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The curriculum for the Chartered Trust and Estate Planner encompasses trust and estate planning concerns of resident and non-resident clients and families. This core group of topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. A critical aspect of this course is addressing the interpersonal skills crucial to of advising the wealthy individual or family. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions.Use of trust as wealth planning and tax planning tools.
This course introduces the Estate Planning process beginning with the initial client interview and concluding with the drafting of basic estate documents. Topics to be discussed include handling the initial interview, gathering client information, framing the scope of engagement and drafting the engagement letter, ethical issues during representation and the probate process. The focus of the unit then shifts to drafting documents commonly used in estate plans, such as advance directives, simple wills, "pour-over" wills, and trusts.
UNIT INCLUDES
AFTER STUDYING THIS UNIT, CANDIDATE WOULD BE ABLE TO
Estate Planning and Succession Planning are closely governed by the legal structure of a country. In depth knowledge of legal structures, transfer of property acts, personal laws, inheritance law, marriage and divorce laws are essential for any Estate Planner.
UNIT INCLUDESs
This unit reviews the Personal Laws. The unit covers all succession laws applicable to the different religions. The major focus on Hindu Succession Act, Succession in case of males and females, Agnates, Cognates, Indian Succession Act, Muslim Laws, Wakfs, Gifts and Goa Civil Code.
The course explains how to make your client the entire family (as opposed to just the patriarch and matriarch). It distinguishes between wealth creation, wealth preservation, and wealth transfer. How to best address the challenges of planning and counseling the entire family? Additional matters that are addressed include estate liquidity issues, using life insurance to meet estate needs, and the use of inter vivo gifts as part of the planning process. How to integrate all of the client’s assets into a cohesive estate plan is reviewed in detail.
Trusts constitute a very important tool in Succession Planning and thus are an inevitable part of any Estate Planning solution. This unit covers in detail the process, types, benefits and uses of trust. The use of trust in Tax Planning and Philanthropic Planning is also covered in detail.
International Estate Planning issues are becoming very important for Estate Planners as wealth is becoming globalized and family members have residencies in multiple countries. Issues such as Estate Planning of non-resident spouse or a family member, management of offshore trusts etc. are dealt with. The unit covers Estate Planning laws of intergenerational wealth transfer in Singapore, the United Kingdom, USA, UAE and FEMA regulations are covered in detail.
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