[EVENT] Estate Planning and Wealth Management Training

InCorp Philippines, in partnership with Carpo Law & Associates, brings you “Estate Planning and Wealth Management Training”. This event helped participants to be guided in the preparation and management of their wealth and estate.

This training was held on September 28, 2023, from 9:00AM to 12:00NN (GMT+8) at the InCorp Philippines Community Area, 8th Floor Marajo Tower, 312 26th Street, 4th Avenue, Bonifacio Global City, Taguig City. The registration fee is ₱1,000 per participant.

Event Overview:

To ensure that your hard-earned wealth is secured, every individual must seek assistance from experienced lawyers in protecting, planning, and managing their financial and estate ownership. These include wills, beneficiary selection, decision-making in case of incapacity, and so on.

The Chartered Trust and Estate Planner (CTEP) Certified lawyers of CLA discussed the steps to properly guide you in estate planning and managing your wealth.

Atty. Czarina Danielle Eseque is a Senior Associate of Carpo Law & Associates. Her practice areas include tax law and advocacy, corporate and commercial law, labor law, contract management, secondary license registration and other special projects.

Atty. Zandra Marie Garcia is an Associate at Carpo Law & Associates. Her practice areas include tax, corporate, civil, and labor laws.

Training Outline:

I. Introduction to Estate Planning and Wealth Management

• Definition and importance of estate planning
• Significance of wealth management in overall financial planning
• Relationship between estate planning and wealth management

II. Key Components of Estate Planning

• Wills and living trusts 
  • Differences and benefits of each approach
  • Selecting appropriate beneficiaries 
• Estate tax considerations 
  • Understanding estate tax laws and exemptions 
  • Mitigation strategies 

III. Strategies for Wealth Planning

• Tax-efficiency in Estate Planning
  • Minimizing tax liability
• Legacy planning
  • Passing wealth to future generations
  • Minimizing potential conflicts among heirs

IV. Case Studies and Real-Life Examples

• Successful estate planning and wealth management stories
• Lessons learned from common mistakes

V. Navigating Legal and Financial Considerations

• Seek professional assistance for planning and compliance

VI. Q&A Session

• Addressing participants’ questions and concerns
• Clarifying misconceptions about estate planning and wealth management

VII. Conclusion

• Recap of key takeaways
• Encouragement to take proactive steps toward effective estate planning and wealth management
• Available resources for further information and assistance

Participants in this training learned the importance of securing their assets and how to safeguard their resources proactively.