Estate Planning For Asian Foreigners In Singapore

Programme Highlights

This program helps participants understand estate planning for foreigners in Singapore with assets in both Singapore and their home countries. It covers the differences in legal, marital, and inheritance tax regimes, as well as financial planning opportunities. The program also explores cross-border estate administration, using the example of a Malaysian PR working in Singapore to illustrate how the Grant of Probate is obtained and how the Executor handles asset distribution when beneficiaries are in multiple countries.

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4 CPD Hours
Mode: Face-to-face training
Date: 8 April 2025
Time: 9.00 a.m. to 1.00 p.m.

For Whom

Life Insurance Advisors & Agency Leaders
Financial Planners
Financial Advisor Representatives
Bank Relationship Managers
Anyone interested in acquiring a foundational understanding of estate planning for foreign clients with assets in Singapore.

Key Learning Objectives

At the end of the programme, participants should be able to:

Grasp the foundational concepts of estate planning for Asian foreigners in Singapore.
Outline essential steps for to deal with estate administration upon the demise of a foreign client.
Comprehend the intricacies of will writing and trust planning for foreigners.

Programme Outline

Foundational Concepts:

Introductory overview of planning for foreigners.
Analyzing the juxtaposition of various legal, marital and inheritance systems.

Basic Will Writing for Foreigners:

An exploration of will writing nuances for foreigners.

Basic Trust Planning for Foreigners:

With focus on insurance trusts.

Smooth Estate Administration:

How estate administration can be performed seamlessly for foreigners.

Real-world Case Studies:

The speakers will share case studies from their actual client situations.

Programme Leader

Keon Chee LLB (Hons) MBA is Founder and Executive Director of Riverside Trustees. He is a trust and estate planner who has worked with hundreds of local and international families on their estate planning and wealth management matters.

More on Keon’s background can be found here.

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