Family SITUATIONS
Modern Estate Planning – Module 3 (MEP3)
Overview
Learn about three common and not well understood family situations that financial planners will encounter in their work.
Highlights
FOREIGN ELEMENT
We explore the financial & trust planning for persons with special needs (PSN), and how insurance can give PSNs a secure financial future and caretakers a peace of mind..
DIVORCE & ITS FINANCIAL ASPECTS
When divorce happens, how are assets divided? We examine how assets can be protected especially for the vulnerable spouse and the children of the marriage.
ISLAMIC INHERITANCE
The estate of a Muslim is broken into reserved and free portions where the reserved portion is quite strictly enforced. We look at how Muslims can plan their estates in a way that may be more equitable for the family.
Curriculum
- Planning for Persons with Special Needs
What Special Needs Means
Financial & Trust Planning for PSNs - Marriage, Divorce & Asset Protection
Stages of Divorce
Ancillary Matters – financial & children matters
Asset Protection through Living Trusts - Planning for Muslims
About Muslims in Singapore
Muslim Inheritance Law
Some Gifting Options
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.