Succession Planning – 12 December 2018

Dr Jessica Borg will be sharing her expertise on how to best protect one’s estate by preserving assets whilst exploring the different ways in which one may achieve the desired goals, ensuring family harmony and peace of mind. We will discuss the core elements of estate and business planning vital to a proactively planned estate.

Instructed by: Jessica Borg. in:

Seminar Description

Seminar Description

Dr Jessica Borg will be sharing her expertise on how to best protect one’s estate by preserving assets whilst exploring the different ways in which one may achieve the desired goals, ensuring family harmony and peace of mind. We will discuss the core elements of estate and business planning vital to a proactively planned estate. Topics to be presented, with a focus on legislation, include:

succession planning
use of wills
applications of trusts and foundations
donations
matrimonial regimes
business succession
pensions and investments
charitable giving

CPE

Qualifies for 3 CPE CORE hours under the core competency area.

Seminar Fee

The seminar fee is €50.00. The fee covers seminar participation, coffee break and access to event resources.

A receipt will be issued to all participants.

Parking facilities

Participants are advised to make use of the venue’s car park. Parking space in the car park is available on a first come, first served basis. Parking is also available close to the venue.

Event Resources

Participants will receive the event resources by email.

Additional Information

For more information, kindly use the following communication mediums:

T: 21 58 53 74   M: 77 01 17 19   E: info@skillsmalta.com      Webpage: www.skillsmalta.com

Programme

Wednesday, 12 Ocotber 2018

13.45   Registration
14:00  Succession Planning
15:30   Coffee Break
15:45   Succession Planning
15:10   Question Time
15:15   Close of Seminar

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