Kick-off
Introduction to wealth planning methods, explanation of the individual case option, and overview of the objectives of the master class.
Master Class Estate Planning
This master class provides accountants, tax advisors, and wealth management specialists with the insights needed to offer professional advice on wealth planning and family business transfers.
Language
Dutch
Location
Antwerp, Belgium
Training days
12
Language
Dutch
Location
Antwerp, Belgium
Training days
12
Curriculum & faculty
Module 1: Introduction to inheritance planning
- Introduction to inheritance law, property law, and relationship property law.
- Introduction to registration requirements and inheritance tax.
- Planning techniques involving wills, marriage, cohabitation, and succession contracts, with a review of anti-abuse tax provisions in practice.
- Planning techniques involving inheritance and gift contracts, with a review of anti-abuse tax provisions in practice.
- Generation skipping strategies.
- Evaluation of control structures such as partnerships and foundations in relation to practice and anti-abuse tax provisions.
- Practice session to apply learned concepts.
Module 2: Transfer of the family business
- Transfer of the family enterprise to third parties
- Family transfer of the family business whether or not through partnerships and foundation administration office
Module 3: Pension, investment and estate planning
Pension provisions (3 pillars)Planning techniques and taxationInvestment insuranceFinancial aspects of investmentsTax aspects of investmentsTax aspects of real estate
Module 4: from theory to practice
- practice sessions estate planning
Lift-off
Expert recommendations on common thinking errors based on the individual cases
Faculty
Henri Derycke
Paul Van Eesbeeck
