Estate Planning, Trusts & Wealth Management
Target audience: Practitioners, advisers, family offices, charities, churches, and high-net-worth support professionals.
$850.00
5-Day Focus
Day 1: Estate planning fundamentals, wills, trusts, and governance
Day 2: Tax efficiency, succession planning, and cross-border estates
Day 3: Trust accounting, fiduciary duties, and reporting
Day 4: Asset protection, risk exposure, and ethical considerations
Day 5: Case studies, structuring strategies, disputes, and future trends