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FRIDAY, 4 MAY 2018 * 9:00AM to 5:00PM
This special 1-day training will provide you the best possible ways and options to save on Estate, Donor[s and Inheritance taxes when you want to transfer your assets and your business to the next generation. We will share with you the most comprehensive information to align your tax strategies with the recent tax laws and the most updated BIR regulations.

Learn the secrets of the tax-savvy rich ones who know how to smartly preserve their wealth for the benefit of their families. We will teach you proven ways to maximize your tax deductions, guide you on areas where you can be tax-exempt and even find remedies to unfreeze locked assets heirs can't touch due to huge tax liabilities.

When you don't plan, estate taxes can wipe out your family's fortunes. Heirs suffer. Many of these tax obligations are avoidable when you plan ahead and do it right. Leave a lasting legacy. Attend!

   Limited Seats Only, Pre-Registration Required

   Avail of the Group Discount!

Contact Person: Paula Zaldivar
(+632) 556-8968 or 69
 Manila Telefax: (+632) 842-7148 or 59
   Cebu lines: (+63 32) 512-3106 or 07
   Legazpi line (+63 52) 736-0148

Avail of the 5% Group discount for attendees of 3 or more

Course Director and Lecturer: ATTY NICASIO C. CABANEIRO, CPA is an authority in the practice of taxation and commercial law with 40 years of teaching experience and 25 years with bank of Philippine Islands capping his career as its Vice-President and Head of the Legal Services Division (1982 to 2007). He is a sought-after lecturer and consultant of various institutions across many industries as well as high net worth individuals to help them with their tax and other legal matters.

Presently, he is also the general counsel and corporate secretary of the Philippine Clearing House Corp. (PCHC) and Tuloy sa Don Bosco Street Children Foundation. He finished his accounting degree (Magna Cum Laude) and his law degree (Cum Laude) at the San Beda College of Law.
   Who Should Attend:
   • Property & Business Owners
   • School Board
   • Spouses & Family Members
   • Lawyers & CPAs
   • Treasurers & CFOs
   • Tax & Business Consultants
   • Anyone who wants to save
      on Estate, Donor's &
      Inhertance Taxes

Training Investment is P9,880
   inclusive of Meals, Resource Kit,
   & Certificate of Attendance

Families' Guide to Estate and Tax Planning

Manila Marriott Hotel, Pasay City, Philippines
9:00am to 5:00pm, Friday, May 4, 2018

Course Outline

I. Introduction

A. The Impetus for this Course (Why am I here?)
B. Course Objectives (What can I expect to learn?)

II. What is Estate Planning?

A. Definition and concepts of estate planning
B. Who can execute estate planning professionally?
C. Requisites in estate planning
D. Steps in estate planning
• Determining objectives
• Gathering data
• Choosing the best plan
E. Legal Aspects of estate planning
• Terminologies
• Types of disposition
F. Inheritance vs. Succession

III. Property Relationship Between Husband and Wife

A. Absolute Separation of Property
B. Conjugal Partnership of Gains
• C. Absolute Community of Property
• Exclusions from ACP
D. Exclusive property of each spouse

IV. Heirs & Inheritance

A. Legitime
• Fixed Legitime
• Variable Legitime
B. Heirs
• Compulsory heirs
- Primary compulsory heirs - Secondary compulsory heirs
C. Legitimate Children
D. Adopted Children
E. Illegitimate Children
F. Sterility vs. Impotency

V. Division of Estate for Compulsory Heirs

• Conjugal Partnership Gains
• Surviving spouse and legitimate children
• Surviving spouse and illegitimate children
• Surviving spouse, legitimate and illegitimate children
• Surviving spouse and legitimate parents
• Surviving spouse and illegitimate parents

VI. Freely Disposing Estate by Will

• Of his entire estate
• One half of his estate
• Nothing of his estate

VII. Tax Aspect

A. Tax events
• Sale of property
• Donation of property
• Inheritance of property
B. Consequence of tax events
C. Tax Planning
• Objectives
• Computation of estate tax

VIII. Special Heir: The State

IX. Determining Liability for Estate Taxes

X. Contemplation of Death: Transferring “Lifetime Gifts”

XI. Allowable Deduction For Estate Tax Purposes

XII. Tools in avoiding estate tax

A. Transfer by sale vs. donation
B. Life Insurance
C. Family-owned corporation
a. Creation of a corporation
b. Incorporating a family business
c. Appointment of a fiduciary heir or legatee fiduciary
D. Donation to a charitable organization

XIII. Form of Estate Settlement

A. Extrajudicial settlement
B. Judicial settlement

XIV. BIR Reportorial Requirements On Estate Tax Settlement

A. Filing of notice of death
B. Filing of estate tax return
C. Payment of Estate Tax
a. Pay as you file
b. By instalment

XV. Incremental Penalties

XVI. Other BIR Rules

XVII. What is a Will?

A. Two kinds of will
a. Notarial
b. Holographic

XVIII. Kinds of Succession

A. Testate
B. Intestate

XIX. Property Relationship Between Husband and Wife

A. Absolute separation of property
B. Conjugal partnership of gains
C. Absolute community of property

XX. Donor’s Tax

XXI. A Walk Through on How to Prepare and Accomplish the BIR Forms

A. BIR Form 1800 - Donor Tax Return
B. BIR Form 1801- Estate Tax Return
C. BIR Form 1706 - Capital Gains Tax Return

XXII. An Overview on the Use of Trust and How It Can Benefit You

TRAINING FEE PER PERSON: P9,880 (Fee covers Meals, Resource Kit, Certificate of Attendance)


Less 5% for early registrants (on registrations made on or before April 4, 2018)
Less 5% for early payment (if made on or before April 24, 2018)
Less 5% for group registration (minimum of 3 participants)


Share |
Download: Flyer - Black&White (.PDF 527kb)
                         Course Outline (.PDF 504kb)