TRUST APPLICATIONS
Practical Trust Planning – Module 1 (PTP1)
Overview
Learn the trust planning needs of the modern individual who today is wealthier, living longer, well-travelled and likely to own a business.
Highlights
COMMONLY USED TRUST STRUCTURES
Learn the 3 structures used by the majority of Singapore families – the Testamentary Trust, Insurance Trust and Standby Living Trust.
FACT-FINDING PROCESS
Use a simple Fact-Finding process to quickly and effectively understand client needs.
REAL-LIFE INSURANCE-BASED CASE STUDIES
Trainer uses Case Studies from his experiences and actual client situations where life insurance forms the foundation of each estate plan.
Curriculum
- Introduction
What is Estate Planning?
What is a Trust?
How Trusts came about - Testamentary Trusts
A basic Testamentary Trust
Financial Planning & Testamentary Trusts - Living Trust Basics
Key features - Common Types of Living Trusts
Insurance Trusts
Standby Living Trusts
Other Uses of Living Trusts
Course Fees
Online Training
$1,000/person
$100*/person
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
In-Person Training
$1,200/person
$120*/person
*After 90% IBF Subsidy.
*Terms & conditions apply. Valid till 31 December 2021.
Course Duration
8 hours over 1 day or 2 half days.