A properly structured estate plan can greatly impact the future of your beneficiaries, as well as provide you with peace-of-mind that your spouse and children will be accounted for after you’re gone. In the same way, a well-defined succession plan ensures your business and legacy will be passed on to the next generation or transitioned to key employees. Many business owners aren’t motivated to act until ownership transition is a clear, present, and pressing need. Unfortunately, by then it’s often too late in the game. By identify the various structures for Business Succession Planning, the business owners are more likelihood on a successful management and ownership transition in the future.
Participants will be able to:
|8:30 – 9:00 am||Registration / Pre Assessment|
|Aspects of Estate Planning for Muslims/ Non-Muslims
|Other tools of Estate Planning for Muslims/ Non-Muslims
|Different Business Structures
Business Succession using various tools for different business structures
How best to solve the complex structures of legacy planning for these different companies
|Different Tools for Business Succession
To be able to provide advise on how best to solve legacy issues by using these succession structure for different situations / circumstances.
Sabrina is a consultant of her own advisory company. She gives professional advices to high networth individuals to assist them to set up their Estate Planning, Trust Planning as well as Business Succession Planning for Muslims and non Muslim individuals. A few of her many clients that she has structured their Estate Planning and Private Trust are ’Tan Sri Dato’ Sri Paduka Lim Kok Wing“ (the founder of ’Limkokwing University’) and Tan Sri Datuk (Dr) Hj Mustapha Kamal (the founder of ’Emkay Group of Companies’).
She has 23 years of working experience in both local and international trustee companies. She was a Director with CIMB Trustees Services and Associate Director with RHB/OSK Trustees Services. She was also the Senior Manager with HSBC (Malaysia) Trustee Berhad for 18 years. She was dealing with both private and corporate clients. She was in charge of Retirement Schemes, Bonds, Escrow and Stakeholders for Corporate Clients. She dealt with Estate Administration and Private Trust for individual clients. Her clients range from Corporate clients such as Nirvana Memorial Park Malaysia and Nilai Memorial Park to high-net-worth Individual Clients. She also dealt with Estate Administration, being the executor or administrator of deceased estates.
Prior to her attachment to HSBC (Malaysia) Trustee Berhad, she was with HSBC Bank Malaysia Berhad for 10 years and was attached to Treasury, Credit and Operations.
She also conducts training for insurance life planners, financial planners and gives presentations to the public. Sabrina holds a Degree in Banking and a Diploma in Accounting.
Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.
Yes, you may. However, you will not be granted full points from respective parties.
We accept payment by credit 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).
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 or bank details cannot be read by any third party. Credit card payments will also be verified through the 3D secure procedure.
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