Beyond Will & Trust – How to Integrate Client’s Estate Plan to Protect, Preserve & Perpetuate Their Assets by Lee Khee Chuan

RM260.00

Date	18 December 2024
Time	9.00am – 5.00pm (Full-Day)
CE/CPE/CPD	10 FPAM CE Points / 10 SIDC CPE Points / 8 FiMM CPD Points
Facilitator	Lee Khee Chuan

SKU: N/A Category: Workshops

This course is tailored for CFPs who aspire to master estate planning with an innovative, integrated approach. In a world where the financial and legal landscapes are rapidly changing, this course breaks new ground by moving beyond conventional planning tools such as wills and trusts, proposing an integrated strategy that addresses the multifaceted needs of clients’ personal and business assets. This unique educational offering merges in-depth theoretical insights with practical, real-life case studies, to empower participants with hands-on experience, making the abstract principles of integrated estate planning tangible and actionable.

Aimed at CFPs who are committed to advancing their expertise or shifting their practice to embrace a more sophisticated, all-encompassing approach to estate planning, this course not only promises to transform your understanding and application of estate planning principles but also positions you as a leader in implementing integrated strategies that ensure the protection, preservation, and perpetuation of wealth across generations. By choosing to enrol, you are taking a step towards differentiating your practice through a comprehensive approach that harmonizes legal, financial, and personal considerations into a unified estate planning strategy. Embark on this revolutionary journey with Sifu Lee, and redefine the boundaries of estate planning to secure your clients’ legacies more effectively and with enduring impact.

Learning Outcome

By the end of the course, participants will be able to:

Understand and appreciate the and integrated approach to the various estate planning instruments and their inter-relationships.
Identify the various issues that concern the client when it comes to protecting their various classes of beneficiaries; preserving and perpetuating their wealth
Apply the integrated approach in estate planning and to enhance the effectiveness of your estate planning presentation to clients.

Learning Outline

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.30 am	Building the blocks Comprehensive Will (appointment of executor and legal guardian) Testamentary trust Living trust Life insurance as a funding mechanism Insurance Trust vs insurance nomination Labuan Foundation Joint bank and Unit Trust accounts – advantages and potential disputes EPF nomination – advantages and disadvantages Joint name property – potential disputes
9.30 – 10.30 am	Introduction of Integrated Approach to Estate Planning Deciphering the inter-relationship between Your will and your EPF; your EPF and your testamentary trust; Your will and your life insurance nominations; Your will and your testamentary trust; Your will and your living trust; Your will and your business shareholdings; your life insurance and your testamentary trust; your life insurance and your living trust; your life insurance and your business shareholdings; your living trust and your business shareholdings.
10.30 – 10.45 am	TEA BREAK
10.45 am – 12.30 pm	How to Protect Client’s Beneficiaries minor children, aging widow surviving parents other beneficiaries not recognised by the Distribution Act 1958
12.30 – 2.00 pm	LUNCH
2.00 – 3.30 pm	How to Preserve Client’s personal & business assets Preserving client’s assets against claims of estate creditors Preserving client’s assets against the risk of bankruptcy Preserving client’s personal and business assets from estate liquidity challenges Preserving client’s Sdn Bhd’s share value against the risk of untimely death
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.45 pm	How to Perpetuate Client’s wealth to last multiple generations Learning from others – numerous Kisah Benar on how patriarchs ended up with family disputes over wealth and business succession Patriarch’s concerns on Capital Gains Tax (CGT) and probable solutions How patriarchs can use private trust and Labuan foundation to minimize family squabble and perpetuate their family wealth and assets
4.4.5 – 5.00 pm	Post Assessment Q&A Session

Facilitator

Lee Khee Chuan,

Lee Khee Chuan is a leading figure in the financial advisory sector, renowned for his extensive qualifications, including being a CFP Professional, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Fellow of the Life Management Institute (FLMI). His educational background is anchored by a Bachelor of Arts from the National University of Singapore, with double majors in political science and psychology. Lee holds both CMSRL and FAR licenses. He significantly contributes to the development of future financial professionals as a CFP Course Lecturer and CE facilitator for the Financial Planning Association of Malaysia (FPAM) and broadens his impact through insightful columns in Smart Investor Magazine and Free Malaysia Today (FMT).

As the first in Malaysia to advocate an integrated approach to estate planning, Lee has set new benchmarks for comprehensive financial planning in Malaysia. Involved in the financial services industry since 1995, Lee is dedicated to sharing his expertise on integrated estate planning, aiming to empower CFPs and financial planners through his continuing education and online courses. His commitment to sharing knowledge and enhancing the capabilities of financial planning professionals cements his position as a key influencer and resource in the financial planning industry, driving forward the standards of financial advisory services.

Terms & Conditions

Registration is on a first-come-first-served basis, only 30 seats are available.
Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
Confirmation is subject to receipt of payment before the workshop.
FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each physical program take?

Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.

2. Can I attend only half the sessions of the training?

You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.

3. Mode of payment?

We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product/service?

Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.