Absolute Estate Planning
Consultant Official Certificate
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WHAT YOU WILL LEARN
In-depth knowledge of Wills
Fundamentals of a will - Executors, guardians and their replacements. Specific Gifts of a multitude of asset types. Residual assets distributed as gifts or dealt with as a trust. Difference between Singapore and worldwide Wills.
Using Testamentary Trust
Leveraging Testamentary Trust to cater for real estate, insurance policies and/or cash. Trustees and assigning the appropriate trustee powers to them.
Additional Clauses for Succession Planning
Additional clauses planned to enhance the relationship of the Advisor and their clients.
Dealing with Assets with Foreign Owners and their Beneficiaries
Structuring Tax Compliant reporting structures for Foreign Clients and Beneficiaries under the CRS regime.
Programme designed and Trained by our Legal Committee
Certified within 2 half-days
50% Knowledge, 50% Hands-on
SKILLS YOU WILL BE EQUIPPED WITH TO SERVICE CLIENTS WITH
01
Singapore and Worldwide Wills
Draft both Singapore and worldwide Wills WITHOUT A LAWYER.
02
Testamentary Trust
Utilise and include Testamentary Trusts in your clients' Wills to serve their Real Estate, Insurance Policies or Cash needs WITHOUT A LAWYER.
About our Estate Planning Certification Program
This course focuses on the need for property succession and the administration of the properties in the estate. The client may also want their real estate to be held on Trusts for medium to long term capital gains. A good reason to hold on to properties after one’s lifetime is that at some point in the future, there could well be en-bloc opportunities.
This course will educate participants how they can advise clients in relation to the inheritance of Real Estate through Will making, Testamentary Trusts and Living Trusts such as the Standby Trust. Clients may have a need to deal with specific issues relating to asset protection and tax issues such as the stamp duty treatment regime.
With death scenarios, the deceased owner or his spouse may own multimillion-dollar properties. With a will in place, the executors and trustees may be empowered to sell real estate and will need to handle everything from valuation through to legal completion to ensure that the process runs smoothly. This course explains the legal aspects involved in the administration of real estate that will concern all property owners and their ben
A Legal Committee ensuring Lawyer-level Quality Work
By representing our Legal Committee, they play an important role in shaping a supportive environment for our advisors. This includes ensuring our trainings are done comprehensively yet engagingly and performing Quality Control for each legal document created by your advisors on our platform.
Characterist accrues 40+ years of experience in the Legal Services industry. Currently, they are listed as one of Singapore's Best Law Firms by The Straits Times. Characterist offers legal solutions for individuals and businesses including expertise in specialised areas of law.
WHEN IT COMES TO LEGACY PLANNING, DON'T SETTLE FOR ANYTHING LESS.
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