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Secure Your Legacy with Smart Estate Planning — Discover Legal Estate Tax Strategies Every Filipino Must Know!
Leaving a legacy isn’t just about building wealth—it’s about ensuring that your loved ones enjoy the benefits of what you’ve built. But without strategic estate tax planning, much of your estate could go to the government instead of your family.
This enlightening and insightful session reveals practical estate tax strategies to protect your assets, reduce liabilities, and preserve family harmony.
Learn how to use wills, trusts, donations, and insurance effectively, while staying compliant with Philippine tax laws.
Safeguard your financial legacy and give your loved ones the peace of mind they deserve—because protecting your family starts with planning today.
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MasterClass 3.0
Estate Tax Planning Strategies:
How to Legally Reduce Estate Taxes
and Protect Your Family and Assets
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Wednesday, February 18, 2026
01:00 PM – 05:00 PM PHT
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LEARNING INVESTMENT
Regular Rate: ₱ 3,998 + VAT / Participant
Reserve Your Spot NOW and SAVE Php. 2,000
Bayanihan Rate: ₱ 1,998 + VAT / Participant
(Pay on or before January 29, 2026)
LEARNING INVESTMENT INCLUDES:
Enjoy a “Fun-filled” e-learning experience, complete with online session materials
and e-certificate of attendance after online course completion.
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PAYMENT METHOD
- Paypal / Gcash / Paymaya
- Credit Cards / Debit Cards
- Bank Transfer / Electronic Funds / Telegraphic Transfer
- Direct Bank Deposit: Cash and Cheque
Click here for the PAYMENT GUIDELINES
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REGISTER ONLINE
WWW.ARIVA.COM.PH
REGISTER NOW! CALL US!
8832-9901 | 8835-9354
(Globe/Viber) 0917-3257870
(Smart) 0919-6142598
(WhatsApp) 0917-3267870
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Webinar Description:
Estate taxes can significantly erode the wealth you’ve worked hard to build — but with the right planning, you can ensure that your legacy is preserved and passed on to your loved ones as you intend. This dynamic and high-value session will equip you with practical, legally sound, and ethical estate tax planning strategies designed to minimize tax burdens, safeguard family assets, and ensure a smooth transfer of wealth across generations.
Discover how proper estate planning can help you protect your hard-earned assets, maintain family harmony, and prevent costly legal disputes in the future. From understanding the latest estate tax laws and exemptions to exploring effective tools such as wills, trusts, donations, life insurance, and succession plans — this session provides a step-by-step guide to securing your financial legacy.
Whether you are a business owner, professional, or family head, this learning session will help you make informed decisions about how to structure your estate, comply with legal requirements, and take advantage of available tax-saving opportunities — all while upholding your family’s best interests.
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Webinar Objectives:
The specific objectives of this unique fun-filled learning experience are as follows:
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Understand the key concepts and principles of estate tax planning and their implications on wealth transfer and family asset protection;
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Identify legal and ethical strategies to minimize estate tax liabilities while ensuring compliance with current tax laws and regulations;
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Evaluate various estate planning tools—such as wills, trusts, donations, and life insurance—and determine which best suits their financial and family goals;
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Develop a proactive estate plan that ensures smooth succession, preserves family wealth, and avoids unnecessary tax exposure or legal disputes; and
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Apply practical techniques and best practices to structure assets effectively for long-term protection and continuity of wealth.
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Key Benefits from Attending this MasterClass:
In this transformative and power-packed session, your participants and organization will gain actionable insights on:
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Comprehensive understanding of estate taxation and its impact on personal and business assets;
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Actionable insights on tax-saving opportunities and how to legally reduce estate taxes;
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Confidence in making informed financial and legal decisions regarding asset management and wealth transfer;
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Tools and frameworks to build an effective estate plan that aligns with family values and long-term goals;
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Peace of mind knowing how to protect loved ones from financial and legal complications in the future; and
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Enhanced ability to communicate and collaborate with financial advisors, lawyers, and accountants in implementing estate planning strategies.
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Webinar Outline:
Session 01: Introduction and Overview
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Welcome remarks and speaker introduction
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Overview of the importance of estate planning
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The role of estate tax planning in wealth protection and family security
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Common misconceptions about estate taxes and estate planning
Session 02: Understanding Estate Tax Fundamentals
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Definition and purpose of estate tax
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Key provisions under the National Internal Revenue Code (NIRC)
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Estate tax rates, exemptions, and deductions
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Who is liable to pay estate taxes and when they are due
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Real-life examples of estate tax implications on families and businesses
Session 03: Components of an Effective Estate Plan
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Identifying assets, liabilities, and beneficiaries
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Understanding the difference between a will and succession planning
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The importance of liquidity in paying estate taxes
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The role of executors, trustees, and administrators
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Common mistakes in estate planning that lead to unnecessary taxes or disputes
Session 04: Legal Strategies to Minimize Estate Taxes
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Legitimate methods to reduce taxable estate value
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Lifetime donations and their tax implications
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Establishing trusts for wealth management and protection
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Leveraging life insurance as an estate planning tool
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Utilizing family corporations or holding companies strategically
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Understanding the limits of exemptions, deductions, and valuation discounts
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Timing considerations: Why planning early matters
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Case examples: How proper planning significantly reduced estate tax exposure
Session 05: Succession Planning and Family Wealth Continuity
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Designing a smooth and conflict-free transfer of assets
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Balancing family dynamics, control, and fairness
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The importance of governance structures in family-owned businesses
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Aligning estate planning with business continuity strategies
Session 06: Documentation, Compliance, and Legal Requirements
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Essential documents for estate planning (wills, trusts, life insurance, etc.)
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Filing and settlement requirements under BIR regulations
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The process of estate tax return preparation and payment
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Tips for keeping estate documents updated and accessible
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Avoiding disputes and ensuring enforceability of your estate plan
Session 07: Practical Insights and Case Studies
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Real-world scenarios illustrating good vs. poor estate planning
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Key lessons learned from legal disputes and tax challenges
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Q&A discussion: Addressing participant questions and specific situations
Session 08: Summary and Key Takeaways
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Recap of key points and best practices
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Action checklist for starting or updating your estate plan
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Final reminders: “Plan early, plan legally, and protect what matters most.”
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Who Should Attend?
This MasterClass is ideal for professionals, entrepreneurs, and individuals who want to secure their family’s financial future and ensure a smooth transfer of wealth. It is especially valuable for:
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Business Owners and Entrepreneurs – who want to protect business assets, plan for succession, and minimize estate tax liabilities.
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Executives and Professionals – seeking to preserve personal wealth and ensure efficient estate distribution.
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Financial Advisors, Accountants, and Tax Practitioners – who wish to deepen their knowledge of estate tax laws and provide informed advice to clients.
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Lawyers and Legal Consultants – involved in estate settlement, wills, and trust management.
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High-Net-Worth Individuals and Family Heads – looking to safeguard accumulated assets and leave a lasting legacy.
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Real Estate Investors and Property Owners – who need to understand how property holdings affect estate valuation and taxation.
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HR and Corporate Benefits Administrators – supporting executives and employees in financial and estate planning education.
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Whether you’re planning ahead for your family, advising clients, or managing business continuity, this session will equip you with the essential knowledge and tools to plan legally, strategically, and confidently.
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Claiming eCertificates
An eCertificate of Attendance will be awarded to participants who successfully completed the entire Virtual MasterClass.
Survey Online Questionnaire will be emailed after the e-Learning Event for participants to give feedback.
An eCertificate of Achievement will be emailed to the registered email address of the participants upon completion of the online Feedback Form.
Please ensure email address provided during registration is accurate or eCertificates may not be received.
Online Certificates will be available 3 to 5 working days after the e-Learning Event.
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GENEROUS PARTNERS AND SPONSORS
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FOR MORE INFORMATION,
EARLY REGISTRATION AND
SPONSORSHIP OPPORTUNITIES,
CALL US TODAY!
ARIVA Academy Philippines, Inc.
8832-9901 | 8835-9354
(GLOBE/VIBER) 0917-3257870
(SMART) 0919-6142598
(WhatsApp) 0917-3267870
Email: SuccessSeminars@Ariva.com.ph
REGISTER ONLINE
WWW.ARIVA.COM.PH
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Stay on top of our insights and updates!
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ARIVA! Academy Philippines, Inc.
Betterliving Subdivision Brgy. Don Bosco, Parañaque City, 1711
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Telephone: +632.8832-9901 | +632.8835-9354
Mobile: +63.917-325-7870
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