Date:	8 December 2011 (Thu)
Time:	6:30pm – 8:30pm (2 hours)
Venue:	IFPHK Office
Language:	Cantonese
Speaker:	Mr. Wilson Yee, CFPCM
Fee:	$260 (Member) / $340 (Non-Member)
Objective:	Effective wealth transfer strategies serve to protect assets and accumulated fortune and ensure they end up in the right hands as a client's wish is respected. The program examines wealth transfer planning and applicable tools in trusts and philanthropy.
Contents:	Needs analysis and choice of trust form Trust formation and relevant legal implication Special trust in philanthropy Case studies

CE Recognition: 2 IFPHK CE credits / IA CPD credits / SFC CPT hours / MPFA non-core CPD hours

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