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               Early Bird Deadline        CGBP                

THURSDAY, DECEMBER 5, 2019 * 9:00AM to 5:00PM

Wills and trusts are two of the most widely used tools of smart estate planners. Having these done properly gives you the control to bequeath your assets to those you intended it to and can save you on legal costs, millions in taxes, time, and your family's heartaches and burden of having to divide and even quarrel about your estate. Many families were broken, divided and businesses in disarray without it and the government by operation of law, distributes your assets and oftentimes not according to your wishes.

Attending this special one-day comprehensive training will provide you and your family a practical guide on will-writing and creating living trusts that addresses properly the many issues including the care of minor children or your parents and other loved ones after your death, or care for you in case you are incapacitated, guardianships, administration of your estate, and many more! Wills and trusts are great asset protection tools that are effective instruments for intergenerational wealth transfers.

 ​ Limited Seats Only, Pre-Registration Required

Avail of the Early Bird & Group DISCOUNTS

   Contact Person: Kyra Villanueva
   Manila lines: (+632) 556-8968 or 69
 Manila Telefax: (+632) 842-7148 or 59
   Cebu lines: (+63 32) 512-3106 or 07
   Baguio line: (+63 74) 423-2914
   Legazpi line (+63 52) 736-0148

Lecturer: ATTY. NICASIO C. CABANEIRO, CPA is the Partner in-charge of Tax Programs at the Center for Global Best Practices. He is a sought-after lecturer and estate planning consultant of high net worth families and individuals to help them with their tax and other legal matters. He 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. 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
    • Spouses & Family Members
    • Lawyers & CPAs
    • Estate Planners
    • Tax Practitioners
    • Tax & Business Consultants
    • Anyone who wants to set up
       his/her living trust & wills

   Training Investment is P9,980
   inclusive of Meals, Resource Kit,
   & Certificate of Attendance


Marriott Grand Ballroom, Resorts World Complex, Pasay City, Philippines
9:00 am to 5:00 pm, Thursday, December 5, 2019

Course Outline

Part I. Will-Writing
      A. What is a will and what can a will do?
      B. Why You Should Make a Will?
      C. Who Can Make a Will
           1. Qualifications of testator
      D. When You Should Make a Will?
      E. The Style & Substance: How do I make a will?
      F. The Essence of a Will
      G. The Elements of a Valid Will
      H. The Kinds of Wills
           1. Holographic Will
                • Requirements of a Holographic Will
                • Probate of a holographic will
                • Grounds to Invalidate a Holographic Will
           2. Notarial Will
                • Requirements of a Notarial Will
                • Grounds to Invalidate a Notarial Will
      I. Requisites for documents or paper to be annexed to the will
      J. The Key Provisions in a Will
      K. The Language of Wills
      L. Deciding who will Benefit
           1. Beneficiary
           2. Executor
           3. Guardian
           4. Estate
           5. Specific Gifts
      M. Will is revocable
           1. Revocation done outside the Philippines
           2. What is a codicil?
      N. Will made in a foreign country by a Filipino
      O. Will of an alien abroad to take effect in the Philippines
      P. Will of an alien executed in his country
      Q. Hearsay Rule
      R. Interpretations of the words of the will and dispositions
      S. Problem Areas Involving Wills

Part II. What is a trust and trust-making
      1. Parties to the trust
      2. Who can be an institutional trustee/investment manager
      3. Manifest intention to create a trust
      4. What may constitute trust property
      5. Terms stated in the trust instrument
      6. Creation of a trust
      7. Factors to consider in the creation of a trust
      8. Types of trusts
           1. Living Trusts
                a) Long-term living trust
                b) Irrevocable living trust
                c) Advantage of living trust
                d) Disadvantages of an irrevocable trust
                e) What is revocable trust?
                f) Advantage of a revocable trust
                g) Problem situation in a revocable trust
                h) Tax exposure if the beneficiary is not a compulsory heir
                i) Third party involved in all living trusts
                j) Living trusts in the Philippines
                k) Is it prudent to have a living trust?
      9. Testamentary trust (will trust)
      10. Life insurance trust
      11. Generation-skipping trust
      12. Offshore trust
      13. Reversionary trust
      14. Step-up trust
      15. Accumulation trust
      16. Discretionary trust
      17. Sprinkling trust
      18. Spendthrift trust
      19. Incentive trust

Part III. How flexible is trust?

Part IV. Are trusts confidential?

Part V. When trusts loses its confidential character

Part VI. When can court order disclosure of trust funds?

Part VII. May the BIR be authorized to get data on trust funds?

Part VIII. Trust services vs. Banking transactions

Part IX. Trust fund vs. Deposits

Part X. Trust fund vs. Money market

Part XI. Trusteeship vs. Agency

Part XII. Trust vs. Guardianship

Part XIII. Trust vs. Mutual fund

Part XIV. How safe is your investment with a trust entity?

Part XV. Benefits of appointing an institutional trustee or investment manager.

Part XVI. Other services which a trust entity can offer for institutional/corporate/business purposes
      1. What can you expect of your institutional trustee
      2. Cost of availing of trust /investment management services




TRAINING FEE PER PERSON: P 9,980 (Fee covers Meals, Resource Kit, Certificate of Attendance)


Less 5% for early registrants (on registrations made on or before November 5, 2019)
Less 5% for early payment (if made on or before November 25, 2019)
Less 5% for group registration (minimum of 3 participants)

Share |
Download: Flyer - Black&White (.PDF 347kb)
                         Course Outline (.PDF 246kb)