Holistic Estate & Legacy Planning (HELP)
Master Sophisticated Estate Planning for HNW Clients
High-net-worth clients need sophisticated estate planning. Master the full spectrum of estate planning—from wills and trusts to philanthropy and legacy preservation. Serve your wealthy clients at the highest level.
The Challenge
High-net-worth clients need sophisticated estate planning. Can you guide them through trusts, succession, and multi-generational wealth transfer? Estate planning is complex and requires specialized knowledge.
The Solution
Master the full spectrum of estate planning—from wills and trusts to philanthropy and legacy preservation. Serve your wealthy clients at the highest level.
Course Objectives
Master estate planning tools and structures
Design comprehensive legacy plans for HNW families
Navigate trust structures and succession planning
Integrate philanthropy into estate planning
What You'll Learn
1. Estate Planning Fundamentals
- •Wills and probate considerations
- •Lasting Power of Attorney (LPA)
- •CPF nomination strategies
- •Estate duty and tax considerations
2. Trust Structures
- •Types of trusts and their applications
- •Setting up and managing trusts
- •Trustee selection and responsibilities
- •Trust taxation and reporting
3. Succession Planning
- •Family business succession strategies
- •Multi-generational wealth transfer
- •Preparing next generation for wealth
- •Governance structures for family wealth
4. Philanthropy & Legacy
- •Charitable giving structures
- •Creating lasting family legacies
- •Values-based wealth transfer
- •Balancing family and charitable objectives
Upon Completion, You Will Be Able To
Design comprehensive estate plans for HNW clients
Navigate complex trust and succession structures
Integrate philanthropy into legacy planning
Facilitate family wealth conversations
Position yourself as a holistic wealth advisor
Who Should Attend?
✓ Advisors Serving HNWIs
Financial advisers working with high-net-worth and ultra-high-net-worth clients
✓ Family Business Professionals
Professionals managing family business operations and multi-generational wealth
✓ Wealth Planners
Advisers who want to offer comprehensive estate and legacy planning services
Course Fee & Funding
IBF-STS Funding Available
IBF-STS Funding Available This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles. The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met. 70% Course Fee Subsidy IBF-STS provides 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course, subject to all eligibility criteria being met. Funding period: Funding period till 15-06-2030 Find out more on www.ibf.org.sg
70% Course Fee Subsidy
IBF-STS provides 70% course fee subsidy support for direct training costs subject to a cap of S$3,000, subject to all eligibility criteria being met.
Find out more on www.ibf.org.sg
Upcoming Dates
13 & 14 May 2026
Multiple Sessions
High street centre #03-07/08 S179094 Singapore
18 & 19 June 2026
Multiple Sessions
High street centre #03-07/08 S179094 Singapore
22 & 23 July 2026
Multiple Sessions
High street centre #03-07/08 S179094 Singapore
Frequently Asked Questions
Ready to Transform Your Practice?
Join this course and gain the skills and confidence to serve your clients at the highest level.