MYEstate: Administration of an Estate/Trust and Planning For The Next Gen$

Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is comprised of everything you own! In this workshop, Sabrina will walk through with you the Estate Planning instruments in Malaysia, what are the available tools used to advice clients on Estate Planning and Business Succession Planning, and most importantly, how to structure the method and plan for the next generation? Sabrina will share with you her working experience in both local and international trustee companies on how she gives professional advice and to assist them to set up their Estate Planning, Trust Planning as well as Business Succession Planning.

Learning Outcome

Participants will be able to:

1. Define and understand administration on various Estate Planning instruments.
2. Identify the legal implications on various Estate Planning instruments.
3. Identify the different tools to advise clients on Estate Planning and Business Succession Planning.
4. Explain and structure the best method of planning for the next generation.

Learning Outline

Facilitator

Profile of Ms. Nur Sabrina Soon Binti Abdullah

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 ranges from Corporate clients such as Nirvana Memorial Park Malaysia and Nilai Memorial Park to high networth 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.

Terms & Conditions

• Registration is on a first-come-first-served basis, only 20 seats available.
• Participants need to sit in for both sessions in order to accumulate the points.
• Confirmation is subject to 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 digital programme take?

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.

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

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

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).

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 or bank details cannot be read 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.