Estate Planning Seminar
About the Training/Workshop
Overview
Estate Planning is a tool or process of disposing or transferring estate or properties (real or personal) either during the lifetime of the transferor or by operation of law (death) with the least risk and by reducing cost and taxes. Knowledge therefore of the different modes of transferring properties and their corresponding taxes will help real property owners in reducing risk, cost and taxes.
Objectives
• To know the basic modes of transferring properties
• To learn the essential characteristics of each mode
• To learn the basic tax computation of each mode.
• To be able to assess the most advantageous way of transferring properties.
Who Should Participate
• Property owners
• Future property owners
• Others who want to know how estate planning works
Key Topics
• Estate Planning Tools
• Basic concepts of property regime
1) Absolute Community of Property
2) Conjugal Partnership of Gains
3) Exclusive Property
• Basic concepts of law on Sales
1) Definition and Kinds of Contract of Sale
2) Earnest Money vs. Option Money
3) Rule on Double Sales
4) Transfer of Ownership
• Computation of Capital Gains Tax and Documentary Stamp Tax
1) Sale of Principal Residence (Exempt from Capital Gains Tax)
2) Sale of Shares of Stock
3) Sale of Real Property
4) Place and time and of filing and payment
• Basic concepts of Law on Donations
1) Definition and requisites for Donation
2) Formalities for Donation
3) Revocation and Reduction of Donations
• Computation of Donor’s Tax
1) Ordinary Donation vs. Donation to Stranger
2) Place and time of filing and payment
• Basic Concepts of law on Succession
1) Definition and Elements of Succession
2) Kinds of Succession and Successors
3) Table of Legitimes (Sharing of heirs)
4) Regular order of Succession
• Computation of Estate Tax
1) Notice of Death and Certification by CPA
2) Composition of Gross Estate
3) Valuation of Real and Personal Property
4) Proceeds of Life Insurance
5) Donation Inter Vivos vs Donation Mortis Causa
6) Allowable deductions
7) Place and time of filing and payments
• Living Trust
1) Definition
2) Tax Effect
• Family Holding Corporation
• Life Insurance Policy
• Final Analysis on transfer of property
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Click here to -> CHECK SCHEDULE
TIME: 9:00 AM to 4:00 PM
VENUE: Unit 2 2/F Intellect Bldg. MacArthur Highway, Brgy. San Sebastian, Tarlac City, Tarlac
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Click here to -> REGISTER ONLINE
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Contact Details:
Contact Numbers: (045) 923.1751 or text/call 0920.959.4020 or 0949.993.9043
For inquiries, you may also leave a message in our CONTACT FORM.