RM385.81 – RM440.92

Legal and Tax Implications of Business Succession and Estate Planning in Ma...

Event Information

Share this event

Date and Time

Location

Location

Silika Hotel, Johor

Lot 101375, Jalan Masai Lama

Mukim Plentong

Johor Bahru, Johor 81750

Malaysia

View Map

Event description

Description

SIDC CPE, MFPC & FIMM CPD & HRDF Financial Master Class-Legal and Tax Implications of Business Succession and Estate Planning in Malaysia @ Johor

Date: 18 April 2020
Time 9am-6pm
Venue: Silika Hotel, Johor

Highlights:

-Unfold Legal and Tax Implication of Business Succession and Estate Planning
-Take control of own legacy
-Prevent costly delay & dispute
-Real life stories, case study & Interactive learning

Objectives:
Upon completion of this course, participants will be able to:
1. Analyze the Practical Challenges in Succession and Estate Planning.
2. Distinguish the Legal and Tax Implications of Different Wealth Distribution and Preservation
Structures.
3. Measure the Basics of International Aspect of Estate and Tax Planning in Common Law and
Civil Law Countries
4. Analyze Competing Needs of Stakeholders in A Family Business with an Established Family
Business Framework.
5. Apply Customized Estate and Legacy Planning Strategy for the Wealth to be left behind
without any hassle-free through Effective Estate Planning Tools

Who Should Attend
a) Directors, Business Owners, Entrepreneurs, Managers, Team Leaders, Decision Makers who are committed to lead their team toward financial wellness and successful in career and life.
b) Financial Professionals who look for upholding their skills, professionalism and knowledge in order to serve their clients better.

Content
1. Practical Challenges In Estate Planning
Description: i) Brief Introduction on the Dilemmas of Estate Planning
ii) Review Practical issues and Challenges of Succession Planning in South-East Asia
iii) Identify Practical Issues Commonly Found in Estate and Succession Planning

2. Practical Wealth Preservation and Succession Strategy
Description: i) Identify Objectives of Wealth Preservation and Succession Planning
ii) Evaluate Legal and Tax Issues on Common Wealth Preservation and Succession Planning
Strategies
iii) Evaluate Legal And Tax Issues On Advanced Wealth Preservation And Succession Planning
Strategies Including Offshore Trust, Foundation And Private Trust Companies.

3. Family Leadership and Family Disputes Resolution
Description: i) Introduction Three-Circle Model Family Business System
ii) Outline the Significance of a Family Governance System to Estate and Succession Planning
iii) Evaluate Components of a Family Governance System

4. International Estate and Tax Planning Issues
Description: i) Explain the Common Law vs Civil Law System of Estate Succession
ii) Identify the Issues of Conflict of Laws in International Estate Planning
iii) Evaluate the Basics of International Tax Planning and Cross-Border of Information
Exchange

5. Conclusion and Summary of Key Points of Learning
Description: Summary of Key Takeaways For the Course

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application with MFPC for the CDP endorsement)

Online Registration
https://goo.gl/GZBY8f

Contact Person(s)
019-5932539
Email: moneylifeacademy@gmail.com
https://www.facebook.com/moneylifeacademysb

Or Click below to whatapps
https://api.whatsapp.com/send?phone=60195932539

#CPE #HRDF #CPD #will #estate #FIMM #SIDC #trust #balance #wealthmanagement #financialplanning #money #finance
#moneymastermy #moneylifeacademy #moneylifeacademysb #learning #workshop #NetWorth #businesssuccession #businesscontinue #taxplanning #legalimplication
#trust #powerofattorney #Trust #Nomination #Assignment #LifetimeTransfer #CPETraining

Share with friends

Date and Time

Location

Silika Hotel, Johor

Lot 101375, Jalan Masai Lama

Mukim Plentong

Johor Bahru, Johor 81750

Malaysia

View Map

Save This Event

Event Saved