Advanced Legacy and Estate Planning Prac

LEGACY AND ESTATE PLANNING

Advanced Legacy & Estate Planning Practitioner (ALEPP)

Advanced certification for professionals who want deeper estate planning expertise. Learn how to structure complex estate plans, coordinate legal tools, and advise clients with confidence.

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Next Intake: 29 - 30 April 2026

LEVEL

Intermediate

DURATION

2 Days

FORMAT

In-Person

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Professional Certification

Earn the ALEPP certification and demonstrate advanced estate planning expertise.

Integrated Estate Planning

Understand how legal and financial tools work together within an estate plan.

Integrated Advisory Strategies

Coordinate legal, financial, and business planning within a complete estate strategy.

Overview

The Advanced Legacy and Estate Planning Practitioner (ALEPP) certification builds on foundational estate planning knowledge and focuses on applying advanced planning frameworks in real advisory scenarios.

Participants learn how legal, financial, and succession tools work together in complex estate structures, including trusts, governance roles, and integrated planning strategies.

The programme focuses on case analysis, planning risks, and coordinating estate strategies across legal and financial professionals.

Participants who complete the assessment will receive the ALEPP certification from Mezzanine Institute.

Programme Partner

Delivered in collaboration with Mezzanine Legacy.

What You Will Learn

Participants will explore advanced estate planning frameworks and how they are applied in complex advisory scenarios.

Participants will learn how to:

Understand estate planning systems and execution structures
The role of wills within integrated estate planning strategies
Trust governance, authority roles, and planning responsibilities
Identifying risks in asset distribution and succession planning
Integrating legal, financial, and business planning tools

Participants will also gain practical insight into how estate strategies are coordinated across legal and financial professionals.

Who Should Attend

Built for practitioners who already work with clients and want to handle estate planning with confidence.

Active Financial Advisors, 2+ years

Already meeting clients regularly
Want to handle estate planning cases with clarity and structure

ALES Graduates

Ready to move from knowledge to execution
Want to apply frameworks to real cases

Practitioners handling real client cases

Want structure, not guesswork
Want to increase case size and client trust

Professionals integrating estate planning into their work

Private bankers
Wealth managers
Legal and accounting professionals

Before You Attend

ALEPP is an advanced-level programme that builds on foundational estate planning concepts.

Participants do not need to have completed ALES, but familiarity with estate planning frameworks or advisory work will help participants engage more deeply with the material.

Assessment and Certification

You complete a 30 question MCQ assessment based on real scenarios, core concepts, and in course client simulations.

Successful participants receive the Advanced Legacy and Estate Planning Practitioner (ALEPP) certification from Mezzanine Institute.

Programme Details

SCHEDULE

29 to 30 April 2026

9:30 AM to 3:30 PM each day

DURATION

2 Days, 6 hours per day

PROGRAMME FEE

Standard Fee: $1,080

Promo Price: $780 (enquire for more details)

INTAKE SIZE

Limited to 20 participants for focused learning

DELIVERY

In person at Mandala Club or SMU

WHO THIS IS FOR

Open to all experience levels

WHAT YOU GET

Practitioner certification (for ALEPP)
Access to Estate Planning Platform WISH
Lunch and course materials provided

REGISTRATION DEADLINE

Cut-off registration 7 working days before programme start date

Trainers

Shane Toh

Associate Director and Principal Estate Planner

Mezzanine Legacy

Shane Toh is Mezzanine Legacy’s Associate Director and Principal Estate Planner. From simple family estates to complex cases involving businesses, trusts, and cross-border assets, Shane brings extensive real-world experience to the table. He also designed WISH (Will Integration Strategy Hub), Mezzanine Legacy’s proprietary platform that structures the entire life cycle from client discovery to Will onboarding.

Glennis Yew

Managing Director

Eastern Mezzanine Law Corporation

Glennis Yew is Eastern Mezzanine Law Corporation’s Managing Director. She combines litigation-trained rigour with experience in corporate structuring and private wealth matters. Her work focuses on structuring legally robust solutions that safeguard assets, manage risk, and support long-term estate and succession outcomes. Glennis approaches estate planning with an emphasis on legal soundness and practical applicablity.

Celeste Cordeiro

Associate Director

Eastern Mezzanine Law Corporation

Celeste is an Associate Director at Eastern Mezzanine Law Corporation, where she advises on regulatory and compliance matters in estate, wealth, and financial planning. Drawing on her background in family law litigation, she brings a keen understanding of complex family dynamics to her estate planning practice. This perspective allows her to deliver strategic, legally robust, and practical estate and succession solutions tailored to Singapore’s evolving regulatory landscape.