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Estate Planning Seminar Sponsored


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SEMINAR TITLE: Estate Planning Seminar
DATE: June 2, 2014 (Monday)
TIME: 9:00 am - 4:00 pm
VENUE: Unit 201 Richbelt Tower, 17 Annapolis St., Greenhills, San Juan City, Metro Manila


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

SEMINAR FEE: Php 3,000.00 per person (inclusive of 2 snacks, lunch, seminar kit, handouts, certificate of attendance)
DISCOUNT: 10% Discount if FULL AMOUNT is paid at least 5 days before the event.
RESERVATION: Phone reservation is required. Look for Ms. Jez Lucenecio or Ms. Mini Anlacan.
SCHEDULE: Schedule may change without prior notice. Please call to confirm.
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  • Price:3,000.00
  • Contact Numbers:
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    • +63-908-342-3162
    • +63-933-584-7266
    • 02-727-5628
    • 02-727-8860
    • 02-496-6949
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BusinessCoach Inc. Ms. Jez Lucenecio
  • Member Address: Unit 201 Richbelt Tower, 17 Annapolis St; Greenhills, San Juan City, Metro Manila, Philippines, San Juan, Metro Manila
  • Last Access From:Philippines
    • Registered: Oct 15, 2008
    • Last Login: 1 hour ago
    Seller Details

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