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My Estate: Administration of an Estate / Trust And Planning For The Next Gen

Trainer: Tan Kuok Thong 10 Chapters • 54 Sub-chapters 7 Hours Certificate of Attendance
COURSE INVESTMENT
RMMYR 875.00
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Introduction

MY ESTATE: Administration of an Estate/Trust and Planning for the Next Gen — a comprehensive course designed to equip you with the essential knowledge and practical skills in managing, administering, and planning an estate or trust in Malaysia.

This course provides participants with a thorough understanding of the legal, financial, and administrative aspects involved in estate and trust management. Through a structured and practical approach, participants will learn how to navigate the complexities of estate distribution, trust administration, and succession planning to ensure a smooth transfer of wealth to the next generation.

Participants will gain insights into the roles and responsibilities of executors, administrators, and trustees, as well as the legal framework governing estates and trusts in Malaysia. The course also covers common challenges faced during estate administration and practical strategies to overcome them, ensuring beneficiaries receive their rightful inheritance efficiently and without unnecessary disputes.

By the end of this course, participants will be able to:

  • Understand the fundamental principles of estate and trust administration
  • Identify the key legal documents and processes involved in estate planning
  • Recognize the roles and duties of executors, administrators, and trustees
  • Develop effective strategies for wealth transfer and succession planning
  • Avoid common pitfalls and legal complications in estate administration

This course is ideal for individuals seeking to plan their own estate, professionals involved in estate and trust administration, and anyone interested in securing a smooth and structured transition of assets for future generations.

Course Curriculum — Chapters & Sub-chapters

1. Chapter 1: My Estate Will
31 Minutes Locked
  • â–¸ Sub 1.1: Introduction 3:16 Minutes Locked
  • â–¸ Sub 1.2: Estate Planning 3:04 Minutes Locked
  • â–¸ Sub 1.3.1 Will Writing (Introduction) 3:51 Minutes Locked
  • â–¸ Sub 1.3.2 Will Writing (Will Structure) 1:35 Minutes Locked
  • â–¸ Sub 1.3.3: Will Writing (Upon Death) 9:08 Minutes Locked
  • â–¸ Sub 1.3.4: Will Writing (ACT 1958) 9:16 Minutes Locked
2. Chapter 2: My Estate Wasiah
30 Minutes Locked
  • â–¸ Sub 2.1: Introduction 4:09 Minutes Locked
  • â–¸ Sub 2.2: Benefits of Wasiyah 10:09 Minutes Locked
  • â–¸ Sub 2.3.1: Muslim Distribution (Part A) 10:14 Minutes Locked
  • â–¸ Sub 2.3.2: Muslim Distribution (Part B) 5:48 Minutes Locked
3. Chapter 3: My Estate Trust
26 Minutes Locked
  • â–¸ Sub 3.1 – Definition of Trust 8:02 Minutes Locked
  • â–¸ Sub 3.2 – Wealth Distribution 3:17 Minutes Locked
  • â–¸ Sub 3.3 – Immediate Funding 1:30 Minutes Locked
  • â–¸ Sub 3.4 – Wealth Preservation 3:52 Minutes Locked
  • â–¸ Sub 3.5 – Confidentiality 2:19 Minutes Locked
  • â–¸ Sub 3.6 – Creditor Proof & Business Succession 5:19 Minutes Locked
  • â–¸ Sub 3.7 – Avoidance of Faraid 2:05 Minutes Locked
4. Chapter 4: My Estate Type of Trust (Part A)
45 Minutes Locked
  • â–¸ Sub 4.1 Introduction 1:52 Minutes Locked
  • â–¸ Sub 4.2 Type of Trust 1:46 Minutes Locked
  • â–¸ Sub 4.3 Revocable Trust 11:19 Minutes Locked
  • â–¸ Sub 4.4 Irrevocable Trust 5:32 Minutes Locked
  • â–¸ Sub 4.5 Living & Join Trust 5:32 Minutes Locked
5. Chapter 5: My Estate Type of Trust (Part B)
23 Minutes Locked
  • â–¸ Sub 5.1 – Introduction & Revision 2:47 Minutes Locked
  • â–¸ Sub 5.2 – Insurance & Spend Thrift Trust 11:33 Minutes Locked
  • â–¸ Sub 5.3 – QTIP & Credit Shelter Trust 9:25 Minutes Locked
  • â–¸ Sub 5.4 – Business Trust 4:17 Minutes Locked
  • â–¸ Sub 5.5 – Declaration Trust 0:42 Minutes Locked
6. Chapter 6: My Estate Type of Trust (Part C)
45 Minutes Locked
  • â–¸ Sub 6.1 – My Estate Type of Trust (Part C) 1:58 Minutes Locked
  • â–¸ Sub 6.2 – Declaration Trust 5:21 Minutes Locked
  • â–¸ Sub 6.3 – Cash Trust & One Trust 16:09 Minutes Locked
  • â–¸ Sub 6.4 – Declaration of Trust (Choices 1) 8:17 Minutes Locked
  • â–¸ Sub 6.5 – Business Protection Trust (Choices 2) 11:13 Minutes Locked
  • â–¸ Sub 6.6 – The Trigger Event 2:40 Minutes Locked
  • â–¸ Sub 6.7 – The Instrument Use 2:43 Minutes Locked
7. Chapter 7: My Estate Characteristic of Trust
41 Minutes Locked
  • â–¸ Sub 7.1 My Estate Characteristics 41 Minutes Locked
8. Chapter 8: My Estate Will Planning
1 Hour Locked
  • â–¸ Sub 8.1 – Introduction 8:48 Minutes Locked
  • â–¸ Sub 8.2 – Early Stage Planning 22:40 Minutes Locked
  • â–¸ Sub 8.3 – Mid Stage Planning 9:55 Minutes Locked
  • â–¸ Sub 8.4 – Late Stage Planning 16:06 Minutes Locked
  • â–¸ Sub 8.5 – Better Than No Stage Planning 4:05 Minutes Locked
  • â–¸ Sub 8.6 – Time Keeper Planning 2:31 Minutes Locked
  • â–¸ Sub 8.7 – Planning Triggering 11:44 Minutes Locked
9. Chapter 9: When To Plan For Trust
1 Hour 44 Minutes Locked
  • â–¸ Sub 9.1 – Introduction 4:15 Minutes Locked
  • â–¸ Sub 9.2 – Case Study 1 8:36 Minutes Locked
  • â–¸ Sub 9.3 – When Should Consider Trust? 18:24 Minutes Locked
  • â–¸ Sub 9.4 – Early Stage Planning 11:10 Minutes Locked
  • â–¸ Sub 9.5 – Mid Stage Planning 10:15 Minutes Locked
  • â–¸ Sub 9.6 – Late Stage Planning 9:01 Minutes Locked
  • â–¸ Sub 9.7 – Better Than Non Stage Planning 6:44 Minutes Locked
  • â–¸ Sub 9.8 – Overview Planning 9:25 Minuytes Locked
  • â–¸ Sub 9.9 – When to Consider Trust? 2:21 Minutes Locked
  • â–¸ Sub 9.10 – Case Study (1 Wife VS 2 Wife ) 13:32 Minutes Locked
  • â–¸ Sub 9.11 – Tips To set Up Trust 10:32 Minutes Locked
10. Chapter 10: Assessment
15 Minutes Locked
  • â–¸ Sub 10.1: Assessment 15 Minutes Locked
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