Family SITUATIONS
Modern Estate Planning – Module 1 (MEP1)
Overview
Learn about the Will, Trust and LPA. These are the 3 most important documents in any Estate Plan.
Highlights
WILL
Specify who will receive your assets and who will look after any minor children. A Will helps avoid fights and confusion. Learn about how to deal insurance, properties & other assets.
TRUST
Use a Trust to stagger your gifts over time to young children, elderly parents and charities. Learn a basic and affordable trust structure that any family can have – including your own.
LPA FORM 1
As we live longer, there is a higher chance we could lose mental capacity. An LPA lets you specify who should look after you and how.
Curriculum
• Broad introduction into Modern Estate Planning & its growing relevance
• Basics of various legal instruments for estate planning: Wills, Trusts, and Lasting Power of Attorney (LPA) Form 1
• This module counts towards attaining CEPA Level 1 Certification by Legasy Planners.
- Introduction
What is Modern Estate Planning? - Wills Planning
What if no Will?
Persons in the Will
Dealing with various assets – insrance, bank accounts, properties, digital assets - Trusts Planning
Every family can and should have a trust
Will Trusts - Last Power of Attorney (LPA) Form 1
What if there is no LPA?
Choosing donees
Registering the LPA
Course Fees
Online Training
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
In-Person Training
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
Course Duration
8 hours over 1 day or 2 half days.