Estate Planning Course

What will I learn?

Gain expertise in the fundamentals of estate planning with our comprehensive course tailored for finance professionals in Pakistan. Explore crucial topics such as setting up education funds for children, establishing trusts, and understanding the principles of guardianship under Pakistani law. Learn how to draft wills, delve into different types of trusts relevant in Pakistan, and navigate the intricacies of power of attorney. Enhance your ability to present estate plans effectively, understand Pakistani estate and inheritance tax laws, and apply appropriate asset valuation methods. Steer clear of common legal mistakes and discover strategies to minimise estate taxes in accordance with Pakistani regulations. Boost your professional skills and secure your clients' financial future in Pakistan.

Develop skills

Strengthen the development of the practical skills listed below

Master estate planning instruments: wills, trusts, and directives applicable in Pakistan.

Navigate estate and inheritance tax laws: understand both federal and provincial (Punjab, Sindh, KPK, Balochistan) perspectives relevant to Pakistan.

Enhance asset valuation: covering business, real estate, and retirement assets within the Pakistani context.

Draft clear legal documents: avoiding common legal pitfalls specific to Pakistani legal practices.

Optimize tax strategies: including gifting and charitable contributions, considering Pakistani tax laws.

Suggested summary

Workload: between 4 and 360 hours

Before starting, you can change the chapters and workload.

  • Choose which chapter to start with
  • Add or remove chapters
  • Increase or decrease the course workload

Examples of chapters you can add

You will be able to generate more chapters like the examples below

This is a free course focused on personal and professional development. It is not equivalent to a technical, undergraduate, or postgraduate course, but it offers practical and relevant knowledge for your professional journey.