Cross-Border Assets
  • Risk Management Aspects of Will Writing
  • Will Custody Services
  • Case Studies

DAY 3

  • Introduction to Trust
  • Differences between Will & Trust
  • Parties to a Trust
  • Categories of Trusts
  • Purposes of creating a Trust
  • Ways in using the Trust
  • Applications of Life Insurance Trust
  • Lasting Power of Attorney
  • Some Planning Considerations
  • Introducing, Facilitating and Creating Trusts
  • Regulations of Trust Companies

Note:

The 3-day course is purely a course to gain knowledge on estate planning solutions.
The class is conducted online over Zoom currently.

TESTIMONIALS:
2022 CALENDAR

Our classes are conducted Online or Face to Face at Precepts Office (#06-17 International Plaza)
Please click on the registration links below for the mode of class. 

BROCHURES

Click on Brochure for more details

REGISTRATION

If you are working in a Financial Institution and utilising IBF-FTS Funding,

REGISTER at http://bit.ly/precepts_esp2022

OR

If you are NOT working in a Financial Institution and utilising SkillsFuture credits/Cash,

REGISTER at http://bit.ly/precepts_public

JOIN US AS A PRACTITIONER TODAY OR ENQUIRE TO LEARN MORE
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