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ESTATE PLANNING TALK : IN WHOM WE TRUST

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ESTATE PLANNING TALK : IN WHOM WE TRUST


Our experience has shown us how well meaning and intentioned Will fail our holistic planning test because these Wills do not consider the state of those who   are inheriting the estate. They could be too young, too old,       irresponsible, financially immature, lacking mental capacity, etc.

It is instances such as the above mentioned that Trusts and Living Trusts are erected to facilitate the optimal distribution of one's estate. This seminar covers intimate aspects and deeply personal convictions of a person before they consider crafting their Will. The end state of affairs and the climate of the family culture are all key elements in its considerations.  

The seminar will begin with a brief talk on palliative care and what are the community resources available to us.              

 Key Learnings:



Will vs Trust



Features of a Trust



Testamentary Trust vs Living Trust



Individual Trustee(s) vs Corporate Trustee



Examples of Living Trust



Insurance Trust



Standby Trust



Lasting Power of Attorney (LPA)



The Ultimate Trust (3-in-1 Trust)



Trust Planning Process



 Speakers:

Mr Tay Teng Pong, Director of Will & Legacy Pte Ltd (Senior Franchisee of Rockwills International Group)

Ms Violet Yang, Community Engagement Manager (Singapore Hospice Council)

To reserve a seat, please call 6354 9331.



Map Singapore Heart Foundation, Heart Wellness Centre @ Bishan, Bishan, Singapore
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