Will+Trust+LPA workshop
The next workshop is scheduled: TBA
About the workshop
Who should attend?
- For anyone who like to learn about Lasting Power of Attorney (LPA).
- For anyone who like to learn what make up a valid Will.
- For anyone who like to learn the basics of Trust and use it to together with LPA and Will so that they can take care of themselves, dependants and even charity in the event of dementia, coma or death.
This workshop consists of 3 topics:
1. Lasting Power of Attorney (LPA)
2. Will
3. Standby Trust
The learning objectives in each topic are:
1. Lasting Power of Attorney (LPA)
- In this topic, you get an overview of LPA and how to set it up for
yourself or your aging parents.
2. Will
- In this topic, you learn about will, the problems if one dies without
a will and how your estate will be distributed according to the Intestate
Succession Act.
- Learn how to incorporate your Will and LPA with Trust.
3. Trust
- Trust is another useful instrument for wealth distribution, you will learn how
to create different types of trusts to protect your assets for your loved ones
and from creditors.
- Learn how to prepare your letter of wishes to cover life different scenarios to take care of yourself, dependants and even charity for 100 years.
- For anyone who like to learn about Lasting Power of Attorney (LPA).
- For anyone who like to learn what make up a valid Will.
- For anyone who like to learn the basics of Trust and use it to together with LPA and Will so that they can take care of themselves, dependants and even charity in the event of dementia, coma or death.
This workshop consists of 3 topics:
1. Lasting Power of Attorney (LPA)
2. Will
3. Standby Trust
The learning objectives in each topic are:
1. Lasting Power of Attorney (LPA)
- In this topic, you get an overview of LPA and how to set it up for
yourself or your aging parents.
2. Will
- In this topic, you learn about will, the problems if one dies without
a will and how your estate will be distributed according to the Intestate
Succession Act.
- Learn how to incorporate your Will and LPA with Trust.
3. Trust
- Trust is another useful instrument for wealth distribution, you will learn how
to create different types of trusts to protect your assets for your loved ones
and from creditors.
- Learn how to prepare your letter of wishes to cover life different scenarios to take care of yourself, dependants and even charity for 100 years.
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About the speaker
David Phuah
CFP, B. Bus RMIT
David is a Certified Financial Planner (CFP) with Financial Planning Association of Singapore (FPAS) and has 10 years of working experience in personal financial planning. He helps individuals and families with their written financial plans and gives objective advice on their estate planning, investment planning, and protection planning.
He is also a Rockwills Estate Planner and works closely with lawyers to
provide clients with professional trust services, will writing & custody
services, and corporate services.
The MediaCorp show <回味>< Recipe> portrayed the issues and challenges that dementia patient and their caregiver faced. With a LPA, you can appoint donee(s) to make decisions for you in the event of dementia or coma. There are many benefits in doing your LPA. Kindly read the article on LPA.
CFP, B. Bus RMIT
David is a Certified Financial Planner (CFP) with Financial Planning Association of Singapore (FPAS) and has 10 years of working experience in personal financial planning. He helps individuals and families with their written financial plans and gives objective advice on their estate planning, investment planning, and protection planning.
He is also a Rockwills Estate Planner and works closely with lawyers to
provide clients with professional trust services, will writing & custody
services, and corporate services.
The MediaCorp show <回味>< Recipe> portrayed the issues and challenges that dementia patient and their caregiver faced. With a LPA, you can appoint donee(s) to make decisions for you in the event of dementia or coma. There are many benefits in doing your LPA. Kindly read the article on LPA.
