Understanding Wills and Trusts
Overview
Join us at this seminar on 16 Jan, Fri at 3pm, where Mr Patrick Chang, Founding Director of SimplyWills, along with Daniel Ong, Branch Manager at Phillip Securities will provide an informational webinar on wills and trust.
According to a survey conducted in 2023, 77% of the adults in Singapore do not have a Will yet.
There could be potential complication, confusion and conflict if a person passes on without a valid Will.
Even with a Will written, we are likely to distribute our assets to our beneficiaries upon our passing in lump sum.
There have been situations where the beneficiaries might not have the capability to manage the lump sum of money. Beneficiaries such as young children, elderly parents or relatives, physically or mentally disabled, special needs persons are vulnerable. Come and learn how we can use a trust structure to protect these beneficiaries. More importantly, which type of the trust structure suits us better.
For enquiries, please call us at 68121577 or email us at marineparade@phillip.com.sg
Good to know
Highlights
- 1 hour 30 minutes
- In person
Location
Phillip Investor Centre - Marine Parade
80 Marine Parade Central
##01-782 Singapore, 440080 Singapore
How do you want to get there?
Organized by
Phillip Securities Pte Ltd
Followers
--
Events
--
Hosting
--