Advanced Legacy & Estate Planning Practi

LEGACY AND ESTATE PLANNING

Advanced Legacy & Estate Planning Practitioner (ALEPP)

An advanced practitioner programme that equips professionals with structured frameworks to analyse client circumstances, identify planning risks, develop estate-planning strategies, and coordinate cases towards implementation.

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Next Intake: 28 & 29 Jan 2027

LEVEL

Practitioner

DURATION

2 Days

FORMAT

In-Person

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Structured Case Analysis

Develop a systematic approach to understanding family circumstances, assets, objectives and existing planning arrangements.

Estate Planning Strategy

Learn how multiple estate-planning instruments can be considered together to address different client circumstances.

Practitioner Application

Apply planning frameworks to realistic client cases and understand how cases progress from discovery towards professional implementation.

Overview

The Advanced Legacy & Estate Planning Practitioner (ALEPP) certification is a practitioner-focused programme for professionals who want to move beyond understanding estate-planning concepts towards applying them in client cases.

Participants learn a structured approach to analysing client circumstances, identifying estate-planning gaps and developing coherent planning strategies.

The programme explores how wills, nominations, trusts, LPAs, ownership structures, succession considerations and other planning tools may interact within more complex client circumstances.

Case discussions require participants to consider not simply what planning tools exist, but when they may be relevant, why they are being considered and how different components of the estate plan work together.

ALEPP also develops participants' understanding of the respective roles of financial advisers, estate planners, lawyers and other professionals when moving a case from planning towards implementation.

Participants who successfully complete the assessment will receive the Advanced Legacy & Estate Planning Practitioner (ALEPP) certification from Mezzanine Institute.

Programme Partner

Delivered in collaboration with Mezzanine Legacy.

What You Will Learn

ALEPP focuses on the structured analysis and application of estate-planning principles.

Participants will learn how to:

Conduct structured estate-planning fact-finding
Analyse family circumstances, asset ownership and succession objectives
Identify gaps, risks and potential unintended outcomes within an existing estate plan
Evaluate how wills, nominations, LPAs, trusts and other planning instruments may interact
Understand the implications of different asset ownership and distribution structures
Work through planning considerations involving beneficiaries, executors, trustees and other appointed roles
Analyse more complex circumstances involving businesses, blended families, vulnerable beneficiaries and competing planning objectives
Develop a coherent estate-planning strategy from multiple planning considerations
Understand when legal or specialist professional input is required
Coordinate the progression of an estate-planning case towards implementation

Participants will apply these principles through case discussions, exercises and client-based planning scenarios.

Who Should Attend

ALEPP is designed for professionals who already possess foundational estate-planning knowledge and want to develop practitioner-level application.

Financial Advisers Handling Client Cases

Advisers who regularly work with clients
Professionals who want a structured approach to estate-planning conversations and case analysis
Advisers seeking to incorporate estate planning more meaningfully into their advisory practice

ALES Graduates

Participants ready to progress from foundational knowledge to practitioner application
Those seeking greater confidence in analysing real estate-planning circumstances

Estate-Planning and Wealth Practitioners

Professionals already encountering estate-planning cases
Practitioners who want greater structure and consistency in their planning process

Allied Professionals

Private bankers and wealth managers
Legal professionals
Accountants and tax professionals
Other professionals involved in succession, wealth or estate-related matters

Before You Attend

ALEPP is a practitioner-level programme and assumes familiarity with foundational estate-planning concepts.

Completion of ALES is recommended but not mandatory.

Participants who have not completed ALES should possess relevant estate-planning knowledge or professional experience in advisory, financial services, legal, accounting, wealth-management or related fields.

The programme places greater emphasis on case analysis and application. Participants should therefore be prepared to work through client scenarios and consider multiple planning factors simultaneously.

Assessment and Certification

Participants will complete a 30-question assessment covering estate-planning concepts, case scenarios and practitioner application.

The assessment may include questions requiring participants to identify planning issues, evaluate possible approaches and apply the frameworks introduced during the programme.

Successful participants will receive the:

Advanced Legacy & Estate Planning Practitioner (ALEPP) Certification

Issued by Mezzanine Institute.

The certification recognises that the participant has demonstrated practitioner-level understanding of estate-planning analysis and structured application.

Programme Details

SCHEDULE

28 & 29 Jan 2027
24 & 25 Feb 2027
30 & 31 Mar 2027

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 selected programme venues

WHO THIS IS FOR

Professionals with foundational estate-planning knowledge or relevant advisory experience

WHAT YOU GET

ALEPP practitioner certification upon successful completion
Advanced case-based course materials
Practitioner-led case discussions and exercises
Access to the next stage of the Mezzanine Legacy practitioner pathway, where applicable
Lunch 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.