MODERN ESTATE PLANNING – MODULE 3 (MEP3) CLASSROOM TRAINING TGS-2022602422
Introduction
Highlights
Course outline
Instructors
Learn about three common and not well understood family situations that financial planners will encounter in their work.
What will you learn?
Understand how we can plan for persons with special needs
Examine the intricacies of planning for Muslims and the various strategies that can be used specifically for Muslims
Learn about divorce and how assets can be protected
Course Description
The focus of this module is on three common family situations that financial planners will encounter in their work.
The first situation is planning for persons with special needs (PSN). We look at what special needs means and how we have to be sensitive to the words we use to describe PSNs. We explore the financial & trust planning for PSNs, and how insurance can give PSNs a secure financial future and caretakers a peace of mind.
The second situation is on divorce and how a couple can obtain a divorce by various means. And when divorce happens, how assets can be protected especially for the vulnerable spouse and the children of the marriage. As divorce rates increase by the year, financial planners will face many clients in a divorce situation or who are concerned about the possible divorce of their children.
Finally, we look at planning for Muslims whose inheritance system is quite different from that of non-Muslims in Singapore. The estate of a Muslim is broken into reserved and free portions where the reserved portion is quite strictly enforced. We look at how Muslims can plan their estates in a way that may be more equitable for certain family members.
Attendees will gain practical knowledge from actual case studies to guide their clients in their estate planning as well as enhancing their core financial planning practice. The trainers are not only accomplished estate planning practitioners in the legal, financial and trust industries but are excellent at simplifying and communicating technical content.
- We explore the financial & trust planning for persons with special needs (PSN), and how insurance can give PSNs a secure financial future and caretakers a peace of mind..
- When divorce happens, how are assets divided? We examine how assets can be protected especially for the vulnerable spouse and the children of the marriage.
- The estate of a Muslim is broken into reserved and free portions where the reserved portion is quite strictly enforced. We look at how Muslims can plan their estates in a way that may be more equitable for the family.
Course Content
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Introduction
Part 1
Planning For Muslim
3 Topics
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Lesson Content
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Part 2
Lesson Content
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PART 3
Trainers
Founder & Executive Director
Riverside Trustees Limited
Founder & Managing Director
Integro Law Chambers
Managing Director
Aureus Law Corporation
