Before you proceed to wealth accumulation, it is important that all your assets are well conserved, in highlighting the vital elements in tax planning, using insurance as a Financial Tool enabling the wealth preservation of an individual or organization. Thus, it includes the process of advising the clients the potential losses of estate and business value when he dies.

Through this course you will able to understand step-by-step process assisting your clients achieves wealth foundation through estate planning.

Topics:-

1. Role of will Estate Planning

2. Role of trust in Estate Planning

3. Estate Tools

a.       Memorandum of agreement, S & P

b.      Trust deed, Will document, Insurance

4. Role of insurance in Estate Planning

5. Trust mechanism in wealth preservation

6. Tax Planning in estate administration

7. Technicality differences in distribution of estate such as business, EPF, insurance, house, cash, shares, etc

8. What is the common practice of fee imposed distribution of estate?