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Families' Guide to Wills, Trusts and Inheritance

The fear of many grandparents, parents and families who worked so hard for their wealth is for it to end up in the hands of bad relatives and outside predators in case of their incapacity or death. 

When you want to spare your loved ones of the burden of dividing and even quarreling over the estate, or the pain of having to pay for the unnecessary legal costs and taxes, one should write a will or create a living trust. It is the right thing to do.  When you don’t have one, you run the risk of your assets going to waste. To help families with this, the Center for Global Best Practices will host a one-day program entitled, “Families’ Guide to Wills, Trusts & Inheritance: Will-Writing, Trust-Making and Inheritance-Giving the RIGHT Way” to be held on Friday, November 23, 2018 at the Manila Marriott Hotel, Pasay City, Philippines.

Leave a long-lasting legacy. This program will provide you a practical guide to will-writing and creating living trusts. With these documents, you control and decide who you give your assets to. Learn how to handle vital issues including administration and distribution of your assets, guardianships, care of your parents, your spouse or partner, your minor children, and many more. Gain knowledge on different types of wills and trusts to ensure great protection of your assets for intergenerational wealth transfers. This program will teach of you the best practices to avoid getting into a family feud and save you on time, legal costs, and millions in taxes.

Get first-hand tips from an expert tax practitioner, Atty. Nicasio C. Cabaneiro, who is a partner-in-charge of tax programs at the Center for Global Best Practices. He is a recognized authority in the practice of taxation and commercial law with a track record and solid reputation of saving his clients across various industries billions in taxes. He is a sought-after lecturer and estate planning consultant of high net-worth families and individuals to help them with their tax and other legal matters. He has over 40 years of teaching experience and 25 years with Bank of Philippine Islands – capping his career as its Vice-President and Head of the Legal Services Division. One of his advocacies is in helping taxpayers save on taxes with the best strategies, effective solutions, implemented the RIGHT way.

Note: Registration is open to the general public. Public Officials and government employees attending training programs like this are exempted from the Php 2,000 limit set by COA based on the DBM Circular 563 dated April 22, 2016.

Interested participants are encouraged to avail of the following savings:
a) 5% Early Registration Discount (valid until October 23)
b) 5% Payment Discount (valid until November 13)
c) 5% Group Discount (for 3 or more registrants)

 You may also find of interest the following Best Practices Programs:
     Module II: Technical, Financial & Environmental
     Thursday and Friday, November 8 & 9, 2018

     Module III: Contracts & Terms of Reference
     December 6 & 7, 2018

     Module I: Policy & Legal Framework
     Second Quarter, 2019

      Friday, November 9, 2018
     (SEC Accredited)

      Thursday, November 29, 2018
      (CPD Accredited)

     Friday, December 7, 2018

     Thursday and Friday, December 13 & 14, 2018

    Thursday and Friday, January 10 & 11, 2019

    Friday, February 22, 2019

     Thursday & Friday, February 28 & March 1, 2019
     (CPD Accredited)

9) How to Structure and Compute Salaries, Wages and Benefits
     Thursday, May 9, 2019

       Thursday, April 11, 2019
       (CPD Accredited)

       Friday, June 21, 2019 (Cebu City)

       Wednesday & Thursday, July 10 & 11, 2019

13) More at www.cgbp.org

For inquiries, you may contact

Telephone Numbers:
Metro Manila: (+63 2) 842-7148 or 59 and
                          (+63 2) 556-8968 or 69
Baguio City:     (+63 74) 423-2914
Cebu City:        (+63 32) 512-3106 or 07
Legaspi City:    (+63 52) 736-0148

CGBP also accepts in-house training and consulting for individuals, families, and corporate clients. We invite you to check our website for a complete list of Best Practices programs.
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