PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) CLASSROOM TRAINING TGS-2023040300
Introduction
Highlights
Course outline
Instructors
This course provides financial planners with an understanding of more advanced trust planning techniques that are used by HNW families and family businesses. This is an important topic because financial planners face an increasing number of HNW families, many of whom own multi-generational family businesses.
What will you learn?
Understand the more advanced trust planning techniques that are used by HNW families and family businesses
Use a fact find process and script to meet the Trust planning needs of clients
Grasp the fundamentals of some of the most commonly used Trust structures - Will Trusts, Insurance Trusts and Standby Living Trusts
Course Description
We look at these situations: (a) active living trusts into which persons still living transfer assets (b) the friendly tax regime that Singapore trusts are subject to for both domestic and foreign families (c) how a family business wishing to pass business assets to future generations can do so with a private trust company (d) for the family with substantial assets, how a family office and constitution can safeguard and support family assets, and (e) tax incentives available for single family offices that have substantial investment assets.
Attendees will gain practical knowledge from actual case studies to guide their clients in their conversations with their HNW clients. 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.
PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) CLASSROOM TRAINING TGS-2023040300
Durations
8 Hours
Lessons
7
Price
$ 300
Trusted by Employees from Notable Organisations
