join as esp

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
1 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:

  • Introduce to the client concepts and structures relating to wealth distribution and succession
  • Discuss issues faced by the family that impact succession planning
  • Explore with the client critical issues relating to their individual scenario
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
Training Schedule
TRUSTS TRAINING – 1 DAY

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
join us today and get free advice
  • 10 Anson Road,
    International Plaza,
    #06-17, Singapore 079903
  • +65 6221 8633
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PreceptsGroup

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

Contact Us
  • +65 6221 8633
  • contactus@preceptsgroup.com

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