TRUST APPLICATIONS
Practical Trust Planning – Module 2 (PTP2)
Overview
Learn about advanced trust planning techniques that are commonly used by families and family businesses to thrive beyond three generations.
Highlights
ACTIVE LIVING TRUST
Trusts that are actively managed during the lifetime of the settlor. The use of underlying companies for investments and operating businesses.
PRIVATE TRUST COMPANIES
PTCs are used by families that wish to have more control over the administration of their family trusts.
FAMILY CONSTITUTION
While trusts and PTCs provide the hardware to the longevity and management of a family business, it is the Family Constitution that provides the software and rules of the family and the family business.
Curriculum
- Introduction
Review of Living Trusts
The Taxation of Trusts - Active Living Trusts
Assets held by trust
Assets held through underlying company - Private Trust Companies
Evolution of family businesses - Setting up a Family Office
Setting up Family Business Governance
Tax Incentives for family investment funds
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.