Workshop on Estate Planning
Benefit to participants
This comprehensive workshop intends to provide knowledge and skills on the concept and implications of estate planning. Estate Planning is about distribution of an individual’s fixed and financial assets to the successors or the people he/she desires after his/her death. This ensures that all the assets pass smoothly to the desired people without legal hassles in a timely manner. This is also to maximize the value of the estate by reducing taxes and other expenses.
Suitability
Experienced IFAs/RIAs/CFPs/wealth managers
Duration
4 Hours
OUTLINE
Basics of Estate Planning

  • Emerging importance
  • Challenges
  • General apprehensions

  • Developing Estate Planning Goals

  • Execution of the plan
  • Monitoring of the plan
  • Tools for estate planning
  • Estate planning for small business owners
  • TANGIBLES
  • Reading Material