ESTATE PLANNING COURSES

Securing Legacies : Navigating Trust Law in Estate Planning Programme In Malaysia

  • Mastery of Trusts and Estates
  • Strategic Legacy Planning Skills
  • Comprehensive Legal Compliance Knowledge on Trust Law
  • Added Value on Client Servicing
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  • HRDC Claimable
  • 3-day Training
  • Private Classes Available

Supporting Partners:

HRDCORP
UTM
tricor singapore

Grow Your Estate Planning Career With This Course

of our students reported career advancement in estate planning after completing this course.
0 %
successfully employed trusts to safeguard their clients' assets.
0 %
experienced an increase in income by offering specialised trust services.
0 %
Grow Estate Planning Career

What Our Students Have To Say?

This course has enhanced my expertise in trust law and estate planning. Its practical focus and in-depth content significantly improved my service delivery and client satisfaction. I can now confidently navigate complex legal frameworks, offering tailored, comprehensive solutions. This course has been instrumental in advancing my career and enriching my professional standing. I highly recommend it to any estate planner looking to elevate their practice.
May Puan
Estate Planner

5 Key Takeaways From This Course

trust law

Comprehensive Trust Law Mastery

Enhance your expertise in trust law and estate planning, providing well-informed, robust advice to clients, and solidifying your standing as a trusted advisor in the field.

Skill
Enhancement

Cultivate advanced drafting and strategic planning abilities, enabling you to offer precise, tailored solutions that effectively protect and manage your clients' legacies.

Legal
Acumen

Maintain cutting-edge knowledge of trust law, ensuring your advice adheres to current regulations, thereby safeguarding your clients' interests and fortifying your reputation for reliability and expertise.

Decision-Making Confidence

Bolster your confidence in making informed, strategic decisions, ensuring your client consultations are underpinned by a comprehensive understanding of trust law, leading to enhanced client satisfaction and trust in your services.

Professional
Networking

Expand your professional network through the course, accessing a wealth of collective knowledge and resources that enhance the quality and breadth of your client services.

Grow Estate Planning Career

Courses Outline

Session 1: Introduction to Estate Planning & Trusts

  • Overview of Estate Planning 
  • Importance of Trusts in Estate Planning
  • Types of Trusts: Revocable vs Irrevocable
  • Legal Framework and Requirements

Session 2: Establishing A Revocable Living Trust

  • Benefits and Drawbacks of Establishing A Revocable Living Trust
  • Step-by-step Guide to Establishing A Revocable Living Trust
  • Funding the Trust: Assets & Property

Session 3: Irrevocable Trusts & Their Applications 

  • Understanding Irrevocable Trusts 
  • Asset Protection Trusts 
  • Life Insurance Trusts
  • Charitable Remainder Trusts 

Session 4: Advanced Trust Strategies

  • Dynasty Trusts 
  • Qualified Personal Residence Trusts (QPRT)
  • Grantor Retained Annuity Trusts (GRAT)
  • Blended Family Considerations

Session 5: Trust Administration & Responsibilities  

  • Trustee Roles & Responsibilities
  • Distribution Guidelines
  • Record-keeping & Reporting

Session 6: Updating & Modifying Trusts

  • Circumstances Requiring Trust Modifications 
  • Procedures for Updating Trusts 
  • Tax Implications & Considerations

Session 7: Common Pitfalls & How to Avoid Them 

  • Identifying & Avoiding Common Mistakes
  • Case Studies: Learning from Estate Planning Failures
  • Q&A and Discussion

**Certificate of completion will be given out for students completing the 3 Days Course Endorsed by UTM, UTM Space & MLI)

Meet Our Prestigious Trainers

SIM WEN YEE

Ms Sim Wen Yee

Founder & Senior Partner of Messrs Sim & Rahman

A lawyer who is specialised in Wills, the Grant of Probate(GP), Letter Administration (LA), Estate Administration, Property & Company Law, with more than 10 years of experience. She owns a law firm - Messrs Sim & Rahman.

LEARN MORE ABOUT MS SIM

Ms Josephine Poh

Director, Head of Trustee Services at TMF Group

A trust expert with over 10 years experience in private trust companies and bank trust such as Citi & Deutsche Bank in Singapore, serving ultra high net worth individuals and families globally.

LEARN MORE ABOUT JOSEPHINE

Who Is Suitable To Take This Course?

  • Estate Planners
  • Insurance Agents
  • Will Writers
  • Certified Financial Planners
  • Bereavement Specialist
  • Bankers
  • Loan Specialists
  • Working Adults who want to look for side income

What Our Students Have To Say?

This course has significantly improved my ability as a financial planner to understand and utilise trusts effectively. It provided clear, actionable strategies that have directly benefited my clients' estate plans. I'm now more confident in managing complex financial situations and offering sound advice. This course has been a practical boost to my career and the financial futures of those I advise.
Alex Tan
Certified Financial Planner

Transform Your Estate Planning Career!

Enroll now and transform your approach to estate planning with our expert-led course – secure your clients’ legacies today!

ENROLL NOW

Ms Sim Wen Yee

– Founder and Senior Partner of Messrs Sim & Rahman, Advocates & Solicitors

– Lead Trainer of Malaysia Law Institution

Ms. Sim Wen Yee is the Founder and Senior Partner of Messrs Sim & Rahman, Advocates & Solicitors, a firm started on December 1st, 2014. She specialises in Wills, the Grant of PROBATE (GP), Letter Administration (LA), Estate Administration, Property & Company Law, with more than 10 years of experience.

 

Her portfolio includes:

  • Founder of Messrs Sim & Rahman
  • President of Worldwide Lawyer League Asia Pacific
  • EXCO Kebangsaan & Legal Advisor and Counsel for Country Consumer Action Board (MTPN)
  • EXCO & Legal Advisor of Breast Cancer Association
  • Vice President for the Asia Entrepreneur Chamber of Commerce
  • LEAD Trainer in Succession Law in Malaysia Law Institution
  • President of International Top Will Trustee Body

Currently, Sim & Rahman has two branches located in Setia Alam, Shah Alam, Selangor Malaysia (HQ), and Plaza Arkadia Desa Park City, Kuala Lumpur, Malaysia. Her legal firm has expanded not only in Malaysia but also has partners who are also lawyers in countries such as Singapore, Canada, Australia, and China. Her firm is a full-service Legal Firm and has been awarded the Consumer Choice Award in the year 2020-2021.

 

Ms. Sim has been invited as a speaker and trainer by many corporations, banks, associations, radio stations, universities, international schools, and many more. Up to date, she has been appointed as the lead trainer to educate Malaysians and students on the importance of Financial Literacy, where she works closely with universities.

Ms Josephine Poh

– Director, Head of Trustee Services at TMF Group

Background

Josephine began the early years of her career working in, and thereafter managing the corporate secretarial department of a full-serviced law firm in Singapore. Her strong interest in finding the best solutions for her clients led her to the trust industry where she has spent 10 years and counting in private trust companies and bank trust companies such as Citi and Deutsche Bank in Singapore, serving ultra high net worth individuals and families globally. 

Experience

Client servicing has always been Josephine’s strong suit, having spent years honing her trust knowledge and skills to leading teams to meet and exceed client’s expectations. She has worked with tax advisors, lawyers, bankers and other trusted advisors of clients to deliver the best fit solutions for clients, their businesses and their families.


Presently, in her role as Key Accounts Director, she collaborates with her Tricor Group colleagues and partners particularly in the ASEAN countries, to support her key clients. Whether in their business growth and expansion, from start up to IPO and beyond, to the clients’ private wealth structuring, from private
family trusts, charitable vehicles, employee share options and ownership schemes, to family office advisory services.

Josephine speaks English, Mandarin and the Hokkien dialect.

 

Accreditations

STEP Trust and Estate Practitioner

WMI Foundation Certificate for Family Office Advisors