PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) E-LEARNING TGS-2022016773

Learn about advanced trust planning techniques that are commonly used by families and family businesses to thrive beyond three generations.

What will you learn?

ACTIVE LIVING TRUST

FAMILY CONSTITUTION

PRIVATE TRUST COMPANIES

Trusts that are actively managed during the lifetime of the settlor. The use of underlying companies for investments and operating businesses.
PTCs are used by families that wish to have more control over the administration of their family trusts.
While trusts and PTCs provide the hardware to the longevity and management of a family business, it is the Family Constitution that provides the software and rules of the family and the family business.

Course Content

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Introduction

Introduction 1 Topic

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Review of living trust

Part 1

The Taxation of Trust 1 Topic

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Of domestics and foreign trusts

Part 2

Active Living Trust 2 Topics

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Assets held by trust

Assets held through underlying company

PART 3

Private Trust Companies 1 Topic

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Evolution of a family business

Part 4

Family Office 1 Topic

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A structure to managed the family assets and business

Part 5

Family Business Constitution 1 Topic

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Setting up the governance

Part 6

Tax Incentives For Family Offices 2 Topics

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For a family’s investment funds

Course summary

PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) E-LEARNING TGS-2022016773

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Durations

8 Hours

Lessons

7

Price

$ 1000

Trusted by Employee from Notable Organisations

We are a training provider offering IBF-accredited estate planning courses, sales-enhancing language classes, and financial literacy courses for the young.

PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) E-LEARNING TGS-2022016773

What will you learn?

ACTIVE LIVING TRUST

FAMILY CONSTITUTION

PRIVATE TRUST COMPANIES

Course Content

Trainers

PRACTICAL TRUST PLANNING – MODULE 2 (PTP2) E-LEARNING TGS-2022016773

Durations

8 Hours

Lessons

7

Price

$ 1000

Trusted by Employee from Notable Organisations

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Contact

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