Master Academy
Mission
Taking professionalism and integrity as the standard, our mission is to provide high quality trustee services and to safeguard family wealth and family business. We provide professional training and short-term courses that planned by professional consultants including accountants, lawyers and trust experts.
Vision
Our vision is to develop well rounded, confident and responsible professional or expertise who aspire to cultivate wealth inheritance concept to the world. We are commited to enhance industry expertise to provide professional advises on family inheritance topics.
What is Trust?
Introduction Course
10 & 17 JANUARY 2025
Time: 14:00-18:00 (8 hours)
Fee: $5,800
*Early Bird discount $4,800
(before 30 November 2024)
Course Overview:
The "What is Trust Introduction Course" is designed for individuals seeking to understand the fundamental concepts of trusts, their purpose, and how they can be utilized in personal and financial planning. This course provides a comprehensive introduction to the world of trusts, breaking down complex legal jargon into easily understandable terms, making it accessible for everyone, regardless of prior knowledge.
Course Objectives:
By the end of this course, participants will be able to:
1. **Define Trusts**: Understand what a trust is, including the roles of the settlor, trustee, and beneficiary.
2. **Recognize the Importance of Trusts**: Learn the benefits of establishing a trust, including asset protection, estate planning, and tax implications.
3. **Identify Common Types of Trusts**: Familiarize themselves with various types of trusts such as living trusts, testamentary trusts, special needs trusts, irrevocable trusts, and revocable trusts.
4. **Understand the Trust Creation Process**: Gain insights into how trusts are established, including the necessary documentation and legal requirements.
5. **Explore Trust Management**: Learn about the responsibilities of trustees and how trusts are managed over time.
Target Audience:
This course is ideal for individuals interested in personal finance, estate planning professionals, legal practitioners, and anyone looking to gain a foundational understanding of trusts. No prior experience or legal background is required.
Course Format:
The course will be delivered through a combination of lectures, interactive discussions, case studies, and Q&A sessions. Participants will have the opportunity to engage with experts in the field and share their insights and questions.
Duration:
This is a two-days course consisting of eight hours of instruction, including breaks and interactive sessions.
Materials Provided:
Participants will receive a comprehensive course handbook, access to additional online resources, and templates for trust documents to aid in understanding and practical application.
Join us for the "What is Trust Introduction Course" and take the first step towards mastering the essential concepts of trusts that can enhance your financial planning and protect your family's future.