Tritium to hold ‘estate planning’ seminar
For parents and grandparents who want to acquire a clearer understanding of how to make an orderly transfer of property and assets to their intended heirs and beneficiaries while minimizing transfer taxes and costs, this seminar is a must.
The whole-day seminar will be held on April 18, 2013, at the New Horizon Hotel, 778 Boni Ave. corner EDSA in Mandaluyong by Tritium Knowledge Center, Inc.
Resource speaker, Atty. Eric Recalde, CPA, and Partner of ACCRALAW Offices, will discuss thoroughly the dimensions, intricacies, challenges and options on how properties/assets of parents and grandparents can be transferred to their children and beneficiaries while minimizing transfer costs and taxes; providing liquidity to the estate and providing support to beneficiaries after a person’s lifetime; considerations and factors in estate planning; estate planning tools; sale of property to intended beneficiaries; donation of assets to intended beneficiaries; transfer to a corporation; creation of a trust for the benefit of intended beneficiaries; purchase of a life insurance and related products; execution of a will; and, other issues and practices in estate planning.
Seminar fee includes a valuable resource CD, handouts, lunch, snacks, flowing coffee, and a certificate of completion. For details, call 579-5697, 531-0084, 0919-2299777, 0919-2299780; email: email@example.com or firstname.lastname@example.org.
Who should attend? Parents, grandparents, siblings, heirs, individuals, lawyers, accountants, trustees, fund managers, financial advisors, finance officers, and estate planning practitioners.