CREATING THE BEST WEALTH MANAGERS
ESTATE PLANNING SERIES:
TOOLS FOR HANDLING INTERGENERATIONAL WEALTH TRANSFER AND ESTATE PLANNING FOR
WEALTH OWNING FAMILIES
Thursday, 24 April 2014, 2:00PM – 5:00PM
Fees : $535 (inclusive of 7% GST)
Speaker : Chan Ee Lin
The objective of this 3 hour session is to help private bankers feel more confident about initiating conversations with clients about wealth planning. Participants will gain
relevant and practical insights on how they can be better positioned and differentiated from the competition, by adopting a more holistic approach to their clients' needs,
through wealth planning solutions.
Each life stage has unique challenges and opportunities. By understanding a client's needs and values and designing wealth planning solutions with their best interests
in mind, participants will learn how to engage their clients and their families to help them attain their long term objectives of wealth preservation, inter-generational
wealth transfer and succession planning. Participants will be taught how to identify their client's latent wealth planning needs and to develop solutions through an
in-depth coverage of topics such as inter vivos gifts, wills, companies, trusts and foundations .
This topic makes extensive use of real life case studies focusing on Asian families, to reinforce the application of wealth planning concepts and solutions.
WORKSHOP CONTENT
• Key Considerations for Wealth Planning
o Identifying Client’s needs
o Type and location of assets
o Taxation – connecting factors
o Need for control
• Key Legal Concepts and Mini Case Studies
• Developing Solutions – using tools in the Wealth Planning Toolbox
o Inter-vivos gifts
o Joint accounts
o Wills
o Companies
o Trusts
o Foundations
ABOUT THE SPEAKER
CHAN EE LIN
An award-winning trust, estate and wealth planner with extensive Asia-Pacific expertise and over 20 years of experience in the finance sectors of Singapore, Hong Kong,
Geneva and Luxembourg. Ee Lin provides highly tailored multi-jurisdictional succession and estate planning solutions for high net worth individuals and family
businesses, typically using structures such as trusts, charitable foundations, companies, partnerships, private trust companies and bespoke insurance policies and
wrappers.
Currently Adjunct Faculty at Singapore Management University’s Lee Kong Chian School of Business, Ee Lin also develops content for and teaches multiple programs at
Temasek’s Wealth Management Institute while running her own wealth planning consultancy for high net worth clients.
Most recently, Ee Lin was Head of Wealth Planning at Coutts and spearheaded the bank’s philanthropy advisory service in Asia. She won the RBS Wealth Management
Excellence award in 2008 from a global field of 600 nominations.
Her prior experience includes CEO and Regional Head roles at Clariden Trust Company (Singapore), ABN AMRO Private Banking, Bankers Trust Company and the Monetary
Authority of Singapore; and she has held board director roles at both for-profit and non-profit organisations in Singapore. As the Immediate Past President of the Financial
Women’s Association Singapore (FWA), Ee Lin currently serves on the boards of FWA, BoardAgender, World Wide Fund for Nature, and Charities Aid Foundation. A full
member of the Society for Trust and Estate Practitioners (STEP) who has served on several sub-committees of STEP Singapore, Ee Lin also has served on the Government
Parliamentary Committee for Finance and Trade since 2009.
Married with one son, Ee Lin holds a Bachelor’s degree in Economics from Stanford University and an MBA in International Wealth Management from Carnegie Mellon
University, Tepper School of Business.
ABOUT THE WMI CPD SERIES
Responding to the strong demand for training wealth professionals, WMI provides Continuing Professional Development (CPD) opportunities for
individuals to upgrade their skills and competencies.
The WMI CPD Series is aimed at raising the competencies of Covered Persons, including product knowledge, asset allocation, wealth and tax planning,
ethics, compliance and legal issues, and client relationship management skills.
This course is eligible for 50% funding under the Financial Training Scheme*
The Institute of Banking and Finance (IBF) administers Financial Training Scheme (FTS) grants to financial sector organisations that sponsor
eligible participants to training programmes that meet qualifying criteria. For more details, please visit www.ibf.org.sg, or contact IBF via
funding@ibf.org.sg
*Terms and Conditions apply.
Wealth Management Institute Pte Ltd
(Regn No 200303588Z)
60B Orchard Road
#06-18 Tower 2
The Atrium@Orchard
Singapore 238891
Tel : (65) 6828 6988
Fax : (65) 6821 1155
E-mail : exec.devt@wmi.com.sg
Website : www.wmi.com.sg