Estate Planning Workshop

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Location

SingCapital Pte Ltd

60 Paya Lebar Road

#09-01

Singapore, 409051

Singapore

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Event description
Limited Capacity: Up to 20 Pax Only!

About this Event

This is Not a will writing session. We are focusing on the topic of estate planning and why it is more important to put in place a holistic estate plan than simply only doing a will. What is estate planning? Is it simply only about doing up your will, trust, LPA, etc? How do you structure these instruments to properly tie-in with your unique family circumstances? What are some loopholes which are frequently left unaddressed and which you probably might have missed too?

The core focus is to take care of loved ones whom we will leave behind (in event of our passing) in the best way possible way and to prevent them from falling into hardships. The only way to achieve this as according to our wishes is through a comprehensive pre-planning approach. In this session, learn through case studies and an interactive environment on how to apply the following course outline to your specific family circumstances. Learn what to look out for in your own pre-planning.

Workshop Outline:

Will Planning

  • Why do I need a Will?
  • What are the limitations in a Will?
  • Can I include a trust in my will and under what circumstances will I need a trust?
  • How should I keep my will?

Property Succession

  • How will my property / properties be distributed among my spouse and children?
  • What are the taxes associated with inheritance?
  • How can I address these issues in a way which will maintain harmony in my family?

Planning for Special Needs and Vulnerable Beneficiaries

  • What if my beneficiary is unable to work and requires a care taker for assistance?
  • What if my beneficiary is unable to make good decisions about money and will spend his / her inheritance very quickly?
  • How much money is required to take care of a vulnerable beneficiary?
  • Will the beneficiary always have a roof over his / her head?

Lasting Power of Attorney (LPA) and Advanced Medical Directive (AMD)

  • What is the LPA for and when does it kick in? What is the AMD and when does it kick in?
  • Is doing the LPA form 1 sufficient?
  • Under what circumstances will I need to do the LPA form 2?
  • How does the LPA tie in with my overall estate plan?

Testimonials from participants:

“Very Informative” – Edmund Seah

“Simple explanation with relevant examples” - Germaine Tan

“Clarified doubts and understood more about estate planning” – Andrea Lim

About the Speaker

John Yeo is a Winner at the Singapore FPAS Financial Planner Awards 2019 in the Financial Advisory Open Category for planning for special needs families. Unlike most other awards which are based on sales volume, this achievement focuses on recognizing financial planning quality, excellence and experience that demonstrates the highest level of financial planning skills, professional knowledge and upholding best practices in the industry.

As a practitioner, he has advised families with properties inheritance, planning for special needs children and vulnerable beneficiaries and business succession for business owners. He has been featured in the book "Last Wishes", sharing his practical experiences in estate planning.

Date and Time

Location

SingCapital Pte Ltd

60 Paya Lebar Road

#09-01

Singapore, 409051

Singapore

View Map

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