Program Content
This program focuses on issues that are often overlooked by trust administrators regarding the management of offshore assets.
1) Understanding the true meaning of asset planning
2) Utilizing the "3W" assessment method in handling inheritance
3) Addressing the issues arising from the inheritance of offshore bank deposits
4) The functions and potential problems associated with Power of Attorney (POA)
5) Understanding the relationship between inheritance procedures and the aforementioned topics
Teaching methods and assessment
This course will be conducted in video format (in Mandarin with Chinese subtitles). Upon completion of the course, participants are required to submit a written report of no less than 1,000 words
Requirement for Certificate
After passing the learning report assignment, students can obtain the Professional Certificate (Offshore banking accounts succession complication and solutions) issued by Elite Training Academy, which is recognized by California University FCE.
Class Schedule (2.5hours)