Real Estate Investment in Singapore: A Legal Perspective - For Financial Planning Advisers

Programme Highlights

Real estate, especially in Asia, is a preferred asset class for investment and risk diversification. This course provides an in-depth exploration of real estate investment, financing tools, and transfer methods in Singapore. Participants will gain a comprehensive understanding of specific real estate issues related to estate planning, including considerations for single parents, families with special needs children, LGBT individuals, foreign properties, property holding entities, and solutions for estate equalization due to uneven property distribution.

The program includes latest case studies, many of which are based on actual court cases managed and litigated by the program lecturer.

12 CPD Hours
Mode: Face-to-face training
Dates: 24 & 25 April 2025
Time: 9.00 a.m to 5.00 p.m.

For Whom

Financial advisers, wealth managers, bankers seeking to broaden their understanding of real estate transactions and investments in Singapore will benefit from this course. It equips them to offer holistic advice by integrating real estate into their clients’ portfolios and enhances their understanding of how real estate aligns with comprehensive financial planning strategies, including advance care and legacy planning.

Programme Outline

  • Latest Legal & Tax Landscape & Cooling Measures
  • Practical Aspects of Property Transaction
  • Dispute Resolution
  • Transfer of Ownership through Sale & Purchase
  • Transfer of Ownership through Gift
  • Transfer of Ownership through Trust
  • Transfer of Ownership through Legacy Planning
  • Transfer of Ownership through Matrimonial Proceedings
  • Transfer of Ownership though LPA
  • Relevant Issues concerning Property transfer
  • Case Studies
  • Opportunities

Programme Leader

Mr. Patrick Tan is the founder of Fortis Law Corporation, established in 2003. With over 25 years of experience as a legal professional, he has built a practice renowned for its excellence in Private Client, Real Estate, Litigation and Dispute Resolution.

Under Patrick’s visionary leadership, Fortis Law Corporation became the first law firm in Singapore to achieve PrimeLaw Practice Management Excellence Standard awarded by Law Society of Singapore in 2007.  His commitment to professional development is demonstrated by his completion of the SAL-INSEAD Law Firm Leadership Programme and certifications from the Wealth Management Institute and the Singapore Institute of Directors.

Patrick’s extensive experience and profound knowledge makes him well positioned to lecture for the course ‘Real Estate Investment in Singapore: A Legal Perspective - For Financial Planning Advisers’. He has represented high-net-worth clients in trust advisory, asset protection, and complex multi-jurisdictional probate matters.  His real estate expertise includes advising on tax implications, foreign ownership, and collective sale of landmark properties.  As an approved CPD Trainer for the Council of Estate Agencies, Patrick is dedicated to educating and empowering financial planning advisers, offering them a comprehensive understanding of real estate transactions and investments within the Singapore context.

Patrick holds an LL.B. (Hons) (2nd Upper Class) from the University of Nottingham, where he received several academic awards in Land Law, Company Law, and Partnership Law. Furthering his legal education, Patrick earned a Graduate Diploma in Singapore Law (Merit) from NUS in 1999 and was called to the Singapore Bar in June 2000.

Programme Fee

Full Course Fee: S$1,744.00 (incl. of 9% GST)

Register Now
Last Updated Date:
31/12/24

Real Estate Investment in Singapore: A Legal Perspective - For Financial Planning Advisers

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