PRACTICAL ASPECTS OF TRUST &

ESTATE ADMINISTRATION

Introduction

Estate Administration Process

(When Your Loved Ones Died...  What You Need To Do And How Do You Go About Doing It. Any Idea? None! Then Click On The Following And Find Out.)

Petition For Grant Of Probate

Petition For Letter Of Administration

Investment Policies And Operations Guide

( How BHLB Trustees Bhd Works? To Learn More About It, Click On The Above Link To Understand Better)

             BHLB Trustee Berhad's Investment Committee

             Investment Objectives & Policies

Investment Operations & Guidelines

Taxation Of The Trust Fund

Tax Position Of The Beneficiaries

Real Life Problems Haunting The Administration Of The Deceased Estate

( Do You Know That Having A Little Knowledge Is A Dangerous Knowledge. Click The Above To Read More To Understand What It Means)

             Dilemma Of The Executor

Dilemma Of The Beneficiaries

Problematic Areas To Avoid In Will Instruction Taking

Trust

( Click To Learn More About The Different Types Of Trust)

             Living Trust ( Inter Vivos ) 5.2. The Benefits Of A Living Trust

             Living Trust ( Revocable )

Living Trust ( Irrevocable )

Testamentary Trust ( a.k.a. Will Trust )

Trust Misunderstood

(Don't Misunderstood, Click To Learn More)

             Will Or Trust

Situations Where Trust Is Set Up

Trust In Estate Planning

( Why You Need It, Click To Learn More)

              The Benefits That Can Be Achieved Through Trust

                    Protection

      Preservation l Management

      Provision / Distribution

              How To Tailor Make Trust To Achieve The Settlor's Objectives

              Find Out What's The Intention Of The Settlor

             Identify The Intended Beneficiary (ries)

              Consider The Purpose And The Subject matter Of The Trust

How to Apply The Knowledge To Real Life Situations

Documentation Process

   Application Form For S.166 Insurance Trust

   Checklist For Insurance Trust S.166

   Checklist For Insurance Trust (Absolute Assignment )

   Checklist For Maintenance

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