Family SITUATIONS
Modern Estate Planning – Module 2 (MEP2)
Overview
Learn to plan for foreigners in Singapore, customize the LPA for special situations and how an estate plan can incorporate charitable giving.
Highlights
FOREIGN ELEMENT
Learn basic estate planning for foreigners in Singapore. Discover how some Asian inheritance systems differ in terms of forced heirship, marriage regimes and estate tax.
LPA FORM 2
Understand how the LPA can be customised. Link the LPA to a living trust so that your family can be better looked after if you lose mental capacity.
CHARITABLE GIVING
The majority of HNW individuals give during their lifetimes. Giving can be achieved during and after one’s lifetime. Insurance can help to regenerate trust funds for long-lasting giving.
Curriculum
- Basics of Planning for Foreigners
Wills & Trusts for foreginers in Singapore
Inheritance and marriage systems in Indonesia, Thailand and China - LPA Form 2
Customising Donee instructions
Appointing Trust company as Donee - Other Later Life Documents
Advance Medical Directive (AMD)
Advance Care Plan - Charitable Giving
The giving landscape in Singapore
Testamentary giving
Inter-vivos giving
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.