Estate Planning Course
Estate Planning Course
Estate Planning Course
Estate Planning requires a good working knowledge of Philippine laws to find useful applications in local settings. It includes transfer tax management as well as lawful distribution of assets to heirs. The Estate Planning Course is designed to provide participants with practice-based knowledge and skills that will equip them to be competent guides in the process of estate planning.
Estate Planning requires a good working knowledge of Philippine laws to find useful applications in local settings. It includes transfer tax management as well as lawful distribution of assets to heirs. The Estate Planning Course is designed to provide participants with practice-based knowledge and skills that will equip them to be competent guides in the process of estate planning.
Estate Planning requires a good working knowledge of Philippine laws to find useful applications in local settings. It includes transfer tax management as well as lawful distribution of assets to heirs. The Estate Planning Course is designed to provide participants with practice-based knowledge and skills that will equip them to be competent guides in the process of estate planning.
The Designation
Earn the designation Certified Estate Planner, Philippines (CEPP), highly regarded in wealth management circles as the standard of practice, competence and excellence for professionals whose mandate centers primarily on the orderly transfer and succession of intergenerational wealth.
The Designation
Earn the designation Certified Estate Planner, Philippines (CEPP), highly regarded in wealth management circles as the standard of practice, competence and excellence for professionals whose mandate centers primarily on the orderly transfer and succession of intergenerational wealth.
The Designation
Earn the designation Certified Estate Planner, Philippines (CEPP), highly regarded in wealth management circles as the standard of practice, competence and excellence for professionals whose mandate centers primarily on the orderly transfer and succession of intergenerational wealth.
Key Benefits
Comprehensive understanding of Philippine Laws pertaining to transfer of wealth
Learn strategies and tools to diminish adverse effects of transfer taxes
Understand the lawful distribution of wealth to heirs
Identify common issues encountered in estate planning and how to resolve them
Acquire the Certified Estate Planner, Philippines (CEPP) designation
Key Benefits
Comprehensive understanding of Philippine Laws pertaining to transfer of wealth
Learn strategies and tools to diminish adverse effects of transfer taxes
Understand the lawful distribution of wealth to heirs
Identify common issues encountered in estate planning and how to resolve them
Acquire the Certified Estate Planner, Philippines (CEPP) designation
Key Benefits
Comprehensive understanding of Philippine Laws pertaining to transfer of wealth
Learn strategies and tools to diminish adverse effects of transfer taxes
Understand the lawful distribution of wealth to heirs
Identify common issues encountered in estate planning and how to resolve them
Acquire the Certified Estate Planner, Philippines (CEPP) designation
Course Outline
- The Importance of Estate Planning
- The Practice of Estate Planning
- Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
- The Estate Planning Process: Instruments available and how they work in relation to the objectives of the client, Latest tax regulations and their effects
Course Outline
- The Importance of Estate Planning
- The Practice of Estate Planning
- Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
- The Estate Planning Process: Instruments available and how they work in relation to the objectives of the client, Latest tax regulations and their effects
Course Outline
- The Importance of Estate Planning
- The Practice of Estate Planning
- Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
- The Estate Planning Process: Instruments available and how they work in relation to the objectives of the client, Latest tax regulations and their effects
Course Methodology
Lecture and discussion
Case study: analysis and discussion
An exam is given at the end of the course to test comprehension and retention
The course is comprised of three 8-hour sessions; 24 hours in total
Course Methodology
Lecture and discussion
Case study: analysis and discussion
An exam is given at the end of the course to test comprehension and retention
The course is comprised of three
8-hour sessions; 24 hours in total
Course Methodology
Lecture and discussion
Case study: analysis and discussion
An exam is given at the end of the course to test comprehension and retention
The course is comprised of three 8-hour sessions; 24 hours in total
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions.
Pass module exam.
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions
Pass module exam.
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions.
Pass module exam.
Requirements to earn
the designation
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering all topics.
Requirements to earn
the designations
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering all topics.
Requirements to earn
the designations
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering all topics.
Meet the Course Leader
Atty. Angelo M. Cabrera
Chief Knowledge Officer
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
Meet the Course Leader
Atty. Angelo M. Cabrera
Chief Knowledge Officer
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
Meet the Course Leader
Atty. Angelo M. Cabrera
Chief Knowledge Officer
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
