PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

This course provides financial planners with a foundational understanding of Trust planning needs for families.

What will you learn?

UNDERSTAND THE TRUST PLANNING NEEDS OF FAMILIES

INSTRUMENTS COMMONLY USED BY HNW & FOREIGNERS

INSTRUMENTS COMMONLY USED BY SINGAPORE FAMILIES

INSTRUMENT COMMONLY USED BY UHNW & FAMILY BUSINESSES

Course Description

This course covers:
  1. COMMONLY USED BY SINGAPORE FAMILIES – Testamentary Trusts, Standby Trusts and Insurance Trusts.
  2. COMMONLY USED BY HNW & FOREIGNERS – Active Trusts, Private Trust Companies.
  3. COMMONLY USED BY UHNW & FAMILY BUSINESSES – Family Offices.

PRACTICAL TRUST PLANNING – MODULE 1 (PTP1) CLASSROOM TRAINING TGS-2022602282

Course Date

18-07-2024

16-08-2024

18-09-2024

17-10-2024

21-11-2024

Durations

8 Hours

Lessons

7

Price

$ 300

Trusted by Employees from Notable Organisations