Tritium to hold 'Estate Planning' Seminar
For parents and grandparents who wish to acquire a clearer understanding of how to make an orderly transfer of property and assets in their lifetime to their intended heirs and beneficiaries while minimizing transfer taxes and costs, this seminar is definitely a must.
The whole-day seminar is going to be held April 29, 2015 at the New Horizon Hotel, 778 Boni Ave. corner EDSA in Mandaluyong by Tritium Knowledge Center, Inc.
Resource speaker is Atty. Eric Recalde, CPA, and Partner of ACCRALAW Offices-a Tax and Estate Planning expert-who 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 their estate and providing support to their 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; other issues and practices in estate planning.
Seminar fee is inclusive of a valuable resource CD, handouts and materials, lunch, snacks, flowing coffee, and a certificate of completion. For details, call 5795697, 531-0084, 0919-2299777, 0919-2299780; email: tritium@pldtdsl.net or tkcp_ph@yahoo.com.
Who should attend? Parents, grandparents, siblings, heirs, individuals, lawyers, accountants, trust managers and trustees, fund managers, financial planners and advisors, and estate planning practitioners.