ESP Career Talk Part 2 - PreceptsGroup

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Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.

PROGRAMME STRUCTURE

WILLS
2 DAYS

MARKETING & EXAM
½ DAY

TRUSTS
21 DAY

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 & LEARNING OUTCOMES

Upon completion of this course, participants will be equipped with the essential skill sets and knowledge to engage with clients in succession planning. Participants will be in a position to:

Estate Planning Course Calendar

Year 2020	Wills Training	Marketing & Exams	Trust Training
Months	(9am – 5pm)	(9am – 1pm)	(9am – 5pm)
January	7, 8	9	10
February	11, 12	13	14
March	10, 11	12	13
April	15, 16	17	22
May	13, 14	15	19
June	16, 17	18	19
July	14, 15	16	17
August	12, 13	14	19
September	15, 16	17	18
October	13, 14	15	16
November	17, 18	19	20
December	8, 9	10	11

Training Schedule
WILLS TRAINING – 2.5 DAYS

DAY ONE

Time	Subject
09:00am – 09:15am	Registration
09:15am – 10:30am	Introduction to Precept Estate Planning Platform Overview of Estate Planning Interstate Succcess Act
10:30am – 10:45am	Tea Break
10:45am – 12:00pm	Estate Planning through Wills Introduction to Wills Law
12:00pm – 01:00pm	Lunch
01:00pm – 03:30pm	Will Consideration Introduction to e-Will Writing Form Location of Assets
03:30pm – 03:45pm	Tea Break
03:45pm – 05:00pm	The duties of the Executor The role of the Trustee Guardian of Minor Children Grant of Probate vs Letter of Administration

DAY TWO

Time	Subject
09:00am – 10:15am	Types of Specific Gifts - Movable and Immovable Insurance Nominations CPF Nominations Residuary Estate Testamentary Trust
10:15am – 10:30am	Tea Break
10:30am – 12:00pm	Introduction to Estate Administration Digital Assets Fee Sharing Schedule
12:00pm – 01:00pm	Lunch
01:00pm – 03:30pm	Workflow & Attestation Wills Law - Case Studies Singapore Real Estate Dealing with Cross-Border Assets
03:30pm – 03:45pm	Tea Break
03:45pm – 05:00pm	Risk Management Aspects of Will Writing Custody Services

DAY THREE

Time	Subject
09:00am – 11:00am	Building Your Estate Planning Business with Precepts
11:00am – 11:30am	Tea Break
11:30am – 12:30pm	Exam
12:00pm – 12:30pm	Review of Starter Kit

Training Schedule
TRUSTS TRAINING – 1 DAY

DAY FOUR

Time	Subject
09:00am – 09:15am	Registration
09:15am – 10:15am	Introduction to Trust Differences between Will & Trust
10:15am – 10:45am	Tea Break
10:45am – 12:00pm	Parties to a Trust Categories of Trusts Purposes of creating a Trust
12:00pm – 01:30pm	Lunch
01:30pm – 02:30pm	Lasting Power of Attorney Introducing, Facilitating and Creating Trusts
02:30pm – 03:00pm	The Trustee Services at Precepts Trustee Ltd
03:00pm – 03:30pm	Tea Break
03:30pm – 05:00pm	Applications of Life Insurance Trust Regulations of Trust Companies Q&A

Enquire with us today

PreceptsGroup

We are dedicated to provide comprehensive planning and solutions for wealth distribution, wealth succession, estate administration for individuals and families.

Services

Support

Trust Offering

Estate Administrator and Executorship

Private Wealth

Corporate and Escrow Services

Corporate Services

Other Services

Enquire with us today

Trust Offering

Estate Administrator and Executorship

Private Wealth

Corporate and Escrow Services

Corporate Services

Other Services

Enquire with us today

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