Introduction-to-Estate-Planning

INTRODUCTION TO ESTATE PLANNING (WORKSHOP)

OBJECTIVES

Understand the purpose, importance, key considerations and ways of distributing your assets according to your wishes. You will also learn about wills, nominations, trusts and the Lasting Power of Attorney (LPA).

COURSE OUTLINE

  • What are the objectives and benefits of estate planning?
  • What are the consequences for not planning?
  • What are the key considerations in estate planning?
  • What are the distribution rules of distribution under Intestacy Succession Act
  • Basic steps in estate planning
  • Tools used in estate planning?
  • What is a Lasting Power of Attorney

WHO WILL BENEFIT?

Those who want to know what is estate planning, why it is important and how it can help distribute wealth in a manner according to deceased’s wishes.

Recommended Duration: 3 Hours


IMPORTANCE OF ESTATE PLANNING (TALK)

OBJECTIVES

This module aims to help you understand the importance of estate planning.

COURSE OUTLINE

  • Understanding what is estate planning
  • Why do people avoid estate planning?
  • What is intestacy?
  • What are the unintended consequences of intestacy?
  • How do we minimise the unintended consequences of intestacy?

Duration: 1 Hour


STEPS IN ESTATE PLANNING (TALK)

OBJECTIVES

This talk aims to show you the basic steps in estate planning and the different means of transferring your assets.

COURSE OUTLINE

  • What are the objectives of estate planning?
  • Basic steps in estate planning
  • Tools used in estate planning
  • What is Lasting Power of Attorney

Duration: 1 Hour


Who Should Attend?
Those who want to know what is estate planning, why it is important and how it can help distribute wealth in a manner according to the deceased’s wishes.