Asia Estate Planning Association - AEPA

Asia Estate Planning Association - AEPA A professional association advancing estate planning education, standards, and best practices in Singapore and across Asia.

As an association advancing estate planning standards in Singapore and the region, Asia Estate Planning Association beli...
17/05/2026

As an association advancing estate planning standards in Singapore and the region, Asia Estate Planning Association believes the profession must continue stepping into areas that are deeply important, even when they are emotionally difficult and commercially challenging. Special needs planning is one such area.

On 8 May 2026, AEPA had the privilege of having Goh Wheeki conduct AEPA’s first Special Needs Planning elective for 35 members.

The session brought participants into difficult but necessary conversations surrounding the realities faced by many special needs families in Singapore. These included caregiver exhaustion, single parents left to shoulder caregiving responsibilities alone, concerns over long term care after parents pass on, emotional and financial vulnerability, and the risks of exploitation faced by some individuals with special needs.

These are not theoretical discussions. They are realities that many families quietly navigate every day.

Many of these families are simultaneously dealing with complex financial, caregiving, housing, and estate planning concerns. This reinforces why the profession must continue researching, learning, and strengthening its capabilities to better support families with special needs.

The discussions also highlighted an important truth. Meaningful work is not always measured purely by commercial value. As estate planning professionals, we are in a position to become catalysts for greater awareness, support structures, and long term planning solutions that can meaningfully improve the lives of vulnerable families.

Special needs families require thoughtful support, specialised planning considerations, and professionals willing to approach these conversations with empathy, patience, and care.

8 May 2026 marks a meaningful milestone in AEPA’s continuing journey to deepen professional capabilities and strengthen support for special needs families in our community.

*At the end of the class, we presented to Wheeki a painting done by a special need child when she was 10 years old.

Estate planning is a growing discipline that brings together legal, financial, tax, trust, and family considerations.At ...
17/05/2026

Estate planning is a growing discipline that brings together legal, financial, tax, trust, and family considerations.

At AEPA, we are committed to building a stronger estate planning community through professional education, practical learning, industry collaboration, and meaningful connections.

Whether you are an adviser, lawyer, accountant, trust professional, or simply interested in estate planning, AEPA welcomes individuals who believe in raising standards and deepening expertise in this space.

Explore membership with AEPA.

Register via the QR code or visit aepa.asia

Caring for ageing parents is one of the most personal and emotionally complex journeys many families will face.Yet few p...
17/05/2026

Caring for ageing parents is one of the most personal and emotionally complex journeys many families will face.

Yet few people are truly prepared for the practical, emotional, and financial realities that come with it.

Join us for an open conversation on the practical implications of elderly care in Singapore, from daily caregiving decisions to the long term financial and family considerations that often arise quietly over time.

This session explores how the choices we make for our loved ones today may also shape the way we think about our own ageing tomorrow.

🗓 29 June 2026
⏰ 2:00 PM – 4:00 PM
📍 Work Central, Singapore Shopping Centre

Featuring Hazel Sam, who will be sharing both professional insights and personal caregiving experiences from her own journey caring for her grandmother.

Register via the QR code or visit aepa.asia

As wealth structures and family dynamics evolve, estate planning conversations are becoming increasingly interconnected ...
10/05/2026

As wealth structures and family dynamics evolve, estate planning conversations are becoming increasingly interconnected with property ownership and trust planning.

Join us this July for AEPA’s upcoming CEPA elective programmes.

Seats are limited.

Register here:
https://aepa.asia/courses-and-workshops/

Estate planning continues to evolve alongside changing family structures, financial realities, and societal needs.Join u...
10/05/2026

Estate planning continues to evolve alongside changing family structures, financial realities, and societal needs.

Join us this June for AEPA’s upcoming CEPA programmes and technical workshop covering financial planning, blended families, and elderly care in Singapore.

Seats are limited.

Register here:
https://aepa.asia/courses-and-workshops/

On 27 April 2026, the Asia Estate Planning Association (AEPA) held its first Mental Wellness session for professionals w...
10/05/2026

On 27 April 2026, the Asia Estate Planning Association (AEPA) held its first Mental Wellness session for professionals within the advisory space.

The session featured Cyrano Latiff, who shared his personal journey of surviving the SQ006 crash in Taiwan on 31 October 2000, and the emotional and psychological recovery that followed in the years after.

The session opened honest conversations around professional pressure, emotional resilience, self doubt, financial stress, and the silent struggles many professionals carry behind the scenes.

One of the recurring themes from Cyrano’s story was this. Recovery became possible because there were people around him who never gave up on him.

At AEPA, we believe professional growth should not come at the cost of personal wellbeing. Beyond technical competency, industry standards, and professional advancement, we hope to continue building a community where professionals can support one another through both success and struggle.

As the world becomes increasingly demanding and uncertain, mental wellness conversations can no longer remain at the sidelines.

“We must accept finite disappointment, but never lose infinite hope.” — Martin Luther King Jr.

AEPA will continue building spaces where professionals can grow, connect, and support one another through both success and struggle.

Join us in building a stronger professional community.

Investing in US shares and properties comes with important tax and estate planning considerations.Join Asia Estate Plann...
28/04/2026

Investing in US shares and properties comes with important tax and estate planning considerations.

Join Asia Estate Planning Association for this technical workshop where we break down key areas such as PFIC, GILTI, FIRPTA, and IRS compliance in a practical and structured way.

Featuring Timmoney Ng, who will guide you through what investors and advisers need to know.

📅 25 May 2026
🕑 2:00 PM – 4:00 PM
📍 Dining Hall Work Central, #06-01, Singapore Shopping Centre, S239924

Scan the QR code to register.

Asia's legal and tax landscape is anything but uniform. For practitioners advising clients across borders, understanding...
15/04/2026

Asia's legal and tax landscape is anything but uniform. For practitioners advising clients across borders, understanding what sets individual jurisdictions apart and why it matters for multi-generational planning, is increasingly essential work.

On 29 April, AEPA and SMU Academy are hosting a webinar that goes beyond the headline: What does Singapore's status as a preferred estate planning jurisdiction actually mean in practice? And how does it compare to the intestacy frameworks operating across other Asian markets?

Navigating Asia's Complex Legal and Tax Landscape

🗓️Wednesday, 29 April 2026
⏰ 3.00 – 3.45pm
📍 Zoom

Speakers:
David Chee — Partner, WongPartnership LLP
Allen Lim — President, Asia Estate Planning Association

Register here:
https://smu-sg.zoom.us/webinar/register/WN_P2ch1MfmSNiPAI2YLXe7Vw #/registration

On 10 April, practitioners gathered for a full day with CEPA Module A — Introduction to Professional Estate Planning.Eig...
15/04/2026

On 10 April, practitioners gathered for a full day with CEPA Module A — Introduction to Professional Estate Planning.

Eight hours. Ten subject areas covering the full breadth of what professional estate planning requires — law, tax, life insurance, estate solvency and liquidity analysis, investment, asset structuring, and current affairs including AI.

Module A is the entry point into the Chartered Estate Planning Adviser (CEPA) programme . AEPA's flagship professional certification for practitioners across Asia.

Completion leads to the Associate AEPA designation, forming the foundation for all subsequent CEPA electives.

Estate planning is not a product. It is a discipline that sits at the intersection of law, tax, insurance, and human circumstance. Module A situates practitioners within the full picture, not just the tools, but the judgment required to apply them.

Who is this for? Financial advisers, wealth managers, lawyers, accountants, tax professionals, insurance professionals — and anyone with a genuine interest in estate planning, at any career stage.

There's more to explore.
All CEPA programmes are listed at aepa.asia.

https://aepa.asia/courses-and-workshops/

May is packed with learning opportunities at AEPA.Whether you are advising business owners, supporting families with spe...
14/04/2026

May is packed with learning opportunities at AEPA.

Whether you are advising business owners, supporting families with special needs, or strengthening your estate planning foundations, these programmes are designed to deepen practical expertise.

🔹 Family Business Owner & Estate Planning
🔹 High-Needs (Special Needs) Planning Mastery
🔹 Life Insurance in Estate Planning

Each session is structured to equip you with real-world application, not just theory.

Seats are limited.

Register here:
https://aepa.asia/courses-and-workshops/

Address

190 Clemenceau Avenue, #06-01 Singapore Shopping Centre
Singapore
239924

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